Communication Services - NXST!!!
This is a wild sector. There is something foe everyone. I missed Magnite and Ziff-Davis. There are some interesting asset value stories. Disney is a mess.
Nexstar Media - NXST - $158 - is almost a religion, not a company. They could be a major winner in deregulation. There might be asset value. Interesting buildout of CW Network and News Nation. Founder and CEO Perry Sook tells a great story. They are buying back stock with a passion.
Some others:
Cable One - CABO - $367 - strong internet business, but traditional cable is fading fast
John Wiley - WLY - $45 - still issues with publishing scandal, but their library might be a big part of AI
Verizon - VZ - $40 - I wish they were doing better with business customers
Universal Music - UMGNF - $26 - Dutch asset value story
Manchester United - MANU - $17 - clearly has asset value, maybe horrible play will speed management change
IAC - IAC- owns a big chunk of MGM, and some strange internet assets, confusing??
Madison Square Sports - MSGS - $220 - has asset value, but will Dolan ever leave?
Magnite - MGNI - could be a big winner in streaming advertising, but I missed they run to $16, waiting for bad times
Marcus - MCS - $21 - theaters and hotels, missed the run to $20, waiting
Disney - DIS - $111 - kind of a value stock, parks getting pricey, streaming an unending disaster?
Ziff-Davis - ZD - $45 - missed the move from $30, waiting, difficult to understand
Roblox - RBLX - $59 - fun to learn about, if it ever gets back to $25?
Interpublic - IPG - $29 - seems ready to give up and be acquired, I am glad I did not waste time on these guys, 2nd quarter call was so depressing you knew something was up