• Michael Bryant
    Time Warner Cable ($CHTR), Skechers ($SKX), Lazard ($LAZ), Tower International ($TOWR), & Goodyear Tire ($GT) rose Thursday on unusual vol.
    2/17/14
    Reply (6)
    • Michael Bryant: Wow, only $CHTR look worth a longterm buy.
      2/17/14
    • Michael Bryant: But $SKX and $GT look good short-term plays.
      2/17/14
    • Chris DeMuth Jr.: I would be grateful to understand more about your thesis on $CHTR. It is a large position of mine. Why do you like it? What is it worth?
      2/18/14
    • Michael Bryant: First off, it is a monopoly. No one can really compete. Time Warner dominates the South. Comcast dominates the North.
      2/18/14
    • Michael Bryant: Even if the merger doesn't go through, Time Warner is still in a very good position.
      2/18/14
    • Michael Bryant: Haven't done extensive analysis, but looks like it has 40% upside this year. As for the comment, $CHTR has the only attractive chart.
      2/18/14