Wednesday, 30 September 2015

Madalyn sells NWSA 12.26: This new low was reached on below average trading volume as 3.4 million shares traded hands, while the average 30-day volume is approximately 5 million shares.

Over the past year, News Corphas traded in a range of $12.63 to $17.55 and are now at $12.70. The 200-day and 50-day moving averages have moved 0.29% lower and 0.66% lower over the past week, respectively. This is one of the best risk-reward investments I have ever seen. I think that investors investing in FOXA now will earn a 25% CAGR for the next 5 years. Stock price volatility will also be taken advantage of by the company's aggressive stock repurchase program. I believe that the risk for permanent loss of capital is low given the quality and durability of FOX's assets.


Sharon:
Given the heavy capital investments in sports programming and the nature of sports viewership, I am highly skeptical that people will no longer watch live sporting events.

Fern:
I think much of this risk is mitigated given where FOX is positioning itself going forward.

Rosalva:
Given the way the Rupert structured the board and the management team, even James will have a hard time implementing drastic changes without board and other management approvals.

Katrina:
Rupert has groomed and guided his son along the corporate path, and the vision of the company remains the same as if Rupert was running the company.

Jada:
My due diligence indicates that James Murdoch is as capable as his father.

Ernestina:
Investors are wary and uncertainties hang over FOX as new management could potentially deter the current growth trajectory of the company.

Willia:
I view FX as a potential headwind, but not a material risk factor.

Twana:
The severity of a rise in the dollar is muted by strong domestic affiliate fee growth.

Magdalen:
I don't know exactly what ValueAct plans to do with its stake, but its involvement is a vote of confidence on FOX's investment thesis nonetheless.

Marietta:
It also noted that its involvement with FOX will more likely passive given that current management understands how to create long-term shareholder value.

News Corp. (NASDAQ:NWSA)
//stockhand.net/us/?q=nasdaq%3Anwsa&id=639852

No comments:

Post a Comment