Revenue growth on top of massive share buy back program
At the end of 2011 DTV booked 27.226 billion in revenue, first quarter they clocked 7.046 billion and 7.224 billion end of 2nd quarter for a steady annual projected growth rate in revenues of 4.8% for 2012.
Couple this with the massive buy back of its own shares on the open market of 27 mln per quarter. These two policies of aggressive growth and aggressive consolidation makes for that interesting mathematical proposition of a higher numerator revenues with a rapidly decreasing denominator.. Hence a very explosive outperforming model against industry peers and the S&P 500 over the next six months.