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Entercom Communications Corp. Message Board

  • longtimefollower longtimefollower Feb 12, 2010 10:55 PM Flag

    I still have a large chunk in media.

    28% of my total portfolio, roughly (although I think it was somewhere around 40%, at its peak, in early to mid 2009). And pretty much all of it in radio and newspaper stocks....plus a small speculative position in KDE, which I guess would be considered a "media" stock. And a small SHORT position in SALM, one of the more overpriced of the radio stocks, relatively speaking, imho. (I'm carrying it as a hedge, of sorts.)

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