You're right, I sold most of my position in CVC several months ago in the low $20s as I felt the stock would be dead money for a while. I was right. Moved into EY, FMC, INTC and LU among others and made a killing, particularly on EY. CVC can easily march up to $30 in the next month or two. I'm a value guy though so I may look to unload my remaining position if it makes that move. As for sat plans, quite frankly I could care less. I'm too busy counting my profits to worry about such things.
I wish I had a nickel for every guy that comes on here and says he's going to switch to the dish real soon. If you're so dissatisfied then why haven't you already switched?
Let me get this straight. Several months ago I predicted that CVC would hit $25 when it was $16 and now you're criticizing me because I cashed out earlier than that. Gimme a break.
Faulty memory, dude. My average price was $10.40 and I got there by doubling down around $7. After that I went back in and boght more later on at $14. I've since cashed out of a portion of that, too.
Dude, I think my views on CVC have been pretty clear to anybody paying attention. I've already taken 70% of my chips off the table and banked some mighty big profits. CVC is nowhere near as attractive as it was when I doubled down in single digit territory. I've been saying that all along. Back at the beginning of the year when CVC was around $16 I said it would get to $25 by the end of 2Q. It got to $24. Close. Quite frankly, at today's levels I'm somewhat ambivalent about CVC. I just like to parry with you turkeys. That's why I piled a lot of my $$ into FMC. Up 50% in the last three months. Me happy camper.
Since when have you seen YES's financials? Unless you were picking through the trash then a guy of your caliber would never get a whiff of those #s. You know damn well what I mean about YES. Unlike MSG they don't have to pay $50MM plus for the rights to broadcast Yankee games. In fact, you have no idea what YES is paying in rights fees. As ofr Wiz, $500 mil a billion, what's the difference, right? Yikes.
Hey there einstein. It's hard for YES not to make $$$ when they broadcast Yankee games without having to pay for the rights to broadcast said games. Of course they're going to make money. The question is are they making as much $$ as their investors planned to make when they bought into YES. The answer is an unequivocal NO. As for the Wiz, on SEVERAL occasions you said that they lost over a billion dollars and we had quite a few conversations about it. Now you're backing off from that stance. Gimme a break.