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LIN TV Corp. Message Board

value_invstr 4 posts  |  Last Activity: Jun 10, 2014 9:47 PM Member since: Jul 27, 2009
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  • Reply to

    EVC is easily worth $8

    by value_invstr Jun 10, 2014 8:49 AM
    value_invstr value_invstr Jun 10, 2014 9:47 PM Flag

    I have a very long time horizon on all my investments, I don't make short term predictions, the Chart on EMMS is ugly, I like the acquisitions they made in NYC, the lawsuit is a free option. I think EMMS is potentially a $7-$8 stock based on all the free cash flow they should generate post the acquisition. There has been a lot of insider selling, but that doesn't bother me, I think their has been a lot of pent up demand. I think if you have a year plus time horizon that EMMS is excellent risk/reward characteristics.

  • Reply to

    EVC is easily worth $8

    by value_invstr Jun 10, 2014 8:49 AM
    value_invstr value_invstr Jun 10, 2014 12:09 PM Flag

    I really like ROIAK, waiting for the Comcast deal, should happen in a matter of months, plus you have more debt refi's coming that will increase free cash flow. I still like GTN - Hoak deal should close by end of the month, like ETM - big bond refi coming that will increase free cash flow by 20-25%, EMMS - to cheap, always like SALM, like CMLS as wealth should continue to transfer from debt holders to equity holders, MEG/LIN combo is great, oh and JRN is too cheap.

  • Reply to

    EVC is easily worth $8

    by value_invstr Jun 10, 2014 8:49 AM
    value_invstr value_invstr Jun 10, 2014 11:17 AM Flag

    This stock has bounced between $5 and $7, anyone who's been trading in that range has done very well. It will eventually break out above it. This stock was $1 not that long ago. Their is one director who has been selling, it will be addressed soon. Either way, I'm not worried because the fundamentals are improving. Not an exciting story, a very simple one.

  • value_invstr by value_invstr Jun 10, 2014 8:49 AM Flag

    FYI, I don't own it (yet), but they generate a ton of cash, and this year with the World Cup will be a record year for them, they also own good spectrum in great markets. Also have a good big data play with their audience. They refinanced all their debt, so the only issue is what to do with all that cash flow, they probably increase the dividend, perhaps at year end or early next year. The UVN deal is good for both parties and will be renewed, right now UVN keeps about 80% of the retrans economics, perhaps that split improves for EVC. This is a simple story and a good one. Don't be surprised if they start running SBSA's assets in a couple of years.

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