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Analyst Interview Excerpt
A Second Chance for Cable & Broadcasters - David C. Joyce - Miller Tabak + Co.


Full article published: 12/21/2009


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TWST: Give us a little bit of background on Miller Tabak.
Mr. Joyce: We've been around for about 28 years, initially as an options research, sales and trading firm. For the past 15 years, we've been dealing more with regular equities. And for the past 10 or 12 years, we've been adding more fundamental analysts, in addition to our economist and technical analysts. So we cover about eight or nine sectors. I do all cable, media, entertainment and broadcasting. I've been here for a little more than four years, and I've been covering the media space for about nine years. I've been on the Street for about 16.

TWST: And what do you cover specifically?
Mr. Joyce: On the cable side, I cover Comcast, Time Warner Cable, Liberty Global, Cablevision, MediaCom, Knology, RCNI. On the entertainment side, it would be Disney, Time Warner, News Corp, CBS, Viacom, Discovery, Lions Gate (LGF) and Live Nation (LYV). I also do an entertainment technology company, Dolby Laboratories (DLB). And then on the broadcasting side, it is Entravision, (EVC) Grupo Televisa (TV), Sirius and Clear Channel Outdoor for outdoor advertising.

 

Tickers included in this excerpt: CBS, CCO, CMCSA, CVC, DIS, DISCA, DISH, DTV, GE, GOOG, KNOL, LBTYA, MCCC, NWSA, SIRI, T, TWC, TWX, VIA, VZ

 

For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.