Piper Jaffray & Co. Analyst James Marsh says the content-creation business is a good place to be right now. As such, one of the stocks he likes is Lions Gate Entertainment Corp. (LGF).
“There is a battle between SVOD and the traditional pay-television platform, and Lionsgate is effectively the arms merchant here,” Marsh says.
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Marsh says Lionsgate provides shows like “Orange is the New Black” to Netflix and “Anger Management” to FX. Therefore, the company benefits regardless of who wins the battle between SVOD and pay TV.
“So in many ways, certainly over the moderate term, I don’t think Lionsgate really cares who wins this battle for the television as long as they are buying original content from them; so I think companies like that are the best positioned,” Marsh says.
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