InterActive hasn't become too large yet and I think it can still grow its business further, ... It's a large cap name with a mid-cap growth factor.
The later maturities give the company more wiggle room, but they need to do a better job executing. They haven't proven they can do that yet.
The balance sheet is still very leveraged but this sale tightens its footprint. That consumer base is not the most demographically desirable. I thought they got a good deal.
Hollywood will see a nice holiday season. These three movies are pretty much review proof.
The biggest issue for investors is concern about the airlines and lodging industry trying to capture more discounts rather than going through third parties.
Extending the debt payment gives them a chance to build their business,
This was broadly expected, to say the least, ... There's very little likelihood that you can tweak this to get it to work.
The Weather Channel is one of the few remaining privately owned cable channels out there. If there were a deal it would probably make sense for a company that also owned a broadcast network to buy it.
There's a perception that he likes to have his toys.
They're having trouble adding customers. Their market is getting very saturated and they don't have a bundle like the cable companies do, so it's difficult for them.
