makes sense strategically, because it gives a cable component to what investors are viewing as the boring, unexciting growth side of the post-split company.
Given how concerned investors are in the media sector, Viacom's ability to generate 5 percent revenue growth excluding the film business illustrates why we think there is significant underlying value in the assets.
Here is an asset that investors have very much given up on,
The strength of the AOL cash flow and billed subscribers were better than investors were expecting and an increase in full-year guidance is clearly a good sign.
Don't confuse a recovery with growth. The question for investors is not how does Disney fare for this quarter. The question is next year -- and the growth rate is not sustainable.
Investors should increasingly focus on the aggregate unique users ... page views and time spent online across the AOL Web sites to judge the success or failure of AOL's new strategy,