Reuters - Video

EDITION: U.S. | U.K. | IN

Take 120

TAKE 120: News Corp Gets Better Ratings than Disney

Thursday, November 01, 2012 - 02:33

Nov. 5 - M&R Capital's Paul DeSisto says the coming News Corp. split and its valuation make it a buy over rival media company Disney.

▲ Hide Transcript

View Transcript

Public that there joins me for it takes one's -- few minutes to stocks only one is worth owning. How good -- see it they were gonna talk. News Corp. -- this thing you like News Corp. why. Elect me for the split off of this publishing business. From the rest of the company's medium business people start trading higher multiples more in line with that of Disney. Sixteen PE -- of eleven PE. A fifteen current price -- -- -- -- vs twelve assists for the price that because of that I think a lot of upside. That's the price increase from the 25 -- for the low thirties by the end of next. And terms of Disney isn't something about the company's execution you're not as high on or is it simply the valuation. Why not just collateral valuation they have three dollars and fifty cents were looking for the trading at sixteen times earnings in the low fifties. That's pretty much the high end of its range as he limited upside maybe a couple more dollars per share right now about solace. -- -- on possible threats to its business model only Internet players that are trying to get -- video is -- -- court. Hulu Netflix so that's the stuff. That is something to be concerned about but not right now because it hasn't had any effect peoples who pretty much glued to defeat since it. Yes they are how about revenue going forward you know Disney has those theme parks we've got a bit of a sluggish economy here so does that put it at more risk -- -- They are very dependent upon -- given a five dollar. Per gallon gasoline we've seen California lately and even that's how much tennis they have a different parts of Southern California. The benefits. -- let's look at earnings. Going forward visibility for the spinoff of news or how to those numbers look how they compared it is becoming a little bit more about that we can get two dollars on about News Corp. after this. An offer she did it gets to develop multiple been getting your questions below thirties Disney. Three dollars and fifty cents that have to pay some extra money to redo their Major League Baseball contract. What the for ESPN -- quarter earnings down a bit. -- and I think the 350 times of sixteen multiple real right now -- -- low fifties to. -- -- like I like the book. News -- higher by the 30%. All right. It gets caught with just so great to talk that so much that's Paul's take -- funny ironic that there is that right.

Press CTRL+C (Windows), CMD+C (Mac), or long-press the URL below on your mobile device to copy the code

TAKE 120: News Corp Gets Better Ratings than Disney

Thursday, November 01, 2012 - 02:33

Top News »

Most Popular »

Investing 201 »

Bond investors brace for the end of Fed stimulus Bond investors brace for the end of Fed...

Fri, Oct 10, 2014 - (4:03)

Arian Foster = BlackBerry? Arian Foster = BlackBerry?

Fri, Oct 25, 2013 - (3:16)

Don’t miss these red flags for IPOs Don’t miss these red flags for IPOs

Thu, Oct 10, 2013 - (2:34)

Copycat currency trading Copycat currency trading

Wed, Oct 02, 2013 - (2:28)

When to dump a winner When to dump a winner

Tue, Sep 24, 2013 - (1:55)

Where gold might again attract Jim Rogers Where gold might again attract Jim Rogers

Thu, Sep 19, 2013 - (2:05)

Why savings interest rates won't budge Why savings interest rates won't budge

Fri, Sep 13, 2013 - (2:09)

Buy local? ETFs try the trend Buy local? ETFs try the trend

Thu, Sep 05, 2013 - (2:42)

Money Clip »

Will Apple Pay transform mobile payments? Will Apple Pay transform mobile payments?

Thu, Oct 16, 2014 - (2:45)

3 things to do before disaster strikes 3 things to do before disaster strikes

Wed, Sep 18, 2013 - (1:39)

Your must-do money list Your must-do money list

Wed, Sep 11, 2013 - (1:24)

The worst "best" financial advice The worst "best" financial advice

Wed, Sep 04, 2013 - (1:42)

Forget gold: The case for REITs Forget gold: The case for REITs

Fri, Apr 26, 2013 - (1:19)

3 rules for buying a house now 3 rules for buying a house now

Thu, Apr 18, 2013 - (1:39)

Reuters Investigates »

Re-homing victim: "I could have been dead" Re-homing victim: "I could have been dead"

Wed, Feb 19, 2014 - (8:24)

Cops and loggers in the Amazon rainforest Cops and loggers in the Amazon rainforest

Fri, Jan 10, 2014 - (4:01)

"Passed around like a dog" "Passed around like a dog"

Thu, Aug 29, 2013 - (6:32)

Adopted, then abandoned online Adopted, then abandoned online

Thu, Aug 29, 2013 - (13:21)

How the DEA keeps its secrets secret How the DEA keeps its secrets secret

Mon, Aug 05, 2013 - (1:36)

How education lost its role as the great equalizer - Reuters Investigates How education lost its role as the great...

Mon, Dec 17, 2012 - (7:52)

Jihad Jane: From abused child to American jihadist - Reuters Investigates Jihad Jane: From abused child to American...

Sat, Dec 08, 2012 - (10:01)

Jihad Jane: The order to kill - Reuters Investigates Jihad Jane: The order to kill - Reuters...

Sun, Dec 09, 2012 - (10:39)

Moving Pictures »

Dance of the northern lights Dance of the northern lights

Mon, Oct 20, 2014 - (1:08)

Images of September Images of September

Wed, Oct 01, 2014 - (1:00)

Still missing – MH370 Still missing – MH370

Fri, Sep 05, 2014 - (2:05)

Burning Together Burning Together

Mon, Sep 01, 2014 - (2:23)

Mending dolls, teddies and hearts Mending dolls, teddies and hearts

Fri, Aug 22, 2014 - (3:12)

Images of August Images of August

Fri, Aug 29, 2014 - (1:00)

"Old timers" sail the Chesapeake Bay "Old timers" sail the Chesapeake Bay

Mon, Aug 11, 2014 - (2:27)

Burned memories Burned memories

Fri, Aug 08, 2014 - (3:02)

Images of July Images of July

Thu, Jul 31, 2014 - (1:20)

World Cup: passion on the pitch World Cup: passion on the pitch

Fri, Jul 11, 2014 - (1:00)