Interested in some huge upside plays? Look no further than SBNY, a NYC centric super-regional bank growing deposits 30% year in and year out. Or how about ICPT? Their trials attest to a cure for fatty liver. Or how about SHAK and HABT on the food front? Interested in clothing? Might I interest you in KATE or UA?
Do you watch television? Sure you do. If you are an avid fan of television you know we are in the golden era of programming, which is why A list actors are popping up on shows all over the place. In the old days A list actors wouldn’t be caught dead on television. It was where careers died. But now, the production quality is as good, or better than, most movies. Budgets are massive, talent is abundant, and most importantly, people are interested.
It is the reason why NFLX went from $60 to $400. The subscription numbers soared after House of Cards lured people in. I have another play, perhaps not as lucrative as NFLX, but equally meaningful.
AMCX.
AMC is a leading cable channel, with plenty of quality programming. All of you know Breaking Bad, right? That was an AMC show. How about Mad Men, The Walking Dead, Hell on Wheels, or Turn? Most importantly, have you heard or seen the new Breaking Bad spin off Better Call Saul? About 5 episodes in, the reviews are fantastic. If this show can pick up where Breaking Bad left off, ad dollars should remain very strong and AMCX should spring higher.
Is there anything else to look forward to? Excellent question, young man. As a matter of fact there is.
This spring, legendary actor from the smash hit show House ( a personal favorite of mine), Hugh Laurie, is teaming up with “Loki” from the Avengers, in a new show called Night Managers. AMC Networks owns BBC America. If this show is a hit, which I cannot see how it won’t be, AMCX will make a bee-line for a hundy roll.
Comments »