There has been a shakeout in the media sector in 2015. The media stocks have been investor darlings over the last few years but finally the valuations across the sector are attractive and reflect the risks in the industry related to disruption due to streaming, chord-cutting and shift in TV advertising.
Top ideas include Buy DIS @ $90, TWX @ $70, FOX @ 25, DISCA @ $24, LGF @ $32.
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