Georg Szalai

Cable's bills come due as cash flow dries up

Recommendation:
2

Until the start of the fourth quarter, big cable stocks where among the few bright spots in the entertainment sector this year. After all, cable has long been seen as a sector shielded from the worst economic woes.

Political ad-spending to hit record

Recommendation:
3

The economy and the overall advertising market may be under pressure, but political ad spending this year is expected to reach a new record, even though it may fall short of original estimates.

Digital TV switch will boost cable subscriptions

Recommendation:
1

Most cable operators have been struggling with basic-subscriber declines in recent quarters, but the digital TV transition early next year could provide a once-in-a-lifetime boost for some. Observers say that overall, cable companies -- rather than their satellite TV and telecom rivals breathing down their necks -- look best positioned to sign up a portion of the estimated 14 million US homes who still only get free over-the-air television rather than paying monthly fees to multichannel providers.

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