12-02-2021, 11:46 PM
I dunno. I'm kinda with you on this one DG. I've been buying VIAC and am also tempted to double down. It is one thing to acknowledge that it isn't DIS or Netflix, but 6 or 7 times actual, profitable earnings is just too cheap to ignore. It is real revenue, real profits, and real dividends (and a low payout ratio). Even if its library is musty, what exactly is the bear case here? What doom isn't already priced in? Maybe earnings aren't going to soar, but why would they plummet?