There's a lot of bad information about TV Azteca in the market, but that's always an opportunity for smart and savvy investors.
Sentiment: POSITIVE
With the acquisition of 50% of Todito, TV Azteca is getting on a very fast train. Todito will allow TV Azteca to create value for its shareholders and promote its television content on the Internet.
I don't really know much about TV and what people want to see. I'm not that well-informed about it.
What TV is extremely good at - and realize that this is 'all it does' - is discerning what large numbers of people think they want, and supplying it.
There's still a lot of investors wondering what to invest in. And, of course, I think entertainment looks attractive when you read the few films that make these insane amounts of money. What they don't know is they don't always do that.
If the television market collapses - and it will collapse - then, it seems, there is too much regulation, and that's not a good thing.
TV producers want ratings and are willing to do nearly anything to get them. They gin up artificial conflicts and create an urgency for even the most minor of economic data points.
CNBC is a very serious-minded financial news network, and what we've seen thus far from Fox appears to be not as investment-focused or financially focused, and that's good for us.
Television networks are a lot like automobile manufacturers or anyone else who's in commerce. If something out there catches on with the public... I guess you can call it 'market research.'
This is a great time for the 'guerilla marketer.' The days when you used to have to buy expensive TV time and a yellow page ad to get started are gone.
Television is more of a business. You can't take as many risks, because there's so many channels now, and the advertising's dropping.