Too much debt on the books if things go south in the economy in the near future. Great dividend but they will have to pay that with some of their free cash and using the leftovers to target the debt. They obviously have a plan in place but if some of their projections from the TW deal prove to be overly optimistic or if they aren't as successful on the streaming stuff with DirecTV as they think they will be then they could be in some trouble.@NochNoch I get that the merger hasn’t been rosey but am I missing something on AT&T ?
Tough thing about the 1 yr deals is false sense of security. Having Donaldson is awesome and having pollock and/or Marwin would be awesome but pache isn’t an impact bat in 1-2 years. Riley
Dansby and Ozzie have to hit consistently. Camargo needs to repeat. Internal development is key.
Leverage. Not debt, leverage.Too much debt on the books if things go south in the economy in the near future. Great dividend but they will have to pay that with some of their free cash and using the leftovers to target the debt. They obviously have a plan in place but if some of their projections from the TW deal prove to be overly optimistic or if they aren't as successful on the streaming stuff with DirecTV as they think they will be then they could be in some trouble.
Tough thing about the 1 yr deals is false sense of security. Having Donaldson is awesome and having pollock and/or Marwin would be awesome but pache isn’t an impact bat in 1-2 years. Riley
Dansby and Ozzie have to hit consistently. Camargo needs to repeat. Internal development is key.