CHTR Charter Communications : Bullish and Bearish Analyst Opinions
Sentiment & Price
▼
Sentiment Gauge
1
Bull
0
Bear
0
Watch
Bull 100%
Bear 0%
Price & Sentiment
Loading chart...
Recent News
Top Views ▼
No recent news for CHTR
No theses available
Feed
10:37
Apr 14
Apr 14
Charter Communications is a de-levered quality stock.
Charter Communications is an example of a quality company that has de-levered its balance sheet over the past four or five years, making it better positioned for an environment of rising cost of capital and slowing growth.
MED
22:45
Mar 07
Mar 07
Speaker discusses Malone’s strategy of "clustering" cable systems to create regional monopolies. He explicitly mentions Charter (CHTR) as a "behemoth" and a "prize worth pursuing" that became the largest cable operator in America. Liberty Broadband (LBRDA) is mentioned as the vehicle holding a significant stake in Charter. The consolidation of cable systems into contiguous clusters provides immense bargaining power with advertisers and programmers (e.g., ESPN). Despite the cord-cutting narrative, the underlying infrastructure monopoly remains valuable for broadband distribution. Long the infrastructure monopoly via the Malone-backed vehicles. Continued decline in linear TV subscribers affecting the video portion of the bundle; high debt loads typical of cable operators.
About CHTR Analyst Coverage
Buzzberg tracks CHTR (Charter Communications) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.