Investing 102

[captainofiron]

what do you guys think about investing in the players in the "Cable wars"?

I was reading an article about cutting the cable and investing.

They were talking about how some invest in the big cable companies (comcast, att etc)

and some invest in the new comers who are looking to disrupt the cable industry (google with fiber, netflix, hulu, amazon etc)

But they were saying to instead invest in the content providers, since no matter who wins the battle to get the consumer the content, the content providers will still be there making money.

I was looking at FOX, AMC, VIA and DISCK

I watch a ton of programming on the channels under the Discovery umbrella and they look decent on the chart.

Thoughts?