Grupo Televisa (NYSE: TV): Stock of the Day
by Ted Leinbach, Research Team, The Oxford Club
Before you jump to conclusions, hear me out. The swine influenza fears are gripping the global markets – it sparked a massive sell-off earlier this week.
Investors quickly dumped shares of Mexican companies on Monday fearing that a potential swine flu outbreak will drive consumers away from the country’s products and services.
That’s left Mexican companies with some attractive values. And that’s why I think it is time to pounce on some of them before the big bargain hunters come back in.
I want to bring your attention to a company that is leading the charge of one of the biggest global megatrends: television.
Grupo Televisa (NYSE: TV) is the largest producer of Hispanic television in the world. The company dominates the programming that Latinos see in the United States.
With 45 million viewers, it captures the fastest growing audience in the United States.
In fact, the television stations – on any given week night during prime time – will beat each one of the three national networks (ABC, NBC, CBS).
You see, the economy of Mexico is tied closely to the United States. Thus, given the highly cyclical nature of the television industry, as the United States economy reaccelerates, so will the profits for Grupo Televisa.
That’s why it’s time to buy in. Shares have been beaten down over the past six months. And now – as investors dump shares – is a good time to pick up a few.
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Its an excellent pick. What is expected Target price.
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