New Threads Only:  Add to Google Reader or Homepage
New Threads & Replies:  Add to Google Reader or Homepage
Forums are for serious investors only. GuruFocus Forum Rules.

Forum List » Guru News and Commentaries
Guru News, Stock picks and commentaries
New Topic Search
Goto Thread: PreviousNext
Goto: Forum ListMessage ListNew TopicSearchLog In
John Rogers : Sports-Related Stocks a Score
Posted by: Dheeraj Grover (IP Logged)
Date: June 21, 2012 06:55AM

Ariel's John Rogers discusses recent opportunity in Madison Square Garden (MSG) and International Speedway (ISCA), as well as the firm's analytical adjustments in the wake of the financial crisis.

He thinks Madison Square Garden has huge moat and pricing power and when the stock was oversold during the NBA lock out he was able to buy a very good business at a cheap price.

He thinks similar about International Speedway which is closely associated with NASCAR. It has a huge moat and has been beaten down as people are worried that upcoming contract with advertisers will not go well. He thinks that NASCAR is holding its rating pretty well and contract should get good value to International Speedway (Click here "ISCA, Whats not to like about NASCAR" to read my analysis on International Speedway)

Here is the video:








Guru Discussed: John Rogers: Current Portfolio, Stock Picks
Stocks Discussed: ISCA, MSG, GCI, JLL,
Rate this post:

Rating: 3.1/5 (10 votes)





Sorry, only registered users may post in this forum.

Please Login if you have an account or Create a Free Account if you don't
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide