|STRONG BUY||$1.710||BULLISH on PRECIOUS METALS||MARKET NEUTRAL INVESTING: SMALL/MID-CAP||Yes|
A great 3-year story. As new digital distribution platforms like Netflix and Hulu and, ultimately, Apple TV and even Facebook, this company is now the largest independent manufacturer and producer of children’s content. Great growth story here to leverage those new digital distribution platforms and to create a real impetus on the distribution side, whether cable companies or the newer platforms. Feels that ultimately it is a takeout candidate.
Chief Investment Officer, Curvature Hedge Strategies