One day after noted cable industry analyst Craig Moffett downgraded the stocks of Comcast, Time Warner Cable and Charter Communications to neutral on fears of cord-cutting and price-regulation tied to Title II Internet reform, analyst Jonathan Chaplin stepped forward with a dissenting viewpoint.
“In our view, concerns over cord cutting and regulation are overblown and cable assets are among the most compelling opportunities we see globally,” wrote Chaplin in an email Wednesday, introducing a new report compiled by his firm New Street Research.
via Rival cable analyst refutes Moffett report, says sector is just fine – FierceCable.