22 Quotes by Frederick Moran

With cable stock prices under pressure, business slightly less robust than previously thought, and market concerns about debt loads, now might not be the ideal time for additional mergers,

We saw real upside surprise in the revenue number, and I think that will help the stock. The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.

Ad inventory cuts are a necessary evil. I don't think it will stimulate accelerated growth. It will just allow the radio industry to remain competitive and maintain market share longer in an increasingly fragmented media environment.

AOL, ... is the Internet play out there. It is the only fully integrated Internet player in the space. It basically has multi-brands across different areas of the Internet. And their flagship AOL Internet service continues to show very, very powerful subscriber growth.

The cable division came in with 13 percent cash-flow growth, which is basically the strongest we're going to see out of the whole cable industry this quarter, ... They're showing some real power.

You need size and scale, and you need to drive a brand name in order to achieve growth and profitability in this market.

This doesn't represent new news but represents information that's getting more publicity and highlighted more fully than it has in the past. Because the stock has been vulnerable whenever news like this comes out, it reacts negatively.

They had a very solid report and gave guidance that looks extremely powerful. Any weakness in Sirius is more related to concerns at their rival XM as opposed to anything at Sirius itself. As long as the leader in the industry's stock is falling it's going to pull its colleague down with it.

This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple.