Cable stocks, which rallied during the first half of 2012,...
Cable stocks, which rallied during the first half of 2012, should continue to add value through the end of the year, UBS analyst John Hodulik wrote in a note to investors. Increasing cash returns to shareholders at Time Warner Cable…
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and Comcast will help boost share value, he said. Moreover, share gains in broadband and video are helping cable operators’ operating results, which could be further buoyed by a rebounding housing market, he said. “We believe cable stocks remain attractive despite their 1H outperformance,” he said.