Gamco's Ward: Facebook, Google Offer Real Growth in Tech

The video discusses the resurgence of Time Warner and CBS in the media sector, highlighting their success in adapting to the cord-cutting trend. It also covers the ongoing housing market recovery, with investment opportunities in companies like Whirlpool and Lenoir. Finally, it examines the dominance of Facebook and Google in digital advertising, noting their strong earnings and growth potential.

What is one reason Time Warner and CBS are thriving in the cord-cutting era?

• They have exclusive sports broadcasting rights.

• They offer must-have networks in skinny bundles.

• They have partnered with major streaming services.

• They have reduced their subscription prices significantly.

What factor has contributed to stronger-than-expected advertising revenues for old media companies?

• Increased international viewership

• Partnerships with tech companies

• Election campaign advertising

• Higher subscription fees

Which company is mentioned as benefiting from the housing market recovery?

• Tesla

• Whirlpool

• Amazon

• Apple

What percentage of ad dollars transitioning to the internet are captured by Facebook and Google?

• 50-55%

• 60-65%

• 70-75%

• 80-85%

How is Facebook's growth rate described in the context of its valuation?

• Growing at 30% annually

• Growing at 40% annually

• Growing at 20% annually

• Growing at 10% annually