And here’s my latest take on Cablevision…

And here’s my latest take on Cablevision:

Cablevision Systems Corp. CVC +2.22% is a play on the idea that free distribution of video over broadband Internet will undermine the $69 a month cable-TV business model. Cablevision’s been a tough short for us, but I do expect that in the next few quarters we’ll be seeing an acceleration to Cablevision’s subscriber losses. I think this stock can head back into the teens in coming quarters, so we’re sticking with this one.