u/Maledictione · 29d agono track record yet
Long CHTR
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
Charter Communications is undervalued and oversold after a bad quarter, trading at distressed valuations (PE 3.85, 25% FCF yield) with heavy but manageable debt. The author expects a 5-6x PE expansion over 3-6 months to $185-220 driven by recovery in subscriber losses, MVNO strategy execution, merger approval catalysts, and resumption of buybacks post-Cox closing.
At post $147.92Now $137.79-6.8% since postedas of Jun 10, 4:59 PM ET
1d-3.3%
3d-5.1%
1w-3.7%
1m—
3m—
6m—
1y—