Furthermore, oil companies are conservative, so convincing them to make a radical split, even if it could potentially unlock billions of dollars in value, won't be easy.
While filmed entertainment does have value, including syndication deals, negative DVD trends have Nathanson choosing to be conservative and to include them in the less attractive half of Good/Bad NWS.
Big tech currently has many hallmarks of value stocks: In addition to low valuations, they offer strong balance sheets and seasoned managers who take a conservative approach to risk.