In the meantime
The DISH play is a difficult one for the retail investor. The company is well managed and, if successful in its network buildout, will be on par with the major telecoms. But that’s a big “if.”
DISH’s biggest direct competitor, DIRECTV (NASDAQ:DTV), is a much more clear-cut investment. The company’s Latin American operations are still flying high (though not as high as originally reported in the first quarter), and even the domestic business is showing growth from premium subscriptions. DIRECTV is also rumored to be the winning suitor for streaming content provider Hulu — giving the satellite company a formidable position in the red-hot space.
If choosing between the two, I prefer DIRECTV (NASDAQ:DTV), based on its transparency going forward. DISH may very well be a lucrative play, but there are many, many hurdles the company must still clear before it can declare a victory.
The article Where Does DISH Go From Here? originally appeared on Fool.com and is written by Michael Lewis.
Fool contributor Michael Lewis has no position in any stocks mentioned. The Motley Fool recommends DirecTV.
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