All I hear about is the AOL service -- give me a break. That's 20 percent of the company's revenue and it's 100 percent of the story.

I want Carl Icahn to accelerate what they have started and spin out cable. Cable is a utility, not content.

I like when managements are under pressure. Instead of just saying, 'we're doing fine,' they try even harder to either spin off a division or cut costs and deliver the goods.

We said no. We're going to place our bets on the broadcast media names.

Whatever's hot drains money from whatever hasn't been. All the data I see says large caps should do better.

Trying to sell your funds on someone else's platform is hard. The funds better have four-star or five-star ratings, or else it's hard to stand out from the crowd.