CHTR - Charter Communications

[chrispy]

Yes, no one is cutting the cord right now unless they are having a financial hardship

[Kaegi2011]

Yes, no one is cutting the cord right now unless they are having a financial hardship

Agreed that impact is minimal financially, but as asset prices come down I think the risk is on the multiple side.  Not a judgment on current valuation, but at the end of the day it's all relative. 

[Liberty]

https://corporate.charter.com/newsroom/charter-statement-regarding-plans-to-permanently-raise-minimum-wage-to-20-dollars-per-hour-over-next-two-years

[BG2008]

https://corporate.charter.com/newsroom/charter-statement-regarding-plans-to-permanently-raise-minimum-wage-to-20-dollars-per-hour-over-next-two-years

Interesting development (likely bullish) and a good way to earn some goodwill with this wage increase.  Or the flip side is that it is very difficult to retain employees and they are forced to do this. 

[vince]

https://corporate.charter.com/newsroom/charter-statement-regarding-plans-to-permanently-raise-minimum-wage-to-20-dollars-per-hour-over-next-two-years

[Grenville]

What kind of leadership is this....Give the man his job back and then if you're gonna require them to show up at the office then make sure you're sitting next to them if it's so important and can't be done remotely.

https://www.cnbc.com/2020/04/21/new-york-ag-opens-inquiry-into-charters-coronavirus-response.html


what am i missing here...this just doesn't make any sense...

[NotSoWise]

Its called "leadership by stock options".

His KPIs do not include "coronavirus survivorship" or "% of employees without ventilator".

[Liberty]

Q1: https://ir.charter.com/static-files/34377ce6-5cd4-40c1-bb41-1de0889a706d

Cable FCF up 70.9% YoY!