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Nov. 6 (Bloomberg) -- In today's Triple Threat, Bloomberg's Julie Hyman, Stifel Nicolaus' Ben Mogil and KeeneOnTheMarket.com's Andrew Keene discuss the outlook for AMC Networks. They speak with Trish Regan on Bloomberg Television's "Street Smart." (Source: Bloomberg)

Investment?

We want to ask our panel.

With the strategy?

Andrew keen.

If you look at how the stock is trading, people think it will have more hits.

We have seen a big rally in the shares this year and on the downside, yes, some of these hit series are leaving or ending for the network, but on the plus side, when you have the success of these kinds of series, with all of the acclaim and viewership -- record viewership in the "breaking bad," finale, that tends to draw more talent is what i have heard from analysts in the past.

When you get emmys you get the viewership and you can produce more good programming that, ideally, brings more and more high viewership.

Quickly to bring you the numbers, 72% on a 22% gain in sales for amc networks.

Going over to ben for a moment, i know you have raised her price target on this one.

$78 just a couple of weeks ago.

What makes you so confident right now about amc, given some of these programming changes?

It will be interesting, because breaking bad was obviously the biggest title for them.

It will be somewhat asymmetrical.

If the number is great, they will say it is not recurring.

I think the way we are looking at it is the four cues being off to a good start for them.

13 million to 14 million viewers , more importantly being able to monetize much better, much better than they were getting a little while ago.

In terms of the new shows and what the rollout looks like, mad men being split into two seasons, you will get some in different places, changing the story more and giving chances to show new programming around that.

"winter sun," getting lower than expected, but every show will be given two years, likely.

We saw "breaking bad," and "mad men," get a lot of chances.

The executive producer, director, and makeup designer on that hit show, "walking dead," we spoke to him ahead of the premier and take a listen to what he had to say about potential print -- potential spinoffs.

They want to do a breaking bad spinoff.

And i think that they have hit their stride with the shows they are doing and the idea is to continue forward.

What do you think, "walking dead," spinoff?

Why not?

It makes all the sense in the world.

It makes logical sense.

As well as on "breaking bad." andrew, what are you seeing ahead of the signals tomorrow?

It is very strong on the daily, the weekly, the monthly, plus one of my favorite takers out there, 20th century fox reporting strong earnings, sold off on the low of the day, amc on a similar thing, the daily charts we have a new all-time high with the stock reversing about a dollar, but i want to get long on the pullback.

70 feet, $2.20 for that, above $70 just collect that three percent premium over the next six weeks and if it gets under $70 i do not mind being long in the stock.

It is a great way to play the stock and aggressively buy it here as it hits new all-time highs.

We will be watching for that.

One final question for a moment, talking about ratings, some shows, "low winter sun," for example, have been disappointing on the ratings front.

How might that change in future seasons?

One thing about netflix is that if it had reasonably good word of my -- reasonably good word-of-mouth, it would get a bump up.

Big jump from one, to 2, 3 and four.

Same thing on "breaking bad." even more pronounced.

Now it is rated six and seven in the second half episodes and towards the finale.

In the company's perspective, give a chance to the show for one cycle on netflix, unless it is abysmal.

If it is not, at least you feel like you gave it a proper shot, given that people are not watching television during live appointment times.

They are commanding serious advertising rates for some of these shows.

It was extreme for the premiere of "the walking dead, but certainly they are no longer getting the 200's that they used to get.

From their perspective, from what i gather they are hold -- they are holding back more than the upfront to capitalize on how the stuff is doing for them.

One more thing i wanted to bring up as well, in the past one thing that has fueled the stock aims to some extent has been the speculation about an acquisition, someone coming in.

Amc just made a big acquisition, but there has been speculation about intentionally something like comcast coming in to buy it . that seems to have receded to some extent.

Well, is the stock getting too expensive, possibly, to be an acquisition target?

That is certainly worth consideration.

You have to think about the dolan family still controlling the voting rights for amc.

They would have to be on board for any sort of acquisition.

Is trading, people think it will have more hits.

We have seen a big rally in the shares this year and on the downside, yes, some of these hit series are leaving or ending for the network, but on the plus side, when you have the success of these kinds of series, with all of the acclaim and viewership -- record viewership in the "breaking bad," finale, that tends to draw more talent is what i have heard from analysts in the past.

When you get emmys you get the viewership and you can produce more good programming that, ideally, brings more and more high viewership.

Quickly to bring you the numbers, 72% on a 22% gain in sales for amc networks.

Going over to ben for a moment, i know you have raised her price target on this one.

$78 just a couple of weeks ago.

What makes you so confident right now about amc, given some of these programming changes?

It will be interesting, because breaking bad was obviously the biggest title for them.

It will be somewhat asymmetrical.

If the number is great, they will say it is not recurring.

I think the way we are looking at it is the four cues being off to a good start for them.

13 million to 14 million viewers , more importantly being able to monetize much better, much better than they were getting a little while ago.

In terms of the new shows and what the rollout looks like, mad men being split into two seasons, you will get some in different places, changing the story more and giving chances to show new programming around that.

"winter sun," getting lower than expected, but every show will be given two years, likely.

We saw "breaking bad," and "mad men," get a lot of chances.

The executive producer, director, and makeup designer on that hit show, "walking dead," we spoke to him ahead of the premier and take a listen to what he had to say about potential print -- potential spinoffs.

They want to do a breaking bad spinoff.

And i think that they have hit their stride with the shows they are doing and the idea is to continue forward.

What do you think, "walking dead," spinoff?

Why not?

It makes all the sense in the world.

It makes logical sense.

As well as on "breaking bad." andrew, what are you seeing ahead of the signals tomorrow?

It is very strong on the daily, the weekly, the monthly, plus one of my favorite takers out there, 20th century fox reporting strong earnings, sold off on the low of the day, amc on a similar thing, the daily charts we have a new all-time high with the stock reversing about a dollar, but i want to get long on the pullback.

70 feet, $2.20 for that, above $70 just collect that three percent premium over the next six weeks and if it gets under $70 i do not mind being long in the stock.

It is a great way to play the stock and aggressively buy it here as it hits new all-time highs.

We will be watching for that.

One final question for a moment, talking about ratings, some shows, "low winter sun," for example, have been disappointing on the ratings front.

How might that change in future seasons?

One thing about netflix is that if it had reasonably good word of my -- reasonably good word-of-mouth, it would get a bump up.

Big jump from one, to 2, 3 and four.

Same thing on "breaking bad." even more pronounced.

Now it is rated six and seven in the second half episodes and towards the finale.

In the company's perspective, give a chance to the show for one cycle on netflix, unless it is abysmal.

If it is not, at least you feel like you gave it a proper shot, given that people are not watching television during live appointment times.

They are commanding serious advertising rates for some of these shows.

It was extreme for the premiere of "the walking dead, but certainly they are no longer getting the 200's that they used to get.

From their perspective, from what i gather they are hold -- they are holding back more than the upfront to capitalize on how the stuff is doing for them.

One more thing i wanted to bring up as well, in the past one thing that has fueled the stock aims to some extent has been the speculation about an acquisition, someone coming in.

Amc just made a big acquisition, but there has been speculation about intentionally something like comcast coming in to buy it . that seems to have receded to some extent.

Well, is the stock getting too expensive, possibly, to be an acquisition target?

That is certainly worth consideration.

You have to think about the dolan family still controlling the voting rights for amc.

They would have to be on board for any sort of acquisition.

We will be watching the earnings tomorrow.

Thank you so much.

Matt?

Next the closer says that the

This text has been automatically generated. It may not be 100% accurate.

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