We could get into a debate about my journey as a sky shareholder...but I certainly don't consider myself to have ever been 'ramping' the stock.
The argument I have made for why sky tv will remain an important part of the NZ media landscape is largely unchanged.
It is fair to say though that the recent MW fiasco did not go down well with me and a lot of other shareholders - and it does make me question whether management and I are on the same page.
So I will be watching the results closely and will probably be listening to what Sophie has to say even more critically than ever.
And then, as is the case for any investment, one has to review the likely future prospects and then make a decision as to whether to buy more, sell some or all, or just keep sitting on your ass doing nothing.
Sky likely to continue forking out decent dividends in future years - a definite positive but let's see if they give guidance.
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