$CHTR

In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve

Charter Communications is undervalued and oversold after a bad quarter, trading at distressed valuations (PE 3.85, 25% FCF yield) with heavy but manageable debt. The author expects a 5-6x PE expansion over 3-6 months to $185-220 driven by recovery in subscriber losses, MVNO strategy execution, merger approval catalysts, and resumption of buybacks post-Cox closing.