Consumer >> Analyst Interviews >> March 3, 2002
RAYMOND LEE KATZ is a Senior Managing Director at Bear, Stearns & Co.,
Inc., joining the firm in October 1994 to follow selected entertainment
and cable stocks. His coverage list includes Cablevision Systems Corp.,
Rainbow Media Group, Charter Communications, Comcast Corp., Cox
Communications, Liberty Media Group, AOL Time Warner, Disney, MGM, Fox
Entertainment and Viacom. He is also directly responsible for the
management of four other senior analysts who cover another 60 names in
Broadcasting, Specialty Entertainment, Satellites, and Emerging Markets
Media. Mr. Katz has been an Institutional Investor All-Star in cable
and/or entertainment for the past 11 years. Prior to joining the firm,
he was at Lehman Brothers from July 1990 to October 1994, where he also
followed newspaper publishers. He was a Senior Analyst at Mabon, Nugent
& Co. from March 1987 to July 1990. Prior to Wall Street, Mr. Katz held
various financial positions in the entertainment, broadcasting and cable
industries, working at CBS Records, the CBS Television Network, and CBS
Broadcast Group. His last position was as Director of Strategic Planning
for the CBS Broadcast Group from 1982 through 1986. In this position he
was responsible for strategic planning, special projects, acquisitions
and divestitures, and the management of CBS' cable operation in Texas.
Mr. Katz holds an MBA in Finance from New York University, an MA in
History from City University of New York and a BA from The State
University of New York at Albany. Profile
TWST: What specific companies do you follow?Mr. Katz: In the large cap entertainment area we follow AOL Time Warner
(AOL), Viacom (VIA), Disney (DIS), Fox Entertainment Group (FOX),