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MarketWatch: Fears that the cord-cutting trend was accelerating have weighed on media stocks in 2015. But there is still value in the traditional bundle, according to Peter Wahlstrom, director of tech, media and telecom equity research at Morningstar. Only the strongest networks are likely to thrive and, according to Wahlstrom, Comcast, Disney, CBS, 21st Century Fox and Time Warner are the companies with the scale necessary to remain relevant.