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Last Friday, I attended Virgin Media’s (VMED) analyst meeting in New York. Here are my thoughts:

Despite jumping from $15 to $27 since January 2010, VMED still has excellent upside as free cash flow is set to accelerate and management appears very disciplined toward using it to pay down debt and repurchase shares. Given the company’s still high debt leverage, both cash uses accrue to the benefit of shareholders. At the same time, the new management team has done a great of fixing a formerly troubled company and is now in a position to focus on growth initiatives in mobile and business services and invest in the cable TV business.

Read the whole story here.

Happy trading,

Curt