Scripps Networks Interactive (SNI) looks stronger than ever after a great first quarter. 

While most cable networks experienced a dip in viewership largely because of the Olympics, Scripps' popular channels -- including HGTV, Food Network, and Travel Channel -- actually increased viewership numbers, especially in the key 25- to 54-year-old demographic advertisers covet.

This shows management's programming savvy as well as the staying power of its brands, all of which give Scripps tremendous pricing power when it comes to advertising rates and affiliate fees. But lots of sharks swim in the sea of cable television programming.

Stock Advisor analyst Sara Hov and Rule Breakers analyst Simon Erickson talk about what's ahead for Scripps, including the chance that this small-but-mighty company could get swallowed by a bigger fish.