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Viacom/CBS Merger Proposal Pulled; Brean Weighs In
Monday, December 12, 2016 - 2:17pm | 358Read More...Investors hoping for a merger between CBS Corporation (NYSE: CBS) and Viacom, Inc. (NASDAQ: VIAB) were likely disappointed on Monday following reports that the merger talks have ended. Sumner Redstone and his daughter Shari Redstone control National Amusements, a holding company that owns a...
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As Fox Preps Another Bid For Sky, Brean Prefers Time Warner, CBS
Monday, December 12, 2016 - 11:37am | 453Read More...Twenty-First Century Fox Inc (NASDAQ: FOXA) confirmed on Friday it reached an agreement in principle to acquire the remaining stake in UK-based SKY PLC (LON: SKY) it doesn't already own for £10.75. According to Alan Gould of Brean Capital, the full combination of content and distribution has...
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Disney Would Likely Trade Down On A Netflix Deal
Monday, December 5, 2016 - 9:26am | 388Read More...Walt Disney Co (NYSE: DIS) disclosed in November that its flagship sports network ESPN continued to suffer subscriber losses. The recent speculation of Disney acquiring Netflix, Inc. (NASDAQ: NFLX) would result in only modest cost synergies and Disney’s stock may trade down on such a deal...
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Netflix And Its 'Unstoppable Lead' In Internet TV
Monday, November 21, 2016 - 9:54am | 312Read More...Brean Capital’s Alan Gould believes that Netflix, Inc. (NASDAQ: NFLX) has created “an unstoppable lead in the internet TV business and is positioned to dominate the business long term.” Gould initiated coverage on the company with a Buy rating and price target of $145. Largest...
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It's A Small World, But Disney Probably Not Interested In Twitter
Wednesday, October 26, 2016 - 8:55am | 366Read More...Investors shouldn't buy the latest round of Twitter Inc (NYSE: TWTR)'s M&A rumor, which now suggests Walt Disney Co (NYSE: DIS) is still interested in acquiring the social media company, at least according to Alan Gould of Brean Capital. Betaville reported on Tuesday that...
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Lions Gate Entertainment Is Operating In The Sweet Spot Of The Media Business
Friday, October 14, 2016 - 10:14am | 518Read More...Alan Gould of Brean Capital reiterated his Buy rating on Lions Gate Entertainment Corp. (USA) (NYSE: LGF) saying the company “operates in the sweet spot of the media business focused on content creation,” with a strong acquisition track record. “The stock should be driven by the...
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Brean Sees CBS, Viacom Merger 'Still Quite Possible'
Tuesday, September 20, 2016 - 8:34am | 359Read More...A merger between CBS Corporation (NYSE: CBS) and Viacom, Inc. (NASDAQ: VIAB) is “still quite possible” and a recombination of the two entities would likely be “structured with a premium to the CBS shareholders,” Brean Capital’s Alan Gould said in a report. He...
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Brean Capital Upgrades Viacom To Buy, Sees Plenty Of Catalysts
Tuesday, September 13, 2016 - 8:15am | 367Read More...The stock valuation for Viacom, Inc. (NASDAQ: VIAB) now reflects most, if not all, the negatives, according to Brean Capital’s Alan Gould, and while the sentiment is still negative on the stock, there are sufficient potential catalysts that lead to a positive risk/reward ratio. Gould upgraded...
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Brean Capital Initiates Starz At Hold, Sees Limited Upside
Tuesday, September 6, 2016 - 9:10am | 365Read More...Brean Capital’s Alan Gould believes there is minimal upside to Starz (NASDAQ: STRZA) shares. Gould initiated coverage of the company with a Hold rating. The analyst mentioned there is much less upside than directly buying Lions Gate Entertainment Corp. (USA) (NYSE: LGF) as compared to the...
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Brean Capital Initiates Lions Gate At Buy, Bullish On Management
Tuesday, September 6, 2016 - 8:24am | 366Read More...Lions Gate Entertainment Corp. (USA) (NYSE: LGF) management has an excellent record of creating value through acquisitions, Brean Capital’s Alan Gould said in a report. He initiated coverage of the company with a Buy rating and a price target of $27. Starz Acquisition Lions Gate has...
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Disney Positioning Itself For A Digital Future
Wednesday, August 10, 2016 - 8:00am | 371Read More...Walt Disney Co (NYSE: DIS) is positioning itself for the future, while supporting the current ecosystem, Brean Capital’s Alan Gould said in a report. He maintained a Hold rating on Disney, saying the company’s premium multiple would likely be “more modest” in the near term...
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Brean Favors CBS, Time Warner In Large-Cap Media; Says Hold Disney, 21st Century Fox, Viacom
Thursday, July 7, 2016 - 3:03pm | 538Read More...Investor fears over the long-term impact of cord-cutting have weighed heavily on large-cap entertainment stocks in recent years. Despite the uncertainty of a changing media world, Brean Capital analyst Alan Gould sees some compelling value for selective investors. “The group is trading at...
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Disney Stock Is A Good Buy; Barron’s (DIS)
Thursday, May 13, 2010 - 4:10pm | 114Read More...Walt Disney Company (NYSE: DIS) has produced impressive first-quarter numbers. The company reported earnings of $953 million. It also recorded $8.58 billion in revenue, beating consensus estimate of $8.39 billion. According to Barron’s, Disney’s good performance was mainly driven by the success of...













