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Imperial Capital: Discovery Communications Sell-Off 'Unnecessary'
Tuesday, July 3, 2018 - 10:15am | 442Read More...Discovery Communications Inc. (NASDAQ: DISCA)'s reported interest in buying Twenty-First Century Fox Inc (NASDAQ: FOXA)'s regional sports networks has resulted in an "unnecessary" decline in Discovery's stock, according to Imperial Capital. The Analyst Imperial Capital's...
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Imperial Capital Says CBS Is 'The Cleanest Name In The Space,' Viacom A 'Value Trap'
Thursday, June 28, 2018 - 10:33am | 621Read More...CBS Corporation Common Stock (NYSE: CBS) and Viacom, Inc. (NASDAQ: VIAB) are a tale of two media stock trajectories, according to Imperial Capital. While CBS is a "top idea" at Imperial, the firm said Viacom has been a bearish story since 2014. The Analyst Imperial Capital's...
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WWE Confirms New TV Contracts With USA Network And Fox
Wednesday, June 27, 2018 - 8:45am | 447Read More...Shares of World Wrestling Entertainment, Inc. (NYSE: WWE) gained more than 10 percent Wednesday morning after announcing new TV deals for its two flagship weekly events. What Happened WWE confirmed Tuesday afternoon it reached an agreement to extend its long-standing partnership with Comcast...
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Goldman Sachs Steps To The Sidelines On AMC Networks, Cites Declining Ratings For 'The Walking Dead'
Tuesday, June 26, 2018 - 1:24pm | 401Read More...The recent rally in media stocks helped push shares of AMC Networks Inc (NASDAQ: AMCX) higher. With minimal upside potential ahead, however, the bullish case for owning the stock no longer applies, according to Goldman Sachs. The Analyst Goldman Sachs' Drew Borst downgraded AMC Networks from...
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Imperial Capital Says Patience Will Pay Off For Discovery Communications Investors
Tuesday, June 26, 2018 - 10:32am | 410Read More...Discovery Communications Inc. (NASDAQ: DISCA) shareholders who are focusing on domestic cord-cutting concerns are overlooking the company's future potential, according to Imperial Capital. The Analyst Imperial Capital's David Miller initiated coverage of Discovery with an Outperform...
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Imperial Capital: 5 Reasons Why Netflix Still Has Runway Ahead
Tuesday, June 26, 2018 - 9:24am | 595Read More...Netflix, Inc. (NASDAQ: NFLX) boasts a simple business model of giving consumers the ability to watch what they want, when they want and how they want for a "mere" $7.99 a month. But investors assuming that the company's tremendous growth over the past year is unsustainable may...
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Goldman Sachs' 4 Reasons Why Corning Is No Longer A Sell
Thursday, June 21, 2018 - 9:21am | 398Read More...Corning Incorporated (NYSE: GLW), best known for inventing the first low-loss optical fiber decades ago, should no longer be sold by investors for four key reasons, according to Goldman Sachs. The Analyst Goldman Sachs' Rod Hall assumed coverage of Corning and upgraded the stock from Sell...
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AT&T's Acquisition Of Time Warner 'Compelling,' But Will Take Time To Show Results
Tuesday, June 19, 2018 - 10:36am | 403Read More...AT&T Inc. (NYSE: T)'s acquisition of Time Warner Inc (NYSE: TWX) is "compelling," but unlikely to show any positive financial impact on financial metrics until 2020 at the earliest, according to JPMorgan. The Analyst JPMorgan's Philip Cusick resumed coverage of AT&T with a...
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After 30% Gain, Pivotal Says The Time To Buy Discovery Communications Has Passed
Monday, June 18, 2018 - 10:46am | 382Read More...Pivotal Research Group upgraded Discovery Communications Inc. (NASDAQ: DISCA) in early June to a bullish stance, and investors who bought at the time were rewarded with a 30-percent return in two short weeks. The Analyst Analyst Brian Wieser downgraded Discovery Communications from Buy to Hold...
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Pivotal's Wieser To Disney Shareholders: Let It Go
Monday, June 18, 2018 - 8:51am | 400Read More...Walt Disney Co (NYSE: DIS) is stuck in a catch-22 situation where the proposed acquisition of Twenty-First Century Fox Inc (NASDAQ: FOXA) will reduce the value of Disney to shareholders, but failing to complete the transaction is a negative for the company, according to Pivotal Research...
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Can Comcast Beat Disney And Win Fox's Assets?
Thursday, June 14, 2018 - 2:22pm | 532Read More...Comcast Corporation (NASDAQ: CMCSA) said Thursday morning it presented Twenty-First Century Fox Inc (NASDAQ: FOXA) an offer to buy most of its media assets for $35 per share in a deal which it claims is "superior" to Walt Disney Co (NYSE: DIS) prior all-stock offer. Is a bidding war...
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Pivotal Research Likes Discovery Communications Despite Legitimate Investor Concerns
Monday, June 4, 2018 - 4:54pm | 418Read More...The case for buying Discovery Communications Inc. (NASDAQ: DISCA) stock is simple: despite "legitimate concerns," the upside potential is "too significant to ignore," according to Pivotal Research Group. The Analyst Analyst Brian Wieser upgraded Discovery...
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Bernstein: 'Almost 0%' Chance Of A CBS-Viacom Reunion
Tuesday, May 15, 2018 - 1:24pm | 400Read More...CBS Corporation (NYSE: CBS)'s move to sue its parent company, National Amusements, brings the likelihood of a combination with Viacom, Inc. (NASDAQ: VIAB) from around 80 percent to "almost 0 percent," according to Bernstein. The Analyst Bernstein's Todd Juenger upgraded CBS...
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Roku: 4 Reasons Why KeyBanc Recommends The Streaming Stock
Tuesday, May 1, 2018 - 9:48am | 434Read More...Roku Inc (NASDAQ: ROKU) is headed for long-term growth over a period of many years, according to KeyBanc Capital Markets. The Analyst KeyBanc's Evan Wingren initiated coverage of Roku with an Overweight and $42 price target. The Thesis The bullish case for Roku stock is fourfold...
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Amazon, Best Buy Smart TV Partnership Hurts Roku
Wednesday, April 18, 2018 - 1:43pm | 379Read More...In a somewhat surprising development in the retail landscape, Amazon.com, Inc. (NASDAQ: AMZN) is teaming up with Best Buy Co Inc (NYSE: BBY). What Happened As part of a new partnership, Best Buy will start selling Amazon's new Fire TV Edition smart TVs that can link up with its Alexa and Echo...
















