|Day Low/High||24.34 / 25.54|
|52 Wk Low/High||19.81 / 39.73|
Aside from trade reverberation headlines this morning, I'm seeing a number of pieces on the media M&A landscape, and refreshingly it's not all roses. Over at The Wall Street Journal, questions are being raised about the balance sheet impact on the l...
The cable giant's current multiple is half its average P/E during the eight years from 2009 to 2017.
Market attention is now sure to turn to these players with broadcasting, video and streaming operations.
The Mouse House chart indicates it's headed higher even if it doesn't try to outbid Comcast for Fox's assets
For today at least, it's all about companies that produce and deliver entertainment.
As you sit down with your next cup of coffee, I'm pouring myself a wonderful bottle of Elixir Specialty Coffee, which I have to say is like nothing I've ever had before. As I get ready to take a drink, I'm pulling up some must read stories from arou...
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer wants the bank stocks to move higher.
The House of Mouse's chart indicates it's headed higher even if it doesn't try to outbid Comcast for Fox's assets
So what did we talk about on Cheddar just now... funny you should ask! Earlier this week, a court ruling paved the way for at least two things that are poised to alter the entertainment/media industry. I'm talking about the victory had by communica...
With the May Retail Sales report in hand, let's take a look at what it means shall we? Right off the bat, the headlines point to a stronger than expected result with May Retail Sales ex-auto +0.9% month over month vs. +0.5% consensus. That's the se...
What are you watching Thursday? Here's what you need to know as futures trade mixed.
The FOMC increasing the target for the fed funds rate while increasing the likelihood of a fourth 2018 rate hike through the use of the dot plot wasn't enough for you, was it? The dollar ran. the banks ran. Then news broke that the Trump administrat...
Kaboom !! What on earth is going on with Disney ? There shares have traded above 107 today, and are still up roughly 2.1% at 106 and a half-ish. I am sort of stunned. Not complaining, but sort of stunned. I just took a profit on roughly 40% of what ...
Rough, tough, can't get enough. Some of you know the rest. Some of you don't. Either way, you're here... your best pal, the Sarge, is back in the saddle subbing for the mighty Doug Kass, so let's button down those jerseys, tape on the foil and wade ...
AT&T is cleared to acquire Time Warner, a federal judge in Washington ruled on Wednesday.
The judge's approval set off a chain reaction that reverberated across the media and telecom industries.
Any weakness in defense stocks will present an opportunity to add to my favorite names.
Two names I like ahead of the FOMC meeting, the Trump/Kim summit and this year's E3 convention.
Jefferies has assumed coverage of Comcast with a buy - and a $41 price target. The brokerage bases this on the basis that the stock has overreacted to the possible deals to acquire Fox and Sky - at the expense of reduced buybacks. I have a very lar...
This week is no different. For one, this Friday brings the month of June.
On its own merits, Comcast now offers investors its best valuation in many years.
There's an emotional component to trading that simply doesn't allow people to think straight.
I wanted to briefly summarize my key points on why I have established a long position in Comcast . (I will deliver a much more lengthy analysis next week). While CMCSA shares may be in "deal jail" for a while (and Brian Roberts will not be easily di...
All three major indices closed the day in the green after spending most of the session in negative territory Wednesday.
In the May Action Alerts PLUS members' call, Jim Cramer answered a question regarding the Comcast's all-cash offer for 21st Century Fox's assets. Watch now so see what he things.
With all the high-level negotiations for Twenty-First Century Fox's assets, another look at the charts seems like a good idea.
Disney reported better-than-expected earnings driven by strength in its movie studios and theme parks.
While the move higher for crude prices late Tuesday took the energy sector with it, defense and aerospace names saw benefit as well.