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Viacom Left Behind In Fundamental Media Shift, Macquarie Says
Tuesday, January 2, 2018 - 5:58pm | 483Read More...Macquarie Research analysts never recommended owning Viacom, Inc. (NASDAQ: VIAB)'s stock, but the firm is taking a "tougher stance" against the company in 2018 — and the entire ad-supported media sector. The Analyst Macquarie Research's Tim Nollen downgraded Viacom ...
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Macquarie: In The Content Wars, Disney 'By Far' The Most Likely To Succeed
Tuesday, January 2, 2018 - 4:37pm | 404Read More...It’s a small world in media. A small world ruled by a growing giant. With Walt Disney Co (NYSE: DIS)’s concentrated channel buildout and consumption of Twenty-First Century Fox Inc (NASDAQ: FOXA), the U.S. media ecosystem is shifting. The Rating Macquarie Research analyst Tim...
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Macquarie: Discovery Communications Could Be In Play As A Buyer Or A Seller
Tuesday, January 2, 2018 - 4:20pm | 380Read More...The media and entertainment space is rife with M&A activity and investors may want to consider Discovery Communications Inc. (NASDAQ: DISCA) as an overlooked play. The Analyst Macquarie Research's Tim Nollen upgraded Discovery's stock from Neutral to Outperform with a price...
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Things Could Get Worse Before They Get Better For Interpublic Group, Macquarie Downgrades
Tuesday, January 2, 2018 - 3:53pm | 319Read More...Interpublic Group of Companies Inc (NYSE: IPG) recently guided down on 2017. The Analyst Macquarie's Tim Nollen downgraded Interpublic Group of Companies from Neutral to Underperform and decreased his price target for the stock from $21 to $18.50. The Thesis The consensus estimates of 2.5...
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Analyst: How Lower NFL Ratings Cost CBS
Tuesday, January 2, 2018 - 1:40pm | 400Read More...The National Football League's poor ratings are a reason for investors to pull back on CBS Corporation (NYSE: CBS)'s stock, according to one Wall Street analyst. The Analyst Macquarie Research's Tim Nollen downgraded CBS' stock from Outperform to Neutral with a...
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Wall Street Praises Netflix's Outlook As Price Increases Begin To Take Effect
Tuesday, January 2, 2018 - 11:26am | 593Read More...Throughout 2017, Netflix, Inc. (NASDAQ: NFLX) was on fire and ended the year higher by more than 55 percent. This may have some investors concerned another year of outperformance in 2018 will be hard to come by, but some of Wall Street's top analysts think otherwise. The Analysts Loop...
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MSG Networks Downgraded By Macquarie Amid Sale Talks
Wednesday, April 5, 2017 - 2:06pm | 434Read More...The New York Post reported earlier this week MSG Networks Inc (NYSE: MSGN) is looking to sell itself. Analysts at Macquarie commented on the reports, noting that while it makes sense for the company to sell itself, it would be prudent to downgrade the stock's rating. Macquarie's Tim Nollen...
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Viacom: Dividend Cuts And CEO Exit Leave Investors Anxious
Thursday, September 22, 2016 - 3:38pm | 515Read More...Viacom, Inc. (NASDAQ: VIAB) left investors more anxious after the media company cut its dividend and fourth quarter earnings guidance, and announced the exit of interim CEO Tom Dooley. The company slashed its quarterly dividend in half, from $0.40 to $0.20, which will save about $80 million per...
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No Chill: Macquarie Downgrades Netflix To Underperform, Sees 73 Million Intl. Subs By 2019
Tuesday, September 13, 2016 - 8:04am | 331Read More...The near-term prospects for Netflix, Inc. (NASDAQ: NFLX) appear challenged by high content costs and intensifying competition in the US and other countries, Macquarie’s Tim Nollen said in a report. He downgraded the rating on the company from Neutral to Underperform, while maintaining a...
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comScore Hit With Macquarie Downgrade After Accounting Issues
Tuesday, March 8, 2016 - 11:52am | 319Read More...COMSCORE, Inc. (NASDAQ: SCOR) has been downgraded by Macquarie Research to Neutral. Accounting concerns including a further delay in its 10-K filings and share buyback suspension have led to the downgrade, while a postponement of the company's Investor Day also influenced the analyst's...
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Macquarie Remains Bullish On Disney, Notes Three Near-Term Catalysts
Monday, August 31, 2015 - 11:13am | 363Read More...Shares of Walt Disney Co (NYSE: DIS) fell around 16 percent over the past few weeks after hitting an all-time high of $122.08. The selloff was a direct result of: The company's third-quarter report, which contained cautious commentary and forward looking guidance guidance. A ...
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For Viacom, It Gets Worse Before It (Might) Get Better: Macquarie
Friday, August 7, 2015 - 10:33am | 316Read More...In a report published Friday, Macquarie analyst Tim Nollen commented on Thursday's massive sell-off in Viacom, Inc. (NASDAQ: VIAB)'s stock following its third-quarter print. Viacom reported a "weak" third-quarter revenue of $3.058 billion (down nearly 11 percent year-to-date)...
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Is Time Warner's Stock Getting Unfairly Punished?
Thursday, August 6, 2015 - 11:37am | 356Read More...Shareholders of Time Warner Inc (NYSE: TWX) are scratching their heads this week as the stock is down another 6 percent on Thursday following a nearly 9 percent dive on Wednesday in response to Q2 earnings. Here's a look at what is going on with Time Warner. The Numbers What...
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UPDATE: Macquarie Upgrades News Corp
Monday, October 20, 2014 - 10:01am | 239Read More...News Corp (NASDAQ: NWSA) was upgraded from Underperform to Neutral with a $16.70 price target by Macquarie in a report issued Monday. Analysts led by Tim Nollen noted that on November 3 "FOXTEL goes live with the biggest pricing revamp in its history, as it tries to reinvigorate subscriber...
