Newsletters

Newsletter Media Sector Review October 2016

Getting Through The Election!

News

The political elections have been a focus for investors over the past quarter, with the unconventional Presidential election in the spotlight. The open seat Presidential race and the battle over the control over the Senate and the House was a perfect set up for a very strong political advertising cycle It appears now that this will not happen.

Newsletter media sector review July 2016

News

We believe that the media stocks are in an oversold position, following a 1.5% selloff in the group over the past quarter. In our view, the fundamentals of the media companies appear favorable, although the second quarter is not expected to be as strong as the first quarter.

Newsletter Media sector review April 2016

ONLY IN VEGAS!

News

From April 16-21, media investors turned their attention to the National Association of Broadcasters’ (NAB) conference, in general, and the Media Finance & Investor conference presented by NOBLE, in particular.

Cancer immunotherapy sector review April 2016

After the thrill is gone

News

There has always been a variance between Wall Street expectations and the somber reality and the dogged slow pace of drug development; in times of irrational exuberance, investment decisions may be made on meagre data; investors are now in a conservative mode, and rightly so; in these times, the words of William Edward Deming rings true, “in God we trust, all others bring data.”

Newsletter Media sector review January 2016

January 2016

News

A rebound in media stock valuations in the fourth quarter 2015 was not enough to offset the declines earlier in the year, with the exception of the television group.

Media Sector Review

October 2015

News

In our last newsletter, we alerted investors that the media industry faced a tough second quarter, with weak national advertising.

Media Sector Review

July 2015

News

We believe that the lackluster general economy and weak national television environment likely will position many media companies for a disappointing second quarter.

Media Sector Review

April 2015

News

Media stocks seemed to be churning as investors determine the direction of the near-term fundamentals.