It is crazy how cheap media firm ViacomCBS (VIAC) got in the early part of last year. I mean, the CBS and Paramount Pictures owner last featured here back in May 2020. It traded for circa $19 a share at the time. Prior to that, it was covered in late…
Media
-
-
Of all the stocks covered on the site, Disney seems one of the unluckiest with respect to COVID-19. I say that for three reasons really. Firstly, nearly all of its operating segments look exposed to the impact of the pandemic. I mean, the Parks, Experiences and Products segment has obviously taken…
-
Media firm ViacomCBS (VIAC), the owner of assets such as Paramount Pictures, CBS and Nickelodeon, is one in a long line of stocks now priced for destruction. It trades for 3x pre-COVID estimated 2020 underlying earnings of around $5.30 per share. That isn’t a typo by the way; the company’s stock has…
-
It is an exciting time to be a Disney (DIS) stockholder. Between its movie studios, streaming services, new theme park attractions and incorporating the 21st Century Fox assets (“21CF’), there is just a heck of a lot going on right now. In fact, I don’t even know where to begin…
-
The Walt Disney Company (DIS) declared a semi-annual dividend of 88¢ per share last week, unchanged year-on-year. Since Disney switched to paying twice-yearly back in 2015, the December one has always represented the “raise”. That means it looks increasingly likely that Disney’s fiscal 2020 (remember its financials run on a…