John Janedis

Viacom, Inc. (NASDAQ: VIAB) is likely have a strategic shift under Tom Dooley, the interim CEO who is expected to succeed Philippe Dauman on a full-time basis by the end of the month. Jefferies examined various strategic options for Viacom and is not expecting any deal to come out of last week's...

Jefferies has downgraded Madison Square Garden Co (NYSE: MSG) to Hold from Buy as it sees limited upside in the stock due to a lack of near-term catalysts. Although the company's business model provides protection from secular issues, the brokerage said shares trade at a 35 percent discount to...

Netflix, Inc. (NASDAQ: NFLX) is likely to witness flatter subscriber growth in the US than the market's current expectations, Jefferies’ John Janedis said in a report. He assumed coverage of the company with an Underperform rating and a price target of $80. Although the company’...

Jefferies initiated AMC Networks Inc (NASDAQ: AMCX) with a Hold rating and $72 price target, and expressed concerns on over exposure to "The Walking Dead" franchise. "In our view, it will be important for AMC to develop new hit programming in 2016, especially considering that The...

Jefferies said although Netflix, Inc. (NASDAQ: NFLX) has dominated the SVOD (subscription video on demand) landscape to date, the platform will face increased competition from Hulu over the next 2-3 years. SVOD refers to a service that gives users unlimited access to a wide range of programs...

Shares of Walt Disney Co (NYSE: DIS) have appreciated 14.21 percent year-to-date, while declining 10.41 percent over the past month. Jefferies’ John Janedis has maintained a Hold rating on the company, with a price target of $112. Janedis mentioned that the slowing growth in the...

Madison Square Garden completed a split of itself into two companies: The Madison Square Garden Co (NYSE: MSG) and The Madison Square Garden Company (NYSE: MSGN). John Janedis of Jefferies is bullish on Madison Square Garden and bearish on MSG Networks. Janedis noted Madison Square Garden...

Shares of Time Warner Inc (NYSE: TWX) have declined more than 20 percent over the past eight weeks. John Janedis of Jefferies reiterated a Buy rating with a price target lowered to $85. Janedis sees Turner growing through 2018 and continue being the largest contributor towards Time Warner's EPS...

In an effort to continue putting more focus on its core brand, The New York Times Company (NYSE: NYT), according to its flagship newspaper, The New York Times, has agreed to sell The Boston Globe and other related media properties to John W. Henry, principal owner of the Boston Red Sox. The...