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Disney's Top-Line Miss: 'The Force' Was Too Strong With Q1 Last Year
Wednesday, February 8, 2017 - 2:18pm | 325Read More...David Miller of Loop Capital stuck to his Buy rating on Walt Disney Co (NYSE: DIS) despite mixed first-quarter results, which saw earnings topping Street view while weakness in ESPN dragged down sales below consensus estimate. 2016's Headwinds Disney’s Media Networks’ revenue fell 1.6...
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Will Viacom Sell Some Of Its 24 Networks To Reinvest In MTV, Paramount Films?
Tuesday, February 7, 2017 - 4:09pm | 416Read More...Media giant Viacom, Inc. (NASDAQ: VIAB) will release its first-quarter earnings before the market opens on Thursday. Consensus estimates stand at $3.18 billion in revenues with EPS expected to come in at $0.83. Loop Capital has raised its price target on Viacom to $38 from $37 and maintains a Hold...
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Fox's Q2 Results Somewhat Of A Mixed Bag, SKY Deal Still Fuzzy
Tuesday, February 7, 2017 - 4:02pm | 304Read More...Loop Capital’s David Miller maintains his Hold rating on Twenty-First Century Fox Inc (NASDAQ: FOXA) shares after the media company reported mixed results for its second quarter. Though EPS of $0.53 beat $0.49 consensus estimate, the $7.68 billion revenue missed Street view of $7.72 billion....
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Is Regal Entertainment The Most Likely Buyer For AMC's Divestitures?
Monday, February 6, 2017 - 3:48pm | 331Read More...Loop Capital’s David Miller said he would not be surprised to see if Regal Entertainment Group (NYSE: RGC) bulk buys theaters that AMC Entertainment Holdings Inc (NYSE: AMC) is seeking to divest to gain Department of Justice approval for its acquisition of Carmike Cinemas, Inc. (NASDAQ: CKEC...
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Super Bowl LI Is Going To Be Very Political
Saturday, February 4, 2017 - 8:21pm | 501Read More...With the heated political climate these days, Americans likely won’t even be able to escape politics on Super Bowl Sunday. Halftime The centerpiece of Super Bowl politics may be halftime performer Lady Gaga, who has been outspoken in her opposition to President Donald Trump. “This...
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Is Greed, Fear Of Public Scrutiny Keeping Fox From Selling Out Its Super Bowl Ad Inventory?
Friday, February 3, 2017 - 5:02pm | 677Read More...Several media reports have said Twenty-First Century Fox Inc (NASDAQ: FOXA) still has unsold ad inventory for this Sunday's Super Bowl, a negative development ahead of the company’s second-quarter results scheduled for release on February 6. Ads And Consumer Engagement: Super Bowl LI The...
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Pros Outweigh Cons In Weatherford's First Quarter Under New CEO; Loop Capital Upgrades
Friday, February 3, 2017 - 3:59pm | 282Read More...Loop Capital upgraded Weatherford International Plc (NYSE: WFT) to Buy from Hold following increased confidence in new CEO Krishna Shivram’s vision to restore profitability at the company. Justification For Upgrade Shivram’s plan includes reducing debt to below $3 billion over the next...
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Look For Lions Gate's 'Warm' Streak To Continue In Its Pending Q3 Results
Wednesday, February 1, 2017 - 3:11pm | 293Read More...David Miller of Loop Capital expects the “warm” streak to continue for Lions Gate Entertainment Corporation Class A Voting Shares (NYSE: LGF.A) as the media firm reports its third-quarter results on February 8. Earnings Expectations Miller expects $0.11 in EPS and $675 million in...
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Twitter's Q4 Earnings On Tap: Will MAUs Get A Trump Bump?
Wednesday, February 1, 2017 - 1:31pm | 409Read More...Twitter Inc (NYSE: TWTR) is scheduled to report its fourth-quarter results on February 9 before the market open. The question on nearly every investor's mind is what impact, if any, will President Donald Trump's use of Twitter to bypass traditional media outlets will have on the company's results....
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Why CSX Isn't The Only M&A Target In The Rail Space Right Now
Tuesday, January 24, 2017 - 12:49pm | 565Read More...If you think CSX Corporation (NASDAQ: CSX) is the only possible M&A target, you could be mistaken. There might be other potential opportunities for investors, according to Loop Capital. On Monday, Canadian Pacific Railway Limited (USA) (NYSE: CP) filed its separation agreement with outgoing CEO...
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Loop Capital: Days Of The 'Rail Renaissance' Feel Like Distant Memory
Sunday, January 22, 2017 - 8:32pm | 400Read More...Loop Capital's Rick Paterson says the mid-single-digit pricing growth in the rail sector feels like a distant memory amid deteriorating pricing environment. Paterson cited two industry themes: i) a lack of conviction on 2017 freight volumes and ii) pricing continues to decelerate following the...
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Why A Hunter Harrison Bid For CSX Isn't As Simple As It Seems
Friday, January 20, 2017 - 4:14pm | 562Read More...Following reports of Hunter Harrison attempting a management shakeup at CSX Corporation (NASDAQ: CSX) along with hedge fund manager and activist investor Paul Hilal, Loop Capital's Rick Paterson told Benzinga that it isn't as simple as it seems. Harrison + Hilal = Lethal Combo According to a...
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Canadian Pacific CEO Exit: 'Never A Dull Moment In Calgary'
Thursday, January 19, 2017 - 10:11am | 330Read More...Canadian Pacific Railway Limited (USA) (NYSE: CP) unexpectedly announced the departure of CEO Hunter Harrison, more than five months prior to the expiration of his contract. The news “just accelerates a transition that has been in place for some time,” Loop Capital's Rick Paterson...
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Why The Disney Story Is Already All About 2018
Tuesday, January 17, 2017 - 1:07pm | 307Read More...It’s only mid-January, but Loop Capital is already looking ahead to 2018 when it comes to Walt Disney Co (NYSE: DIS). According to analyst David Miller, 2017 will be a transition year for Disney, but the company should bounce back to solid growth numbers in 2018. Transition Year Followed By A...
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Trump, NAFTA And Kansas City Southern Remain In A Mexican Standoff
Monday, January 16, 2017 - 1:50pm | 254Read More...Kansas City Southern (NYSE: KSU) investors should keep their expectations in check ahead of the company’s Q4 earnings report on February 20. In a new report, Loop Capital analyst Rick Paterson outlines a number of headwinds the railroad company is facing at the moment. According to...
















