In a very tough year for media stocks, Disney (DIS) has been a standout performer. At recent highs, the shares were up over 20% for the year, more than twice the gain in the S&P 500. DIS was a victim of its own success after reporting its latest quarterly earnings. The results were slightly above […]
The big news surrounding Liberty Media’s (LMCA/LMCK)) quarterly earnings was the split of LMCA into two companies as shareholders received one share of Liberty Broadband (LBRDA/LBRDK) for every four shares of LMCA/LMCK. LMCA/K now is dominated by its 57.5% ownership stake in Sirius XM Satellite Radio. Sirius now represents over 7% of LMCA/K net asset […]
Liberty Global (LBTYK) had an eventful week. The company closed on its acquisition of Ziggo, giving it nationwide coverage in the Netherlands for its broadband and cable network, reported third quarter earnings, and restarted its share repurchase program. Each item is positive and complements the other which should set the stage for strong performance from […]
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