Comcast in Strong Position As It Looks for Blue Sky in Europe

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Comcast (CMCSA) still has to convince us and a lot of investors of the wisdom of its acquisition of Sky Plc, Europe’s largest satellite TV provider.  Fortunately, the company’s domestic cable business and NBC Universal content operations are performing well giving the company some breathing room.  Management can point to a strong record on acquisitions […]

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Disney Steady Ahead of Major 2019/20 Transition

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Disney (DIS) reported a strong 4Q18 as it wrapped a good fiscal year financially and an eventful one strategically.  For the year, revenue grew 8%, the best rate of growth since 2015.Opeting income grew 6% but adjusting for losses at recently acquired BAM TECH and ongoing losses at Hulu, growth would have been several percentage […]

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