Shares of ViacomCBS (VIAC) performed poorly prior to the economic shutdown and COVID-19 crisis and have fallen further. The stock is now about 50% lower than its mid-February level even after rallying 70% from its March low. Of all the investments Northlake has owned over the past couple of years, VIAC has performed the worst […]
Few companies are more directly impacted by the economic shutdown related to the COVID-19 crisis than Disney (DIS). The company’s theme parks are closed. Movies theaters are shut denying Disney the ability to launch the massive blockbusters from its Marvel, Pixar, Disney, and Star Wars franchises. Sports are not being played, crippling viewership and ad […]
Nexstar Media Group (NXST) shares responded well to the company’s 1Q20 earnings report as investors gained a better understanding of the stability of the company’s free cash flow. Shares in NXST were pummeled in the initial stages of the COVID-19 crisis despite a much less cyclical financial profile than the company had in Great Financial […]
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