Article Archive: Neil Macker, CFA

Title Collection Author Date
Although Overvalued, It's Far From Game Over for Electronic Arts Stock Strategist Neil Macker, CFA 06/19/17
Original Content Powers AMC Stock Strategist Neil Macker, CFA 06/09/17
Fox Is a Favorite Media Pick US Videos Neil Macker, CFA 06/05/17
Opportunity in Fox? Stock Analyst Update Neil Macker, CFA 05/10/17
A Worrying Trend at Discovery? Stock Analyst Update Neil Macker, CFA 05/10/17
An Attractive Entry Point for Wide-Moat Disney Stock Analyst Update Neil Macker, CFA 05/10/17
Fair Value Up for Activision, Shares Fairly Valued Stock Analyst Update Neil Macker, CFA 05/07/17
CBS Starts 2017 on Positive Note Stock Analyst Update Neil Macker, CFA 05/04/17
Netflix Starts 2017 on Mixed Note, Shares Still Pricey Stock Analyst Update Neil Macker, CFA 04/18/17
Can Xfinity Mobile Move the Needle for Comcast? Stock Analyst Update Neil Macker, CFA 04/06/17
Disney CEO Extends Contract; Successor Search Ongoing Stock Analyst Update Neil Macker, CFA 03/24/17
2 Media Giants With Advantages Over Netflix US Videos Neil Macker, CFA 02/22/17
Time Warner Has 'Fantastic' Quarter Stock Analyst Update Neil Macker, CFA 02/08/17
Disney Attractively Priced for Long-Term Investors Stock Analyst Update Neil Macker, CFA 02/07/17
Fox Stock Attractive Today Stock Analyst Update Neil Macker, CFA 02/06/17
Comcast Adds Most TV Subscribers in a Decade Stock Analyst Update Neil Macker, CFA 01/27/17
Investors Should Steer Clear of Netflix Stock Analyst Update Neil Macker, CFA 01/19/17
Disney's Not Just a Mickey Mouse Investment Stock Strategist Neil Macker, CFA 01/04/17
In Wake of Merger Call Off, Viacom Looks Attractive Stock Analyst Update Neil Macker, CFA 12/12/16
The Downside of Fox's Takeover of Sky Stock Analyst Update Neil Macker, CFA 12/09/16
New DirecTV Service Won't Jump-Start OTT Revolution Stock Analyst Update Neil Macker, CFA 11/29/16
Disney Ends Fiscal 2016 on Weak Note Stock Analyst Update Neil Macker, CFA 11/10/16
Expect Regulatory Scrutiny for AT&T, Time Warner Deal Stock Analyst Update Neil Macker, CFA 10/23/16
Netflix Shares Look Expensive Stock Analyst Update Neil Macker, CFA 10/18/16
Viacom: Expect Drama to Continue Stock Analyst Update Neil Macker, CFA 09/21/16
Disney Shares Look Attractive Commentary Neil Macker, CFA 08/09/16
Disney Shares Look Attractive Stock Analyst Update Neil Macker, CFA 08/09/16
Does Netflix Have a Price Umbrella? Commentary Neil Macker, CFA 07/19/16
Despite Twists in Cable, Media Stocks Remain Undervalued Stock Strategist Industry Reports Neil Macker, CFA 07/01/16
Disney Shares Look Attractive After Mixed Quarter Commentary Neil Macker, CFA 05/11/16
Facebook Shines, But Shares Overvalued Commentary Neil Macker, CFA 04/27/16
Twitter's User Growth Remains a Concern Commentary Neil Macker, CFA 04/27/16
Alphabet Earnings Miss Doesn’t Change Our View Commentary Neil Macker, CFA 04/21/16
Netflix: 'Skinny Launches' Will Dampen Global Expansion Commentary Neil Macker, CFA 04/18/16
Content Digs a Wide Moat at Time Warner Stock Strategist Neil Macker, CFA 02/22/16
The Force Is With Undervalued Disney Commentary Neil Macker, CFA 02/10/16
Still No Margin of Safety in LinkedIn Shares Commentary Neil Macker, CFA 02/05/16
Wide-Moat Alphabet Reports Mixed End to 2015 Commentary Neil Macker, CFA 02/01/16
Netflix Grows Subscribers, but Shares Still Overvalued Commentary Neil Macker, CFA 01/20/16
The 4 Drivers of Moat in Media Today US Videos Neil Macker, CFA 12/30/15
Disney Shares Look Attractive Commentary Neil Macker, CFA 11/06/15
High Opportunity Cost for Activision Acquisition Commentary Neil Macker, CFA 11/04/15
Netflix Overvalued Despite Stock Slide Commentary Neil Macker, CFA 10/15/15
Disney's 3 Growth Fairy Godmothers US Videos Neil Macker, CFA 10/07/15
Media Moats Are On Sale Stock Strategist Industry Reports Neil Macker, CFA 08/10/15
Raising Disney’s Fair Value Ahead of Star Wars, Shanghai Resort Commentary Neil Macker, CFA 08/04/15
Morningstar Raises Fair Value Estimate on Netflix Commentary Neil Macker, CFA 07/16/15
Fox Builds Moat With Content Stock Strategist Neil Macker, CFA 05/08/15
Strong Start to 2015 for Netflix, But Shares Overvalued Commentary Neil Macker, CFA 04/16/15
High-Quality Disney No Bargain Commentary Neil Macker, CFA 02/04/15