Article Archive: Neil Macker, CFA

Title Collection Author Date
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
When You Wish Upon a Moat ... US Videos Neil Macker, CFA 09/10/14
'Frozen' Heats Up Disney's Third Quarter; Shares Fairly Valued Commentary Neil Macker, CFA 08/06/14