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Date Analyst Note Full Analyst Report
11-14-14 Strong Theatrical Slate Boosts Viacom's 4Q; We Remain Cautious due to Ad and Rating Concerns Viacom Inc
11-07-14 Disney Ends Fiscal 2014 Strong, Defends Value of the Cable Bundle Walt Disney Co
11-05-14 CBS Reports Predictable Third Quarter, Announces Further Digital Offerings CBS Corp
11-05-14 Time Warner Posts Strong Third Quarter; Management Offers Stout DISH Defense Time Warner Inc
11-05-14 Fiscal 2015 Off to a Mixed Start; Weak Broadcast Ratings Offsetting Growth Twenty-First Century Fox Inc
11-05-14 Fiscal 2015 Off to a Mixed Start; Weak Broadcast Ratings Offsetting Growth Twenty-First Century Fox Inc
11-04-14 Good 3Q from Discovery but Weak 4Q Guidance; Thesis Intact, but Waiting for a Better Entry Point Discovery Communications Inc
11-04-14 Good 3Q from Discovery but Weak 4Q Guidance; Thesis Intact, but Waiting for a Better Entry Point Discovery Communications Inc
10-29-14 International Gains Drive Solid 3Q for DreamWorks, but We'd Seek a Wider Margin of Safety Dreamworks Animation SKG Inc
10-29-14 Initiating Coverage on Village Roadshow: Strong Presence in Movies and Rides Village Roadshow Ltd
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