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Neil Macker

Neil Macker, CFA, is a senior equity analyst for Morningstar.

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Exposure to international pay television and inclusion in new streaming video services makes wide-moat Twenty-First Century Fox attractive today.

The slight acceleration in sub losses in the quarter, particularly when combined with the inability of the narrow-moat firm to gain carriage in either Hulu or YouTube OTT television packages, is troublesome.

Long-term success will require producing a variety of programming across multiple sectors, a strong portfolio of network brands, lower exposure to advertising revenue, and more exposure to international markets.

The media giant's quarterly results came in ahead of expectations, while Star Wars and the new Shanghai resort loom as long-term catalysts for growth, says Morningstar's Neil Macker.