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Stifel , Nicolaus & Company , Incorporated
Direct Phone: (647) ***-****
One Montgomery Street Suite 3700
San Francisco, California 94104
We offer our individual clients a full range of strategic wealth management services stressing wealth preservation through prudent planning. Our experienced wealth management teams provide personal, professional financial advice tailored to each of our in... more
Director, Equity Research
ADVISORY BOARD Member
MBA ( With Distinction
University of Michigan
University of Toronto
Stifel Upgrades Scripps To Buy, Sets $75 Price Target - Scripps Networks Interactive, Inc (NYSE:SNI) | Benzinga
Mogil upgraded the rating on the company from Hold to Buy, with a price target of $75.
"Our view is predicated on stronger than expected domestic advertising trends, which increase our estimates above FY guidance, coupled with our view of above peer group underlying affiliate fee growth," the analyst explained.
Mogil mentioned that the above peer underlying affiliate trends in the mid to high single digits in 2016 is being masked by the rate card harmonization from the two large mergers.
The analyst expects Scripps Networks to see stronger core affiliate trends in 2017, as the impact of the mergers lapse and the late 2016 contracts become effective.
"We believe that the concerns over the company's core fully distributed channels not being part of going forward OTT MVPD bundles, notably Hulu, is likely overblown," Mogil stated.
Stifel Downgrades Disney, Sees Valuation And Growth As A 'Split Story' - Walt Disney Company (The) (NYSE:DIS) | Benzinga
Thoughts On Valuation
"From a valuation and growth perspective, we continue to see the company as somewhat of a split story," the analyst mentioned.
Mogil believes the Studio and the corresponding Consumer Products businesses continue to deserve a solid multiple to reflect the robust pipeline in the Studio segment.
Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Comcast Corporation (NASDAQ:CMCSA) - Stifel On Dreamworks-Comcast Merger Rumor: This Time Is Different | Benzinga
Related Link: DreamWorks Soars 20% As WSJ Reports A Potential Comcast Buyout
It's Different This Time
"While there has been speculation of DWA being a take-out candidate before, we view this time around as different as the company's China and Television/ATV operations make it a more attractive candidate than before when it was largely a feature film business," Mogil explained.
Lions Gate Acquires Summit Entertainment for $412.5 Million - Rizvi Traverse
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