Comcast bounced off at 1.0x book value and now trades at a 14% earnings yield. CMCSA's broadband and video headwinds are largely offset by growth in wireless, business customers, and theme parks.
Lionsgate is downgraded to sell as revenue sharply contracts and valuation stretches amid rising leverage. LION's Q2 revenue fell 42% y/y, missing expectations, with both film and TV segments ...