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Summary Two Barron’s Annual Roundtable, plus one Bloomberg Intelligence article published late January listed 99 stocks of-note for 2023; 78 of those were unduplicated US publicly-listed companies, of which 56 were paid dividends. Barron’s two roundtable discussions on Jan...
Grupo Televisa, S.A.B. (TV) Q4 2022 Results Conference Call February 24, 2023 10:00 AM ET Company Participants Alfonso de Angoitia - Co-Chief Executive Officer Pepe Antonio Gonzalez - Chief Executive Officer of Cable Luis Malvido - Chief Executive Officer of Sky Ca...
Summary Grupo Televisa, S.A.B. shares are already up almost 40% since the turn of the year. Valuation remains depressed, especially on the assets side. Growing margins and improving balance sheet bodes well for more share-price appreciation. Intro If we pull up a G...
Summary Two Barron’s Annual Roundtable, plus one Bloomberg Intelligence articles published late-January listed 99 intriguing stocks for 2023; 77 were unduplicated US publicly-listed companies, of which, 56 paid-dividends. Barron’s two roundtable discussions January 20 and ...
Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...
Grupo Televisa ( NYSE: TV ) said Megacable's board rejected a merger proposal made last month. Grupo Televisa shares were halted after earlier climbing 11%. Televisa plans to pursue other alternatives with Megacable on a merger, according to traders, who cited Bloomberg headlines,...
Summary Televisa saw strong operating momentum across its key businesses in Q3. The Sky turnaround is a work in progress, but TelevisaUnivision continues to outperform expectations. At the current historically cheap valuation, Televisa is worth a look. Grupo Televisa...
Grupo Televisa, S.A.B. (TV) Q3 2022 Earnings Conference Call October 28, 2022 9:00 AM ET Company Participants Alfonso de Angoitia – Co-Chief Executive Officer Pepe Antonio Gonzalez – Chief Executive Officer of Cable Luis Malvido – Chief Execu...
Summary Harris Associates’ 13F portfolio value decreased from $75.90B to $62.85B this quarter. They increased Amazon.com, Meta Platforms, and Salesforce while reducing Keurig Dr. Pepper, Humana, Regeneron Pharma, CVS Health, Constellation Brands, and General Dynamics. T...
Grupo Televisa S.A.B. (TV) Q2 2022 Earnings Conference Call July 27, 2022 09:00 AM ET Company Participants Alfonso de Angoitia - Co-Chief Executive Officer Pepe Antonio Gonzalez - Chief Executive Officer, Cable Luis Malvido - Chief Executive Officer, Sky Carl...
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Repsol S.A ADR (REPYY) is expected to report $0.86 for Q1 2024 Chugai Pharmaceutical Co Ltd ADR (CHGCY) is expected to report for Q1 2024 CBIZ Inc. (CBZ) is expected to report $1.57 for Q1 2024 Financial Institutions Inc. (FISI) is expected to report $0.66 for Q1 2024 Caterpillar ...
Grupo Televisa S.A.B. (TV) is expected to report $-0.05 for Q1 2024