派拉蒙環球-A股票討論區

In the US stock market, declines often happen swiftly while recoveries are gradual, especially in sectors with intact fundamentals, driven merely by market panic or short-term selling.
When you identify the sources of risk and decide to go into cash, it doesn't take long before the market completes a retracement of several months' worth of gains in just a few days or weeks. As panic subsides, that golden opportunity arises, which...

"We reevaluated our position in Apple as it became a very large part of our portfolio,"
"We continue to seek the elephant-sized acquisition but have not yet found anything that is both available at a price that makes sense,"
"We have sold shares. By the end of the year, Apple will still likely be the largest holding,"
"American Express and Coca-Cola are wonderful businesses. Apple is an even better bu...

Wells Fargo suggests that the downgrade in Paramount's debt rating could negate change of control provisions, reducing risk for potential acquirers. They also believe that the downgrade could attract more interested parties, creating more sum-of-the-parts upside potential.

S&P highlights Paramount's need to curb streaming losses within two years to prevent further ratings pressure. Traditional TV business may stabilize due to political ads in election year and Super Bowl airing.

Paramount's fast yet unprofitable streaming growth may deter investors in a high interest-rate environment. With declining legacy profits and narrowing streaming losses, the race to profitability is on. Only 26% of analysts hold a bullish view on Paramount.

The anticipated ad revenue surge may be fleeting as cable subscribers shift to streaming. Paramount's potential sale and the stock's 20% slide over the past three months add to concerns. Even the Super Bowl boost and recent results may not alter the analysts' bearish outlook.