Disney could be in prime position to help Twitter realize its potential as a media platform. But some big hurdles could get in the way.
This week Doug Kass blogged on current market conditions and why Disney is more optimistic about China and sports programming than most investors are.
Here are Thursday's top research calls, including a downgrade for CBS, and upgrades for KapStone Paper, ON Semiconductor and SeaWorld Entertainment.
CBS CEO Leslie Moonves and Time Warner's Jeff Bewkes show very different attitudes and strategies in relation to the evolution of cable television distribution.