For retail investors, the U.S. entertainment industry is concentrated around a handful of highly successful public companies, which I reviewed in another recent piece. Let's focus today on two companies I'm particularly bullish on...
The Walt Disney Company (NYSE:DIS). How's this for counterintuitive? Disney may not be the best income investment in media, but it is one of my two favorite total-return picks in the media industry today. The House of Mouse operates four reporting segments, but I find it most useful to think of Disney as engaging in two core activities: its broadcast TV networks and its entertainment activities. Comcast (NASDAQ:CMCSA). Philadelphia-based Comcast is one of two vertically integrated cable companies poised to benefit from major changes set to take place within the industry. Thanks to a number of converging forces, cable broadcast services will begin to flow over wireless networks to mobile devices in the coming years. Comcast -- along with telecom giant AT&T -- is poised to help catalyze this trend. Comcast has repeatedly said it plans to launch its own wireless service at some point in 2017, using wireless spectrum it will lease from telecom companies.
Source: Motley Fool
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