Wall Street Breakfast
Catalyst Watch: Is consumer sentiment just another data point in the mix?
Sat, 04 Nov 2023
Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Show links:Hulu's valuation still up in the air as Disney to buy Comcast stakeSix Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopesUber, Lyft seen having strong Q3 results, though with lower multiples - UBS
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