17: PTON COVID-19 Opportunity, New Kids Take OTT Spike Share; Renting > Owning Mobile Network, Should I (Home) Stay or Should I Go Now?

Published: April 3, 2020, 7 p.m.

PTON, Buy, $42; NFLX, Neutral, $275; DIS, Buy $140; VIAC, Neutral, $31; FOXA, Sell, $33; CMCSA, Buy, $51; FB, Buy, $223; ROKU, Buy, $110; SNAP, Buy $14