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    James Goss

    Managing Director and Senior Equity Analyst at Barrington Research

    James C. Goss is a Managing Director and Senior Equity Analyst at Barrington Research Associates, specializing in the media and entertainment sectors with deep focus on content and distribution, digital media, and theatrical exhibition. He covers companies such as Dolby Laboratories, iHeartMedia, FuboTV, and Travelzoo, and has issued over 490 ratings with a 39%–53% success rate and notable returns, including a top-performing call delivering a 223% gain on IHRT. With nearly 40 years of investment experience, Goss started at Duff & Phelps in 1972, joined Nesbitt Burns in 1996, and has been at Barrington Research since 1998. He holds the Chartered Financial Analyst (CFA) designation, is FINRA registered, and is a four-time Wall Street Journal 'Best on the Street' award winner.

    James Goss's questions to NEXSTAR MEDIA GROUP (NXST) leadership

    James Goss's questions to NEXSTAR MEDIA GROUP (NXST) leadership • Q3 2024

    Question

    James Goss of Barrington Research asked if near-term growth would be driven more by cost efficiencies than revenue, inquired about the status of app-based delivery for full local affiliates, and questioned the potential for duopolies of top-four stations in large markets under the new administration.

    Answer

    Executive Perry Sook stated that future growth will be a mix of continued cost efficiencies and new revenue opportunities from News Nation and The CW. An executive explained that while app-based delivery of local programming is expanding, streaming full Big Four network feeds would require new agreements. Mr. Sook clarified that the ability to own two top-four stations in a market already exists via an FCC waiver, though it may become easier to obtain under a Republican administration.

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    James Goss's questions to iHeartMedia (IHRT) leadership

    James Goss's questions to iHeartMedia (IHRT) leadership • Q3 2024

    Question

    James Goss inquired about the risk of eroding broadcast quality due to cost-saving measures and talent consolidation. He also asked about the projected future revenue mix between the Multiplatform and Digital Audio segments and the potential for cross-selling between radio and podcasts.

    Answer

    CEO Bob Pittman countered that technology allows the company to upgrade on-air talent quality by deploying top personalities across multiple markets, rather than being limited by geography. He affirmed the ability to cross-sell, noting that radio's reach is used to build podcast audiences and can be sold to advertisers seeking scale beyond a specific podcast. President, COO & CFO Rich Bressler added that projections show low single-digit growth for the Multiplatform Group and mid-to-upper single-digit growth for the Digital Audio Group in the coming years.

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    James Goss's questions to AMC ENTERTAINMENT HOLDINGS (AMC) leadership

    James Goss's questions to AMC ENTERTAINMENT HOLDINGS (AMC) leadership • Q3 2024

    Question

    James Goss of Barrington Research Associates, Inc. asked about AMC's strategy for alternative content, specifically its participation in IMAX's live football game initiative, and the potential for AMC to launch its own sports programming. He also inquired about the role of smaller and mid-sized films in the upcoming release slate, their impact on film rental costs, and the interplay with streaming options.

    Answer

    Chairman and CEO Adam Aron confirmed AMC's support for IMAX's initiatives, including the Penn State-Washington game, provided there is a suitable theatrical window. He expressed strong interest in securing rights for other live sports, such as NFL and college games, but noted the primary obstacle is obtaining the rights. Regarding the film slate, Aron stated that while blockbuster franchises are key, smaller and mid-sized films are also crucial for a full recovery. He noted that studios are aiming to increase their total output and that film rental terms for smaller movies are often more favorable to AMC, which is beneficial for profitability.

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    James Goss's questions to Cinemark Holdings (CNK) leadership

    James Goss's questions to Cinemark Holdings (CNK) leadership • Q3 2024

    Question

    James Goss asked about the future role of alternative content, the potential for live events like sports, and whether the broadening content slate is creating beneficial demographic shifts.

    Answer

    President and CEO Sean Gamble expressed his belief that alternative content will remain an important part of the mix, even as Hollywood volume returns. He noted that while live sports rights are complex, they have had success with other live events like concerts and gaming. Gamble affirmed that a broad content slate is healthiest for the industry and that the return of diverse, non-franchise films is crucial for engaging all audiences, especially frequent moviegoers in their Movie Club program.

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    James Goss's questions to VZIO leadership

    James Goss's questions to VZIO leadership • Q3 2023

    Question

    Asked for details on why larger TVs monetize better, how multiple-TV households are treated, and the strategy behind the branded content studio.

    Answer

    Larger TVs monetize better because they are typically the main screen in the home, leading to higher engagement with long-form content and more opportunities to monetize via the home screen and apps. Metrics are device-based, so multiple TVs in a home are blended into averages. The VIZIO branded content studio is a strategic initiative to attract non-media advertisers by creating exclusive, sponsored content (e.g., with Home Depot) where the production cost is covered by the partner.

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    James Goss's questions to Regencell Bioscience Holdings (RGC) leadership

    James Goss's questions to Regencell Bioscience Holdings (RGC) leadership • Q3 2017

    Question

    James Goss asked for the rationale behind selling their stake in Open Road, their current view on the National CineMedia (NCM) business, and if they analyze film genre trends for predictive insights.

    Answer

    CEO Amy Miles stated they exited Open Road because its future strategy involved additional capital and production risk that Regal did not have an appetite for. CFO David Ownby said their view of NCM is unchanged, viewing it as part core holding and part liquidity source. Amy Miles added that instead of genre, they focus on the 'breadth and depth' of the film slate, which looks strong for Q4 and 2018.

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