(These are the best actions on the market, presented by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh – Sometimes I am surprised by what works on the market. If I had to guess, I would probably not have chosen entertainment companies to be among the best industrial groups in S&P 500 on an up -to -date year and you would not have either. And it is despite the fact that we wrote on Spotify and Netflix here. It turns out that there are more in history than these two tickers, as Sean will reveal. Within this group of names, Disney (DIS) appeared on our list while Wall Street begins to grant more credit to the company for its 125 million Global Disney Plus subscribers, 12% of market share in demand (SVOD) and nearly $ 3 billion in streaming income in the first quarter of this year. We will show you the graph below, but first a few better statistics on actions: Sector Leadboard at 6/23/2025 morning, there are 115 names on the best actions on the market list. sector, but is classified as communications. The lines between the media, the technology and the communication were blurred. From the increasing Netflix streaming platform to Roblox virtual worlds and the world’s world concert footprint, these platforms have become less cyclical. We have highlighted this defensive trait in some of these actions in our first article for the best actions on the market. We are not only seeing less volatility in these actions – we see growth. Last week, Roblox reached a new summit of all time for simultaneous users with 25.8 million players using the platform at the same time. Nielsen has just published rankings and data for television, including streaming platforms, and 50% of the 10 most efficient programs (classified by viewers over a period of 35 days) came from Netflix. The entertainment industry has succeeded very well despite the increase in the risk of recession. Looking at all the classified actions of entertainment in the S&P 500 (there are 10), the median yield of the beginning of the year is 17.5%. The median yield for a stock in the S&P 500 is less than 1%. Ninety percent of the entertainment industry within the S&P 500 are less than 10% more than 52 weeks more, the only stock that is not at a level of 52 weeks is Warner Brothers (WBD). Only 35% of the S&P 500 is 10% of the 52 -week summits. We currently have 7 actions of the entertainment industry on our list: Disney, Liberty Media, Live Nation, Netflix, Roblox, Spotify and Take-Two Interactive. Disney makes the list that this is a 5 -year price board for Disney: it was a fight for Disney, but the stock has just got rid of its stockings in early April. If the stock can explode significantly above this level of $ 120, there is a ton of space for the stock to work. Disney dominates the box office so far. This year, three of the 5 best performing films are Disney’s releases. Lilo & Stitch is the second best film that reports $ 386 million, Captain America: Brave New World is 4th by taking $ 200 million, and Thunderbolts is in 5th place at $ 189.5 million. This industry has quietly become one of the strongest artists in the S&P 500 this year. With the growth of users accelerating on platforms like Roblox, the dominant streaming commitment of Netflix and a resurgent box-office led by Disney, this group works well in what was a difficult environment for sensitive names to consumers. Risk management: Josh – Let’s keep it simple. The level of $ 120 is resistance. You can see it clearly in the table below. Each attempt to overcome has been struck while the sellers overwhelmed the buyers. This will happen until this is not the case, then look. I show you a longer term table here because I want you to see all the consolidation. I would use the level of $ 100 as a line in the sand. If it arrives below, the momentum is dead – it is the market that tells you to seek better configuration. Disclosure: (none) all the opinions expressed by CNBC Pro contributors are only their opinions and do not reflect the opinions of CNBC, NBC Universal, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or other medium. The above content is subject to our general conditions and our privacy policies. This content is provided for information purposes only and does not consider financial, investment, tax or legal advice or a recommendation to buy a warranty or another financial asset. The content is general and does not reflect the unique personal circumstances of person. The above content may not suit your special situation. Before making financial decisions, you should strongly consider asking your own financial or investment advisor for advice. Investment implies a risk. The examples of analysis contained in this article are only examples. The opinions and opinions expressed are those of contributors and do not necessarily reflect the policy or the official position of Ritholtz Wealth Management, LLC. Josh Brown is the CEO of Ritholtz Wealth Management and can maintain a security position in the titles discussed. The hypotheses made in the analysis do not reflect the position of Ritholtz Wealth Management, LLC “until the end of our disclosure. Click here for the complete non-responsibility clause.
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