Saturday, October 25, 2014

Top 10 Media Stocks To Own Right Now

On Wednesday, June 18, the FOMC will release both its Economic Projections and Statement.  The FOMC Statement usually results in a volatile market. However, when both the Economic Projections and Statements are released together, the result is a more volatile and stronger movement. 

For example, on the chart below, the yellow arrows highlight the release of the FOMC statement only and the magenta arrows highlight when the FOMC releases the Economic Projections with the Statement.  The total movement from low to high, in points, for each release is below the arrows. 

By comparing the two, the market volatility is almost double when the FOMC releases both at the same (also known as a double whammy).

Going down in time to a sixty minute chart for each of the FOMC Projections and Statement release days, the chart shows that most of the movement for the day was immediately after the announcements.

Best Rising Companies To Watch In Right Now: Cablevision Systems Corporation (CVC)

Cablevision Systems Corporation provides telecommunications and media services. It operates in two segments, Telecommunications Services and Other. The Telecommunications Services segment is involved in television business, including video, high-speed data, and VoIP operations, as well as the provision of commercial data and voice services. The Other segment offers Newsday, a daily newspaper; amNewYork, a free daily newspaper; and Star Community Publishing, a group of weekly shopper publications; and newsday.com and exploreLI.com. This segment also engages in motion picture theatre business, Clearview Cinemas; provision of the News 12 Networks, a regional news programming services; and the MSG Varsity network, a network covering high school sports and activities, and other local programs, as well as cable television advertising. Cablevision Systems Corporation was founded in 1985 and is headquartered in Bethpage, New York.

Advisors' Opinion:
  • [By Harold L. Vogel]

    *Includes AMC (AMCX), Cablevision (CVC), Charter, Comcast Cable (CMCSA) and networks, Discovery (DISCA), Disney (DIS) cable networks, Time Warner Cable (TWC) and cable networks, Viacom (VIAB) networks.

  • [By Teresa Rivas]

    On the flip side, Advanced Micro Devices (AMD) takes the dubious honor of most overbought: It has 40.3% to fall, based on its Goldman �target price. �The top five includes Cablevision Systems (CVC) Hewlett-Packard (HPQ), Intel (INTC) and U.S. Steel (X). Other big players on the list are Microsoft (MSFT), Cliffs Natural Resources (CLF), and Staples (SPLS).

  • [By Paul Ausick]

    SNL Kagan noted that cable outfits like Comcast Corp. (NASDAQ: CMCSA), Time Warner Cable (NYSE: TWC) and Cablevision Corp. (NYSE: CVC) saw subscriber losses double to 607,000. Cable�� share of the pay TV market has now fallen to 55.3%.

Top 10 Media Stocks To Own Right Now: Liberty Global Inc.(LBTYA)

Liberty Global, Inc. provides video, broadband Internet, and telephony services primarily in Europe and Chile. The company offers broadband services over cable distribution systems, including video, broadband Internet, and telephony; and video services through direct-to-home satellite, or through multichannel multipoint distribution systems. Its analog video services comprise basic and expanded basic programming; and digital cable services include basic and premium programming, digital video recorders, and high definition programming, as well as pay-per-view programming, such as video-on-demand and near video-on-demand. In addition, the company offers voice-over-Internet-protocol and circuit-switched telephony services, as well as mobile telephony services using third-party networks. Further, it owns programming networks that provide video programming channels to multi-channel distribution systems owned by the company and the third parties. As of December 31, 2011, the com pany owned and operated networks that passed 33,262,100 homes; and served 18,405,500 video subscribers, 8,159,300 broadband Internet subscribers, and 6,225,300 telephony subscribers. Liberty Global, Inc. was founded in 2004 and is based in Englewood, Colorado.

Advisors' Opinion:
  • [By Tim Brugger]

    Upon Liberty Global's (NASDAQ: LBTYA  ) successfully closing its acquisition of Virgin Media (NASDAQ: VMED  ) , Tom Mockridge will assume CEO responsibilities of the U.K. communications firm, Liberty Global announced today.

  • [By Lauren Pollock]

    Liberty Global(LBTYA) PLC has agreed to sell substantially all of its international content division Chellomedia to AMC Networks Inc.(AMCX) in a deal worth $1 billion, allowing the cable company to focus on its core markets.

Top 10 Media Stocks To Own Right Now: Time Warner Inc.(TWX)

Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates in three segments: Networks, Filmed Entertainment, and Publishing. The Networks segment provides domestic and international networks, premium pay and basic tier television programming services, and digital media properties, which primarily consist of brand-aligned Websites. Its premium pay television services consist of the multi-channel HBO and Cinemax premium pay television services. This segment provides programming to cable system operators, satellite service distributors, telephone companies, and other distributors; sells advertising; and licenses original programming to domestic and international television networks. The Filmed Entertainment segment produces and distributes feature films, television and other programming, and videogames; distributes home video products; and licenses rights to its feature films, television programming, and characters. T he Publishing segment publishes magazines and books; and operates various Websites, as well as engages in marketing services and direct-marketing businesses. This segment publishes magazines on style and entertainment, lifestyle, news, and sports. The company?s brands include TNT, TBS, CNN, HBO, Cinemax, Warner Bros., New Line Cinema, People, Sports Illustrated, and Time. Time Warner Inc. was founded in 1985 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Tim Beyers]

    For Time Warner (NYSE: TWX  ) and HBO, Game of Thrones Season 3 ended in bloody fashion, with many questions left unanswered. That fans who dressed up as Starks and Lannisters and spent hours in line speaks to their hunger for more.

  • [By Tim Beyers]

    Investors might enjoy the film's similarities with other summer successes. Studio producer Legendary Pictures is teaming with Time Warner (NYSE: TWX  ) to distribute Pacific Rim. The two companies also partnered on Christopher Nolan's Batman trilogy. Both The Dark Knight and The Dark Knight Rises went on to earn more than $1 billion at the worldwide box office, which, at the time, made Time Warner one of the best stocks to buy.

  • [By Leo Sun]

    In 2011, Comcast's (NASDAQ: CMCSA  ) Universal charged viewers $60 to watch Tower Heist a few weeks after its theatrical�release via a fast-tracked VOD, but most customers scoffed at the price. Later that year, Time Warner (NYSE: TWX  ) released same-day VOD versions of Melancholia, Trespass, and Margin Call, at more reasonable prices between $7 to $10. That business model, which was used for lower profile films, remained the status quo over the past three years.

  • [By StockBaller]

    In regards to its domestic streaming segment, it would appear that NFLX has been making all the right moves lately. In Q1 2013, for the first quarter ever, profits from domestic streaming ($131 million) exceeded profits from domestic DVD's ($113 million). This could partly be attributed to NFLX's exclusive content (especially the new show House of Cards) that brought in many new members, and improved member satisfaction as NFLX continues to improve their service. I believe that making a multi-year deal with Time Warner (TWX) for new shows will be a large driving force for retaining members and attracting new members and we will see numerous shows available for streaming on NFLX in future, including Revolution (NBC), The Following (Fox), Longmire (A&E) and Political Animals (USA). NFLX management predicts that domestic streaming revenue will continue to increase in Q2 2013.

Top 10 Media Stocks To Own Right Now: Discovery Communications Inc(DISCA)

Discovery Communications, Inc. operates as a non fiction media and entertainment company worldwide. The company provides original and purchased programming across various distribution platforms. Its content covers science, exploration, survival, natural history, sustainability of the environment, technology, docu-series, anthropology, paleontology, history, space, archaeology, health and wellness, engineering, adventure, lifestyles, forensics, civilization, and current events. The company owns and operates nine national television networks in the United States, including Discovery Channel, TLC, Animal Planet, Science Channel, Investigation Discovery, Military Channel, Planet Green, Discovery Fit & Health, and Velocity. Discovery Communications also has interests in Oprah Winfrey Network, a pay-television network and Web site; The Hub that features original programming, game shows, and live-action series and specials; and 3net, a three-dimensional network. In addition, it o ffers network branded Web sites, and mobile and video-on-demand services; and distributes various national and pan-regional television networks. Further, the company develops and sells curriculum-based products and services to public and private K-12 schools, such as access to an online VOD service that includes curriculum-based tools, professional development services, and student assessment and publication of hardcopy curriculum-based content; and postproduction audio services to motion picture studios, independent producers, broadcast networks, cable channels, advertising agencies, and interactive producers. As of December 31, 2011, it operated approximately 150 distribution feeds in 40 languages. The company is headquartered in Silver Spring, Maryland.

Advisors' Opinion:
  • [By Will Ashworth]

    Somebody will buy Scripps Networks Interactive (SNI), given that HGTV and Food Network are both in the top 20. It looked momentarily like Discovery Communications (DISCA) might be the suitor, but the company backed out of talks this past week, preferring to focus on overseas expansion.

  • [By Patricio Kehoe]

    Hasbro, Inc. (HAS) has been on the radar of many investment gurus like Paul Tudor Jones (Trades, Portfolio) and John Hussman (Trades, Portfolio) for some time now, given its position as the second largest toy manufacturer in the industry, only outranked by Mattel, Inc. (MAT). But the company�� first quarter earnings report showed that it could possibly outperform industry giant and rival Mattel in terms of growth, as Europe and Latin America registered 8% and 17% growth respectively, while Mattel saw declines in the same regions. Furthermore, quarterly earnings were driven mainly by the girls��category, which sported a 20% increase in demand for My Little Pony, Equestria Girls, and Nerf Rebelle products. So, with profitability on the right track, what can investors expect from this industry player in the long term?Licensing agreements and emerging market growthAlthough Hasbro�� quarterly earnings were boosted by the girls��toy category, while the boys��segment showed merely 2% growth, fiscal 2014 should balance out the segments when the Transformers and Spiderman films launch in the second quarter. Owning a licensing agreement for Marvel has also helped boost results in the domestic market and Canada, as the recent launch of ��aptain America: The Winter Soldier��was a box office hit, thereby boosting sales of the Captain America action figure in the U.S. Moreover, the firm has been clever to focus its energy some years ago on the digital and entertainment business, giving it a competitive advantage over industry rivals. In fact, while Hasbro�� relationship with Activision Blizzard, Inc. (ATVI) has been significant in positioning the firm in the digital market, its joint venture with Discovery Communications Inc. (DISCA) ��The Hub ��has helped generate very strong brand loyalty, as well as new revenue streams.Furthermore, management has made a point of increasing its stewardship of shareholders via a dividend yield of nearly 3%, as well as its

  • [By Patricio Kehoe] d that precise strategy and now owns several cable networks available in over 200 countries worldwide. The national and pan-regional networks, distributed through 130 feeds and in 40 languages, have established this media firm in virtually every market. So, let�� take a look at what might have encouraged investment gurus Ron Baron (Trades, Portfolio) and Lee Ainslie (Trades, Portfolio) to add more of this company�� shares to their portfolio.�

    Working Through the Niche

    As the niche cable network provider in the media industry, Discovery�� flagship channel addresses topics like science, technology, history and exploration. With TLC, Animal Planet and Discovery as the three key domestic channels, the company reaches 100 million households, and despite the mature U.S. market, sales have grown 6% and revenue 10% in fiscal 2013. This is mainly due to the media giant�� unique content programming and line-up refreshments. Hit shows like Shark Week, for example, have become so popular through advertising that the network experienced in 2013 its all-time best viewership with over 50 million viewing rates during one episode. The men�� lifestyle cable network, Velocity, also experienced a 30% viewership increase in quarter four of 2013, and is now the fastest-growing network in that segment.��

    Furthermore, in addition to the namesake channels, Discovery also owns Investigation Discovery, The Learning Channel, a 50% stake in Oprah Winfrey�� new cable channel OWN, and The Hub, a children�� network created with Hasbro Inc. (HAS). The strong universal appeal of content which transcends cultures and languages, add a differential value to this company and has allowed international distribution across multiple media platforms. In fact, 100% content ownership gives this firm a competitive advantage, as it can seek benefits from non-traditional content distribution. With companies like Netflix Inc. (NFLX)�or Amazon.com Inc. (AMZN) looking to push t

Top 10 Media Stocks To Own Right Now: Time Warner Cable Inc(TWC)

Time Warner Cable Inc., together with its subsidiaries, operates as a cable operator in the United States. It offers video, high-speed data, and voice services over its broadband cable systems to residential and commercial customers. The company provides a range of video services, including on-demand, high-definition (HD), and digital video recorder (DVR) services; residential high-speed data services with connection to the Internet; wireless mobile broadband Internet services; and digital phone services to residential customers. It offers video programming tiers and music services; high-speed data, networking, and transport services; and commercial digital phone service to small and medium-sized businesses under the Time Warner Cable Business Class brand. Further, Time Warner Cable Inc. sells advertising to various national, regional, and local customers. As of June 30, 2011, the company served approximately 14.5 million residential and commercial customers in the New Yor k State, the Carolinas, Ohio, southern California, and Texas. Time Warner Cable Inc. is based in New York, New York.

Advisors' Opinion:
  • [By WALLSTCHEATSHEET]

    Time Warner Cable provides entertainment, voice, and high-speed data services to a growing customer base in the United States. The company reported fourth-quarter earnings that left investors pleased. The stock has been moving higher over the past several years, but is currently trading sideways. Over the last four quarters, earnings and revenues have been on the rise. Relative to its peers and sector, Time Warner Cable has been an average year-to-date performer. Look for Time Warner Cable to OUTPERFORM.

  • [By Brian Stelter]

    Consolidation among content producers has been widely expected in recent months because of two big deals on the other side, the distribution side: Comcast's pending merger with Time Warner Cable (TWC) and AT&T's pending acquisition of DirecTV (DTV).

  • [By Jon C. Ogg]

    The value of Time Warner Cable Inc. (NYSE: TWC) is one which has been up for grabs for some time now. If Bloomberg TV is reliable for getting a scoop here, then the value may have to be far higher in order for the cable company to be acquired. Bloomberg just announced that Time Warner has said it would likely accept a buyout offer up in the $150 to $160 per share range. Without confirmation or broader reporting, we would still warn readers to consider this more of a rumor than gospel.

  • [By WWW.DAILYFINANCE.COM]

    Gene J. Puskar/AP PHILADELPHIA -- Comcast said Tuesday that its first-quarter net income rose by 30 percent as ad revenue surged at broadcast network NBC, helped by the Winter Olympics in Sochi and Jimmy Fallon's elevation as host of "The Tonight Show." The results beat Wall Street estimates and its shares edged up in morning trading. Comcast (CMCSA) is the largest cable company in the country with 22 million video customers and 21.1 Internet customers. It is in the midst of an expected yearlong review of its $45 billion acquisition of No. 2 rival Time Warner Cable (TWC). Regulators are examining whether the combination would give it undue pricing power over customers and too much leverage with programmers. Its net income in the quarter through March rose to $1.87 billion, or 71 cents a share, from $1.44 billion, or 54 cents a share a year ago. Excluding one-time items, adjusted earnings came to 68 cents a share, beating the 64 cents expected by analysts polled by FactSet. Revenue grew 14 percent to $17.41 billion from $15.31 billion. That's also higher than the $16.99 billion expected by analysts. NBCUniversal revenue grew 29 percent to $6.88 billion while cable services revenue grew 5 percent to $10.76 billion. Olympics broadcast rights boosted NBCU revenue by $1.1 billion. Even excluding the games, broadcast revenue rose 17 percent, helped by Fallon's selection for NBC's late night slot, replacing longtime host Jay Leno. The network was also boosted by more hours of "The Voice" and the popularity of new shows like "The Blacklist." On the cable connections side, Comcast added 24,000 video customers during the quarter, the second quarterly gain in a row following a six-and-a-half year losing streak. However, those gains are likely to come to an end in the current quarter as college students disconnect service at the end of the semester. Comcast added 383,000 high-speed data customers and 142,000 voice customers. The company says the roll-out of i

Top 10 Media Stocks To Own Right Now: Comcast Corporation(CMCSA)

Comcast Corporation, together with its subsidiaries, provides entertainment, information, and communications products and services in the United States and internationally. Its Cable Communications segment provides video, high-speed Internet, and phone services to residential and business customers. As of June 30, 2011, its cable systems served approximately 22.5 million video customers, 17.5 million high-speed Internet customers, and 9.1 million phone customers. The company?s Cable Networks segment operates cable entertainment networks, such as USA Network, Syfy, E!, Bravo, Oxygen, Style, G4, Chiller, Sleuth, and Universal HD; news and information networks, including CNBC, MSNBC, and CNBC World; cable sports networks comprising Golf Channel and VERSUS; regional sports and news networks; international entertainment, and news and information networks, such as CNBC Europe, CNBC Asia, and Universal Networks International portfolio of networks; cable television production oper ations; and digital media properties consisting primarily of brand-aligned Websites and other Websites, such as DailyCandy, Fandango, and iVillage. Its Broadcast Television segment operates the U.S. broadcast networks, NBC and Telemundo; 10 NBC and 15 Telemundo owned local television stations; broadcast television productions; and related digital media properties. The company?s Filmed Entertainment segment operates Universal Pictures, which produces, acquires, markets, and distributes filmed entertainment and stage plays worldwide in various media formats for theatrical, home entertainment, television, and other distribution platforms. Its Theme Parks segment operates Universal Studios Hollywood park and Wet ?n Wild water park, as well as licenses intellectual properties and provides services to third parties that own and operate Universal Studios Japan and Universal Studios Singapore. Comcast Corporation was founded in 1963 and is based in Philadelphia, Pennsylvania.

Advisors' Opinion:
  • [By Steve Symington]

    By the time Maleficent is released in the U.S., News Corp's� (NASDAQ: NWS  ) 20th Century Fox will have already enjoyed the spoils of�X-Men: Days of Future Past for a full week. Meanwhile, the only other film simultaneously entering wide release will be�Comcast (NASDAQ: CMCSA  ) Universal's A Million Ways to Die in The West.�

  • [By Jesse Solomon]

    2. Aereo ruling sparks media madness: CBS Corporation (CBS) skyrocketed as much as 7% after the Supreme Court said streaming service Aereo's business model violates broadcasters' rights by using tiny antennas to snap up content on public airwaves. Shares of Disney (DIS), which owns broadcaster ABC, also jumped on the news, as did Comcast (CMCSA), owner of NBC, and Twenty-First Century Fox (FOXA).

  • [By Anders Bylund]

    Stock in cable service titan Comcast (NASDAQ: CMCSA  ) is easily cheap enough to fit in the Dow index, but it sports a dual-class stock structure. And you could argue that the consumer services industry is already well represented by two telecom giants.

Top 10 Media Stocks To Own Right Now: Thomson Reuters Corp(TRI)

Thomson Reuters Corporation provides intelligent information for businesses and professionals worldwide. The company allows market participants to connect, access content, and trade in a secure environment through Thomson Reuters Eikon desktop, Thomson Reuters Elektron network, content integration and management technology, content feeds and databases, and transactions infrastructure solutions that support buy- and sell-side customers to trade in foreign exchange, fixed income and derivatives, equities, exchange-traded instruments, and commodities and energy markets. It also offers information, analytics, workflow, and technology solutions to buy-side and off-trading floor customers; access to liquidity in over-the-counter markets, trade execution, and connections for market participants and financial professionals? communities; and a suite of solutions offering informed outcomes to regulated industries and law firms. In addition, the company provides critical information , decision support tools, and software and services to legal, investigation, business, and government professionals; integrated tax compliance and accounting software and services for accounting and law firms, corporations, and government professionals; intellectual property and scientific resources that enable its customers to discover, develop, and deliver innovations; and data analytics, and performance benchmarking solutions and services to healthcare sector. Further, it offers coverage of global, regional, and national news in 20 languages covering politics, business, finance, entertainment, lifestyle, technology, health, science, and sports; and engages in advertising-supported direct-to-consumer publishing activities of Reuters.com and its network of Websites, mobile applications, and electronic out-of-home displays. The company was formerly known as The Thomson Corporation and changed its name to Thomson Reuters Corporation in April 2008. The company is headquartered in New York, New York.

Advisors' Opinion:
  • [By Associated Press]

    Ron Brown, head of Elektron Analytics, a Thomson Reuters (NYSE: TRI  ) unit that sells news feeds that computers can read, said that the words "explosions" or "Obama" alone wouldn't have triggered selling. But add "White House," and it's a combination even the slowest computer couldn't miss.

  • [By Monica Wolfe]

    Thomson Reuters (TRI)

    On Feb. 11, Thomson Reuters declared a dividend of $0.330 per share, representing 3.80% dividend yield for the company. This dividend is payable on March 17 to shareholders of the record at the close of business on Feb. 24, 2014.

  • [By Rich Smith]

    This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines feature an upgrade for Thomson Reuters Reuters (NYSE: TRI  ) , a new buy rating for Novavax (NASDAQ: NVAX  ) -- but for Union Pacific (NYSE: UNP  ) , a downgrade. Let's get that bad news out of the way first.

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