Monday, September 29, 2014

Best Media Companies To Watch In Right Now

LONDON -- After a period of strong rises, the FTSE 100 (FTSEINDICES: ^FTSE  ) has retrenched somewhat today, dropping 1.8% to 6,718 points by 7:55 a.m. EDT. But to put that into perspective, it's only four days since the index closed above the 6,700 level for the first time in more than six years. The immediate trigger for today's losses seems to be an overnight 7% fall in Japan's Nikkei index after Asian markets were spooked by weaker Chinese data.

Even with the FTSE falling, there are individual shares that are beating it downward. Here are three from the indexes that are losing today.

Lloyds
After rising yesterday when Lloyds Banking Group reassured the markets that its capital position was strong, the shares have slipped 2.4% today after the bank announced the sale of 77 million shares in St. James's Place at a price of 580 pence per share, raising approximately 拢450 million. After the sale, Lloyds continues to hold 110 million shares, or about 21% of the company.

Top 10 Communications Equipment Companies To Own For 2015: DISH Network Corporation(DISH)

DISH Network Corporation, through its subsidiaries, provides direct broadcast satellite (DBS) subscription television services in the United States. It offers programming that includes approximately 280 basic video channels, 60 Sirius satellite radio music channels, 30 premium movie channels, 35 regional and specialty sports channels, 2,800 local channels, 250 Latino and international channels, and 55 channels of pay-per-view content. The company also offers local HD channels in approximately 160 markets and 215 national HD channels; and receiver systems, including a small satellite dish, digital set-top receivers, and remote controls. In addition, it provides DISHOnline.com, which enables DISH Network subscribers to watch 150,000 movies, television shows, clips, and trailers; DISH Remote Access that enables subscribers to remotely manage their DVRs using compatible mobile devices, such as smartphones, tablets, and laptops through their broadband-connected receiver; and Go ogle TV that enables DISH Network subscribers to search the Internet, check email, interact with social media, and find additional online programming content while simultaneously watching television. As of March 31, 2011, the company had approximately 14.191 million customers. DISH Network provides receiver systems and programming through direct sales channels; and independent third parties, such as small satellite retailers, direct marketing groups, local and regional consumer electronics stores, nationwide retailers, and telecommunications companies. The company was founded in 1980 and is headquartered in Englewood, Colorado.

Advisors' Opinion:
  • [By Rich Smith]

    Picking the best value between two similar-seeming stocks can sometimes be tricky -- but not always. In the contest between DISH Network (NASDAQ: DISH  ) and DIRECTV (NASDAQ: DTV  ) , for example, there's simply no contest: DIRECTV stock is clearly the better value. Why?

  • [By Jayson Derrick]

    Analysts at Wunderlich maintained a Hold rating on Dish Network (NASDAQ: DISH) with a price target raised to $60 from a previous $56. Shares lost 0.81 percent, closing at $64.82.

Best Media Companies To Watch In 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 Douglas A. McIntyre]

    Starbucks currently has a market cap of about $57 billion, which is about the same as that of General Motors Co. (NYSE: GM) and Time Warner Inc. (NYSE: TWX). Schultz probably would argue that coffee is a more promising business than entertainment or car making. The challenge to that argument is the breadth of Starbucks’ competition and the modest annual improvement in its own revenue.

  • [By Tim Beyers]

    Pain and Gain from Viacom's (NASDAQ: VIA  ) Paramount Studios ranked second, with $7.6 million at the gate, while 42 from Time Warner's (NYSE: TWX  ) Warner Bros. studio earned $6.2 million, according to figures compiled by Box Office Mojo.

  • [By Doug Ehrman]

    Never before has the catch phrase "there's an app for that" applied so broadly as to include nearly every major television channel available. From the familiar options from Time Warner (NYSE: TWX  ) -- including HBO, TNT, and TBS -- to both the channels owned by Comcast (NASDAQ: CMCSA  ) and Comcast itself, most of your favorite channels are now available on mobile devices as apps. Perhaps the purest form of this trend is Netflix (NASDAQ: NFLX  ) , which looks increasingly like a channel as it produces more of its own shows. As this phenomenon continues, your ability to pick and choose which channels you really want will only increase.

Best Media Companies To Watch In Right Now: News Corporation(NWSA)

News Corporation operates as a diversified media company worldwide. Its Cable Network Programming segment produces and licenses news, business news, sports, general entertainment, and movie programming for distribution through cable television systems and direct broadcast satellite operators primarily in the United States, Latin America, Europe, and Asia. The company?s Filmed Entertainment segment produces and acquires live-action and animated motion pictures for distribution and licensing in entertainment media, as well as produces and licenses television programming worldwide. Its Television segment operates 27 broadcast television stations in the United States. The company?s Direct Broadcast Satellite Television segment distributes programming services via satellite and broadband directly to subscribers in Italy. Its Publishing segment provides newspapers and information services, such as publishing national newspapers in the United Kingdom, approximately 146 newspapers in Australia, and a metropolitan and a national newspaper in the United States; book publishing services, including the publishing of English language books worldwide; and integrated marketing services comprising the publishing of free-standing inserts, which are marketing booklets containing coupons, rebates, and other consumer offers, as well as provides in-store marketing products and services, primarily to consumer packaged goods manufacturers in the United States and Canada. The company also sells advertising, sponsorships, and subscription services on the company?s various digital media properties and outdoor advertising space on various media primarily in Russia and eastern Europe; and provides data systems and professional services that enable teachers to use data to assess student progress and deliver individualized instructions. News Corporation was founded in 1922 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]

    News Corp(NWSA) acquired Handpicked Cos., a luxury-shopping website in the U.K., continuing the newspaper publisher’s push into new online tools and resources. Handpicked, which launched its website in 2007, sells home decor, children’s toys and gifts. News Corp said the site’s offerings will be promoted through two of News Corp’s U.K. publications, The Times and The Sunday Times.

  • [By Jonas Elmerraji]

    Topping our list of cash-rich companies is News Corp. (NWSA), the media company behind brands like The Wall Street Journal, The Times, and Foxtel. News Corp. celebrated its one-year anniversary in its current iteration just a month ago, after spinning off from 21st Century Fox (FOXA) last July. Today, the company comes with quite a bit of cash on hand -– the firm's $3.14 billion net cash works out to a whopping 32% of its current market capitalization.

    In a market where investors are complaining about a lack of bargain opportunities, that huge discount on shares of News Corp. is worth paying attention to.

    NWSA isn't without challenges –- print media has been under pressure for years now, and legacy assets like book publisher HarperCollins could be a further drag. That said, News Corp. is cash flow positive in its present form, and the firm has an enviable amount of dry powder ready for acquisitions. Some of the most exciting investments are the ones that live outside of NWSA's print media wheelhouse: exposure to partially-owned TV carrier Foxtel and online real estate classified provider REA Group in Australia are great examples of that.

    Ironically, it's the fact that News Corp.'s predecessor took part in some utterly terrible acquisitions that could help dissipate some of the risks of bad bets at the new company. Names like MySpace (it paid $580 million for the website in 2005, only to sell it for $35 million in 2011) are cautionary tales for News Corp.'s management team. If NWSA can affect some transformational buys in the next few years, investors should collect a premium for shares.

  • [By WALLSTCHEATSHEET]

    News Corp. is a media and information services company that was recently spun off of its very profitable entertainment segment. A popular hedge fund has recently acquired a significant portion of the company’s voting stock. The stock has been moving higher after its recent spinoff. Over the last four quarters, earnings and revenues have been rising, which has pleased investors in the company. Relative to its peers and sector, News Corp. has been a weak year-to-date performer. WAIT AND SEE what News Corp. does this coming quarter.

Best Media Companies To Watch In 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 WWW.DAILYFINANCE.COM]

    Evan Agostini, Invision/APCBS president and CEO Leslie Moonves ranked No. 2 on a list of highest paid CEOs. LOS ANGELES -- Once again, media company CEOs are among the highest paid executives in the nation, occupying six of the top 10 earning spots, according to an Associated Press/Equilar study. Compensation experts say a variety of factors are at play, including the gain in media stocks, the intangible value of talent in a hit-or-miss business, the control of shareholder power in very few hands, and the decline of the financial sector. Stock Outperformers Outsized stock growth boosts the value of stock and option grants. Media companies' shares have rebounded strongly since the 2008 recession, mainly because advertising spending grows in tandem with a growing economy. That means higher-priced ads and higher-priced execs. Stocks of the six media companies on the list all outperformed the Standard & Poor's 500 index (^GPSC), which grew 128 percent in the five years through December 2013, according to FactSet. CBS (CBS) shares grew a whopping 699 percent in that period; Discovery Communications (DISCA) went up 539 percent; Viacom (VIA) rose 377 percent; Walt Disney (DIS) rose 250 percent; Time Warner (TWX) climbed 259 percent and Comcast (CMCSA) grew 223 percent. "If shareholders are happy they don't care how much a person makes," said Paul Dorf, managing director of consulting firm Compensation Resources. "When they complain most is when the market doesn't do well and their stock is going down the tubes." Talent Quotient Making it big in media means generating hits. And while top executives may not be hands-on with every decision, they are where the buck stops. Take Disney's animated blockbuster "Frozen," which grossed $1.2 billion at box offices worldwide. While Disney CEO Bob Iger didn't make the movie, he did orchestrate Disney's $7.4 billion acquisition of Pixar in 2006, which brought in talented executives to help reform Disney's faltering a

  • [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

Best Media Companies To Watch In 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 Travis Hoium]

    Intel (NASDAQ: INTC  ) is reportedly willing to pay big to become a player in streaming television, hoping to upend the cable industry. This could change the monopoly market conditions Comcast (NASDAQ: CMCSA  ) and Time Warner (NYSE: TWC  ) have built in cable and it may open up the industry for streaming companies like Apple (NASDAQ: AAPL  ) and Netflix (NASDAQ: NFLX  ) as well. Fool contributor Travis Hoium tell investors what he thinks of Intel's big bet in the video below.�

  • [By Jon C. Ogg]

    What 24/7 Wall St. wanted to do was evaluate this based upon past coverage and future pricing. The latest report of merit was that Comcast Corp. (NASDAQ: CMCSA) would make a joint offer with Charter Communications, Inc. (NASDAQ: CHTR) to acquire Time Warner Cable. The question was, is, and likely will remain in place… At what price?

  • [By Wallace Witkowski]

    Plus, more than 120 companies on the S&P 500 report next week with notable releases from Apple Inc. (AAPL) and Biogen Idec Inc. (BIIB) �on Monday; Gilead Sciences Inc. (GILD) �and Allergan Inc. (AGN) �on Tuesday; Starbucks Corp. (SBUX) �, General Motors Co. (GM) , and Comcast Corp. (CMCSA) �on Wednesday; along with MasterCard Inc. (MA) �and ConocoPhillips (COP) �on Thursday.

  • [By Mark Reeth, Michael Finarelli, and Sean O'Reilly]

    On this edition of Consumer Countdown, Motley Fool analysts Mike Finarelli, Mark Reeth, and Sean O'Reilly discuss the new move from Amazon, and the competitors in various spaces that this could impact. The guys look not only at the other streaming services such as Netflix that will be affected, but also other services offering set-top boxes for streaming services, like Roku. They then take a look at how much of an impact this could have on cable companies such as Comcast (NASDAQ: CMCSA  ) , and whether this could further push consumers to "cut the cord" and leave their cable providers behind.

Best Media Companies To Watch In 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 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 WALLSTCHEATSHEET]

    Time Warner Cable provides entertainment, voice, and high-speed data services to a growing customer base in the United States. The company is�preparing itself to hear a bid from Charter Communications. The stock has seen a consistent uptrend in the last few years and is currently surging higher. Over the last four quarters, earnings have been mixed while revenues have been rising which has left investors happy about recent earnings announcements. Relative to its peers and sector, Time Warner Cable has been a relative year-to-date performance leader. Look for Time Warner Cable to OUTPERFORM.

  • [By Brian Stelter]

    Separately, Comcast has been growing its base of broadband subscribers rapidly. It is the country's largest cable company. It is awaiting government approval for its merger with Time Warner Cable (TWC), the country's second-largest cable company.

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