Cablevision Systems Corp
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The Future of Cable TV Probably Looks Like the Past: Five Cable TV Stocks to Consider
By Brendan O'Boyle - May 8, 2013 | Tickers: CVC, CMCSA, DTV, DISH, NFLX, TWC
It is always good news for investors when they own a company that sells a highly addictive product, and many parents can attest to the addictive nature of cable television. Investors have wondered if there is a lack of innovation in the industry, and perhaps fledgling companies like Netflix will be able innovate toward a new paradigm of receiving entertainment by undercutting the old guard with lower prices and on-demand more »
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3 Retirement Picks Which You Shouldn't Miss
By Shas Dey - April 29, 2013 | Tickers: CVC, DUK, RHP
Retirement stocks are typically value stocks with a high dividend yield and low-risk, with a moderate-to-high medium term growth rate that doesn’t raise the blood pressure of senior folks. Most retirees would like to have a fixed flow of income. However, investing in fixed income securities like the U.S. treasury bonds will give you just 2%-3% annual return. That is unsustainable, especially with an inflation brewing.
So more »
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Can Cable Be Nimble Enough to Survive?
By Nate Wooley - April 12, 2013 | Tickers: CVC, CMCSA, TWC
When you can't sell what you have, sell what you can.
Cable companies are in a tricky situation. Their traditional model of the subscriber who buys television is going – slowly – away. Competition from media's traditional enemy – the Internet – is wearing down the need for the public to watch shows on specific channels or with any commercials. Both cable and content providers are scrambling for ways to keep the more »
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Can Cable Be Nimble Enough to Survive?
By Nate Wooley - April 7, 2013 | Tickers: AMZN, CVC, CMCSA, NFLX, TWX, DIS
When you can't sell what you have, sell what you can.
Cable companies are in a tricky situation. Their traditional model of the subscriber who buys television is going – slowly – away. Competition from media's traditional enemy – the Internet – is wearing down the need for the public to watch shows on specific channels or with any commercials. Both cable and content providers are scrambling for ways to keep the more »
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5 Dividend Picks From Billionaire Steve Cohen
By Marshall Hargrave - April 2, 2013 | Tickers: CVC, ECA, OXY, PBR, TXN
In reviewing billionaire Steve Cohen and SAC Capital's big shakeups last quarter, we at Insider Monkey found five dividend stocks that Cohen and his $14 billion hedge fund own. A couple of them are under-the-radar stocks and could be great additions to anyone looking to add an income and growth stock to their portfolio.
One of Cohen's largest positions -- 14th in his 4Q portfolio -- is the dividend paying more »
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Is John Malone's Return to Cable a Bullish Sign?
By Anh HOANG - March 25, 2013 | Tickers: CVC, CHTR, CMCSA
John Malone has returned to the cable industry. Should investors follow him into his newest investment at its current price? Let’s dig deeper to find out.
Malone's firm, Liberty Media, has bought a 27.3% stake in Charter Communications (NASDAQ: CHTR), one of the largest providers of cable service in the U.S. At around $95.50 per share, the deal has a total transaction value of around more »
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Billionaire John Paulson's Shakeups
By Marshall Hargrave - March 14, 2013 | Tickers: CVC, DLPH, FCX, PXP, S
Billionaire John Paulson manages one of the world's largest hedge funds, Paulson & Co., with around $29 billion in assets under management. Paulson focuses on event and distressed strategies. After reviewing John Paulson's latest buys and sells from the fourth quarter, here are a few things that stuck out (see all the stocks Paulson owns).
Paulson's New Additions -
Cablevision’s Lawsuit Has Major Implications for TV
By Chris Moore - March 3, 2013 | Tickers: AMZN, CVC, DTV, NFLX, TWC, VIAB
Ever since Netflix (NASDAQ: NFLX) started its streaming service, consumers everywhere have dreamt of a day when they were no longer beholden to big cable and its bundles. Unfortunately, big cable hasn’t given up on bundling without a fight, pushing hard to maintain the status quo. Fortunately Cablevision (NYSE: CVC) has filed a lawsuit that may put an end to forced bundling altogether.
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1 Takeover Target In Media & 1 Stable "Winner"
By David Gould - December 28, 2012 | Tickers: CVC, CMCSA, TWC
Media is often known for unpredictable underlying fundamentals. Consumers tend to be very fickle and move from one show to the next. For this reason, I recommend diversifying across cable and broadcasters if you are bullish on the sector as a whole. There is exceptional potential in terms of innovation, passive income steams, and even buyouts. Below, I focus on 2 key stocks with differing risks and rewards.
Cablevision Systems more »
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Pros & Cons To 3 Media Stock Investments
By David Gould - December 10, 2012 | Tickers: CVC, CBS, NWSA
If you are looking to invest in media, I recommend diversifying across the sector--buying everything from cable providers to broadcasters. In particular, I encourage being cognizant about secular transitions in media and whether these are tailwinds or headwinds for the concerned company. In addition, it is important to track how the company's valuation compares to the competition in light of takeover activity. Below, I review 3 media stocks with more »
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Broadcasting & Cable TV Stocks in Focus
By Shas Dey - December 7, 2012 | Tickers: CVC, DTV, DISH, NFLX, SIRI
The Broadcasting & Cable TV industry group has had an excellent year, outperforming the broad market. Year-to-date, the industry group has gained 26.12%, compared to a gain of 12.42% for the S&P 500.
A number of major companies in the Broadcasting & Cable TV industry were in news this week. While DISH Network (NASDAQ: DISH) and Sirius XM Radio (NASDAQ: SIRI) announced special dividends this week, Netflix (NASDAQ: NFLXmore »)
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Billionaire Julian Robertson’s 5 Favorite Mid Cap Stocks
By Meena Krishnamsetty - November 22, 2012 | Tickers: CVC, CHTR, OCN, TRIP, VRSN
Legendary investor Julian Robertson of Tiger Management retired some time ago, but his enormous success running the fund- not to mention his ability to produce several successful “Tiger Cub” managers to carry on his legacy- makes him a good investor to follow. We have already processed Robertson’s 13F filing for the third quarter, a document which discloses many of his long equity positions as of the end of September more »
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3 Undervalued Communication Stocks To Buy
By David Gould - November 19, 2012 | Tickers: CVC, CMCSA, TWC
If you are looking for ideal communication businesses, there are a variety of investment opportunities out there. While some provide stable profit growth, others are takeover or breakup opportunities. The former carries lower risk for reduced reward; the latter carries greater risk for greater reward. To not go all in on safety or reward, you should diversify between the stocks mentioned below.
Comcast (NASDAQ: CMCSA): Strong Returns, Excellent Direction
In more »
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Google in 10 Years
By Hans el - November 12, 2012 | Tickers: CVC, GOOG, TWX
I am a bull when it comes to Google (NASDAQ: GOOG). Not because it is a steal in terms of valuation, nor because it is the most popular search engine in the world, and not because I am convinced that they will execute the transition to mobile to capture advertising dollars. I am a bull when it comes to Google because of its unapologetic aggressive obsession with Research & Development.
Google more »
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Will Google Gobble Cable?
By Pam Peerce-Landers - November 1, 2012 | Tickers: CVC, CHTR, CMCSA, GOOG, TWC |
On February 10, 2010, Google (NASDAQ: GOOG) announced its experimental ultrafast broadband service, soliciting requests for information (RFI's) from interested municipalities and individuals. Over 1,100 communities and 194,000 individuals entered the contest to win Google Fiber. Topeka, Kansas even “renamed” itself, Google, Kansas in their attempt to woo Google. In the end, Google chose Kansas City, Kansas and Missouri. Why did Google do this? In its words more »
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Media Roundup: 1 Takeover Target, 2 Safe Buys
By David Gould - October 14, 2012 | Tickers: CVC, CBS, DIS
Although media can be very unpredictable, there are some companies that have recognizable brands that aren't going away any time soon. The best companies, however, don't rest on their laurels but seek to expand and diversify across different mediums. Investors are encouraged to back those firms as a way to hedge against macro volatility. Some companies, however, are not diversified but still undervalued as takeover targets. I similarly more »
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Cable Companies Become Copyright Cops
By David Delony - October 12, 2012 | Tickers: CVC, CMCSA, TWC, VZ
The Internet has changed content distribution, both legal and otherwise, forever. You can stream and download just about every movie, book, and album ever made, whether you paid for it or not.
If you're torrenting anything, I hope you're sticking to Linux distributions and Creative Commons videos. Otherwise, it will be "six strikes and you're out" by the end of the year.
Some major cable providers, including more »
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Is This Entertainment Company a Good Investment?
By Meena Krishnamsetty - September 24, 2012 | Tickers: AMCX, CVC, CMCSA, DTV, TWC
Luxor Capital Group, managed by Christian Leone, is a New York-based hedge fund with an estimated $3 billion in assets under management. Founded in 2002, the fund has a relatively balanced structure, with holdings in equity and fixed income investments throughout the world. Aside from using a value-based approach when choosing its stocks, Leone’s Luxor Capital also has a penchant for distressed companies.
In its most recent 13F filing more »
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Giving Investors a Sporting Chance
By Brian Hill - September 2, 2012 | Tickers: CVC, DKS, FL, PEP, ALL
No doubt America is a sports-obsessed country. We can't get enough of our favorite teams, players, or sports we play ourselves. And companies certainly know how to mine profits from this obsession. For example we can sing about our favorite team (while consuming a popular soft drink), choose our favorite all-time football players (and buy insurance), or watch football 24/7 (if we subscribe to cable TV).
Rocking the more »
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Store Squatter on Borrowed Time or Extreme Makeover Retail Edition Winner?
By Karl Hartkopf - June 27, 2012 | Tickers: AAPL, BBY, CVC, GOOG, RSH
In preparation for the video worthy antics of Hurricane Irene, I went to RadioShack (NYSE: RSH) to buy a new battery for my digital video recorder. After courteous assistance from the staff at the store, we found the battery – for $50. Given that I had purchased the recorder on Woot for $50, I was not inclined to purchase the battery. After all, given that I also had a digital camera more »
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