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CBS Corp

  • Is CBS a Survivor?

    By Dan Moskowitz - June 19, 2013 | Tickers: AMZN, CBS, NFLX, NWS, DIS

    CBS (NYSE: CBS) has been a big winner since early 2009 -- but so have most stocks throughout the broader market. For those wondering whether CBS can continue its upward trajectory, the past month has been less than inspiring. 

    The good news is that CBS has continued to grow earnings. Since an atrocious 2008, when diluted EPS came in at -$17.43, earnings have steadily increased on an annual basis. The more »

  • Disney's Accelerated International Expansion

    By Damon Churchwell - June 19, 2013 | Tickers: CBS, VIAB, DIS

    Walt Disney Corp. (NYSE: DIS) has ramped up its investments in its foreign-based theme parks, in lieu of increasing capital expenditures at its other businesses. It is also building its cable television network presence overseas. The expansion measures have so far helped to fuel heightening income from Europe, Asia and Latin America.

    Will Disney continue to capitalize on its focus abroad, while domestic businesses receive less attention? The probability is more »

  • Tiger Cub John Griffin’s New Stock Picks

    By Meena Krishnamsetty - June 18, 2013 | Tickers: CBS, C, CMCSA, GPS, NFLX

    John Griffin, who manages Blue Ridge Capital, was formerly legendary investor Julian Robertson’s second-in-command at Tiger Management. We track Blue Ridge’s quarterly 13F filings alongside those of hundreds of other hedge funds in our research on investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year). Because our database tracks more »

  • How a Mouse, a Moon, and Medieval Mayhem can Make you Money

    By James Catlin - June 18, 2013 | Tickers: CBS, TWX, DIS

    Traditional media and entertainment have not succumb to the internet as quickly or severely as many people predicted. In fact, it seems that a few media giants have secured their standing in the long run. Quality programming and products continue to attract consumers, as they did in the past. So while the method of transmission may have changed the game remains the same with customers seeking out the best content more »

  • These Three Media Businesses Could Deliver Nice Gains for Investors

    By Anh HOANG - June 17, 2013 | Tickers: CBS, TWX, VIAB

    Mario Gabelli, the founder and CEO of GAMCO Investors, is one of the most successful investors in the world. In the past 25 years, he delivered an annualized gain of 11.7%, beating the S&P 500’s return of 9.7% in the same period. In the interview with Barron’s, he thought that it was quite “an exciting time” for investors, due to the rising trend of spinoffs more »

  • Take a Swing at These Sports Stocks

    By Robert Ciura - June 14, 2013 | Tickers: CBS, DKS, DIS

    With Major League Baseball in full swing and the NHL and the NBA in the midst of their respective finals, it might be a good time for you to consider stocks that make big money from sports. While sports and stocks might not seem like a match, avid sports fans have good reason to consider investing in these companies.

    Sports in the United States represent big business, and the popularity more »

  • How Market Leadership Enables This Company to Earn Outsized Profits

    By Ted Cooper - June 14, 2013 | Tickers: CBS, CCO, LAMR

    Investors seeking safety of principle and long-term out-performance would do well to only buy companies that dominate their markets. Market leaders often earn outsized profits and dictate what the rest of the market participants can or cannot do. This sets the market leader up for long-term success.

    Market leaders include well-known companies like Coca-Cola in carbonated beverages, PepsiCo in salty snacks, and American Express in consumer credit. Each of these more »

  • Sirius is Getting Serious About Its Stock

    By Mike Thiessen - June 14, 2013 | Tickers: CBS, NFLX, SIRI

    Sirius’s (NASDAQ: SIRI) stock has risen by 85.5% in the last 12 months and 31% since December of 2012, which is when Sirius announced its stock buy-back program. Whether or not the buyback program has anything to do with its recent run-up in price, the particular characteristics of the company make the program particularly interesting for retail investors in the future.

    Sirius`s Ownership Structure

    Sirius XM Radio more »

  • CBS' Advertising Sales Remain Healthy

    By Damon Churchwell - June 13, 2013 | Tickers: CBS, KR, DIS

    One indication that the economy is buzzing along is that advertisers are willing to spend on television airtime. Based on recent reports of CBS Corp.'s (NYSE: CBS) upfront (advance) fall season ad sales, trends are positive, though not exceptional, in terms of expectations. That highest-rated broadcast TV network is said to have realized pricing gains in the 8% range, versus its expectations of high single-digit to low double-digit increases more »

  • Tiger Cub Philippe Laffont’s Top Stock Picks

    By Meena Krishnamsetty - June 11, 2013 | Tickers: AAPL, CBS, EQIX, LBTYA, TWX

    Philippe Laffont’s Coatue Management is one of our favorite hedge funds. Several weeks after the end of each fiscal quarter, hedge funds file 13Fs with the SEC to disclose many of their long equity positions from the end of that quarter. While this information is a bit old by the time it is released, we’ve actually found that the most popular small cap stocks among hedge funds earn more »

  • Billionaire Steve Cohen’s SAC Has Been Buying This Advertising Stock

    By Meena Krishnamsetty - June 11, 2013 | Tickers: CBS, CCO, LAMR, NCMI, VCI

    A 13G filed with the SEC has disclosed that billionaire Steve Cohen’s SAC Capital Advisors owns 4.2 million shares of Lamar Advertising (NASDAQ: LAMR), giving the fund a 5.3% stake in the $4.1 billion market cap outdoor advertising company with a primary focus on billboard advertising. We track SAC’s quarterly 13F filings alongside those of hundreds of other hedge funds as part of our work more »

  • How to Play the News Corp Spin-Off

    By Mike Thiessen - June 6, 2013 | Tickers: CBS, NWSA, NYT

    Over the past couple of months, some important new information has come to light about News Corp's (NASDAQ: NWSA) pending spin-off of its legacy publishing business. Collectively, the releases and statements provided by News Corp insiders and the company itself paint a clearer picture of the spin-off and give current and prospective shareholders a better sense of the deal's contours. Most importantly, it appears as if the deal more »

  • This Company Is Always Coming in Second

    By Chad Henage - June 4, 2013 | Tickers: CBS, CMCSA, TWX, DIS

    Some would say that coming in second place is an accomplishment. Others would say that no one remembers who finished second, only who won. Depending on your point of view, looking at Time Warner (NYSE: TWX) is either a total waste of time, or a potentially great investment. The company seems to finish second compared to their peers. Is that a good or a bad thing for investors? Let's more »

  • How Do You Improve on a 32% Return?

    By Chad Henage - June 3, 2013 | Tickers: CBS, CMCSA, TWX, DIS

    Most investors must be pretty happy with their investment in CBS (NYSE: CBS). In just the last six months, the stock has jumped 32%. However, I'm a firm believer that companies can always do better. In CBS' case, they are outperforming their peers in a few areas, but the company still has a few things to work on. Investors should watch two areas in particular to try and determine more »

  • 1 Huge Value Where Investors Don't Want to Look

    By Chad Henage - June 3, 2013 | Tickers: CBS, CMCSA, TWX, DIS

    Before I tell you the name of the company I'm writing about, we need to establish one ground rule. Investing means sometimes looking for value in companies that have made you mad in the past. If you can accept that one rule, let me suggest that Comcast (NASDAQ: CMCSA) might be one of the best investments that many people will refuse to make.  

    I've Been There 
    Trust me more »

  • 4 Reasons This Stock Looks Overvalued

    By Chad Henage - June 3, 2013 | Tickers: CBS, CMCSA, TWX, DIS

    I've been a big fan of Walt Disney (NYSE: DIS) in the past year or so, suggesting several times that the stock might be undervalued. The combination of an improving economy and a strong slate of movie releases looks to have the "Mouse House" positioned for positive results. While I'm happy to see that investors have agreed with me, I think investors need to allow Disney's stock more »

  • Time Warner: Content Is King?

    By Ishfaque Faruk - May 31, 2013 | Tickers: CBS, NFLX, TWX

    With so many different ways to access and consume video content, content providers are increasingly becoming even more crucial for distributors. Time Warner's (NYSE: TWX) big and diversified portfolio of extremely valuable content assets are going to be more prized as newer distribution outlets emerge. The company’s investments in content creation for the buildup of high quality franchises positions the company well to monetize its production through Internet more »

  • Continued Insider Sales at Hertz, Recent Action at CBS

    By Meena Krishnamsetty - May 30, 2013 | Tickers: CBS, HTZ, PENN

    There are a number of ways for investors to screen stocks and find potential investment opportunities. One way is by tracking hedge fund holdings and insider trading interest. Our studies have shown that those who follow the picks of the top hedge fund managers can beat their index-focused peers by a substantial margin; discover the secrets of this strategy.

    With regard to insider transactions, the conventional wisdom is that it more »

  • 5 Stocks With Good Growth Drivers Beyond 2013

    By Meena Krishnamsetty - May 29, 2013 | Tickers: ADT, CBS, LNG, HFC, NWSA

    PointState Capital, managed by Sean Cullinan, is among the 500-plus mega-funds that we track at Insider Monkey, and with six former Duquesne Capital portfolio managers, this is really the new Duquesne minus Stan Druckenmiller. Seeing as the fund has recently filed its first-quarter 13F with the SEC, we’re going to take a look at some of the top stocks it was positioning itself in for the start of Q2 more »

  • Hedge Fund Gruss Asset Management’s 5 Largest Equity Holdings: A Q1 Recap

    By Meena Krishnamsetty - May 23, 2013 | Tickers: BP, CBS, FMCN.DL, GD, LMCA

    Gruss Asset Management is a financial investment advisory firm headquartered in New York with an estimated $2.4 billion of assets under management. It is managed by Howard Guberman. The fund recently filed its 13F with the SEC, describing some of its main investments during 2013’s first quarter. A quick look at the top five equity positions of this new hedge fund might be a good starting point for more »

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