Charter Communications, Inc.

  • Poor Earnings and Stagnant Growth Are Fueling Cable Merger Talks

    By Mike Thiessen - August 13, 2013 | Tickers: CHTR, LMCA, TWC

    The U.S. pay-TV space is once again abuzz with speculation about the potential for blockbuster mergers and takeovers that could reshape the industry. The latest catalysts for these rumors come in the form of lackluster earnings reports from a slew of big-name cable companies. After years of growth, it appears that the U.S. public's appetite for cable and satellite television services has plateaued. As new media companies more »

  • What Internet Service Provider is right for you?

    By Wes Patoka - August 13, 2013 | Tickers: CHTR, VZ, WIN

    Internet Service Providers (ISPs) have a lot of infrastructure to maintain, especially at the rate of data consumption today’s consumer has. Internet Service Providers are able to build the networks, and charge users a monthly fee to access content.

    The fastest type of Internet networking uses optical fiber optic, and with costs of fiber coming down, ISPs are thankful. However, some ISPs have better bang for their buck when more »

  • Investing in Content Delivery: Part 1

    By Wes Patoka - August 8, 2013 | Tickers: T, CHTR, DTV

    Neighborhood networks set up by local cable companies was the traditional model that consumers used to have their television shows delivered to them. This proved to be a very lucrative practice for these cable companies, as they were permitted to be monopolies. This is because local municipalities thought it would be beneficial to not have multiple sets of wires buried underground by competing firms. This is the same rationale that more »

  • 3 Broadcasting Giants Worth Watching

    By Madhukar Dubey - August 7, 2013 | Tickers: CBS, CHTR, TV, LMCA, SIRI

    According to MarketLine, the worldwide broadcasting and cable TV industry is expected to reach around $475 billion in 2015, showing growth of 27% annually. Out of this total market, TV advertisement contributes around 44%. Three broadcasting and TV companies are focusing on growth through production of new and existing hit series, joint ventures, and building a portfolio of growing businesses. Will their plans provide any exciting investment opportunities?

    Standing tall more »

  • Hedge Fund Billionaire John Paulson Thinks These Companies Are Takeover Targets

    By Sam Mattera - July 23, 2013 | Tickers: CVC, CHTR, TWC

    Hedge fund manager John Paulson has made a lot of money by correctly predicting the wave of mergers in the wireless industry. Paulson & Co. bought significant stakes in both Sprint and Leap Wireless prior to their buyouts.

    Now, Paulson sees another industry on the verge of consolidation: the cable business. Specifically, Paulson thinks that both Time Warner Cable (NYSE: TWC) and Cablevision Systems (NYSE: CVC) could be acquired by Charter more »

  • The Paid TV Industry Could See a Wave of Mergers

    By Sam Mattera - July 15, 2013 | Tickers: CHTR, DTV, DISH, TWC

    Despite fears of cord-cutting, paid-TV providers could make great near-term investments. The industry looks to be on the verge of a massive era of consolidation, and that could benefit shareholders.

    In particular, it’s possible that DirecTV (NASDAQ: DTV) could merge with Dish Network (NASDAQ: DISH), while Time Warner Cable (NYSE: TWC) could join up with Charter Communications (NASDAQ: CHTR).

    The trend towards cord-cutting

    In theory, paid-TV providers could be more »

  • Is the Great TV Crunch Coming?

    By John McKenna - July 15, 2013 | Tickers: CHTR, CMCSA, DTV, DISH, TWC

    This week, the biggest players in television and communications have arrived at Sun Valley in an effort to chart out the next year in the industry. Typically, it’s a good place to boast about good earnings, as well as introduce new ways of getting hit shows into more homes, for a fee. While competition has been the driving force in this conference, one man has been publicly taking an more »

  • How to Play the Potential Cable M&A Deal

    By Anh HOANG - July 9, 2013 | Tickers: CVC, CHTR, TWC

    Recently, Time Warner Cable (NYSE: TWC) has been trading higher on rumors rumor that billionaire John Malone, through Charter Communications (NASDAQ: CHTR) would like to take over Time Warner Cable. Charter Communications has also been on the rise after the rumor, climbing from $117.80 per share to as high as $130. If that happens, in the long run, a lot of synergies and benefits will eventually flow to John more »

  • The Cable Consolidation Saga

    By Marshall Hargrave - July 8, 2013 | Tickers: CVC, CHTR, TWC

    With billionaire John Malone making waves in the cable industry, pushing for a merger between cable giants Time Warner Cable (NYSE: TWC) and Charter Communications (NASDAQ: CHTR), investors are getting excited about industry consolidation, which could push stock prices higher. 

    All three major cable companies are already up nicely over the past few weeks, including Cablevision (NYSE: CVC), Time Warner Cable and Charter Communications.

    I believe that consolidation will likely more »

  • Making Money From John Malone's Lunch

    By Dana Blankenhorn - July 1, 2013 | Tickers: CHTR, LBTYB, LMCA, TWC

    When a lion takes down a gazelle, other animals also get a meal.

    What's true in nature is also true in business. Small investors are always looking to profit from the maneuvers of large players.

    In the area of broadband, the big player today is John Malone. The 72-year old Colorado entrepreneur has two vehicles for investors. Liberty Media (NASDAQ: LMCA) controls American assets, and has a market cap more »

  • Time Warner Cable Shouldn’t Give in to John Malone

    By Vikas Shukla - July 1, 2013 | Tickers: CVC, CHTR, TWC

    A few days ago, Bloomberg reported that billionaire John Malone’s Liberty Media is exploring options to acquire Time Warner Cable (NYSE: TWC). Ever since Malone made a comeback in the U.S. cable market by acquiring a 27% stake in Charter Communications (NASDAQ: CHTR), consolidation in the cable industry has seemed to be in the cards.

    The U.S. pay-TV market has become saturated and fiercely competitive. Cable companies more »

  • Buy Tiger Global’s Top Holdings

    By Shweta Dubey - June 26, 2013 | Tickers: CHTR, GRPN, LMCA, MA, SIRI

    Tiger Management invests in technology, telecommunication, and media sectors, mainly focusing on United States, Latin America, Southeast Asia, and Eastern Europe companies. For private equity investment, it specializes in investing in early stage companies. This hedge fund had $6.44 billion in assets under management as of March 31, 2013.

    As per the recent 13F filing with the SEC, Groupon (NASDAQ: GRPN), Mastercard (NYSE: MA), and Liberty Media (NASDAQ: LMCAmore »)

  • How Cable Consolidation Can Enrich Your Portfolio

    By Marshall Hargrave - June 19, 2013 | Tickers: CVC, CHTR, TWC

    The cable industry appears to be ripe for consolidation, so what are some of the best ways to play mergers and acquisitions? Time Warner Cable (NYSE: TWC) was up nearly 10% last week and Cablevision Systems (NYSE: CVC) spiked 3.5% on M&A speculation. The interest in cable companies also comes after the news that Gannett announced plans to snatch up Dallas-based media company Belo; Gannett was up some more »

  • This Cable Business Seems to Be a Good Buy

    By Anh HOANG - June 17, 2013 | Tickers: CHTR, LMCA, TWC

    Recently, Time Warner Cable (NYSE: TWC) experienced a huge gain of nearly 8% in a single day after an acquisition rumor. According to CNBC, CEO Greg Maffei of Liberty Media (NASDAQ: LMCA) has approached CEO Glen Britt of Time Warner Cable to discuss about the potential merger with Charter Communications (NASDAQ: CHTR). Following the buyout rumor, Charter Communications also rose nearly 5% to $116.60 per share.

    Consistent growth but more »

  • What’s Oaktree Capital Buying?

    By Meena Krishnamsetty - June 17, 2013 | Tickers: CHTR, DLPH, XCO, FBP

    At Insider Monkey, we track 500 of the world’s most elite hedge funds, and Howard Marks' Oaktree Capital Management is one of the best of the best. Based in Los Angeles, Oaktree specializes in distressed debt, corporate debt and convertible securities, with an eye for contrarian, lesser-known investments. Because it can pay to watch hedge fund sentiment—discover why here—we’re going to take a look at Oaktree more »

  • Cable TV Is Still the Best Deal for Your Home and Your Portfolio

    By Mark Yagalla - June 8, 2013 | Tickers: CVC, CHTR, CMCSA, TWC

    Many feared that cable TV and cable stocks were in trouble as satellite providers and telecom providers encroached on their territory. The cable industry faced these challenges by offering bundled services – cable TV, broadband internet, and telephone service all in one bill. Cable TV providers also have done a great job of securing their home markets and have not engaged in competitive price wars. The result has been a few more »

  • Investing Opportunity in 3 Profit Making Companies

    By Madhukar Dubey - May 29, 2013 | Tickers: ABBV, ACT, CHTR, LMCA, SIRI

    Charles Schwab Investment Management is one of the largest asset management companies, having assets worth $217 billion under management as on March 31, 2013. The company recently attained major positions in Liberty Media (NASDAQ: LMCA), Actavis (NYSE: ACT), and AbbVie (NYSE: ABBV). These companies have gained attraction due to their excellent performance in the first quarter of 2013 by making acquisitions, profitable business segments, and rise in product sales.

    Company more »

  • This Media Company has a Lot of Potential

    By Anh HOANG - May 16, 2013 | Tickers: CHTR, LMCA, SIRI

    In the first quarter of 2013, two famous investors, Mario Gabelli and Tom Gayner, initiated long positions in Liberty Media (NASDAQ: LMCA). While Tom Gayner bought only 42,000 shares in the company, Mario Gabelli purchased more than 850,000 shares in the first quarter. Let’s take a closer look to determine whether or not investors should own Liberty Media at its current trading price.

    At the beginning of more »

  • Contrarian Capital’s Best Contrarian Investments

    By Meena Krishnamsetty - May 7, 2013 | Tickers: BAC, CHTR, LYB, NRG, RFP

    As the name implies, Contrarian Capital invests in distressed securities. The fund is managed by Jon Bauer, who started the Distressed Securities Group at Oppenheimer & Co and currently has over $3 billion in total assets under management. Bauer has a smaller equity-only 13F portfolio, but it’s worth watching regardless. Clearly not every stock in this mini-portfolio is what we would consider “distressed,” but there are securities that have recently more »

  • This Media Mogul Is Buying A Portion Of A Cable Company

    By Mike Thiessen - April 18, 2013 | Tickers: CHTR, LMCA, SIRI

    The first quarter of 2013 has seen a great deal of activity from Liberty Media Corporation (NASDAQ: LMCA). In January, the company gained a controlling interest in Sirius XM Radio, Inc. (NASDAQ: SIRI) and increased its holdings in Live Nation Entertainment, Inc. to 27 percent. During that same month, Liberty Media Corporation spun off Starz Entertainment, primarily known for its premium movie channels, into its own subsidiary. In March came more »

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