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  • This Tiger Cub Gets Bullish

    By Marshall Hargrave - May 23, 2013 | Tickers: ADBE, CMCSA, BA, TW

    Andreas Halvorsen is one of the most successful Tiger cubs. The host of Tiger cubs include various hedge fund mangers that worked for billionaire Julian Robertson's Tiger Management. Halvorsen founded his Viking Global hedge fund in 1999 and the fund takes a bottom-up stock picking approach. It was snatching up a number of stocks last quarter, while also upping its stake in others. Outlined below are some of the more »

  • Investment Ideas From Appaloosa Management’s 13F Filing

    By Aubrey Tabuga - May 23, 2013 | Tickers: CMCSA, MET, PRU, RIG

    The biggest items in Appaloosa Management’s shopping cart in the latest quarter are Comcast (NASDAQ: CMCSA), Transocean (NYSE: RIG), Prudential Financial (NYSE: PRU), and MetLife (NYSE: MET). The portfolio of this one-time Hedge Fund Firm of the Year based on the latest 13F filing may not necessarily be reflective of its most recent position. By the time the filings reach the SEC, the hedge fund may have already shorted more »

  • London-Based Egerton Capital Is Bullish On These Stocks

    By Meena Krishnamsetty - May 22, 2013 | Tickers: AXP, CMCSA, NWSA, V, DIS

    Egerton Capital was founded by John Armitage and William Bollinger in 1994 and has around $4.5 billion in assets under management. The London-based fund primarily takes long/short positions in European equities, and has returned more than 15% annually since its founding. A quick look at the top five equity positions of this hedge fund might be a good starting point for your own research.

    Retail investors can benefit more »

  • The Formation of the World's Leading Cable Company

    By Anh HOANG - May 22, 2013 | Tickers: CMCSA, LBTYA, VMED

    Dan Loeb, the famous hedge fund manager, delivered quite a strong annualized return of 15.4% in the past 15 years, leaving the S&P 500’s annualized return of only 4.5% during the same period in the dust. In the first quarter of 2013, he purchased a lot of shares in Virgin Media (NASDAQ: VMED). With 11 million shares, Virgin Media became his second biggest position, accounting for more »

  • Billionaire Tiger Cub Blows Off Big Tech

    By Marshall Hargrave - May 22, 2013 | Tickers: AAPL, CMCSA, GOOG, NFLX

    John Griffin founded Blue Ridge Capital in 1996 and was once known as billionaire Julian Robertson's right hand man. Griffin and other managers who worked for Robertson at Tiger Management are referred to as "tiger cubs." Griffin's investment method is long/short with a long bias and a focus on long positions in large-cap and high-performance stocks. Outlined below are a few of tiger-cub Griffin's latest moves more »

  • Buying Winners And Avoiding Losers In Home Entertainment

    By Ken McGaha - May 21, 2013 | Tickers: CMCSA, DTV, DISH

    While the war to become the dominant supplier of home entertainment content will probably continue on ad infinitum, it is becoming clear that DirecTV (NASDAQ: DTV) and Comcast (NASDAQ: CMCSA) have, to this point in time, been two of the major winners and Dish Network (NASDAQ: DISH) has been one of the many losers.

    Maybe not too late but certainly too early for this broken Dish

    Dish Network has had more »

  • Icahn Protege Calls for a Telecom Takeover

    By Marshall Hargrave - May 20, 2013 | Tickers: CMCSA, TWC, TWTC

    Carl Icahn protege Keith Meister said at the Ira Sohn Value Conference that TW Telecom (NASDAQ: TWTC) is ripe for a buyout. TW Telecom is a supplier of phone and internet services to businesses. At the conference, Meister, from Corvex Management, said of TW Telecom, "Great space, growing trends, great companies. There is massive value in an M&A context." He added further that he could see TW Telecom rising more »

  • Is This Crown Worth Adding to a Stock Treasure Chest?

    By Arturo Cuevas - May 20, 2013 | Tickers: CMCSA, CRWN, DTV

    For you investing moms and dads, Crown Media Holdings (NASDAQ: CRWN) is a stock pick you’d likely have strong feelings about. This company, after all, owns and operates pay TV networks whose main claim to fame is family-friendly broadcasting under the iconic “Hallmark” franchise of Hallmark Cards.

    Through two wholly owned subsidiaries, Hallmark Cards owns a total of about 90% of Crown Media’s outstanding shares. The company’s more »

  • Three Cable Companies to Bet On

    By Madhu Dube - May 20, 2013 | Tickers: CMCSA, DTV, TWC

    A maturing US cable market and a shift in consumer preferences have forced cable companies to re-strategize their business models. In order to tackle these issues, most cable companies are developing new and upgraded product offerings. In this article, I have picked three such companies which have recently declared their quarterly results. Let’s see what opportunities these companies provide after these results.

    New product offerings will boost revenue

    Comcast more »

  • These Cable Companies Are Still Standing Strong

    By Ranu D - May 20, 2013 | Tickers: CMCSA, DTV, TWC

    DirecTV (NASDAQ: DTV) posted strong earnings in the first quarter of 2013. The company's revenue of $7.58 billion exceeded consensus expectations of $7.53 billion, and its earnings per share of $1.20 also surpassed the Street’s expectation of $1.08. The main catalyst behind this earnings increase was significant subscriber growth in the U.S. and Latin America.

    Significant growth in the U.S. and Latin more »

  • 3 Well-Positioned Stocks in the Entertainment Sector

    By Victor Selva - May 17, 2013 | Tickers: CMCSA, CMCSK, NFLX, TIVO

    How we watch movies and TV shows has drastically changed over the past few years. In addition to traditional cable TV operators, several other options exist today. Let's look at three companies leading different sectors in the entertainment industry. Netflix (NASDAQ: NFLX), Comcast (NASDAQ: CMCSK) and TiVo (NASDAQ: TIVO) all provide different services but considerable upside for investors looking to buy and hold.

    In constant growth

    Trading at 526 more »

  • Should You Buy The Companies You Hate?

    By Christopher Drose - May 13, 2013 | Tickers: AIG, BAC, BP, C, CMCSA, GS, HAL, JPM, WFC

    I recently saw a list of the most hated companies in America. A couple of days later a saw a list of the new most popular stocks among hedge funds and AIG (NYSE: AIG) was also at the top of both of the lists. So I decided to look a little more into the most hated companies and how there stocks have performed this year and every stock is up more »

  • As the Stocks Turn: Hulu Tries Soap Operas

    By Stephanie Faris - May 13, 2013 | Tickers: CBS, CMCSA, DIS

    It will go down in history as either a bold stroke of genius or a complete misstep. Either way, fans of ABC TV shows All My Children and One Life to Live will at least enjoy new episodes of their canceled shows.

    Hulu, a joint venture of Disney's (NYSE: DIS) ABC, Comcast's (NASDAQ: CMCSA) NBC Universal, and News Corp., is poised to gain one major thing from airing more »

  • The Media Bulk Up

    By Reuben Brewer - May 10, 2013 | Tickers: CBS, CMCSA, TWX, DIS

    Owning content is an increasingly important aspect of the media world. Companies have been working over time to bulk up, usually through mergers and acquisitions. That makes a rumored deal between Time Warner (NYSE: TWX) and CBS (NYSE: CBS) sound all the more likely.

    An Upstart Changes Everything

    Although the intrusion of cable companies unsettled things, the media industry managed to include that once new technology into its cozy little more »

  • Kids Love Disney and So Should You

    By Brendan Marasco - May 10, 2013 | Tickers: CMCSA, TWX, VIAB, DIS

    You’ve brainstormed vacation spots, assessed financial data, and completed your homework. Now you’re asking yourself, “Where do I go from here?”

    First, consult your notes. Part 1 reviewed liquidity, financial leverage, and asset management ratios. Then, Part 2 analyzed profitability and market value ratios.

    A “No Brainer”

    As you recall, Disney (NYSE: DIS) utilizes its assets well, especially considering its large amount of property, plant, and equipment. Additionally more »

  • It Appears That Consumer Discretionary Spending Continues

    By Jeff Stouffer - May 9, 2013 | Tickers: CMCSA, XLY, HD, MCD, DIS

    It seems out of character that an investment strategy based on consumer discretionary spending in today’s economy is not be a viable strategy. Going against this train of thought is the Consumer Discretionary SPDR (NYSEMKT: XLY). This exchange-traded fund, which started on Dec. 16, 1998, has posted a one-year return of 23.4%, a three-year return of 17.9%, and a five-year return of 12.7%. This performance can more »

  • The House of Mouse Does It Again: Disney Earnings Compared

    By Erin McBride - May 9, 2013 | Tickers: CMCSA, EA, VIA, DIS | Editor's Choice

    The House of Mouse is an enviable place.

    The Walt Disney Company (NYSE: DIS) reported a 32% increase in net income from the year previous for the most recent fiscal quarter.

    The brand name media giant reported net income for the fiscal second quarter rose 32% from a year ago to $1.51 billion. Revenue for the quarter rose 10% to $10.55 billion. Earnings per share for the quarter more »

  • Rule the Air, Rule the Market

    By Ryan Guenette - May 8, 2013 | Tickers: T, CMCSA, S, TMUS, VZ

    A dominant force in the telecommunications industry, Verizon Communications Incorporated (NYSE: VZ), reported first quarter financial results on April 18. Revenue jumped to $29.42  billion, representing growth of 4.2% growth from the same quarter last year. Basic EPS jumped to $0.68 from $0.59 in the first quarter of 2012, representing year over year growth of 15.25%.

    A roll out of their 4G LTE service helped more »

  • 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 »

  • The 3 Best Cable Stocks: Which is the Winner ?

    By Victor Selva - May 1, 2013 | Tickers: CMCSA, DTV, DISH, S

    The U.S. pay-TV industry, which includes Cable TV and Satellite TV, is dynamic and competitive.
    Modest economic growth, higher levels of competition and rising programming costs imply limited
    ability to pass on higher costs to the customers. In this report we analyze the three largest pay-TV
    service providers, with more than a 50% of combined US market share.

    A great company trading at attractive prices

    DirectTV (NASDAQ: DTV) offers more »

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