Comcast Corp

  • Why Disney's Magic Isn't Gone

    By Adrian Campos - August 17, 2013 | Tickers: CMCSA, FOX, DIS

    Walt Disney's magic vision and emphasis in "imagineering" (the blending of creative imagination with technical know-how) took Disney (NYSE: DIS) from a bankrupted studio in 1927 to a powerful media empire worth billions, owner of Mickey Mouse, whose image remains vivid in more than 5 generations of Americans.

    But after several decades in the same business, Disney may be in trouble. The latest earnings call came in with important more »

  • Should Investors Cut the Cord on This Cable Company?

    By Dan Moskowitz - August 16, 2013 | Tickers: CVC, CMCSA, DTV, GOOG

    Pay TV is found in more than 80% of U.S. households, but services like Netflix, Amazon Prime, and Hulu are knocking on the door loudly. Cable companies are keeping their houses in order by increasing prices on customers, but that's not likely to be an effective long-term strategy. Industry trends could eventually spell doom for some cable companies -- but at least one of them knows how to prepare more »

  • A Closer Look at The Washington Post's Valuation

    By Anh HOANG - August 16, 2013 | Tickers: BLC, CMCSA, GCI, WPO

    Jeff Bezos, the founder and CEO of Amazon.com, has just entered an agreement with The Washington Post Company (NYSE: WPO) to buy the newspaper publishing business, including The Washington Post newspaper, the Express newspaper and Greater Washington Publishing for around $250 million. As the newspaper publishing business has produced an increasing amount of losses, this divestment makes sense for The Washington Post, enhancing the potential value of the company more »

  • Should You Love or Hate TiVo?

    By Dan Moskowitz - August 15, 2013 | Tickers: CMCSA, DTV, DISH, TIVO

    TiVo (NASDAQ: TIVO) is both loved and hated on Wall Street. The DVR pioneer's unusually high proportion of shorts think shares have only risen because of the broader market's rally, while longs think the stock has more room to rise on its own merits. As you'll see below, one of these factions has much better odds of being proven right.

    Ominous signs

    TiVo’s largest revenue stream more »

  • Time Warner and the Virtue of Focus

    By Mark Hibben - August 14, 2013 | Tickers: CMCSA, TWX, FOX, DIS

    Once a poster child for the empty promise of synergy between Internet, print, and video media, Time Warner (NYSE: TWX) has rediscovered the old-fashioned virtue of focus, focusing on what it does best -- video and film content creation. This earnings season, it easily bested its media conglomerate rivals, Twenty-First Century Fox (NASDAQ: FOX), Comcast (NASDAQ: CMCSA), and Disney (NYSE: DIS) in operating income growth.

    Spinning-off publishing
    The lesson of focus more »

  • Why Disney's Still a Growth Play

    By Howard Cranford - August 13, 2013 | Tickers: CMCSA, FOX, DIS

    Media conglomerate Walt Disney (NYSE: DIS) has become our most recognizable entertainment brand over the past several decades. Disney has been able to meet changing audience demands for 80 years with blockbuster movies, market-leading theme parks, and hit television stations. But despite this track record of success, the third-quarter earnings the company released last week showed plenty of room for further growth. 

    Movies

    Studio film revenue decreased 2% from last more »

  • What Makes Comcast a Worthwhile Investment?

    By Ashit Gulati - August 12, 2013 | Tickers: CMCSA, DTV, DISH

    Comcast (NASDAQ: CMCSA) recently reported strong second quarter results. With consistently growing demand for broadband due to rising popularity of various internet enabled devices coupled with strong collections from "Fast & Furious 6," which propped up growth in the NBC Universal division, Comcast ended the second quarter on a high note.

    Overall, the company posted solid growth, as its revenue stood at around $16.2 billion, up 7% year-over-year, while the more »

  • These Networks Loom Large In The Brewing Content War

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

    CBS (NYSE: CBS) is fighting hard to extract more money from Time Warner Cable in a key battle over the value of the top-rated station's content. Station owners Disney (NYSE: DIS) and Comcast (NASDAQ: CMCSA) are well positioned, too.

    Down to the Wire

    CBS and Time Warner Cable have taken their carriage fee dispute into overtime. A carriage fee is the amount that cable companies pay broadcasters to redistribute more »

  • Investing in Content Delivery: Part 2

    By Wes Patoka - August 8, 2013 | Tickers: CMCSA, GOOG, TWC

    Time Warner Cable (NYSE: TWC) is the second largest cable company in the US, and is looking to differentiate itself from being just another cable company. Time Warner has taken initiatives to broaden the services that it offers to its customers like access to Wi-Fi throughout New York City.

    Total capital expenditures in the first half totaled $1.6 billion, consistent with the company’s plans for full-year capital spending more »

  • What is The Washington Post Really Worth?

    By Anh HOANG - August 7, 2013 | Tickers: BLC, CMCSA, GCI, WPO

    Billionaire Jeff Bezos, the founder and CEO of Amazon.com, has recently excited about the newspaper business. He has just entered an agreement with The Washington Post Company (NYSE: WPO) to buy the newspaper publishing business, including The Washington Post newspaper, the Express newspaper and Greater Washington Publishing. Washington Post reported that the buyer is Mr. Bezos alone, not relating to Amazon.com. The purchase price comes in at around more »

  • Is This an Investor’s Dream Stock?

    By Dan Moskowitz - August 5, 2013 | Tickers: CMCSA, DWA, VIAB

    If you’re reading this article, then there’s a pretty good chance that you’re either long or short DreamWorks Animation (NASDAQ: DWA). Approximately 40% of the float is short, which is an extremely high number. We’ll take a look at whether or not the shorts have a justifiable case.

    Hits and misses

    DreamWorks Animation has had its share of hits and misses. The biggest hits have been more »

  • Forget About Cord-Cutting, The Cable Sector is Hot!

    By Sam Mattera - August 5, 2013 | Tickers: CVC, CMCSA, TWC

    Investors, fearful of the long-term consequences of Internet-based content providers, may have shied away from paid-TV stocks like Time Warner Cable (NYSE: TWC), Comcast (NASDAQ: CMCSA), and Cablevision (NYSE: CVC).

    If that’s the case, they've missed out!

    Since last December, Cablevision shares are up a staggering 40%, while Comcast is up nearly 23% and Time Warner Cable has rallied about 22%. These gains are even more impressive considering more »

  • The Battle for Your TV

    By Mark Morelli - August 2, 2013 | Tickers: AAPL, CMCSA, GOOG, INTC

    The battle lines have been drawn in the TV industry.

    On one side are the traditional service providers such as the cable and satellite companies and on the other are some of the biggest tech heavyweights in the world.

    A dose of real innovation will have to overcome big infrastructure and content provider advantages that the incumbents currently enjoy, especially in live events such as sports.

    Chrome plated

    Google (NASDAQ: GOOGmore »)

  • Will Google Revolutionize the Way We Watch TV?

    By Stephanie Faris - August 1, 2013 | Tickers: T, CMCSA, GOOG

    Comcast (NASDAQ: CMCSA), the top cable company in America, recently posted solid numbers that were above analyst expectations, netting a 29% increase in earnings year-over-year. But traditional cable television is only part of the Philadelphia-based company's earnings. In fact, the entire industry seems to have realized that cable is going to become a shrinking part of the American landscape over the next couple of decades.

    TVs Get Smart

    Thanks more »

  • Disney Needs Discipline: Movie Budgets Should Be Lower

    By Steven Mallas - July 29, 2013 | Tickers: CMCSA, SNE, DIS

    Disney's (NYSE: DIS) "The Lone Ranger" is a flop. According to Box Office Mojo, the movie was estimated to have grossed about $49 million at domestic theaters from July 3 through July 7, the project's opening week. The movie is said to have cost around $215 million to make. Through Sunday, July 21, Ranger has taken in about $80 million at the domestic box.

    The flop and the more »

  • It Keeps Getting Worse for Apple’s Long-Rumored TV

    By Sam Mattera - July 25, 2013 | Tickers: AAPL, CMCSA, GOOG, MSFT

    During Tuesday’s earnings call, Apple (NASDAQ: AAPL) CFO Peter Oppenheimer said the company is planning to unveil new products this fall.

    According to Piper Jaffray analyst Gene Munster, one of those products could be a television set. Munster has been predicting that Apple will release a full-fledged TV for years, and now thinks that Apple could announce a TV this fall.

    The problem is that, as Apple continues to more »

  • Is Netflix Getting a Good Return for its Content Investment?

    By Mark Hibben - July 25, 2013 | Tickers: AMZN, CMCSA, NFLX, FOX, DIS

    The second quarter earnings report of Netflix (NASDAQ: NFLX) exceeded Wall Street expectations, as well as demonstrating significant year over year improvement.  Yet investors were disappointed and a sell-off ensued the following day.

    On the basis of year over year revenue and income growth, the report should have come as good news. Total revenue grew 20% to $1.07 billion, and operating income grew by over 250% to $57.12 more »

  • Avoid CBS and Buy This Media Stock Instead

    By David Gould - July 24, 2013 | Tickers: CBS, CMCSA, DIS

    Disney (NYSE: DIS) and CBS (NYSE: CBS) are two top media stocks. However, their execution and strategies have been remarkably different. While one has been focused on creating value, the other has seen a remarkable rise in the absence of innovation. Below, I present my take on the two.

    Still optimistic on Disney

    Several months after the multi-billion dollar acquisition of Lucasfilm, Disney is already planning a new trilogy and more »

  • Can Fantasy Sports Drive Your Portfolio Higher?

    By Bill Edson - July 23, 2013 | Tickers: CMCSA, TWC, YHOO

    Risk and a little uncertainty make an investment exciting. The same is true with fantasy sports. Not only is fantasy sports fun, but it can be lucrative as well. Fantasy sports is a fast-growing business. According to the Fantasy Sports Trade Association, an estimated 35 million online users wager money on fantasy sports. The new trend in fantasy sports is allowing participants to draft a team, place a wager, and more »

  • Sharknado Success Shows Impact of Social Media on Public Opinion

    By Stephanie Faris - July 22, 2013 | Tickers: CMCSA, FB, GOOG

    There was nothing about it. It was just another B-movie airing on one of Comcast (NASDAQ: CMCSA) premiere networks. But by the time the final credits on Sharknado ran, the buzz had already begun on popular social media site Twitter. A full week later, the public and the press are still talking about it, with the SyFy channel planning a second airing and plans for a sequel already in the more »

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