• Buffett Ups Bet on Satellite TV

    By Sam Mattera - August 19, 2013 | Tickers: DTV, DISH, INTC

    Warren Buffett’s Berkshire Hathaway has liked satellite TV for years. The firm began accumulating a stake in DirecTV (NASDAQ: DTV) in 2011, and now owns about 6% of the company.

    In the most recent quarter, Berkshire bought shares of DirecTV’s competitor, DISH Network (NASDAQ: DISH). It’s a much smaller stake, only about 500,000 shares, but Buffett obviously sees something of value in the sector.

    Should investors more »

  • Sony's New Cable Service Could Challenge the Establishment

    By Sam Mattera - August 17, 2013 | Tickers: DTV, INTC, SNE

    Sony (NYSE: SNE) has reached a preliminary deal with Viacom for its online pay-TV service, according to the Wall Street Journal.

    There have been reports in the past that Sony was developing some sort of cable alternative; rumblings of a deal with a major content provider suggests that Sony could roll out the service in the near future.

    Sony’s service would not be unique -- Intel (NASDAQ: INTC) has plans 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 »

  • What’s Going on in the Time Warner-CBS Battle?

    By RJ Towner - August 15, 2013 | Tickers: CBS, DTV, TWC

    A few weeks ago, CBS (NYSE: CBS) and Time Warner Cable (NYSE: TWC) took their disagreement over carriage fees to another level, as both firms’ existing carriage fee agreement expired, effectively blacking out Time Warner subscribers from viewing the network.

    Since then, Valuentum has seen really no signs of the companies coming to any sort of agreement. The Federal Communications Commission (FCC) warned on August 9 that, if the two 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 »

  • Is DISH Dependent on a Dovetail Deal?

    By Bob Chandler - August 14, 2013 | Tickers: DTV, DISH, TMUS

    DISH Network (NASDAQ: DISH) looks like it might be in a tough spot. After a foiled takeover attempt of Sprint and an unsuccessful bid for Clearwire, the company might need to quickly find a synergistic partner if it wants to maintain its current market price. Wall Street seems to have more than fully valued the two parts of DISH’s business, its core satellite-TV operation and its potentially valuable wireless more »

  • People Like Choosing When to Watch TV

    By Marshall Hargrave - August 14, 2013 | Tickers: DTV, DISH, TIVO

    TiVo (NASDAQ: TIVO) remains the pioneer for digital video recorders (DVRs), which allows people to record and watch TV. TiVo now boasts some $625 million in cash on its balance sheet, or $4.90 per share. Its current cash position makes up 45% of the company's market cap, and its net current asset value (current assets less total liabilities per share) is a robust $2.25.

    TiVo also recently 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 »

  • Washington Post: Not Just a Newspaper Company

    By Ted Cooper - August 12, 2013 | Tickers: APOL, DTV, WPO

    Monday's announcement that Jeff Bezos would buy the Washington Post (the newspaper, not the whole company) for $250 million came as a surprise to most observers, who could not imagine the Washington Post (NYSE: WPO) without the Washington Post. But what appears to be a lack of respect for tradition -- the Graham family has controlled the Post for nearly 80 years -- may have been the best move for shareholders 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 »

  • The Key to Making Money in the Market

    By Rupert Hargreaves - August 7, 2013 | Tickers: AXP, DTV, MA

    The key to making money on the stock market is not a hugely complicated trading strategy requiring terabytes of computing power. It is simply searching for companies that are able to generate sustainable long term value though cash generation and simple business models. This requires several things, the most important of which is an operation that will run itself. The 'key man' risk is an important thing to consider here more »

  • Rewarding Journey Ahead for This Data Company

    By Shweta Dubey - August 7, 2013 | Tickers: AMZN, DTV, TDC

    After its first quarter results, Teradata (NYSE: TDC) dropped to $58, a 7% decline from its stock price six months ago. The company's total revenue received pressure from its Americas region, due to a decrease in the purchases from customers.

    Teradata reports its total revenue in three software segments: products, maintenance services, and consulting services. License sales of Teradata’s database and applications generate revenue for the product software more »

  • Bet on This Communication Equipment Company for Rewarding Returns

    By Shweta Dubey - August 4, 2013 | Tickers: DTV, JBLU, BA, VSAT

    ViaSat (NASDAQ: VSAT) is one of the leading suppliers of space, aeronautical, and mobile communication systems. It generates revenue by providing these communication systems to the U.S. government, commercial markets, and broadband services to individual customers. It operates under the brand name Exede to provide satellite internet service. 

    Recently, ViaSat’s stock price traded at almost twice its value of a year ago. The hike in the share price more »

  • Revenge Is A Dish Best Served Cold

    By Mark Yagalla - August 2, 2013 | Tickers: DTV, DISH, TMUS, USM

    Now that Dish Network (NASDAQ: DISH) CEO Charlie Ergen has lost out on both Sprint and Clearwire, everyone is wondering what his next move will be. Chances are he's following the adage of “revenge is a dish best served cold,” which means that he's calculating his next move. There's also the saying that “everything happens for a reason” and that a bigger and more exciting opportunity awaits more »

  • TiVo Is Doomed

    By Sam Mattera - August 2, 2013 | Tickers: CVC, DTV, TIVO | Editor's Choice

    More and more, it looks like TiVo’s (NASDAQ: TIVO) business is becoming irrelevant. The company that pioneered the concept of the DVR has been surpassed technologically, and there is increasingly little reason to be a TiVo subscriber.

    TiVo bulls have been banking on the value of the company’s patents, but with litigation largely behind it, there aren't any catalysts to carry the stock higher.

    TiVo’s business more »

  • Intel’s New Cable Service Could Cripple Companies Like TiVo and DirecTV

    By Sam Mattera - July 31, 2013 | Tickers: DTV, INTC, TIVO

    Intel (NASDAQ: INTC) is mostly known for its computer chips. But soon, it could be a major force in the cable industry.

    The company is hard at work on an Internet-based cable service. When it launches, it could threaten the business of established players like TiVo (NASDAQ: TIVO) and DirecTV (NASDAQ: DTV).

    Intel Media’s foray into the content business

    Reports about Intel’s work have been around for months more »

  • Who Will Buy Starz?

    By Mike Price - July 26, 2013 | Tickers: AMZN, DTV, NFLX, STRZA

    With $300 million in annual cash flow and an Enterprise Value of $3 billion, $315 million in net cash on its balance sheet, content contracts for several years going forward and a slew of original series, Starz (NASDAQ: STRZA) will likely be bought out later this year. 

    As a shareholder of Starz, I cling to the hope that the company will merge with a well-run business where its assets will more »

  • 1 Company Transforming the Media Industry

    By Marie Palumbo - July 23, 2013 | Tickers: AMZN, DTV, NFLX, TWC

    Media syndication is forever changing, and for the better. Here’s how traditional media syndication works:

    1. Major TV networks buy shows from studio producers.
    2. After 80-100 episodes, TV networks syndicate shows by licensing old episodes to smaller TV channels.

    Historically, shows with episodes that can stand alone, such as sitcoms like Friends, fare better in the syndication world than shows with long storylines. That’s because viewers rarely watch an more »

  • Online Video Streaming: The Future of Media

    By Robert Palmer - July 22, 2013 | Tickers: T, DTV, TWC

     AT&T and the Chernin Group have made a last minute bid to acquire video streaming service Hulu. Other companies bidding are DirecTV, and Time Warner Cable. Estimates are that DirecTV has set the bar at $1 billion.

    Information about this bid was made available by sources who communicated with Bloomberg. People in the decision-making process have declined to comment on the acquiring of this video streaming service at this more »

  • Look Out Google, TV Ads are Coming Back

    By Reuben Brewer - July 17, 2013 | Tickers: CVC, DTV, GOOG

    One of Google's (NASDAQ: GOOG) biggest advertising advantages is its ability to target ads.

    Despite the growth of online advertising, however, television ads are still king. And now television ads can be targeted, too, which will only make life harder for the online search giant.

    The right ad

    Advertising on television and cable has historically been a shotgun approach. Stations could tell in a general way who was watching more »

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