Grupo Televisa, S.A. (ADR)
-
Cisco, Microsoft: One Prominent Investor Is Backing
By Meena Krishnamsetty - April 14, 2013 | Tickers: CSCO, CMCSK, TV, MSFT, SYY
Hedge fund manager Jean-Marie Eveillard has been in finance for more than half a century; first with Societe Generale before taking over the SocGen International Fund. But through a convoluted history that started with S. Bleichroder in Berlin in 1803 through 1999 when Arnhold and S. Bleichroder acquired a majority share in Societe Generale Asset Management Corp, Eveillard finally found himself the portfolio manager for First Eagle Investment Management, part more »
-
Mexican M&A Candidates
By Federico Zaldua - April 4, 2013 | Tickers: ASR, TV, WMMVY.PK
The market is long Mexico. During the first three months of this year, the country has led the Latin American pack for share sales and M&A activity. The reasons are to be found in Mexico's renewed growth prospects. The IMF expects the country to grow by 3.5% this year and next as Mexico’s export-led economy benefits from an increasingly active US economy. According to Dealogic, in more »
-
A Contrarian View of América Móvil
By Leo Sun - March 20, 2013 | Tickers: AMX, TV, TEF
América Móvil (NYSE: AMX), the fourth largest telecom provider in the world, has been a popular target for bears lately, and for good reason. The Pan-American communications giant, founded by Mexican tycoon Carlos Slim, is facing an antitrust decision in Mexico that could break apart its vast empire, which has 261.6 million subscribers across 18 countries.
As a result, sellers have driven the stock down nearly 20% over the more » -
America Movil Puts European Carriers to Shame
By Nick Slepko - January 2, 2013 | Tickers: AMX, TV, NIHD, TEF, VZ
Popular economist Tyler Cowen points out that Mexico is neither undercapitalized nor as developing as most other Latin countries. Nor is it so lacking in infrastructure that is goes directly and totally for mobile. Although, unlike its fellow North Americans, Mexico cannot afford to be lazy and rest on its fixed lines longer than is reasonable.
America Movil (Claro) (NYSE: AMX) has achieved 70% of the Mexican market because it more »
-
3 Long Ideas From Acadian Asset Management's Top Buys
By Gayatri Sharma - November 12, 2012 | Tickers: TV, TSO, TJX
Acadian Asset Management is an investment advisory and hedge fund management firm with ~$12 billion invested in equities. The firm recently filed its 13F form with the SEC. Here’s a list of its top three buys from the last quarter:
Company Name
Shares Bought Last Quarter
Shares Held - sep 30, 2012
The TJX Companies, Inc.
(NYSE: TJX)2,620,120
2,660,752
Grupo Televisa SAB
(NYSE: TV)2 more »
-
Analyzing Acadian Asset Management's Top Buys
By Shweta Dubey - November 9, 2012 | Tickers: TV, TSO, TJX
Acadian Asset Management LLC is an investment advisory and hedge fund firm based in Boston. The firm manages over $12 billion in equities and invests across all market caps, and uses a bottom up approach. The following is a list of its top three buys from the last quarter.
Company Name
Shares Bought Last Quarter
The TJX Companies, Inc.
(NYSE: TJX)2,620,120
-
The Johnny Depp of Closed-End Funds Talks CUBA (part 8)
By Nick Slepko - October 5, 2012 | Tickers: ASR, RC, TV, CUBA, MSF
Closed-end fund guru Tom Herzfeld discusses Cuba and his most popular fund, the Herzfeld Caribbean Basin Fund (NASDAQ: CUBA).
[Continued from part 7]
Nick Slepko: How about Grupo Aeroportuario del Sureste (NYSE: ASR)? They run several airports in southern Mexico, and their stock has done well even during the recession. How did they get on your radar?
Tom Herzfeld: We got them as a result of an arbitrage. It was more »
-
A TV Network Worth Watching
By Andrés Cardenal - July 3, 2012 | Tickers: DISCA, TV, TWX, VIAB
As suggested by its ticker symbol, Grupo Televisa (NYSE: TV) is a TV network, actually, much more than that. The company owns some of the most valuable Spanish language media assets in the world, and it has a rock solid competitive positioning in Mexico. With a lucrative business including broadcasting, content generation and pay television among others, this media company has plenty to offer to long term investors.
Televisa has more »
-
Robert Garant and Thomas Lennon Could Make You a Lot of Money! (Who?!)
By D.K. Holm - January 23, 2012 | Tickers: CBS, CMCSA, TV, LGF, NWSA
Nobody in commerce ever seems to want to be in commerce. Lawyers want to be novelists. Judges want to be mystery writers. Doctors want to be real estate wheelers and dealers. Even actors want to be something, anything, be it painters, poets, novelists, photographers – and in the case of James Franco, all at once. And everybody wants to be a screenwriter.
Well, such wandering plants searching for the water of more »