Time Warner Cable, Inc.

  • CBS vs. Time Warner Cable: A Fight Neither Wins

    By Matthew Luke - August 16, 2013 | Tickers: CBS, NFLX, TWC

    Much has been made of the recent battle between CBS (NYSE: CBS) and Time Warner Cable (NYSE: TWC) over retransmission fees. Many financial pundits, lawyers, lobbying groups, and now even politicians and government organizations have opined on the subject. Some say that CBS, as the content holder, will ultimately come out on top. Others believe that Time Warner Cable, the operator of the content toll-road, will win the fight.

    Few 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 »

  • 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 »

  • Amazon The Next Streaming King

    By Robert Palmer - August 10, 2013 | Tickers: AMZN, NFLX, TWC

    According to comScore, the preferred source for digital business analytics, 182.5 million people in the U.S. watched 39.3 billion online content videos in March 2013. Today's consumers are looking for inexpensive access to video that can be viewed on mobile devices like notebooks, smartphones and tablets. Why pay the high cost of traditional cable when you can pay a low monthly fee with no contract for 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 »

  • Be the Victor in the Battle Over Content

    By Marie Palumbo - August 8, 2013 | Tickers: CBS, NFLX, TWC

    Note: The original article incorrectly identifies Time Warner Cable as Time Warner. This has been corrected and Motley Fool apologizes for the error.

    “In the midst of chaos, there is also opportunity.”

    2,500 years ago, Sun Tzu wrote the Art of War. Its unlikely modern military generals still prescribe to his practices, but there is one battlefield where his guidance is still headed: Wall Street.

    Technology will continue to more »

  • Triple play: The Paid TV industry

    By Vanina Egea - August 5, 2013 | Tickers: CVC, SJR, TWC

    The media business is experiencing higher competition as services integrate, and more players enter the game board. As the triple play business model becomes standard, traditional phone, TV, and internet providers look for possibilities outside their comfort zone. Here are three stocks that have diversified risks by wearing the triple play fashion. So, let me undress future prospects for Shaw Communications (NYSE: SJR), Time Warner (NYSE: TWC), and Cablevision Systems 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 »

  • 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 »

  • 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 »

  • 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 »

  • 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 »

  • Cable's Extinct, WiFi's the Future

    By Robert Palmer - July 17, 2013 | Tickers: T, CMCSA, TWC, VZ

    Cable companies are planning to stay competitive by incorporating WiFi hotspots, expanding beyond wire lines and into the wireless trend. Traditional cable companies want to add more value to their subscribers, reducing churn rates for new customers that quit after their promotional discounts expire. A research report from Heavy Reading indicates U.S. cable firms will deploy more than 250,000 WiFi hotspots by mid 2014, an increase of 60 more »

  • Hulu Stops the Bidding, Who Wins?

    By Reuben Brewer - July 16, 2013 | Tickers: T, DTV, TWC, YHOO

    Hulu's media industry owners were looking to get out from under the business by putting the online video site on the auction block. That didn't work out, so now they are rumored to be talking to Time Warner Cable (NYSE: TWC) on an investment deal. That's a win for Yahoo! (NASDAQ: YHOO) and AT&T (NYSE: T), but Hulu might be a better fit with DirecTV (NASDAQ: DTVmore »)

  • 3 Takeover Targets to Watch

    By Sam Mattera - July 16, 2013 | Tickers: ALXN, BBRY, TWC

    Any investors who were smart enough to buy shares of Leap Wireless on Friday will likely have doubled their money come Monday morning. Wireless giant AT&T has bid $15 per share for Leap -- a big premium over Friday’s $7.98 closing price.

    Trying to bet on the next big deal might not be the wisest investment strategy. Still, a company’s potential as an attractive takeover candidate should more »

  • The Smartest Cable Guy on the Block

    By Delian Naydenov - July 16, 2013 | Tickers: CMCSA, DTV, TWC

    Despite stories of consumers cutting the cord becoming more pervasive, cable companies continue to do well and some are even raising prices. This includes the largest cable company, Comcast (NASDAQ: CMCSA).

    Shares of Comcast seem undervalued on a number of measures. Comcast recently acquired the 49% of NBCUniversal it did not already own from General Electric, which allows the company to create and distribute TV, movie, and park entertainment in 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 »

  • 3 Companies Bill Ackman Could Target

    By Sam Mattera - July 11, 2013 | Tickers: ADT, FDX, TWC | Editor's Choice

    Bill Ackman is planning to take on another company. The founder of Pershing Square is attempting to raise money to buy an activist stake in an American company.

    Although trying to front-run Bill Ackman’s next investment is likely not the wisest strategy, Ackman’s criteria is enough to generate some interesting investment ideas.

    Ackman’s hints

    Ackman’s target sounds like a company Warren Buffett would covet.

    According to 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 »

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