Time Warner
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Entertainment Isn't Cheap
By Tyler Wofford - April 3, 2013 | Tickers: NWSA, TWX, DIS
Some claim to be "magical" and some claim to show "reality", but they are all in the entertainment business. Some own theme parks, and some own networks that host the Super Bowl, but are any of them cheap to buy? Here are a few entertainment companies and a look at how expesive (or cheap) they really are.
News Corp (NASDAQ: NWSA), who is commonly referred to by their screen name more »
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Invest in These Movie Stocks Before Blockbuster 2015
By Chris Katje - April 2, 2013 | Tickers: CNK, IMAX, RGC, TWX, DIS
The year 2015 is already shaping up to be the best the movie industry has seen in quite some time. New movies being released in the year 2015 include "The Avengers 2," "Star Wars VII," "Justice League," "Mockingjay: Part 2," and "Avatar 2." This huge potential for movie companies and movie theaters should create several key buying opportunities for investors willing to sit on stocks for long term gains.
Thanks more »
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The Competition for Original Content Is Heating Up
By Salvatore "Sam" Mattera - April 2, 2013 | Tickers: AMZN, CSTR, MSFT, NFLX, TWX
Apple’s inability to get cable companies to agree to an a la carte cable channel subscription model has been said to have kept the company’s rumored iTV in development purgatory. With most of the content consolidated in the hands of a few companies, it doesn't seem like such a thing will ever happen.
Yet, “cord cutting” is inevitable. To combat the cable companies’ content monopoly, digital streaming more »
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Are the Starz Aligned for This Video Network?
By Robert Hanley - April 2, 2013 | Tickers: CBS, STRZA, TWX
Starz (NASDAQ: STRZA) became a public company in January 2013, after being spun off from former parent Liberty Media, which didn’t have Starz in its future plans. The company is one of the top video programming networks, along with CBS’ (NYSE: CBS) Showtime and Time Warner’s (NYSE: TWX) HBO. However, the video networks have become a slow growth business with cost pressures from both network distributors and newer more »
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Intel: Pay-TV? Makes Sense
By Nick Chiu - April 2, 2013 | Tickers: CMCSA, DTV, INTC, TWX, VIAB
Intel (NASDAQ: INTC), the world's largest chipmaker, had been struggling with declining PC sales while trying to catch up in the wireless market. Now, Intel is waking up and taking a bold step into a surprising new sector: pay TV.
Why Intel Wants a Piece of Your TV
As reported by Bloomberg, "Intel Corp. is making progress in talks with Time Warner (NYSE: TWX), NBC Universal and Viacom (NASDAQ: VIABmore »)
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Why HBO Won't GO Solo Anytime Soon
By Adam Levy - April 2, 2013 | Tickers: CMCSA, TWX, TWC
HBO, owned by Time-Warner (NYSE: TWX), is reportedly mulling over making some changes to its HBO GO online streaming service. Currently, the only people with access to the service are those that subscribe to the traditional cable service as well (unless you mooch a password off your friend). CEO Richard Plepler told Reuters HBO GO could be packaged with monthly internet service in the future. But Game of Thrones fans more »
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The Past, Present and Future of AOL
By Leo Sun - March 27, 2013 | Tickers: AOL, DMD, FB, TWX, YHOO
Few companies have transformed over the past two decades as much as America Online (NYSE: AOL). Once the largest dial-up online service in the United States, the company nearly crumbled after its horrible marriage to Time Warner (NYSE: TWX), only to be reborn as the one of the largest content farms on the Internet. Now, as AOL enters a new age, it is experimenting with hyperlocal news and partnering with more »
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Broadcasting Company Looking Attractive After Refinancing
By Mike Thiessen - March 25, 2013 | Tickers: NWSA, SALM, TWX
Camarillo, California-based radio broadcasting company Salem Communications (NASDAQ: SALM) recently made two distinct announcements that could dramatically alter investors' perceptions of the company. For starters, Salem indicated that it would increase its quarterly dividend payments by a whopping 43 percent and reward its shareholders with a full $.05 per quarter.
At the same time, the company has also made definitive plans to refinance more than $200 million in outstanding long-term more »
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Is This Media Giant's Spin Off Bad News?
By Reuben Brewer - March 25, 2013 | Tickers: AOL, TWX, TWC
Time Warner (NYSE: TWX) has dropped plans to sell its magazine business and, instead, is going to spin the division off. Is this a case of unlocking the value of undervalued assets or is the company just dumping a troubled business?
A Failed Merger
Time Warner was famously acquired by AOL (NYSE: AOL) in what was probably one of the worst mergers in recent memory. Aside from the infighting between more »
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Big Share Buybacks Will Boost EPS
By Mike Thiessen - March 25, 2013 | Tickers: MMM, DTV, GE, TWX
Two large-cap companies are making waves with announcements that they will be returning billions of dollars in capital to their shareholders over the next several months. While dozens of companies have declared special dividends and share buybacks during the past year, General Electric (NYSE: GE) and Time Warner (NYSE: TWX) are unique for their below-market valuations and strong strategic outlooks. It seems likely that these buyback programs could attract significant more »
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How A Little Mouse Can Earn You Money
By Kyle Goodwin - March 25, 2013 | Tickers: TWX, VIA, DIS
The Force is strong with this one. The Walt Disney Company’s (NYSE: DIS) acquisition of Lucasfilm in late 2012 for $4.05 billion will become one of the greatest moves in entertainment history. The potential revenue Disney can generate from the Star Wars franchise numbers in the billions over the course of a few years, and I will show you in the following paragraphs why you should jump onto more »
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CBS: A Robust Investment?
By Ashit Gulati - March 24, 2013 | Tickers: CBS, TWX, DIS
CBS’ (NYSE: CBS) business model can be described as advertising-focused, however, it also generates considerable revenue through content licensing and syndication. The network business has grown exponentially over the past few years, primarily due to increase in subscribers, access fee, and licensing.
The growth in cable network revenue is noteworthy, as it increased from $1.26 billion during 2008 to $1.77 billion by 2012. Going forward, I keep a more »
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Will HBO Kill Cable?
By Salvatore "Sam" Mattera - March 23, 2013 | Tickers: CMCSA, DTV, NFLX, TWX
Reuters reported Thursday that HBO is considering offering its online streaming service, HBO Go, to consumers without cable subscriptions. If HBO goes through with that plan, it could be a major blow to cable providers. How should investors position themselves?
HBO Go could be a bigger threat than Netflix
Many investors who believe that traditional cable subscriptions are going away have seen Netflix (NASDAQ: NFLX) as the alternative, believing that more »
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Are Television Stations Going Away?
By Reuben Brewer - March 21, 2013 | Tickers: AMZN, CMCSA, GE, GOOG, NFLX, TWX, TRBAA, YELP
Tribune Company's (NASDAQOTH: TRBAA) announcement that it is considering a sale of its newspaper business sounds like a good plan. It would be getting out of a struggling industry and working on growing its healthier division. However, that begs the question of how long television stations can fend off the effects of the Internet?
The Decline of the Newspaper
The Internet has nearly destroyed the newspaper business, with the more »
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Corporate Culture Matters At These Companies
By Reuben Brewer - March 20, 2013 | Tickers: AOL, HPQ, TWX
Yahoo's CEO made the headlines when she seemingly removed the ability for employees to work remotely, a big culture change for a tech company. The move highlights how social issues can often be more important than money when it comes to running a business. As an investor, corporate culture is something that should be watched.
Working from home
Yahoo's relatively new CEO Marissa Mayer came from rival Google more »
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The Troubles With Copyright Holders
By Nate Wooley - March 20, 2013 | Tickers: EBAY, TWX, VIA, DIS
Interesting decision out of the supreme court this week: SCOTUS has decided that items made outside the United States can be resold inside the country using the 'first sale' doctrine. The case involved a Thai student who resold textbooks that were first purchased overseas by relatives. Simply a case of a student selling textbooks, right? Most of us likely did that in college. Of course, most of us didn't more »
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Time Warner Severs Publishing Arm to Focus on Threat from Streaming Video
By Shas Dey - March 20, 2013 | Tickers: AMZN, CBS, DISCA, NFLX, TWX, VIAB
The rumors have finally been confirmed; Time Warner (NYSE: TWX) announced that its Board of Directors has authorized the “complete legal and structural separation” of its publishing unit, Time Inc. Once the transaction is completed, Time will become an independent, publicly traded company.
It is a move that many analysts have been speculating for quite some time now. The decision of the board, however, comes at a time when media more »
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Show Biz Kids
By Michael Ugulini - March 20, 2013 | Tickers: SNE, TWX, DIS
… While the poor people sleepin'
All the stars come out at night
Steely Dan (Show Biz Kids: Countdown to Ecstasy)
With sarcasm firmly planted, Steely Dan was in fact stating a fact that even today has investors researching successful conglomerates who operate in the entertainment industry. They're generating significant sales and gobbling up and dispensing of divisions as fast as the movie popcorn consumers munch as they watch creative more »
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These Stocks Will Be Blockbusters This Year
By Madhu Dube - March 19, 2013 | Tickers: DWA, IMAX, TWX, VIA
From what I am currently seeing, the summer of 2013 looks like it will be very hot. No, I'm not talking about a heat wave--I'm talking about all the movie releases planned by the different production houses. Here's a glimpse of the schedule of two of the biggest film-producing companies in the coming months.
Name
Release Date
Time Warner Inc. (NYSE: TWX)
The Hangover Part III
May more »
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Billionaire Ken Griffin's Top Five Shakeups
By Marshall Hargrave - March 19, 2013 | Tickers: AAPL, CMCSA, MCD, SPG, TWX
Billionaire investor and founder of Citadel Advisors, Ken Griffin, shook up his top five holdings during the fourth quarter. With some $115 billion of assets under management, it's worth paying attention when Griffin is rearranging his portfolio to the extent he's done for 4Q. This includes upping his stake in five large-cap stocks, including a couple cable picks and a real estate stock. Griffin founded Citadel in 1990 more »