TiVo

  • 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 »

  • 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 »

  • 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 »

  • Insiders Are Bullish About These Stocks

    By Meena Krishnamsetty - July 9, 2013 | Tickers: ANF, AGCO, BF-B, LEN, TIVO

    According to our review of studies on insider trading, stocks bought by insiders tend to narrowly outperform the market.

    We think that this is because company insiders, by buying stock, are increasing their company-specific risk rather than diversifying their wealth- something that economic theory suggests should only occur when they are particularly confident in the business’s prospects. While it’s impossible to imitate every insider purchase, it can be more »

  • Should You Imitate This CEO and Buy This Stock After a Poor June?

    By Meena Krishnamsetty - July 7, 2013 | Tickers: NFLX, SNE, TIVO

    TiVo (NASDAQ: TIVO) is currently down 13% year to date, stemming largely from a roughly 20% decline in early June after the company settled its intellectual property lawsuits against companies such as Google, Cisco, and Time Warner Cable on terms which disappointed the market. With TiVo’s intellectual property making up a good deal of the valuation, the company’s failure to better defend/monetize its assets was seen as more »

  • What Makes Analysts Bullish About These Stocks?

    By Jacob Wolinsky - June 15, 2013 | Tickers: HBI, QEP, TIVO

    QEP Resources (NYSE: QEP), TiVo (NASDAQ: TIVO), and Hanesbrands (NYSE: HBI) have been in the news recently and have garnered positive analyst ratings. Here is a closer look if higher price targets are warranted:

    QEP Resources’ annual gains

    QEP Resources is an oil exploration, production, and midstream field services company. This stock is not your typical oil out-performer. In fact, it has annual gains of 15% only as this is more »

  • The Rapid Evolution of the Home Entertainment Industry

    By Victor Selva - June 14, 2013 | Tickers: DISH, NFLX, S, TIVO

    After cinema and cable TV, ways of delivering multimedia content continued to evolve. First, there was satellite TV; later, systems that integrated digital video recording; and finally, Internet streaming. Below I will look into one company of each kind, Dish Network (NASDAQ: DISH), TiVo (NASDAQ: TIVO) and Netflix (NASDAQ: NFLX), in order to elucidate which ones stand a chance of succeeding in a constantly evolving environment and, thus, comprise good more »

  • Patent Laws Aren't Preventing Copycat Firms like Apple and Samsung

    By Phillip Woolgar - June 13, 2013 | Tickers: AAPL, SSNLF, TIVO

    Large technology firms often spend billions of dollars each year on research and development in attempts to release the next best thing. The cost of the effort that goes into putting out innovative gadgets is staggering, but companies know that in order to be the leader, they have to release groundbreaking technology. That's what made Apple (NASDAQ: AAPL) into the giant it is, and it is what could lead more »

  • Will TiVo’s Future Trades be as Unpromising?

    By Jeremiah Feliciano - June 11, 2013 | Tickers: ARRS, CSCO, GOOG, TWC, TIVO

    The battleground seemed well set for a looming litigation war between TiVo Inc. (NASDAQ: TIVO) and several adversaries that the innovative tech-TV set-top box manufacturer had been locked in with. It was only days to the d-day in court that an announcement was made between TiVo Inc, Motorola, Time Warner Cable Inc (NYSE: TWC), and Arris Group (NASDAQ: ARRS). This was real relief to all parties involved in the suit more »

  • Is TiVo Livin' On a Patented Prayer?

    By Leo Sun - June 11, 2013 | Tickers: AMZN, GOOG, TIVO | Editor's Choice

    Shares of DVR maker TiVo (NASDAQ: TIVO) have been on a roller-coaster ride lately, rising and falling rapidly on news that its nine-year long patent battle against Cisco, Google (NASDAQ: GOOG), and Time Warner Cable was finally ending. This volatility, which caused shares to spike 7.5% on June 6 and then plunge 19% the following day, was due to over-optimistic projections of the final settlement, which came in at more »

  • 3 Well-Positioned Stocks in the Entertainment Sector

    By Victor Selva - May 17, 2013 | Tickers: CMCSA, CMCSK, NFLX, TIVO

    How we watch movies and TV shows has drastically changed over the past few years. In addition to traditional cable TV operators, several other options exist today. Let's look at three companies leading different sectors in the entertainment industry. Netflix (NASDAQ: NFLX), Comcast (NASDAQ: CMCSK) and TiVo (NASDAQ: TIVO) all provide different services but considerable upside for investors looking to buy and hold.

    In constant growth

    Trading at 526 more »

  • Billionaire Ken Griffin Joins Steve Cohen In TiVo

    By Marshall Hargrave - January 25, 2013 | Tickers: AMZN, AAPL, GOOG, MSFT, TIVO | Editor's Choice

    It appears a couple big-name billionaires could be betting on a loosening of the credit markets and a rebound in the buyout markets. Per a 13G filing last week, billionaire Ken Griffin, founder of Citadel Investment Group, announced a 5.2% stake, 6.6 million shares, in TiVo (NASDAQ: TIVO). Griffin joins SAC Capital and Steve Cohen as two of TiVo's biggest hedge fund backers. SAC owned 5.5 more »

  • Hedge Funds Have Bought TiVo and More

    By Meena Krishnamsetty - January 24, 2013 | Tickers: CVRR, RTEC, CKH, TIVO

    While we wait for 13F filings to reveal a more complete picture of what hedge funds and other notable investors owned at the beginning of 2013 (very few of these filings have been released early), we can still get a picture of what fund managers are doing with 13D and 13G filings. These documents disclose when an institutional investor owns over 5% of the outstanding shares of a company, or more »

  • Winners in a Changing Media World

    By Reuben Brewer - January 22, 2013 | Tickers: NFLX, TIVO

    Cable companies changed the face of television. Now companies like Netflix (Nasdaq: NFLX) and Hulu are changing the television experience again and cable companies are being forced to rethink their business model. The Internet may turn this into a win/win proposition.

  • Who Wins In The Google-Arris Deal?

    By Adam Levy - December 21, 2012 | Tickers: ARRS, GOOG, TWC, TIVO

    When Google (NASDAQ: GOOG) snatched up Motorola Mobility this spring, its intents were clear. The company was after Motorola’s smartphone patents. However, the deal came with a little extra baggage – the Motorola Home division. The division operates with significantly lower margins than Google’s core business, which worried investors back in the spring. Now, those worries can be put to rest as Google found a buyer for the business more »

  • Noteworthy Upgrades for the Week That Could Indicate Further Gains

    By Brian Nichols - December 8, 2012 | Tickers: DELL, SCCO, TIVO, VRSN

    For large cap technology and financial companies, upgrades occur in the blink of an eye, and have little effect during day-to-day trading. However, for smaller companies with less coverage, sometimes an upgrade can send the stock higher. Or in some cases it can completely flip the trend if the stock had been falling lower. With that being said I am looking at four noteworthy upgrades that might have merit and more »

  • Why is This Tech Company a Favorite of Billionaire Dubin?

    By Meena Krishnamsetty - October 11, 2012 | Tickers: DTV, DISH, SATS, TIVO

    In a 13G filing last week, billionaire fund manager Glenn Russell Dubin of Highbridge Capital Management announced that his firm now had a 5.15% ownership stake in Echostar (NASDAQ: SATS), buying over 400,000 shares. Dubin co-founded Highbridge in 1992 with childhood friend Henry Swieca. In 2004, they sold a majority stake in the firm to JPMorgan Chase for $1.3 billion, and the firm has around $29 billion more »

  • The CEO Just Bought at This Tech Company

    By Meena Krishnamsetty - October 1, 2012 | Tickers: CMCSA, ROVI, SNE, TIVO, YHOO

    According to a Form 4 filed with the SEC, Tom Carson directly purchased 15,000 shares of Rovi Corporation (NASDAQ: ROVI), where he serves as President and CEO, on September 25th. The average price of the shares, which Carson bought in line with a 10b5-1 plan, was $15; the stock closed yesterday at $14.35, so investors have the potential to buy in at a lower price. Insider purchases more »

  • Why is Billionaire Steve Cohen Building his TiVo Stake?

    By Meena Krishnamsetty - September 7, 2012 | Tickers: T, CMCSA, DTV, TIVO, VZ

    Billionaire Steven Cohen's SAC Capital Advisors is one of the most prestigious hedge funds around. The fund has returned nearly 30 percent annually since its founding, and its top holdings as of June 30 include Ensco (ESV) and Murphy Oil (MUR) (you can view the fund's portfolio here). In a recent 13G SEC filing, SAC Capital disclosed a sizable 6.46 million share stake in TiVo (NASDAQ: TIVOmore »)

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