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It’s been a great 2013 for Walt Disney (NYSE: DIS) shareholders, who have seen the stock rise 35% since the beginning of the year. With returns like that, you’d likely think that the house that Mickey Mouse built can do no wrong.
At the same time, the company's investing case isn't as sparkling clean as investors may prefer, as the media giant is likely to take more »
Technology is changing the media environment, calling different business models into question. The newspaper business is just one example: chances are, nowadays, most of you read them online (and for free). News Corp. (NASDAQ: NWSA), Grupo Televisa (NYSE: TV) and Viacom (NASDAQ: VIAB) are three media giants that are playing (and struggling) in this shifting field. Let’s take a look at them in order to determine if they still more »
If you’re reading this article, then there’s a pretty good chance that you’re either long or short DreamWorks Animation (NASDAQ: DWA). Approximately 40% of the float is short, which is an extremely high number. We’ll take a look at whether or not the shorts have a justifiable case.
Hits and misses
DreamWorks Animation has had its share of hits and misses. The biggest hits have been more »
Since the beginning of the year, Viacom (NASDAQ: VIAB) has delivered a sweet gain for its shareholders, up by more than 50% and handily beating the S&P 500’s return of nearly 20%. Recently, it experienced a significant gain of nearly 6.5% in a single day due to its impressive third-quarter results and its plan to return cash to shareholders.
Impressive second-quarter earnings growth
In the third quarter more »
Recently, while booking a trip to Walt Disney World for my family, I noticed a few things that led me to believe that the company is doing very well lately. Everything from theme park tickets to their hotels has gotten much more expensive in just the past few years, and other things such as dinner reservations have gotten harder to come by.
Now, I realize that this is far from more »
Most of the major media companies in the U.S. plan to report earnings in early August. Here are earnings previews of three of the largest:
Should stay on an upward path
The profit trend at Walt Disney (NYSE: DIS) is likely to remain positive. Income from Media Networks is increasing steadily, with ESPN continuing to be the catalyst. In addition, its Parks & Resorts segment is witnessing a revitalization, driven more »
Investors in Rupert Murdoch's entertainment empire are finally free of the slow-growth newspaper business. Twenty-First Century Fox (NASDAQ: NWSA) is now comprised of the most valuable parts of Rupert Murdoch's media empire. With its cable, movie and pay-TV assets. Twenty-First Century Fox is now a pure-play entertainment company driven by a visionary CEO. The assets owned by Twenty-First Century Fox include the 20th Century Fox film studio more »
On July 2, entertainment conglomerate Walt Disney (NYSE: DIS) bought the movie distribution rights to four Marvel films from its rival, Viacom (NASDAQ: VIA)(NASDAQ: VIAB) subsidiary Paramount, for an undisclosed sum. Walt Disney’s ownership of motion picture distribution rights based on its own popular and iconic characters makes a great deal of sense for its shareholders.
Weak studio entertainment division
As you can see in the table below more »
Interestingly, if you are a science fiction buff, you can find good investment ideas from your favorite sagas. Of course, that represents only a starting point. It’s always wise to research the company’s financial statements or fundamentals to determine its investment merit. The three companies below produce content for arguably the best science fiction sagas over the past 60 years.
The love of a comic book
Entertainment conglomerate more »
Monsters University is off to a very strong start after taking in more than $82 million in its opening weekend. This is great news for Disney(NYSE: DIS) investors, not just because of what it means financially but, more importantly, because it shows that the company hasn´t lost any of its magic when it comes to consistently creating widely successful content.
This wonderful story is far from over, and more »
Walt Disney (NYSE: DIS) has ramped up its investments in its foreign theme parks, in lieu of increasing capital expenditures at its other businesses. It is also building its cable television network presence overseas. The expansion measures have so far helped to fuel increasing income from Europe, Asia, and Latin America. Will Disney continue its focus abroad while domestic businesses receive less attention?
Shanghai progressing well
In early 2011, Disney more »
Walt Disney (NYSE: DIS) and Viacom Inc. (NASDAQ: VIAB) are major entertainment conglomerates. The companies are the producers of two of the highest-grossing films of the year so far, both of which were released in March. Specifically, the films are Disney's Wizard of Oz prequel and Viacom's G.I. Joe: Retaliation, which have earned $234 million and $122 million, respectively, as of this writing.
The two have also more »
We are in the midst of a major shift in the way we consume video, just like internet revolutionized the books and music industry, video is going under a similar transformation due to the online streaming boom. There will be many opportunities for different players to profit from this revolution over the next years, but investors need to consider major industry trends in order to position themselves in the best more »
Mario Gabelli, the founder and CEO of GAMCO Investors, is one of the most successful investors in the world. In the past 25 years, he delivered an annualized gain of 11.7%, beating the S&P 500’s return of 9.7% in the same period. In the interview with Barron’s, he thought that it was quite “an exciting time” for investors, due to the rising trend of spinoffs more »
Netflix (NASDAQ: NFLX) bagged the big cheese in kiddie TV and now Amazon.com (NASDAQ: AMZN) has grabbed Nickelodeon's preschool shows. Exclusive deals are heating up the race for share in Internet TV.
When streaming video over the Internet was first getting started, Netflix and Amazon were in an arms race to have the most content. It only mattered how many hours of content was available. That more »
Not wanting to feel left behind in the race to stream television programs, Viacom (NASDAQ: VIAB) inked an agreement with Amazon for Prime Instant Video releases, thus maintaining its presence online subsequent to the expiration of its deal with Amazon's rival Netflix. Fellow media conglomerates have been securing their investments in Internet video streaming, including Time Warner's (NYSE: TWX) roll out of Video-on-Demand services, as I detailed more »
China just surpassed Japan to become the second-largest box office market in the world. This has film studios salivating over China's potential one billion movie viewers. As China rises, so does its demand for quality entertainment. Film studios are rushing to capitalize on this by making movies friendly to China's censors. Last year China agreed to raise the limit from 20 imported blockbusters per year to 34. The more »
Lions Gate Entertainment (NYSE: LGF), one of the largest home entertainment and feature film companies, is up more than 60% this year. The company is riding on its two major releases in 2012, and seems to be heading even further based on this year’s schedule of events.
The Santa Monica, CA-based, theater company is also growing revenue and earnings at a remarkable rate, which signifies the solid returns from more »
You’ve brainstormed vacation spots, assessed financial data, and completed your homework. Now you’re asking yourself, “Where do I go from here?”
A “No Brainer”
Companies can reward owners with their earnings power in two ways: pay cash dividends, or repurchase shares. Over time, companies that have consistently and aggressively paid cash dividends and bought back stock returned more to investors than the market average.
Some industries are better stewards of owner earnings than other industries. Let's look at some of the biggest media companies, and how they're enriching shareholders.
Media buyback binge more »
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