VIACOM INC NEW
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Making the Right Bet in Online Video
By Andrés Cardenal - June 17, 2013 | Tickers: AMZN, DWA, NFLX, VIAB
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 »
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These Three Media Businesses Could Deliver Nice Gains for Investors
By Anh HOANG - June 17, 2013 | Tickers: CBS, TWX, VIAB
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 »
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How Summer Film Releases May Affect Profits
By Damon Churchwell - June 14, 2013 | Tickers: TWX, VIAB, DIS
Walt Disney (NYSE: DIS) and Viacom Inc. (NASDAQ: VIAB), major entertainment conglomerates that include movie studios, are the producers of two of the highest box office grossing films of this year, both released in March. Specifically, Disney's Oz remake and Viacom's G.I. Joe: Retaliation earned $234 million and $122 million, respectively at theaters, as of this writing.
The two have also released May movies to wide box more »
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The Internet TV Race Is Heating Up
By Reuben Brewer - June 14, 2013 | Tickers: AMZN, NFLX, VIAB, DIS
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.
Picky, picky
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 »
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Why Viacom Should Be Bought on the Dip
By Damon Churchwell - June 12, 2013 | Tickers: TWX, VIAB, DIS
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 »
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Film Studios Look to China for Growth
By Mark Yagalla - June 5, 2013 | Tickers: BONA, DWA, NWS, VIAB, DIS
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 »
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This Stock's Rally Could Stretch Beyond 2014
By Nicholas Kitonyi - June 4, 2013 | Tickers: LGF, NWSA, VIAB
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 »
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Kids Love Disney and So Should You
By Brendan Marasco - May 10, 2013 | Tickers: CMCSA, TWX, VIAB, DIS
You’ve brainstormed vacation spots, assessed financial data, and completed your homework. Now you’re asking yourself, “Where do I go from here?”
First, consult your notes. Part 1 reviewed liquidity, financial leverage, and asset management ratios. Then, Part 2 analyzed profitability and market value ratios.
A “No Brainer”
As you recall, Disney (NYSE: DIS) utilizes its assets well, especially considering its large amount of property, plant, and equipment. Additionally more »
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Media Companies Are Swallowing Shares
By Jordan Wathen - May 7, 2013 | Tickers: DTV, TWX, VIAB
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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A Nick in Time: Viacom, Ads and Streaming
By Nate Wooley - May 7, 2013 | Tickers: AMZN, NFLX, VIAB
So advertising can still get it done, apparently.
That's a surprise to me, frankly. To think that a company like Viacom (NASDAQ: VIAB) can still see growth in the ad sales of one of its – admittedly flagship – cable networks in this age of cash-for-content is a confusing sign.
All the recent data indicates that consumers are moving away from ad-supported media, yet still Nickelodeon – which is owned by Viacom more »
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Good Things Ahead for This Entertainment Giant
By Matthew Frankel - May 6, 2013 | Tickers: NWSA, VIAB, DIS
Walt Disney (NYSE: DIS) has performed very well for its shareholders lately, and has been on a consistent uptrend for the past several years. Partly as a result of a series of good acquisitions, and partly because of the improving overall economy, Disney is looking stronger than ever. However, with shares sitting right near their 52-week highs, is Disney getting a bit too expensive? In other words, is all of more »
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Will the Proposed Split REALLY Produce 18% Growth in This Company?
By Matthew Frankel - May 1, 2013 | Tickers: NWSA, TWX, VIAB
News Corp (NASDAQ: NWSA) is one of the world’s largest media conglomerates, with controlling interests in such well-known media brands as Fox, The Wall Street Journal, and the New York Post. With shares of the company currently at their all-time high, I was wondering whether the current valuation is justified, or if the company is a bit too expensive right now. As the revenue chart below illustrates, News Corp 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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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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A Major Media Income & Growth Story
By Marshall Hargrave - March 15, 2013 | Tickers: CBS, CMCSA, TWX, VIAB, DIS
Walt Disney(NYSE: DIS) continues to exert itself as one of the leading media companies, while also offering investors a solid income and growth opportunity. The stock pays only a 1.8% dividend yield, but has room to grow, while also having one of the top balance sheets. Major media companies like Disney have been reducing their capital spending, which could lead to them to increase dividends instead.Disney has more » -
Berkshire Hathaway Likes DirecTV, But Should You?
By Rupert Hargreaves - March 6, 2013 | Tickers: CMCSA, DTV, VIAB
Like all investors, I pay attention to what Berkshire Hathaway and Warren Buffett are doing, not least because they have the ability to move the markets, which can be handy in formulating an investment strategy. However, recently I was surprised by his increased position in DirecTV (NASDAQ: DTV)
DirecTV could be a good investment, income and cash flows are growing while the company continues to increase investor returns. However, there more »
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Cablevision’s Lawsuit Has Major Implications for TV
By Chris Moore - March 3, 2013 | Tickers: AMZN, CVC, DTV, NFLX, TWC, VIAB
Ever since Netflix (NASDAQ: NFLX) started its streaming service, consumers everywhere have dreamt of a day when they were no longer beholden to big cable and its bundles. Unfortunately, big cable hasn’t given up on bundling without a fight, pushing hard to maintain the status quo. Fortunately Cablevision (NYSE: CVC) has filed a lawsuit that may put an end to forced bundling altogether.
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Viacom’s Next Growth Drivers?
By Damon Churchwell - February 26, 2013 | Tickers: DISCA, SNI, VIAB
Viacom (NASDAQ: VIAB) has nearly always had catalysts in the works, be it in the cable television or film arena, which surpassed expectations and gave a jumpstart to its profitability. Namely, MTV’s Jersey Shore and the numerous Paramount / DreamWorks Animation collaborations, such as the Transformers films, have provided support to earnings. Last year ended on a soft note as Nickelodeon continued an ongoing slump and film receipts were unimpressive more »
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Why You Should Buy This Media Giant
By Anindya Batabyal - February 19, 2013 | Tickers: NWSA, TWX, VIAB, DIS
Media giant Time Warner (NYSE: TWX) posted quarterly earnings of $1.21 per share, or $1.17 billion, an increase from the 76 cents per share, or $773 million, it reported in the prior year quarter. After adjusting for one-time benefits and charges, the company earned $1.17 per share, surpassing the FactSet analyst average forecast by 7 cents. However, revenue slid from $8.19 billion to $8.16 billion more »
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Which Cable Companies Will Roll Over First?
By Dana Blankenhorn - February 19, 2013 | Tickers: CBS, NWSA, VIAB
Industries rise and fall in favor just as stocks do. Those who are alert to the patterns can make money.
Right now, for instance, 3D printing is out of favor. What is in favor? Big entertainment companies.
All of the “big five” – Comcast, Disney, News Corp., Viacom and CBS – are trading near their highs. Comcast's acquisition of the rest of NBC Universal is one reason. News Corp.'s pending more »
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