Monday, July 7, 2014

Top 5 Media Stocks To Buy Right Now

��here�� no mentum like momentum.��I know mentum isn�� a word but you catch my drift. When a stock is consistently hitting new high after new high there is nothing like it. The market forces of accumulation continually push a stock to levels it hasn�� seen before and shareholders are handsomely rewarded. Now find a stock that has positive momentum and a compelling earnings story during a tumultuous stock market and you have today�� Bull of the Day.

Rambus (RMBS) is a semiconductor company that has been around for a while but has fallen off most people�� radars. Rambus stock was a darling back in the days of the dot com bubble, trading as high as $135 before the bubble burst. Recently is has wallowed in the single digits until the tide turned in 2013.

The semiconductor company is best known for making royalties from DRAM licensing. Good news for RMBS is the potential for new royalty streams from Qualcomm (QCOM) �and Mediatek could range from $50 to $95 million per year. This would definitely be a big shot in the arm down the road.

Top Rising Companies To Watch For 2015: Cablevision Systems Corporation (CVC)

Cablevision Systems Corporation provides telecommunications and media services. It operates in two segments, Telecommunications Services and Other. The Telecommunications Services segment is involved in television business, including video, high-speed data, and VoIP operations, as well as the provision of commercial data and voice services. The Other segment offers Newsday, a daily newspaper; amNewYork, a free daily newspaper; and Star Community Publishing, a group of weekly shopper publications; and newsday.com and exploreLI.com. This segment also engages in motion picture theatre business, Clearview Cinemas; provision of the News 12 Networks, a regional news programming services; and the MSG Varsity network, a network covering high school sports and activities, and other local programs, as well as cable television advertising. Cablevision Systems Corporation was founded in 1985 and is headquartered in Bethpage, New York.

Advisors' Opinion:
  • [By Teresa Rivas]

    On the flip side, Advanced Micro Devices (AMD) takes the dubious honor of most overbought: It has 40.3% to fall, based on its Goldman �target price. �The top five includes Cablevision Systems (CVC) Hewlett-Packard (HPQ), Intel (INTC) and U.S. Steel (X). Other big players on the list are Microsoft (MSFT), Cliffs Natural Resources (CLF), and Staples (SPLS).

  • [By Rich Duprey]

    Both Bow Tie and Cablevision (NYSE: CVC  ) , which owned the Clearview chain, announced yesterday they had completed the transfer of ownership of the theaters, which was first announced in April, though financial terms for the transaction were not disclosed. As the oldest cinema company in the U.S.,�Bow Tie says it now has the largest number of theater locations in the New York metropolitan area,�and operates 63 movie theaters with 388 screens in seven states.

Top 5 Media Stocks To Buy Right Now: Time Warner Cable Inc(TWC)

Time Warner Cable Inc., together with its subsidiaries, operates as a cable operator in the United States. It offers video, high-speed data, and voice services over its broadband cable systems to residential and commercial customers. The company provides a range of video services, including on-demand, high-definition (HD), and digital video recorder (DVR) services; residential high-speed data services with connection to the Internet; wireless mobile broadband Internet services; and digital phone services to residential customers. It offers video programming tiers and music services; high-speed data, networking, and transport services; and commercial digital phone service to small and medium-sized businesses under the Time Warner Cable Business Class brand. Further, Time Warner Cable Inc. sells advertising to various national, regional, and local customers. As of June 30, 2011, the company served approximately 14.5 million residential and commercial customers in the New Yor k State, the Carolinas, Ohio, southern California, and Texas. Time Warner Cable Inc. is based in New York, New York.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Thursday

    Earnings Expected From: Barrick Gold Corporation (NYSE: ABX), Newmont Mining Corporation (NYSE: NEM), Mastercard Incorporated (NYSE: MA), Mylan, Inc (NASDAQ: MYL), Time Warner Cable Inc. (NYSE: TWC) Economic Releases Expected: Chinese manufacturing PMI, South Korean trade balance, US Personal income, Italian PPI, eurozone unemployment rate, French consumer spending, Spanish current account

    Friday

  • [By WALLSTCHEATSHEET]

    Time Warner Cable provides entertainment, voice, and high-speed data services to a growing customer base in the United States. The company is looking to acquire a stake in Hulu in order to increase the firm’s competitiveness, however, other companies are looking to acquire Time Warner Cable. The stock has been on a strong move higher, and is now trading near all-time high prices. Over the last four quarters, investors in the company have expected a little more from recent earnings reports, though earnings and revenue figures have been steadily rising. Relative to its peers and sector, Time Warner Cable has been an average year-to-date performer. Look for Time Warner Cable to OUTPERFORM.

  • [By WWW.DAILYFINANCE.COM]

    SAN FRANCISCO -- Netflix's videos are streaming through Comcast's Internet service at their highest speeds in 17 months, thanks to a recent deal that bought Netflix a more direct connection to Comcast's (CMCSA) network. The data released Monday by Netflix (NFLX) may become another flash point in a debate about whether the Federal Communications Commission should draw up new rules to ensure that all online content providers are treated the same by Internet service providers. The equal-treatment doctrine, known as Net neutrality, has become a thornier topic since January when a federal appeals court overturned the FCC's regulations on the issue. Net neutrality is also drawing more attention as Comcast tries to gain approval of its proposed $45 billion purchase of Time Warner Cable (TWC), another large Internet service provider. As the world's largest Internet video subscription service, Netflix has long supported Net neutrality as a way to prevent online service providers from giving better treatment to websites willing to pay additional fees for the privilege. Nevertheless, Netflix agreed in mid-February to pay an undisclosed sum to Comcast Corp. to create a new avenue for its videos to reach Comcast's service. Netflix previously had been paying third-party vendors such as Cogent Communications Group (CCOI) and Akamai Technologies (AKAM) to deliver its content to Comcast. Some analysts suspect Netflix may be saving money by paying Comcast directly instead of the vendors, but the specifics remain unknown as part of a confidentiality agreement. The arrangement clearly seems to paying off for Netflix subscribers who are among the nearly 21 million households and businesses that rely on Comcast's high-speed Internet service to watch movies and television shows. Comcast delivered Netflix video at an average rate of 2.5 megabits per second during March. That was a 66 percent increase from a recent low of 1.51 megabits per second in January. The March perform

Top 5 Media Stocks To Buy Right Now: DISH Network Corporation(DISH)

DISH Network Corporation, through its subsidiaries, provides direct broadcast satellite (DBS) subscription television services in the United States. It offers programming that includes approximately 280 basic video channels, 60 Sirius satellite radio music channels, 30 premium movie channels, 35 regional and specialty sports channels, 2,800 local channels, 250 Latino and international channels, and 55 channels of pay-per-view content. The company also offers local HD channels in approximately 160 markets and 215 national HD channels; and receiver systems, including a small satellite dish, digital set-top receivers, and remote controls. In addition, it provides DISHOnline.com, which enables DISH Network subscribers to watch 150,000 movies, television shows, clips, and trailers; DISH Remote Access that enables subscribers to remotely manage their DVRs using compatible mobile devices, such as smartphones, tablets, and laptops through their broadband-connected receiver; and Go ogle TV that enables DISH Network subscribers to search the Internet, check email, interact with social media, and find additional online programming content while simultaneously watching television. As of March 31, 2011, the company had approximately 14.191 million customers. DISH Network provides receiver systems and programming through direct sales channels; and independent third parties, such as small satellite retailers, direct marketing groups, local and regional consumer electronics stores, nationwide retailers, and telecommunications companies. The company was founded in 1980 and is headquartered in Englewood, Colorado.

Advisors' Opinion:
  • [By Anders Bylund]

    Sprint Nextel (NYSE: S  ) is suddenly red-hot as two suitors fight for the blushing bride's hand. First there was a 70% ownership offer from Japanese iconoclast Masayoshi Son and his SoftBank business -- a pure wireless combination that puts Japanese interests into Sprint. Then Charlie Ergen's DISH Network (NASDAQ: DISH  ) countered with a larger cash-and-stock offer that would swallow Sprint whole. This combination would create a brand new hybrid -- let's call it a wireless broadcaster.

  • [By Dan Radovsky]

    No matter which company -- DISH Network (NASDAQ: DISH  ) or SoftBank -- ends up taking over Sprint Nextel (NYSE: S  ) , it will shake up the U.S. mobile industry status quo.

  • [By WALLSTCHEATSHEET]

    Dish Network is a provider of local and national television programming offering more channel options than many other providers. The stock is on a bullish run and is trading at prices not seen since the mid-2000s. Over the last four quarters, investors have not been to excited with the company as earnings and revenue figures have been decreasing. Relative to its peers and sector, Dish Network has been an average performer, year-to-date. WAIT AND SEE what Dish Network does in coming quarters.

Top 5 Media Stocks To Buy Right Now: DIRECTV(DTV)

DIRECTV provides digital television entertainment in the United States and Latin America. The company provides direct-to-home (DTH) digital television services, as well as multi-channel video programming distribution services in the United States. It offers various channels of digital-quality video entertainment and CD-quality audio programming directly to subscribers' homes or businesses, as well as video-on-demand services; and approximately 160 national high-definition television channels and 4 3D channels. The company also provides premium professional and collegiate sports programming, such as the NFL SUNDAY TICKET package, which allows subscribers to view the NFL games. In addition, it offers DTH digital television services in Latin America and the Caribbean, including Puerto Rico. The company provides its local and international programming under the DIRECTV and SKY brand names. As of December 31, 2010, it served approximately 19.2 million subscribers in the United States; and 8.9 million subscribers in Latin America. The company was founded in 1990 and is based in El Segundo, California.

Advisors' Opinion:
  • [By Sean Williams]

    Finally, satellite TV provider DIRECTV (NASDAQ: DTV  ) tacked on 6.9% after its first-quarter results also easily topped estimates. Thanks to $1.38 billion in share repurchases as well as the addition of 604,000 net subscribers, DIRECTV reported a nearly 8% increase in revenue to $7.58 billion as EPS increased to $1.43. Analysts, on the other hand, had expected $7.53 billion in revenue but just $1.10 in EPS. The key for DIRECTV is in the differentiation from DISH Networks, which is allowing consumers more choices and helping to increase average revenue per user in a very challenging economic environment. Still priced very reasonably, DIRECTV's run higher may not be over.

  • [By WALLSTCHEATSHEET]

    DirecTV is a digital television entertainment company that offers satellite services to consumers and companies across the nation. The company is attempting to jointly acquire Hulu in order to expand its offerings and user base. The stock has been trending higher for the last several years and is now trading near all-time high prices. Over the last four quarters, investors in the company have been excited as earnings and revenue figures have been steadily rising. Relative to its peers and sector, DirecTV is a year-to-date performance leader. Look for DirecTV to continue to OUTPERFORM.

  • [By Geoff Gannon] toZone (AZO) and Dun and Bradstreet (DNB) are examples. All have great track records for business and stock price growth long term so this appears to be a strategic decision to finance through debt rather than equity. My question is at what point can an investor judge that this practice is no longer creating value but adding risk to the investment? There can obviously be too much leverage. However when money is cheap to borrow and ROIC is high this seems like a great way to create value for shareholders, to just borrow at 3% and buy stock with an ROIC over 20%, but how much is too much?

    Thank you,

  • [By WALLSTCHEATSHEET]

    Revenue and earnings have consistently improved on an annual basis, capital allocation is superb, and the stock should be somewhat resilient if any stock market corrections should occur. In addition to those factors, analysts love the stock: 12 Buy, 10 Hold, 1 Sell.

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