Tuesday, September 9, 2014

Top 10 Media Companies To Own For 2014

Blake Loates/Facebook Sting may have sung about a "Message in a Bottle," but he likely never expected the phrase that Blake Loates found on a bottle of Vitamin Water -- "You Retard." The words were printed on the inside of the cap on a bottle of Vitamin Water, which Loates bought while dining out in Edmonton, Canada, where she lives. Loates found the phrase particularly offensive because her younger sister, Fiona, has cerebral palsy and autism. "We immediately thought 'You have got to be kidding me,' " she told Huffington Post Alberta. The message was part of a promotion by Coca-Cola (KO) in Canada that randomly paired English and French words that together were supposed to make up funny gibberish phrases. But the words were only vetted in French, not English, reports Milwaukee's Journal Sentinel newspaper. "Retard" in French means late or delayed. Loates sent a photo of the bottle cap to her father, Doug Loates, who wrote a letter to Coca-Cola to complain about including "retard" as part of the promotion. (See the complete letter below.) "Not everyone in Canada speaks French -- like my daughter, Blake," Loates wrote to Coca-Cola officials. "The 'R' word is considered a swear word in our family. We don't use it. We don't tolerate others using it around us. We are over-sensitive, but you would be too if you had Fiona for a daughter! Can you imagine if she had opened this bottle???" Loates said that he had been drinking Coke since he was 9 and got his first newspaper route, but now calls himself an "ex-Coke drinker." The soft drink company said it never intended to offend anyone.

Best Beverage Stocks To Own Right Now: 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 Ben Levisohn]

    The analysts sound as if they believe CBS got the better of the deal-and the market appears to agree. Shares of CBS have gained 3.7% to $53.00, while Time Warner has gained 1.1% to $61.19. Shares of Disney (DIS) are little changed at $60.81, while shares of Cablevision Systems (CVC) have dropped 0.3% to $17.69.

Top 10 Media Companies To Own For 2014: Liberty Global Inc.(LBTYA)

Liberty Global, Inc. provides video, broadband Internet, and telephony services primarily in Europe and Chile. The company offers broadband services over cable distribution systems, including video, broadband Internet, and telephony; and video services through direct-to-home satellite, or through multichannel multipoint distribution systems. Its analog video services comprise basic and expanded basic programming; and digital cable services include basic and premium programming, digital video recorders, and high definition programming, as well as pay-per-view programming, such as video-on-demand and near video-on-demand. In addition, the company offers voice-over-Internet-protocol and circuit-switched telephony services, as well as mobile telephony services using third-party networks. Further, it owns programming networks that provide video programming channels to multi-channel distribution systems owned by the company and the third parties. As of December 31, 2011, the com pany owned and operated networks that passed 33,262,100 homes; and served 18,405,500 video subscribers, 8,159,300 broadband Internet subscribers, and 6,225,300 telephony subscribers. Liberty Global, Inc. was founded in 2004 and is based in Englewood, Colorado.

Advisors' Opinion:
  • [By Amy Thomson]

    Vodafone has already expanded beyond wireless service, and in June beat John Malone�� Liberty Global (LBTYA) Plc to take over Germany�� Kabel Deutschland Holding AG. (KD8) Vodafone and Verizon accelerated talks on the stake sale after the Kabel Deutschland offer, which put additional pressure on the British company�� finances, a person familiar with the matter said.

  • [By Holly LaFon]

    Besides Yahoo, Loeb�� top holdings are AIG (AIG), Liberty Global Group Inc. (LBTYA) and Thermo Fisher Scientific Inc. (TMO), up 42%, 19% and 17%, respectively, from his average purchase price.

  • [By Rich Duprey]

    Having completed its $24 billion acquisition of Virgin Media, cable operator Liberty Global (NASDAQ: LBTYA  ) said its board of directors had authorized a $3.5 billion stock repurchase program that it intended to complete over the next two years.

  • [By Alex Webb]

    Kabel Deutschland is a key part of Vodafone�� expansion strategy as the carrier looks for ways to boost revenue and lock in customers with Internet and television offers in addition to wireless service. Kabel Deutschland is the biggest cable company in Germany, Vodafone�� largest market, and had drawn a rival bid from John Malone�� Liberty Global Plc. (LBTYA)

Top 10 Media Companies To Own For 2014: Charter Communications Inc.(CHTR)

Charter Communications, Inc., through its subsidiaries, provides entertainment, information, and communications solutions to residential and commercial customers in the United States. The company offers cable video programming services, such as basic and digital video, premium channels, OnDemand, pay-per-view, high definition television, digital video recorder, and online video services; Internet services; Charter.net, which provides multiple e-mail addresses, as well as various entertainment, games, news, and sports content; and telephone services. It also provides broadband communications solutions, such as Internet access, data networking, fiber connectivity to cellular towers and office buildings, video entertainment services, and business telephone services under the Charter Business brand name to business and carrier organizations. As of December 31, 2011, the company served approximately 4.1 million video customers; approximately 3.5 million Internet customers; appr oximately 1.7 million telephone customers; and approximately 476,200 commercial primary service units. Charter Communications, Inc. was founded in 1999 and is based in St. Louis, Missouri.

Advisors' Opinion:
  • [By WWW.DAILYFINANCE.COM]

    'Interconnection' The better access that Netflix is getting from Comcast is known as "interconnection," a term referring to digital content's journey to an Internet service provider's gates. That path technically isn't covered by the current definition of Net neutrality, which refers to how service providers treat digital content once it's inside the gates. Comcast has promised to honor the previous rules governing Net neutrality through 2018. In a blog post last month, Hastings argued that future Net neutrality guidelines should be expanded to address interconnection issues, too. "Without strong Net neutrality, big ISPs can demand potentially escalating fees for the interconnection required to deliver high quality service," Hastings wrote. "The big ISPs can make these demands -- driving up costs and prices for everyone else -- because of their market position." Google's YouTube video site and many other websites were paying interconnection fees to Comcast before Netflix struck its own deal with the carrier. Even with the March improvements, Comcast's delivery of Netflix content lags behind several other major service providers. Cablevision (CVC), Cox, Suddenlink and Charter (CHTR) each delivered Netflix video at higher speeds than Comcast in March, according to Monday's breakdown. Netflix has interconnection deals with Cablevision, Cox and Suddenlink, although those arrangements don't require Netflix to pay fees.

  • [By Johanna Bennett]

    Charter Communications (CHTR) and Comcast (CMCSA) are each also contemplating bids. The WSJ reported late�today that Charter is arranging $25 billionin debt to fund its bid.

  • [By Harold L. Vogel]

    For cable networks and distributors, first admire the long-term pricing power for cable services (shown in the chart below). Price increases have far exceeded the rate of gain of the Consumer Price Index (CPI) for decades and thereby supported the stock prices and earnings growth of the entire industry (even though some companies such as Charter (CHTR) stumbled into bankruptcy even with this pricing wind at their backs).

Top 10 Media Companies To Own For 2014: Time Warner Inc.(TWX)

Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates in three segments: Networks, Filmed Entertainment, and Publishing. The Networks segment provides domestic and international networks, premium pay and basic tier television programming services, and digital media properties, which primarily consist of brand-aligned Websites. Its premium pay television services consist of the multi-channel HBO and Cinemax premium pay television services. This segment provides programming to cable system operators, satellite service distributors, telephone companies, and other distributors; sells advertising; and licenses original programming to domestic and international television networks. The Filmed Entertainment segment produces and distributes feature films, television and other programming, and videogames; distributes home video products; and licenses rights to its feature films, television programming, and characters. T he Publishing segment publishes magazines and books; and operates various Websites, as well as engages in marketing services and direct-marketing businesses. This segment publishes magazines on style and entertainment, lifestyle, news, and sports. The company?s brands include TNT, TBS, CNN, HBO, Cinemax, Warner Bros., New Line Cinema, People, Sports Illustrated, and Time. Time Warner Inc. was founded in 1985 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Tim Beyers]

    Investors might enjoy the film's similarities with other summer successes. Studio producer Legendary Pictures is teaming with Time Warner (NYSE: TWX  ) to distribute Pacific Rim. The two companies also partnered on Christopher Nolan's Batman trilogy. Both The Dark Knight and The Dark Knight Rises went on to earn more than $1 billion at the worldwide box office, which, at the time, made Time Warner one of the best stocks to buy.

  • [By Jason Moser and Eric Bleeker, CFA]

    Time Warner (NYSE: TWX  ) , AT&T (NYSE: T  ) , and DIRECTV (NASDAQ: DTV  ) are all bidding on Hulu. Sure, the streaming star has a nice content assortment, but what these bidders are really paying for is branding. Hulu's market share of about 10% may not seem that impressive, but it has great recognition and app placement within major platforms such as Roku and the Xbox. In the following video, Eric and Jason break down the streaming star's appeal.

  • [By Michael Flannelly]

    Morgan Stanley analysts upgraded Time Warner Inc (TWX) early on Thursday as they believe the entertainment and media company’s publishing spin-off should help highlight a business that is leveraged to a healthy and growing TV environment.

    The analysts upgraded TWX from “Equal-Weight” to “Overweight” and see shares reaching $72. This price target suggests a 14% upside to the stock’s Wednesday closing price of $63.34.

    Time Warner shares were up 66 cents, or 1.03%, during morning trading on Thursday. The stock is up 34.06% year-to-date.

  • [By Tim Beyers]

    Most accounts say that Time Warner (NYSE: TWX  ) plans to have a Justice League film ready by 2015. A lot of you hope the rumors aren't true.

Top 10 Media Companies To Own For 2014: CBS Corporation(CBS)

CBS Corporation, together with its subsidiaries, operates as a mass media company in the United States and internationally. The company?s Entertainment segment distributes a schedule of news and public affairs broadcasts, sports, and entertainment programming; produces, acquires, and distributes programming, including series, specials, news, and public affairs; produces and distributes theatrical motion pictures across various genres; and operates online content networks for information and entertainment. Its Cable Networks segment owns and operates multiplexed channels that offers subscription program services, including recently released theatrical feature films, original series, documentaries, boxing, mixed martial arts and other sports-related programming, and special events; and CBS College Sports Network, a 24-hour cable program service related to college sports. This segment also owns and manages Smithsonian Networks, which operates Smithsonian Channel, a basic cab le service in the United States. The company?s Publishing segment publishes and distributes adult and children?s consumer books in printed, audio, and digital formats. Its Local Broadcasting segment owns 29 broadcast television stations; owns and operates 130 radio stations in 28 U.S. markets and related online properties; and owns local Websites that combine television and radio local media brands online to provide the latest news, traffic, weather, and sports information, as well as local discounts, directories, and reviews. The company?s Outdoor segment sells advertising space on various media, including billboards, transit shelters and other street furniture, buses, rail systems, mall kiosks, stadium signage, and in retail stores. CBS Corporation was founded in 1986 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Harold L. Vogel]

    And then there's the thorny retransmission-consent issue that delights broadcast networks and their local affiliates. As the recent nasty spat between CBS (CBS) and Time Warner Cable has illustrated, MSOs - being more immediately and intimately linked by billing and marketing to viewers than are broadcasters - must either pay up or bear most of the wrath of consumers. Fifty cents to a dollar a month per sub to retransmit a broadcast network's signal is nowadays not that unusual and provides the old stodgy broadcasters with an important second revenue source in addition to advertising. (Unofficial estimates have it that within five years, CBS will be receiving $2 per month per sub from Time Warner and others.)

  • [By Lauren Pollock]

    CBS Corp.(CBS) said its outdoor advertising business plans to offer $800 million in notes ahead of its upcoming spinoff through an initial public offering.

Top 10 Media Companies To Own For 2014: 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 Paul Ausick]

    Seeing how its initial bid of $132.50 per share ($37.3 billion) for Time Warner Cable Inc. (NYSE: TWC) produced an immediate rejection, cable operator Charter Communications Inc. (NASDAQ: CHTR) is reported to be considering sweetening its offer to somewhere in the low $140s.

Top 10 Media Companies To Own For 2014: Gannett Co. Inc. (GCI)

Gannett Co., Inc. operates as a media and marketing solutions company in the United States and internationally. Its Publishing segment publishes 83 U.S. daily newspapers with affiliated online sites, including USA TODAY, a national, general-interest daily newspaper; USATODAY.com; USA WEEKEND, a magazine supplement for newspapers; Clipper Magazine, a direct mail advertising magazine; bi-weekly Nursing Spectrum and NurseWeek periodicals; and military and defense newspapers. This segment also includes 17 paid-for daily newspapers; approximately 200 weekly newspapers, magazines, and trade publications; and approximately 600 non-daily publications, as well as involves in commercial printing, newswire, marketing, and data services operations. The company?s Digital segment owns and operates CareerBuilder, an employment Web site, which offers online recruitment and career advancement services for employers, employees, recruiters, and job seekers; ShopLocal, which provides multicha nnel shopping and advertising services; Planet Discover, which offers hosted search and advertising services; PointRoll, which provides digital marketing services and technology; and Schedule Star, which offers scheduling solution for high school athletic departments. Its Broadcasting segment operates 23 television stations and affiliated Web sites, which produce local programming, such as news, sports, and entertainment programming. This segment also includes Captivate Network, a national news and entertainment network that delivers programming and full-motion video advertising on video screens located in elevators of office towers and select hotel lobbies in North America. The company has strategic business relationships with online affiliates, including Classified Ventures, ShopLocal.com, Topix, and Metromix LLC, as well as strategic marketing agreement with Microsoft. Gannett Co., Inc. was founded in 1906 and is headquartered in McLean, Virginia.

Advisors' Opinion:
  • [By Jon Friedman]

    On June 13, Gannett (NYSE: GCI  ) sent Wall Street a clear message: We are much more than the nation's leading newspaper chain.

    That was the day that Gannett announced plans to acquire television company Belo Corp. for $1.5 billion, transforming Gannett's image overnight�from an old-fashioned newspaper chain (bad, bad image) to a more promising television operation (very good one).

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