CMC : Analysis & Opinions

  1. Comcast Rolls Out 4K Ultra HD Content by Xfinity in UHD App ...

    December 19, 2014
    Comcast the largest cable MSO (multi service operator) in the U.S., has joined the 4K race with the launch of a new app named ...
  2. DISH Network to Add Netflix App on Hopper Set-top Boxes - Analyst ...

    December 18, 2014
    Leading satellite TV operator ??? DISH Network Corp. (DISH) ??? has reached an agreement with Netflix, Inc. (NFLX) to integrate ...
  3. Will Nasdaq-100 Index Gain Traction from the Reshuffling? - ...

    December 16, 2014
    The annual reshuffle in Nasdaq-100 index portfolio of Nasdaq OMX Group Inc. (NDAQ) is likely to boost returns.
  4. Charter Communications Pins Hopes on $20B Comcast Deal - Analyst ...

    December 15, 2014
    Charter Communications, Inc.'s (CHTR) agreement to take over cable TV customers from Comcast Corporation (CMCSA) should significantly ...
  5. Revealed: How We Uncovered The "World's Greatest Businesses"

    December 2, 2014
    Warren Buffett has made a career out of honing in on the world's best investments. Through his holding company, Berkshire ...
  6. Revealed: How We Uncovered The 'World's Greatest Businesses'

    December 2, 2014
    Warren Buffett has made a career out of honing in on the world's best investments. Through his holding company, Berkshire ...
  7. The Huge And Growing Media Stock With 80% Upside Potential

    December 1, 2014
    Wall Street analysts take a lot of heat, which may be a bit unfair considering they have one of the toughest jobs imaginable ...
  8. The Huge Media Stock With 80% Upside Potential

    December 1, 2014
    Wall Street analysts take a lot of heat, which may be a bit unfair considering they have one of the toughest jobs imaginable ...
  9. Caterpillar (CAT) Earnings Boost Morning Market - Ahead of Wall ...

    October 23, 2014
    Earnings remain front and center in today's session, with positive results from a number of industry leaders helping boost ...
  10. Q1 Continues Unimpressively - Ahead of Wall Street

    April 22, 2014
    Excluding the drag from the Finance sector, total earnings would be up +2.8% on +3.3% higher revenues.
  11. Ted Turner's CNN wouldn't be created today

    Message To Ted: CNN Isn't A Winner With Time Warner Today

    April 10, 2014
    CNN's recent history is chock-full of missed opportunities; It's doubtful that Time Warner would launch CNN today.
  12. A counter to the recommendation to

    Buy In May And Here to Stay: Comcast, Boeing, Vulcan

    April 2, 2014
    A counter to the recommendation to "Sell in May and Go Away"; companies worth examining this time of year.
  13. Today, General Electric (NYSE:GE) remains one of the few true conglomerates, with its fingers in multiple unrelated industries: everything from healthcare to aviation to its traditional businesses of appliances and lighting.

    Why GE Will Never Break Up

    March 25, 2014
    it's the oldest component of the Dow Jones Industrial Average, having joined the index in 1896, and long ago outlasting its ...
  14. Why You Should Avoid These Stocks At All Costs

    March 17, 2014
    The recent price wars initiated by T-Mobile (NYSE: TMUS) are causing all kinds of headaches for the wireless service providers. ...
  15. Why Cable Companies Should Fear The Worst

    March 17, 2014
    The recent price wars initiated by T-Mobile (NYSE: TMUS) are causing all kinds of headaches for the wireless service providers. ...
  16. Buybacks Instead of Capital Investment - Ahead of Wall Street

    January 28, 2014
    Hard to make sense of the fact that companies would consider it prudent to invest in their own sharesinstead of their businesses.
  17. Disney Films Come Into Focus

    September 20, 2013
    Walt Disney’s (NYSE:DIS) decision to delay the release of the Pixar animated feature “The Good Dinosaur” by 14 months sent ...
  18. Duck Dynasty's Success: Why An A&E IPO Makes Sense

    August 20, 2013
    A&E Television Network (AETN) premiered its fourth season of Duck Dynasty August 14. The one-hour episode garnered 11.8 million ...
  19. A Little Noise In Disney Earnings Shouldn't Matter Much

    August 7, 2013
    There was a little noise in this quarter at Disney, but it doesn't change the long-term story
  20. Will Microsoft Lure Cable Giants to Xbox One Before PlayStation ...

    July 3, 2013
    When consumers look at the $200 starting price of Xbox 360, they may ask themselves, "What am I paying for?"The answer to ...
  21. DIRECTV to Takeover Hulu Soon - Analyst Blog

    June 20, 2013
    DIRECTV needs to restructure its business model and the decision to bid for Hulu is one such step.
  22. Comcast Sets Up Emergency Plan - Analyst Blog

    June 10, 2013
    Comcast Corporation is ready to offer emergency services to its customers residing near the coastline of Florida as the tropical ...
  23. Ciena And Carrier Spending – They're Baaa-aaack

    June 6, 2013
    Ciena's strong revenue and margin numbers for the quarter may be the beginning of a major new cycle.
  24. Disney Does It Again

    May 8, 2013
    Disney comes through again, but valuation is getting pretty high.
  25. Schnitzer's Results Are Better, But The Challenges Are Still ...

    April 4, 2013
    Even with a sequential improvement in volumes and margins, Schnitzer faces significant long-term challenges to its business. ...
  26. Disney Has A Stable Of Horses To Ride

    February 8, 2013
    Disney has plenty of opportunities to do better, and the stock price assumes it will.
  27. Investors Seem To Believe The Recovery Is Coming For CMC

    January 9, 2013
    Will hopes of a non-res construction recovery pay off this time?
  28. Walt Disney Collaborates with Cox - Analyst Blog

    December 17, 2012
    The Walt Disney Company (DIS) entered into a long-term distribution agreement with Cox Communications, whereby the latter ...
  29. TWC Launches TV Application for iOS - Analyst Blog

    December 12, 2012
    Time Warner Cable Inc. (TWC), the second largest cable multi service operator (MSO) in the U.S., has launched a video streaming ...
  30. Arris Group Remains Neutral - Analyst Blog

    December 6, 2012
    We reiterate our long-term Neutral recommendation on Arris Group Inc. (ARRS). The company continues to benefit as several ...
  31. Should Investors Direct Their Portfolio Toward DIRECTV?

    December 4, 2012
    DIRECTV could still provide gains from here.
  32. Bull Vs. Bear - Google Has Bitten Off More Internet Than It Can ...

    November 29, 2012
    There's nothing to worry about with Google's new Internet.
  33. TiVo Partners Midcontinent - Analyst Blog

    October 12, 2012
    TiVo Inc. (TIVO) recently announced a partnership with Midcontinent Communications. According to the terms of the agreement, ...
  34. Another Quarter, Another Warning From Steel Dynamics

    September 13, 2012
    Soft demand hurts this mini-mill yet again.
  35. Nucor Sells Wire Products Facility - Analyst Blog

    August 27, 2012
    Steel giant Nucor Corporation (NUE) announced that the company will divest its Wire Products facility in New Salem, Pennsylvania, ...
  36. Earnings Scorecard: Nucor - Analyst Blog

    August 2, 2012
    Earnings Scorecard: Nucor - Analyst Blog
  37. Comcast Second Quarter Earnings

    August 1, 2012
    Comcast (Nasdaq:CMCSA) announced its results for the second quarter on August 1, 2012. Comcast provides cable and communications ...
  38. Earnings Preview: CBS Corp. - Analyst Blog

    July 31, 2012
    CBS Corporation (CBS), one of the leading media company in United States and worldwide, is expected to release its second-quarter ...
  39. Business Services Stock Outlook - Aug. 2012 - Industry Outlook

    July 31, 2012
    To Begin With In today's world, companies strive to remain focused on functions and activities that are close to their core ...
  40. Bull vs. Bear - Netflix's Days Of Triple Digits Are Done

    July 17, 2012
    It doesn't look like Netflix has the long-term ability to justify a P/E ratio north of 30, which it will need to reach $1 ...
  41. Comcast to Sell Stake in A&E - Analyst Blog

    July 11, 2012
    NBC Universal, a subsidiary of Comcast Corporation (CMCSA) - the largest cable MSO in the U.S. -  recently announced plans ...
  42. A Trader's Guide to Ancestry.com (ACOM)

    June 7, 2012
    Online family history and genealogy resource Ancestry.com (NASDAQ: ACOM) popped on Wednesday as news came through of the ...
  43. 8x8 Has A Good Story, But Does The Value Connect?

    May 23, 2012
    8x8 has the potential, but the margins are a drawback.
  44. Is GE's Size A Disadvantage?

    April 24, 2012
    GE is reasonably valued on an earnings basis and possesses an above-average dividend yield of 3.5%. But it's difficult to ...
  45. The 10 Must-Know Market Forces for 2012

    February 14, 2012
    For the first time since 2007, investors have multiple ways to succeed this year. Understanding how the lingering effects ...
  46. Top Super Bowl Ad Spenders In the Last Decade

    February 1, 2012
    The game between the New York Giants and New England Patriots is expected to be the most-watched event of the year, and it ...
  47. Which Companies Spend The Most On Lobbying?

    January 27, 2012
    Find out which companies spend the most on gaining influence over government officials.
  48. Investing 101: How To Trade High Volume Breakouts

    January 10, 2012
    Using high trading volume to confirm the validity of trends is important, but these stocks can look even more attractive ...
  49. How To Play Madison Square Garden

    December 23, 2011
    Investors can score from the buzz being back at the Garden.
  50. A Look At Yahoo!'s Past, Present And Future

    December 19, 2011
    Can Yahoo! rebuild itself on the strength of its media businesses?
  51. Activist Filings This Week

    December 6, 2011
    When any noteworthy investor steps up and flies a 13D, it's a worthwhile exercise to examine the situation closely.
  52. Industry At A Glance – Pay TV

    August 30, 2011
    The pay TV market may be highly penetrated, but these companies could still post exciting growth.
  53. 3 Reasons To Own Liberty Interactive

    July 11, 2011
    Liberty Media's assets are a very interesting conglomeration. Investors in the interactive group will likely do well in the ...
  54. Dish Buys Blockbuster, But What Does It Get?

    April 8, 2011
    Satellite TV provider Dish Network successfully bid for the assets of movie rental chain Blockbuster. Will this move help ...
  55. Time To Switch Shopping Channels?

    March 28, 2011
    Shopping networks have lured consumers and investors in droves. Is it time to turn the dial?
  56. Bearish On Netflix

    February 18, 2011
    Netflix may have some competition on the horizon, but for now it's still at the top of its game.
  57. Disney And The Rich Getting Richer

    February 11, 2011
    Disney is riding an improving tide of consumer and ad spending.
  58. Time Warner Goes Global

    February 7, 2011
    Time Warner's global push will likely make patient shareholders substantial returns.
  59. Four Large Caps With Solid Fundamentals (FTE, IXP, CMCSA, SNP, ...

    January 7, 2011
    For those willing to look, companies with good fundamentals are still around - and the rewards are worthwhile.
  60. Commercial Metals – A Tough Market, May Be Getting Better

    December 23, 2010
    High input costs are a challenge, but 2011 could be a better year for demand.
  61. The Nuance Story Is Not All That Subtle

    November 24, 2010
    Nuance Communications is growing well enough, but red flags may deem it off-limits to some investors.
  62. GE: Breaking Up Is Hard To Do

    October 26, 2010
    Re-shaping GE's portfolio of businesses is not an easy task.
  63. 4 Cheap Consumer-Discretionary Stocks

    September 29, 2010
    If the economy rebounds, at least three of these stocks could benefit greatly.
  64. Media Mashup: Who Owns Whom?

    September 27, 2010
    You'd be surprised by how many publications fall under the umbrella of one company. Discover the big media companies and ...
  65. All Of The Alpha, None Of The Beta

    June 22, 2010
    A lack of volatility and a load of consistent progress are actually the keys to a better bottom line.
  66. Investing In America's Hottest Brands

    April 15, 2010
    What's in name? Can a company's brand help it outperform the market? Find out here.
  67. Value-able Investing Lessons From Yacktman Funds

    March 10, 2010
    Yacktman's investing techniques can help individual investors outperform the market over the long haul.
  68. CEOs' Retirement Savings Are Safe: Are Yours?

    January 21, 2010
    CEOs make huges salaries, yet corporate boards still feel compelled to guarantee huge retirement packages.
  69. A Look Back At The Marvel-Disney Deal

    December 29, 2009
    Cutesy meets edgy in an interesting marriage.
  70. The Preferred Way To Play

    September 25, 2009
    Preferred stocks have been on fire lately. Using ETFs to play them.
  71. Boob Tube Blues

    May 14, 2009
    Despite unexpected positive Q1 earnings, Dish Network's outlook is still a little fuzzy.
  72. The Yacktman Funds Roll On

    April 8, 2009
    The Yacktman Funds have adhered to a value philosophy and been rewarded by many years of outperforming its benchmark.
  73. Comcast Tunes Into Success

    April 3, 2009
    This apparently recession-resistant cable giant thrives even without signs of economic recovery on the horizon.
  74. No Recession For Netflix

    January 30, 2009
    A slowing economy may be good news for Netflix.
  75. Time Warner Spinoff Reveals Hidden Value

    May 14, 2008
    Sum-of-the-parts analysis reveals there is plenty of value tucked away inside Time Warner's vast corporate empire.
  76. Level 3 is Growing, but Fighting a Huge Debt Load (LVLT)

    March 22, 2007
    Level 3 is owns one of the great communications infrastructure platforms in the world. Demand for its services is up, but ...
  77. This Mouse Has Horns (DIS)

    November 22, 2006
    Disney investors will be rewarded as the company builds profits for the long-term.
  78. Take Profits On Sprint (S)

    November 15, 2006
    Now trading 25% higher, Sprint shares offer a good opportunity to take profits.
  79. Time Warner Times Out (TWX)

    November 2, 2006
    Time Warner investors arriving now have missed the real money.
  80. AT&T Is A Consolidation Winner (T)

    September 8, 2006
    Telecom consolidation will pay off for AT&T.
  81. Synergy Is BS

    June 5, 2006
    It’s about time Time Warner executives dropped the synergy charade and let loose AOL.
  82. VOIP will soar, but Vonage needs a lifeline

    February 21, 2006
    A look inside the VOIP revolution and its implications for investors.
  83. A Look at Economic Moats - Part 2

    November 23, 2005
    In this piece we'll explore different types of economic moats.
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