NWS : Analysis & Opinions

  1. One of the Cheapest Stocks in the Market Could Yield 33%

    December 2, 2014
    Any value investor will tell you there is a fine line between super deal and value trap. Just about everyone has their story ...
  2. Publishers Switch-Up Ad Policies - Industry Outlook

    August 6, 2014
    Publishers Switch-Up Ad Policies - Industry Outlook
  3. The future of shale gas could be located in the “land down under.” Featuring vast unconventional reserves, a stable government and already in place midstream infrastructure, analyst’s peg Australia as the next big thing in shale gas.

    The Next Hottest Shale Play Is Down Under

    January 21, 2014
    The future of shale gas could be located in the “land down under.” Featuring vast unconventional reserves, a stable government ...
  4. The News About Newspaper Publishers Is Surprisingly Good

    September 18, 2013
    The news about newspaper stocks is surprisingly good. Indeed, the sector that every investing pundit loves to hate has been ...
  5. 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.
  6. j2 Global Expands Digital Business - Analyst Blog

    February 5, 2013
    Unified messaging service provider j2 Global Inc. (JCOM) announced that its subsidiary Ziff Davis Inc. has acquired IGN Entertainment ...
  7. CBS' Outdoor Business Converting To REIT

    January 23, 2013
    CBS announced that it was seeking to convert its Outdoors Americas business to a REIT. In addition, it will sell its Outdoor ...
  8. 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 ...
  9. Is The TV Industry In For A Major Change?

    December 7, 2012
    Younger consumers are abandoning traditional TV in favor of new video mediums.
  10. McGraw-Hill Beats on EPS - Analyst Blog

    November 2, 2012
    The McGraw-Hill Companies Inc. (MHP), a publisher and provider of financial information and media services, recently posted ...
  11. Disney Buys Lucasfilm, But Is It A Trap?

    October 31, 2012
    Disney recently bought LucasFilm for $4.05 billion and already announced plans to release another Star Wars film in 2015. ...
  12. Gannett's Third Quarter A Step In The Right Direction

    October 16, 2012
    Gannett announced Q3 earnings that increased by 33% thanks to strong TV earnings. Things are moving in the right direction. ...
  13. 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 ...
  14. USA Today Hire Signals Editorial Change

    July 11, 2012
    USA Today has hired David Callaway, Marketwatch's top editor, as its new editor-on-chief.
  15. News Corp to be Sole Owner of ESS - Analyst Blog

    June 7, 2012
    News Corporation (NWSA), a diversified global media company, is acquiring The Walt Disney Company's (DIS) stake in their ...
  16. A Look At Yahoo!'s Past, Present And Future

    December 19, 2011
    Can Yahoo! rebuild itself on the strength of its media businesses?
  17. Value Legend Klarman Piles Into BP

    November 18, 2011
    Despite oil spill risks, Klarman clearly sees significant upside - even at today's price levels
  18. More Data, More Profits For FactSet

    September 22, 2011
    FactSet earnings aren't quite as good as they look, but the company continues to produce the free cash flow.
  19. Corruption And Scandal Don't Make News Corp A Bargain

    July 18, 2011
    Scandal doesn't always make for a bargain, and News Corp's recent smearing is the perfect example.
  20. Media Stocks Worth Watching

    May 26, 2011
    Investing in media stocks, old and new, could be a great move right now.
  21. Goofy Stories From The November Market

    April 18, 2011
    From opera singer board members to $11 billon slip-ups, we look back at a few strange tales from the Street.
  22. Greenblatt's Little Book Loves McGraw-Hill

    April 1, 2011
    In Gotham Asset Management's latest 13F, McGraw-Hill is its third-largest holding. We'll look at why.
  23. Barnes & Noble: The Road Ahead

    March 15, 2011
    Now that Borders has filed for bankruptcy, the spotlight is on its former rival Barnes & Noble.
  24. 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.
  25. AOL: You've Got Problems

    February 17, 2011
    AOL's brand moat is failing, and there's little reason to invest long term with a once-upon-a-time email giant trying to ...
  26. Is Netflix Overvalued?

    December 24, 2010
    While Netflix could become the movie equivalent to Apple's iTunes, it will not be an easy road.
  27. 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 ...
  28. Walt Disney's Valuable Content

    August 16, 2010
    A great quarter from Disney is just that - one great quarter. A lot of things worked well, including three blockbuster movies ...
  29. Cheerful Trends From Walt Disney

    August 12, 2010
    Disney's fortunes will improve as long as the macroeconomic environment continues to brighten.
  30. 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.
  31. Seth Klarman's Biggest Bets

    December 8, 2009
    It's always a good idea to watch the pros, especially guys like Seth Klarman.
  32. Disney's Solid Quarter

    November 17, 2009
    Disney still has some trouble areas in its parks and movie studio, but it's likely to remain ahead of its competitors.
  33. Don't Buy The Index, Buy The Name

    August 28, 2009
    The Dow Jones indexes are up for bid. Here's a look at two of the potential winners.
  34. Netflix Deserves Some Respect

    July 28, 2009
    Despite the market's pessimism, Netflix shares are worth a closer look.
  35. Booking An Uncertain Future

    May 26, 2009
    Barnes & Noble's quarterly earnings were down, but its outlook is up. Is this justified in the difficult bookselling ...
  36. New York Times A High Stakes Gamble

    September 15, 2008
    The New York Times Company is not for the faint of heart.
  37. Investing The 'Sex and the City' Way

    June 4, 2008
    Can Carrie, Samantha and Big guide you to great portfolio returns? We create an index based on product placements from the ...
  38. 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.
  39. Pride Leads To Yahoo's Downfall

    May 6, 2008
    Yahoo CEO Jerry Yang decided it was better to reign in hell than serve in Microsoft's relative heaven. It's doubtful shareholders ...
  40. Media Conglomerates: One Size Fits All?

    June 20, 2007
    The five old line media companies seem the same, but they are really very different.
  41. DreamWorks Stops The Show (DWA)

    February 7, 2007
    While short-term concerns are likely to dominate trading in DreamWorks shares, the company's excellent entertainment franchise ...
  42. This Mouse Has Horns (DIS)

    November 22, 2006
    Disney investors will be rewarded as the company builds profits for the long-term.
  43. Time Warner Times Out (TWX)

    November 2, 2006
    Time Warner investors arriving now have missed the real money.
  44. Time To Yahoo! (YHOO)

    October 23, 2006
    Patient Yahoo! investors could be in for a nice surprise.
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