TWX : Analysis & Opinions

  1. Five Reasons Why The Netflix Juggernaut Could Continue to Roll

    October 21, 2013
    What makes Netflix’ saga so compelling is the element of the grand comeback. We'll look at 5 factors that could keep the ...
  2. 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 ...
  3. Will The Dividend And Buyback Frenzy Continue?

    September 4, 2013
    Fix your mind on a pair of percentages: 73% and 27%. These two figures hold the key to why the long-term appeal of stocks ...
  4. Earnings Expectations For The Week Of August 5

    August 4, 2013
    The earnings season is beginning to wind down, and much of the focus this week will turn to central bank meetings and economic ...
  5. HPP Fully Acquires Pinnacle Complex - Analyst Blog

    June 28, 2013
    Consistent with its strategy of adding premium properties, Hudson Pacific acquired Pinnacle II in Southern California.
  6. Intel to Offer Web TV Service Soon - Analyst Blog

    June 27, 2013
    Intel Corp. expects to start selling its set-top box, offering an Internet-based TV service later this year.
  7. Will Shaw Communications Beat Earnings? - Analyst Blog

    June 26, 2013
    Canada-based Shaw Communications Inc. is set to release its third-quarter 2013 results before the opening bell on Jun 27, ...
  8. Stock Market News for June 14, 2013 - Market News

    June 14, 2013
    Benchmarks ended their losing streak on Thursday following stronger-than-expected reports on the home front
  9. Stock Market News for February 7, 2013 - Market News

    February 7, 2013
    Benchmarks showed minimal movement on Wednesday after earnings reports released yesterday failed to impact investor sentiment. ...
  10. Market Rises as News Slows - Analyst Blog

    February 6, 2013
    Stocks appear determined to keep pushing higher, though the lack of any material news today and the coming days will likely ...
  11. Ahead of Wall Street - February 6, 2013 - Ahead of Wall Street

    February 6, 2013
    Wednesday, February 6, 2013 Stocks appear determined to keep pushing higher, though the lack of any material news today ...
  12. 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 ...
  13. Netflix's New Content Deal - Analyst Blog

    January 16, 2013
    Video streaming services provider Netflix (NFLX) recently signed a new content deal with Turner Broadcasting System and The ...
  14. Disney Reiterated at Neutral - Analyst Blog

    January 10, 2013
    We have maintained our long-term Neutral recommendation on The Walt Disney Company (DIS) with a target price of $53.00. Moreover, ...
  15. Wal-Mart to Expand Digital Service - Analyst Blog

    January 8, 2013
    Retail giant Wal-Mart Stores Inc. (WMT) has announced its decision to expand its Disc-to-Digital service, an in-store service ...
  16. Universal Studios, HBO to Renew Deal - Analyst Blog

    January 7, 2013
    Universal Pictures, a part of Comcast Corporation (CMCSA) has decided to extend its movie rights agreement with HBO (Home ...
  17. Disney's New Distribution Agreement - Analyst Blog

    January 2, 2013
    The Walt Disney Company (DIS) announced a new long-term content distribution agreement with Charter Communications Inc. (CHTR), ...
  18. 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 ...
  19. Hudson Acquires Asset, Ups Guidance - Analyst Blog

    November 9, 2012
    Consistent with its strategy of adding high-class properties, Hudson Pacific Properties, Inc. (HPP) recently penned a joint ...
  20. Disney's 4Q Meet EPS Expectation - Analyst Blog

    November 9, 2012
    The Walt Disney Company (DIS) posted fourth-quarter 2012 earnings of 68 cents a share, which came in line with the Zacks ...
  21. AOL's Turnaround Continues

    November 8, 2012
    AOL delivered excellent Q3 earnings Nov. 6, sending its stock skyward. The turnaround continues. What does this mean for ...
  22. Liberty Interactive Outperforms - Analyst Blog

    November 7, 2012
    Liberty Interactive Inc. (LINTA) reported solid financial results for the second quarter of 2012, outpacing the Zacks Consensus ...
  23. Disney to Buy Lucasfilm - Analyst Blog

    October 31, 2012
    Amid a difficult operating environment, The Walt Disney Company (DIS) continues to deploy its capital toward its core strategies, ...
  24. 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. ...
  25. Stock Market News for October 30, 2012 - Market News

    October 30, 2012
    Hurricane Sandy, one of the biggest storms to hit the U.S., forced the Street to shut operations on Monday. While the storm ...
  26. News Corp's FX Network Signs Charlie Sheen For 90 More Episodes

    September 4, 2012
    FX signs Anger Management to another 90 shows so that it can profit from syndication. CBS seems to be the loser in this battle.
  27. Is Apple's Retail Empire On The Rocks?

    August 30, 2012
    Recent news reports suggest Apple CEO's thirst for profits is getting in the way of the customer experience.
  28. Viacom Still in Neutral Zone - Analyst Blog

    August 20, 2012
    Viacom Inc. (VIAB) posted disappointing results for the third quarter of fiscal 2012. Both the top-and bottom-lines fell ...
  29. Earnings scorecard: Viacom Inc. - Analyst Blog

    August 20, 2012
    Following the fiscal third-quarter 2012 (ended June 30, 2012) earnings announcement on August 3, most analysts covering Viacom ...
  30. Viacom Misses on Both Lines - Analyst Blog

    August 3, 2012
    Viacom Inc. (VIAB) declared dismal financial results for the third quarter of 2012 with both the top and bottom lines missing ...
  31. Netflix Boosts Portfolio - Analyst Blog

    June 12, 2012
    Netflix Inc. (NFLX) has entered into a multi-year licensing agreement with Warner Bros. Domestic Television Distribution, ...
  32. Excellent 2Q for Viacom - Analyst Blog

    May 3, 2012
    Excellent 2Q for Viacom - Analyst Blog
  33. 3 Reasons ICG Group Will Procure You Profits

    March 27, 2012
    ICG Group, formerly known as Internet Capital Group, once was valued at $60 billion. Then the dot-com crash wiped that out. ...
  34. Investing 101: Mega-Cap Stocks Undervalued By Free Cash Flows ...

    March 14, 2012
    Here are the 200 largest U.S.-traded stocks by market cap, referred to as mega-cap stocks, for those with high ratios of ...
  35. Oprah Winfrey Network Buoys Discovery Communications

    December 22, 2011
    Discovery has partnered with Leapfrog Enterprises to create content for LeapPad. It's just one reason investors ought to ...
  36. A Look At Yahoo!'s Past, Present And Future

    December 19, 2011
    Can Yahoo! rebuild itself on the strength of its media businesses?
  37. Mattel – Steady, But Not On Sale

    October 19, 2011
    Mattel is a steady company with quality brands, but lacking in growth. The question for shareholders is whether there's enough ...
  38. Can There Be Another Disney?

    September 7, 2011
    Independent distribution is no great threat to media giants.
  39. Earnings Say Consumers Are Tapped Out

    August 5, 2011
    All seems fairly nominal on the Q2 earnings front, but take a closer look at the consumer discretionary group's results.
  40. Investors Shouldn't Tune Out Central European Media

    August 3, 2011
    CME looks to be in the early days of a business recovery.
  41. So What's Different About Clorox Today?

    July 13, 2011
    Clorox stock surged nearly 3 percent on a day the major averages were nearly down as much. So what, if anything, does it ...
  42. Is Tech Sending A Gloomy Message?

    July 11, 2011
    News from the tech sector suggests the economy is getting weaker.
  43. Is Hasbro A Proto-Disney?

    April 19, 2011
    Hasbro is taking some adventurous new steps, but reward doesn't seem to offset the risk today.
  44. 5 Important Earnings Announcements For February 2

    February 1, 2011
    Earnings reports are significant events for every stock. Here are 5 earnings announcement for February 2 that you should ...
  45. Coinstar – Maybe Not As Doomed As You Think

    January 17, 2011
    Coinstar is facing a disappointing setback, but predictions of its demise are a bit hasty.
  46. A Sticky Fight Between Comcast And Level 3 Over The Web

    December 1, 2010
    A public spat between Comcast and Level 3 highlights the dearth of regulation in emerging media.
  47. Viacom A Hit With Investors

    November 16, 2010
    Viacom is riding a recovery in advertising and will benefit even more if its film unit releases a few hits sometime soon.
  48. Viva La TV!

    October 7, 2010
    Televisa's deal with Univision could pay dividends down the road.
  49. 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 ...
  50. 4 Sports-Related Value Stocks

    August 27, 2010
    Sports can't stay down forever, so investors should check out this selection of sports stocks.
  51. 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 ...
  52. Cheerful Trends From Walt Disney

    August 12, 2010
    Disney's fortunes will improve as long as the macroeconomic environment continues to brighten.
  53. Viacom Sees An Ad Boost

    August 10, 2010
    Viacom's businesses are volatile due to the economy and fickle consumer tastes, but they may be worth it.
  54. The Difference Between Good Deals And Bad Deals

    April 6, 2010
    When a company chooses to grow through acquisitions, it's up to the investor to judge the quality of its buys.
  55. DivX Wins As Digital Video Goes Prime Time

    March 5, 2010
    As handful of tiny tech companies stand to cash in on Hollywood's bet on downloadable movies.
  56. The Motorola Breakup

    February 16, 2010
    Motorola finally announced its long-awaited breakup, but shareholders shouldn't get their hopes up just yet.
  57. Show Biz Stocks Worth Watching

    February 11, 2010
    Catch a rising media star by following box office receipts.
  58. Netflix's Breakout Performance

    January 28, 2010
    Shares soared more than 20% after the company boostsed its outlook.
  59. Is Finance Ruining Movies?

    January 19, 2010
    Is the financial industry ruining movies? That depends on whom you ask.
  60. A Look Back At The Marvel-Disney Deal

    December 29, 2009
    Cutesy meets edgy in an interesting marriage.
  61. Time Warner Passes A Gallstone

    December 10, 2009
    Time Warner is spinning off its AOL business, signaling the end of what has been called the worst acquisition in the history ...
  62. 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.
  63. 5 Stocks To Watch Next Week

    October 30, 2009
    Next week these five companies will announce their earnings. And you should pay attention to the outcome.
  64. Marvel-Disney's Magical Kingdom

    October 8, 2009
    Many in the investment community are wondering whether the Marvel-Disney merger is a good deal after all.
  65. Kraft's Sweet Deal

    September 14, 2009
    Very few major business acquisitions fail to create long-term value for shareholders. Often, the primary consideration is ...
  66. Lion's Roar

    August 14, 2009
    Hollywood's last independent studio sees its shares soar as it reports expectations busting results.
  67. Marvel Takes Earnings Pause

    August 12, 2009
    Marvel has several lucrative projects on the horizon, which should catapult the company back up to greater heights.
  68. It Pays To Advertise

    June 29, 2009
    During hard times, some companies reduce advertising while others increase it. Which method is the most effective?
  69. Century Tel Embarks On Wider Path

    June 23, 2009
    With the Century Tel-Embarq deal closing, Century Tel is poised to move to the front of the field as a strong second-tier ...
  70. Search Engine Battle On The Horizon

    May 25, 2009
    Microsoft is set to unveil its new search engine.
  71. Changes Ahead For Cablevision?

    May 14, 2009
    Cablevision reported earnings last week amid talk that it might spin off its MSG properties, amid speculation about other ...
  72. Comcast Tunes Into Success

    April 3, 2009
    This apparently recession-resistant cable giant thrives even without signs of economic recovery on the horizon.
  73. Scripps Network Interactive Worth A Look

    March 11, 2009
    Is Scripps Network Interactive an attractive stock in this advertising slowdown.
  74. Should You Go With High Insider Ownership?

    March 11, 2009
    Can high insider ownership give a false signal?
  75. Disney's Book-Value Dazzle

    March 10, 2009
    Sometimes stocks that trade below book value can add the needed pixie dust to your portfolio.
  76. DreamWorks 3D Bet Could Be A Winner

    February 27, 2009
    DreamWorks could buck the industry wide DVD sales slump.
  77. Century Tel Gets The Hookup

    February 26, 2009
    Century Tel is positioning itself to become a larger, stronger player in the telecom world.
  78. Buybacks Gone Wild

    February 25, 2009
    Many companies happily bought back their own shares thinking that large cash holdings were a luxury, but are they regretting ...
  79. Gloomy News From News Corp.

    February 13, 2009
    News Corp. reported a large write-down, lower operating income and gloomy prospects for the media business in the coming ...
  80. Google Comes Down to Earth

    February 2, 2009
    Google shares have come down to earth, but need to come down even further to pique the interest of value investors.
  81. Long-Term Growth Potential Still Marvel-ous

    November 11, 2008
    Despite a falloff in projected revenues next year due to no blockbuster film releases, Marvel should resume its growth pattern ...
  82. Virtual Meetings Go Mainstream

    October 7, 2008
    Companies are cutting travel budgets, and the solution may be virtual meetings. Companies like Polycom are leading the way.
  83. Verizon Goes For The Triple Play

    September 3, 2008
    Growing FiOS business may be the spark Verizon needs for future growth.
  84. Slowing U.K. Growth Could Hit ADRs

    August 7, 2008
    Learn which ADRs could be hurt by the IMF's gloomy GDP forecast for the United Kingdom.
  85. Icahn Gives Yahoo An Earful

    May 20, 2008
    Yahoo dropped the ball with the Microsoft deal. Activist shareholder Carl Icahn's outcry may spark another bid.
  86. Verizon Shares Ring True For Value

    April 28, 2008
    Verizon released impressive first quarter results boosted by its growing consumer base.
  87. NutriSystem Fattens Up Q1 Outlook

    April 10, 2008
    NurtiSystem upped its revenue prediction and named a new CEO. Both are signs the stock could pop.
  88. What A Hostile Microsoft Means To Yahoo Shareholders

    April 7, 2008
    Microsoft gave Yahoo's board three weeks to accept its $31-per-share buyout or face a hostile takeover. Yahoo still wants ...
  89. Social Notworking

    March 18, 2008
    Social networking sites like MySpace and Bebo can't turn revenue into profit. Enthusiasm over AOL's Bebo buyout should be ...
  90. Blu-ray Triumph: Winners And Losers

    February 20, 2008
    Sony's Blu-Ray has emerged as the next generation of entertainment media. Learn who gambled and lost and who's going to profit.
  91. Quality Over Quantity: Net Ratings Set For Shake Up

    July 12, 2007
    Nielsen is trying to change the way internet audiences are measured. This could have an impact on big web companies like ...
  92. Name Change Hurts (MAMA,CNIC)

    July 3, 2007
    The company's stock plummeted on news of a name change to Copernic, Inc., but the grown-up name could be a long-term blessing.
  93. Yahoo! Losing Ground (YHOO)

    April 26, 2007
    Yahoo! has lost hope of being even second in internet search. But, it could be valuable to a competitor
  94. Stay Tuned (NWS, TWX, CMCSA)

    April 23, 2007
    Turn on and tune in for a discussion of three companies that bring us news and entertainment 24/7.
  95. 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 ...
  96. Time To Hang Up On Vonage (VG)

    December 4, 2006
    VG's weak fundamentals call for investors to hold off on buying into the stock.
  97. Braving The Amazon (AMZN)

    October 30, 2006
    Can Amazon slow down technology and content spending without hurting its sales growth.
  98. Wrestling With RealNetworks (RNWK)

    October 27, 2006
    Investors can’t afford to ignore the tough challenges facing this stock-market highflier.
  99. Internet Ad Growth Without the Internet Price (WPPGY)

    August 16, 2006
    To profit from the Internet advertising boom, you need not look at Internet stocks. Check out WPP.
  100. Disney Shares Offering Cheap Admission? (DIS)

    July 24, 2006
    A lack of new hit motion pictures and lackluster theme park attendance has sent Disney's shares lower. This may be the time ...
  101. Synergy Is BS

    June 5, 2006
    It’s about time Time Warner executives dropped the synergy charade and let loose AOL.
  102. Nice Offer, Shame About the Details

    May 18, 2006
    Be wary of private Internet telephony companies bearing generous IPO offers.
  103. Gravity Grounds Echostar

    March 20, 2006
    Keep your enthusiasm for Echostar grounded.
  104. Yahoo Downgrade Justified?

    January 11, 2006
    A look at the recent Merrill Lynch downgrade.
  105. 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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