TWX : Analysis & Opinions

  1. The New York Times Likely to Layoff 21 Union Employees - Analyst ...

    December 17, 2014
    As per sources, The New York Times Company (NYT) will layoff close to 21 union employees this week, exceeding its initial ...
  2. Publishers Switch-Up Ad Policies - Industry Outlook

    August 6, 2014
    Publishers Switch-Up Ad Policies - Industry Outlook
  3. Barron's Recap: Top 10 Takeover Targets

    May 26, 2014
    This weekend in Barron's online: how to play the merger boom, as well as the prospects for Time Inc., Global Brass & ...
  4. On GDP, ADP and S&P - Ahead of Wall Street

    April 30, 2014
    The shockingly weak GDP report threatens to steal the glow from the ADP jobs report and a super-busy docket of Q1 earnings. ...
  5. 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.
  6. atronizing Disney's theme parks and watching the company's movies and television shows has been more enjoyable than owning the company's stock.

    Disney's Earnings Were Not As Magical As Many Investors Were ...

    November 8, 2013
    Walt Disney (DIS) have "wished upon a star" for better earnings. This quarter they got them though Mickey Mouse's corporate ...
  7. Five Reasons why Netflix is one of Wallstreet's

    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 ...
  8. 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 ...
  9. 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 ...
  10. Benzinga Market Primer: Monday, June 17

    June 17, 2013
    Futures Gain On Fed HopesU.S. equity futures advanced in early pre-market trade ahead of the much anticipated FOMC meeting ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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. ...
  15. Lion Gate's New Credit Facility - Analyst Blog

    October 1, 2012
    Lions Gate Entertainment Corporation (LGF) - producer and distributor of motion pictures for theatrical and straight-to-video ...
  16. 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.
  17. 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 ...
  18. S&P 500 Dividend Stocks Undervalued

    April 10, 2012
    If you're looking for value, have a look at these.
  19. 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. ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. A Look At Yahoo!'s Past, Present And Future

    December 19, 2011
    Can Yahoo! rebuild itself on the strength of its media businesses?
  24. 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 ...
  25. The Real Threat To Netflix Isn't RedBox Or BlockBuster

    July 19, 2011
    Netflix recent price increase could cost them customers, and some familiar, yet unlikely companies are in the best position ...
  26. Can Anyone Compete With Google?

    April 5, 2011
    As Google executives and programmers continue to shift over to Facebook, the social media site may eventually pose a real ...
  27. 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 ...
  28. Time Warner Goes Global

    February 7, 2011
    Time Warner's global push will likely make patient shareholders substantial returns.
  29. 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. ...
  30. 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 ...
  31. 4 Sports-Related Value Stocks

    August 27, 2010
    Sports can't stay down forever, so investors should check out this selection of sports stocks.
  32. 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 ...
  33. Cheerful Trends From Walt Disney

    August 12, 2010
    Disney's fortunes will improve as long as the macroeconomic environment continues to brighten.
  34. 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.
  35. The Motorola Breakup

    February 16, 2010
    Motorola finally announced its long-awaited breakup, but shareholders shouldn't get their hopes up just yet.
  36. Google Earnings Grow

    January 26, 2010
    Google delivered strong earnings, but Wall Street didn't initially care for the report.
  37. Is Finance Ruining Movies?

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

    December 29, 2009
    Cutesy meets edgy in an interesting marriage.
  39. 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.
  40. 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.
  41. 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 ...
  42. 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.
  43. Comcast Tunes Into Success

    April 3, 2009
    This apparently recession-resistant cable giant thrives even without signs of economic recovery on the horizon.
  44. Some Investors Never Learn About IPOs

    March 30, 2009
    Approaching the four-year anniversary of the Warner Music IPO offering, its stock closed March 27 down 85% from its initial ...
  45. Scripps Network Interactive Worth A Look

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

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

    March 10, 2009
    Sometimes stocks that trade below book value can add the needed pixie dust to your portfolio.
  48. Waiting For 'Watchmen'

    February 26, 2009
    The DC Comics-based Warner Bros. film "Watchmen" is due for release March 6. We look at its background and the comics-to-movie ...
  49. 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 ...
  50. 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.
  51. 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.
  52. 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 ...
  53. Media Conglomerates: One Size Fits All?

    June 20, 2007
    The five old line media companies seem the same, but they are really very different.
  54. 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
  55. 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 ...
  56. This Mouse Has Horns (DIS)

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

    November 2, 2006
    Time Warner investors arriving now have missed the real money.
  58. Braving The Amazon (AMZN)

    October 30, 2006
    Can Amazon slow down technology and content spending without hurting its sales growth.
  59. Synergy Is BS

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

    February 21, 2006
    A look inside the VOIP revolution and its implications for investors.
  61. 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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