Thursday, July 24, 2014

10 Best Media Stocks To Invest In Right Now

Arena Pharmaceuticals' (ARNA) Chief Scientific Officer and Co-Founder Dominic Behan was a featured speaker at the Deutsche Bank Health Care Conference on May 30, 2013. The session had an element of excitement as the launch of the anti-obesity drug Belviq is set for next week. Over a decade after the company formed, its first product is mere days away from becoming available in the U.S. market. I encourage investors to read the transcript, as it keeps the session in full context.

I tend to focus on the near and midterm dynamics of this equity. One main reason is that there is a lot riding on the success of Belviq. As I anticipated, the subject of Belviq, marketing partner Eisai, and any metrics surrounding Belviq sales were very measured. The reasoning behind this is quite simple. I outlined some of that recently in an article about marketing (do not look for TV and media advertising out of the gate). Arena is excited and anticipating success. That is a good thing, because this launch carries more importance than many may realize.

Best Up And Coming Stocks To Invest In Right Now: DIRECTV(DTV)

DIRECTV provides digital television entertainment in the United States and Latin America. The company provides direct-to-home (DTH) digital television services, as well as multi-channel video programming distribution services in the United States. It offers various channels of digital-quality video entertainment and CD-quality audio programming directly to subscribers' homes or businesses, as well as video-on-demand services; and approximately 160 national high-definition television channels and 4 3D channels. The company also provides premium professional and collegiate sports programming, such as the NFL SUNDAY TICKET package, which allows subscribers to view the NFL games. In addition, it offers DTH digital television services in Latin America and the Caribbean, including Puerto Rico. The company provides its local and international programming under the DIRECTV and SKY brand names. As of December 31, 2010, it served approximately 19.2 million subscribers in the United States; and 8.9 million subscribers in Latin America. The company was founded in 1990 and is based in El Segundo, California.

Advisors' Opinion:
  • [By GURUFOCUS]

    Three holdings have been among the largest positive contributors for both the quarter and the first half. DIRECTV (DTV) advanced 9% over the last three months and has risen 23% YTD. We have owned DTV for over eight years as its value has grown along with its price. CEO Mike White is one of our "all-star" partners. He and his team have grown ARPU (average revenue per user) for the company's 20 million U.S. satellite subscribers even as the industry has matured. Management has also made high-return investments in Latin America where subscribers have grown rapidly, making this geographic segment almost half of our DTV appraisal. Management consistently has returned capital to owners through repurchasing undervalued shares, including $1.4 billion in the second quarter.

  • [By Richard Moroney]

    Since launching its share-repurchase program in 2006, DirecTV (DTV) has spent nearly $29 billion to shrink its share count by 61%. For the 31 quarters ended September, the company paid an average price of $32 per share.

10 Best Media Stocks To Invest In Right Now: News Corporation(NWSA)

News Corporation operates as a diversified media company worldwide. Its Cable Network Programming segment produces and licenses news, business news, sports, general entertainment, and movie programming for distribution through cable television systems and direct broadcast satellite operators primarily in the United States, Latin America, Europe, and Asia. The company?s Filmed Entertainment segment produces and acquires live-action and animated motion pictures for distribution and licensing in entertainment media, as well as produces and licenses television programming worldwide. Its Television segment operates 27 broadcast television stations in the United States. The company?s Direct Broadcast Satellite Television segment distributes programming services via satellite and broadband directly to subscribers in Italy. Its Publishing segment provides newspapers and information services, such as publishing national newspapers in the United Kingdom, approximately 146 newspapers in Australia, and a metropolitan and a national newspaper in the United States; book publishing services, including the publishing of English language books worldwide; and integrated marketing services comprising the publishing of free-standing inserts, which are marketing booklets containing coupons, rebates, and other consumer offers, as well as provides in-store marketing products and services, primarily to consumer packaged goods manufacturers in the United States and Canada. The company also sells advertising, sponsorships, and subscription services on the company?s various digital media properties and outdoor advertising space on various media primarily in Russia and eastern Europe; and provides data systems and professional services that enable teachers to use data to assess student progress and deliver individualized instructions. News Corporation was founded in 1922 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By WALLSTCHEATSHEET]

    News Corp. is a media and information services company that was recently spun off of its very profitable entertainment segment. A popular hedge fund has recently acquired a significant portion of the company’s voting stock. The stock has been moving higher after its recent spinoff. Over the last four quarters, earnings and revenues have been rising, which has pleased investors in the company. Relative to its peers and sector, News Corp. has been a weak year-to-date performer. WAIT AND SEE what News Corp. does this coming quarter.

  • [By WALLSTCHEATSHEET]

    News Corp. provides highly sought entertainment and information through a wide range of mediums to interested consumers and companies worldwide. The stock has been on a surge higher, in recent years, but is now digesting gains from the first half of this year. Over the last four quarters, investors have been optimistic about the company as earnings and revenue figures have been rising. Relative to its strong peers and sector, News Corp. has been a year-to-date average performer. Look for News Corp. to continue to OUTPERFORM.

10 Best Media Stocks To Invest In Right Now: 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 Paul Ausick]

    Although Maffei did not say as much, swallowing Sirius gives Liberty access to the satellite radio provider�� free cash flow of about $625 million to use in pursuit of Time Warner Cable Inc. (NYSE: TWC). Charter Communications Inc. (NASDAQ: CHTR), in which Liberty holds a 27% stake, has been trying to put together the financing to make an offer for much larger Time Warner. For its part, Time Warner, the nation�� second largest cable provider, is trying to put together a deal with the nation�� largest cable provider, Comcast Corp. (NASDAQ: CMCSA), that would shut Liberty out.

10 Best Media Stocks To Invest In Right Now: 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 John Casteele]

    Unfortunately, Time Warner's (NYSE: TWX  ) Warner Bros. studio has been reluctant to move forward on a sequel. At a "Goonies Never Say Die" event in 2004, Donner admitted to the crowd that while he, producer Stephen Spielberg, and most of the cast were interested in returning for another film, Warner Bros. wasn't willing to invest. He stated that there were other production companies that were interested, but the rights to the film rested with Warner so no other studio could green light the project.

  • [By Tim Beyers]

    Through its first two weekends in theaters, Iron Man 3 has generated more than $680 million in sales worldwide for Marvel Studios and parent Walt Disney (NYSE: DIS  ) . That must have Time Warner (NYSE: TWX  ) , which owns the DC Comic characters, News Corp. (NASDAQ: FOXA  ) , which owns the film rights to Marvel's X-Men characters, and Sony (NYSE: SNE  ) , which owns the film rights to the Spider-Man franchise, thinking of ways to bring more superheroes to the cinema.

10 Best Media Stocks To Invest In Right Now: Discovery Communications Inc(DISCA)

Discovery Communications, Inc. operates as a non fiction media and entertainment company worldwide. The company provides original and purchased programming across various distribution platforms. Its content covers science, exploration, survival, natural history, sustainability of the environment, technology, docu-series, anthropology, paleontology, history, space, archaeology, health and wellness, engineering, adventure, lifestyles, forensics, civilization, and current events. The company owns and operates nine national television networks in the United States, including Discovery Channel, TLC, Animal Planet, Science Channel, Investigation Discovery, Military Channel, Planet Green, Discovery Fit & Health, and Velocity. Discovery Communications also has interests in Oprah Winfrey Network, a pay-television network and Web site; The Hub that features original programming, game shows, and live-action series and specials; and 3net, a three-dimensional network. In addition, it o ffers network branded Web sites, and mobile and video-on-demand services; and distributes various national and pan-regional television networks. Further, the company develops and sells curriculum-based products and services to public and private K-12 schools, such as access to an online VOD service that includes curriculum-based tools, professional development services, and student assessment and publication of hardcopy curriculum-based content; and postproduction audio services to motion picture studios, independent producers, broadcast networks, cable channels, advertising agencies, and interactive producers. As of December 31, 2011, it operated approximately 150 distribution feeds in 40 languages. The company is headquartered in Silver Spring, Maryland.

Advisors' Opinion:
  • [By MONEYMORNING]

    Consider the case of Discovery Communications Inc. (Nasdaq: DISCA), the world's leading creator of documentary-style content. The company recently said it wants to upgrade to 4K for shows it runs on such networks as the Discovery Channel, TLC, Animal Planet, and Science.

  • [By Tom Taulli]

    Still, BCE has a strong brand and substantial financial resources, as well as a top-notch network that reaches more than 70% of Canadians. BCE also has the advantage of owning premium content, with rights to programming for Discovery (DISCA) and Viacom’s (VIAB) MTV. Its prospects also look bright with concern to mobile, where the company has invested heavily in its payments solutions.

10 Best Media Stocks To Invest In Right Now: DISH Network Corporation(DISH)

DISH Network Corporation, through its subsidiaries, provides direct broadcast satellite (DBS) subscription television services in the United States. It offers programming that includes approximately 280 basic video channels, 60 Sirius satellite radio music channels, 30 premium movie channels, 35 regional and specialty sports channels, 2,800 local channels, 250 Latino and international channels, and 55 channels of pay-per-view content. The company also offers local HD channels in approximately 160 markets and 215 national HD channels; and receiver systems, including a small satellite dish, digital set-top receivers, and remote controls. In addition, it provides DISHOnline.com, which enables DISH Network subscribers to watch 150,000 movies, television shows, clips, and trailers; DISH Remote Access that enables subscribers to remotely manage their DVRs using compatible mobile devices, such as smartphones, tablets, and laptops through their broadband-connected receiver; and Go ogle TV that enables DISH Network subscribers to search the Internet, check email, interact with social media, and find additional online programming content while simultaneously watching television. As of March 31, 2011, the company had approximately 14.191 million customers. DISH Network provides receiver systems and programming through direct sales channels; and independent third parties, such as small satellite retailers, direct marketing groups, local and regional consumer electronics stores, nationwide retailers, and telecommunications companies. The company was founded in 1980 and is headquartered in Englewood, Colorado.

Advisors' Opinion:
  • [By Reuters]

    Gene J. Puskar/AP WASHINGTON and NEW YORK -- Comcast (CMCSA) sought to rebut critics of its planned $45.2 billion takeover of Time Warner Cable (TWC), arguing that newcomers such as Google and Apple would ensure competition in both Internet and video markets. In a 175-page filing with the Federal Communications Commission that coincides with the formal launch of the controversial deal, Comcast argued that either all or key areas of its and Time Warner Cable's businesses compete with an "array of sophisticated companies with national or even global footprints." The U.S. Department of Justice will conduct the antitrust review and the FCC will examine whether the deal is in the public interest. Comcast has pledged to divest some cable subscribers so the combined company would serve just under 30 percent of the U.S. pay television video market. The company said it would serve between 20 and 40 percent of the U.S. broadband subscribers. MoffettNathanson research estimates the company would cover about 33 percent of the high-speed Internet market. Opponents have raised concerns that the combined company will have too much power over what Americans can watch on television and do online, becoming a powerful buyer of Web and pay-TV content. The cable companies are expected to face those concerns on Wednesday when their officials, Comcast's executive vice president David Cohen and Time Warner Cable's finance chief Arthur Minson, testify in Congress. In Tuesday's filing, Comcast argues that such concerns are unwarranted, especially given the growing competitiveness of both the video and internet markets. The filing names Amazon.com (AMZN), Apple (AAPL), Google (GOOG), Microsoft (MSFT), Verizon Communications (VZ), Netflix (NFLX), Dish Network (DISH) and DirecTV (DTV) as companies making progress over the last decade in competing against Comcast with video content, while cable operators have lost subscribers. "In the evolving video marketplace in which these comp

  • [By Roberto Pedone]

    Another cable service provider that's starting to push within range of triggering a big breakout trade is Dish Network (DISH), which provides a direct broadcast satellite subscription television service in the U.S. This stock is off to a hot start in 2013, with shares up sharply by 30%.

    If you look at the chart for DISH Network, you'll notice that this stock has been trending sideways for the last two months, with shares moving between $41 on the downside and $46.89 on the upside. Shares of DISH are now starting to spike higher right off its 50-day moving average of $43.91 a share. That move is quickly pushing shares of DISH within range of triggering a breakout trade above the upper-end of its sideways trading chart pattern.

    Traders should now look for long-biased trades in DISH if it manages to break out above some near-term overhead resistance levels at $46 to its 52-week high at $46.89 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 2.61 million shares. If that breakout triggers soon, then DISH will set up to enter new 52-week high territory, which is bullish technical price action. Some possible upside targets off that move are $50 to $60 a share, or even $65 a share.

    Traders can look to buy DISH off any weakness to anticipate that breakout and simply use a stop that sits right below its 50-day at $43.91 a share, or below some more key near-term support at $42.85 a share. One can also buy DISH off strength once it takes out that breakout level with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • [By Jake L'Ecuyer]

    Dish Network (NASDAQ: DISH) shares were also on the rise Wednesday, gaining 7.79 percent to $62.97 after a report surfaced that the company's CEO had approached the DirectTV CEO about a merger.

  • [By Alex Planes]

    Time Warner threats

    AMC Networks plans to launch the 10-episode series Halt and Catch Fire this June. Dish Network (NASDAQ: DISH  ) will transmit several Disney channels on an a la carte basis, threatening Time Warner's premium-cable-channel advantage. Time Warner has delayed the launch of Batman vs. Superman.

    One dividend to rule them all
    In this writer's humble opinion, it seems that Disney has a better shot at long-term outperformance, thanks to its ubiquitous brand recognition and a more diversified business model. The company is likely to wind up creating more film franchises with the launch of Marvel's new X-Men and Guardians of the Galaxy comics series. Orlando's recent airport expansion project should also help lure a large number of new visitors to the legendary Disney World theme park. The company's combined properties seem more defensible than Time Warner's, which is the key differentiator in long-term investing for this type of industry. You might disagree, and if so, you're encouraged to share your viewpoint in the comments below. No dividend is completely perfect, but some are bound to produce better results than others. Keep your eyes open -- you never know where you might find the next great dividend stock!

10 Best Media Stocks To Invest In Right Now: 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 Laura Brodbeck]

    Thursday

    Earnings Expected From: The Priceline Group Inc. (NASDAQ: PCLN), Valeant Pharmaceuticals (NYSE: VRX), CBS Corporation (NYSE: CBS), Apache Corporation (NYSE: APA) Economic Releases Expected: �Chinese CPI, Chinese PPI, European Central Bank Interest Rate Decision, Bank of England interest rate decision, Spanish industrial production, German industrial production

    Friday

  • [By Douglas A. McIntyre]

    Traditional media sites did unusually well, given that they are not the core products of their parent companies. Broadcaster CBS (NYSE: CBS) was in 9th place at 80.9 million unique visitors in November. Comcast NBCUniversal was 14th place with 64.4 million. Gannett (NASDAQ: GCI) sites were 16th at 57 million. Viacom had 54.3 million, and ESPN 38.7 million.

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