Wednesday, March 25, 2015

10 Best Media Stocks To Buy Right Now

Renowned value investor Tom Gayner just reported his second quarter portfolio. Mr. Gayner is the CIO of insurer Markel Corp (MKL), manages the company�� investment portfolio. To understand more how Tom Gayner invests, please read Tom Gayner's Interview with GuruFocus.

Tom Gayner buys UnitedHealth Group Inc, Synalloy Corporation, Liberty Media Corporation, Chevron Corp, National Oilwell Varco, Inc., Google, Inc etc. during the 3-months ended 06/30/2013, according to the most recent filings of his investment company, Markel Gayner Asset Management Corp. As of 06/30/2013, Markel Gayner Asset Management Corp owns 107 stocks with a total value of $2.8 billion. These are the details of the buys and sells.

New Purchases: SYNL, CVX, BPY, OKE, BX, KKR, BLK, ROST, E, CG, Added Positions: UNH, LMCA, NOV, GOOG, WLP, AMZN, ACI, BTU, FDS, CLB, Reduced Positions: SYY, UBSH, Sold Out: EOG, STT, BG,For the details of Tom Gayner's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Tom+Gayner

Top 10 Food Stocks To Buy 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 James Miller Phd]

    The company has a current ratio of 13.05% which is higher than the one registered by Charter Communications Inc. (CHTR), Digital Globe Inc. (DGI), EchoStar Corp (SATS), Gilat Satellite Networks Ltd. (GILT) and Intelsat SA (I).

  • [By Lauren Pollock var popups = dojo.query(".socialByline .popC"); popups.forEach]

    Comcast Corp.(CMCSA) and Charter Communications Inc.(CHTR) reached an agreement for Comcast to divest millions of subscribers, helping it smooth over regulatory concerns involving its $45 billion deal for Time Warner Cable Inc.(TWC) As part of the agreement, Comcast will divest about 1.4 million existing Time Warner Cable customers directly to Charter for cash. Shares of Charter edged up 1.5% to $132 premarket.

  • [By Saumya Vaishampayan and Ben Eisen]

    Time Warner Cable Inc. (TWC) ��shares jumped 10%. The Wall Street Journal reported late Thursday that Charter Communications Inc. (CHTR) �was preparing to make a bid for the cable operator. Charter was said to be in talks with at least four banks to line up financing to buy Time Warner, which has a $35 billion market capitalization. Shares of Charter Communications rallied 6.1%.

10 Best Media Stocks To Buy Right Now: Cablevision Systems Corporation (CVC)

Cablevision Systems Corporation provides telecommunications and media services. It operates in two segments, Telecommunications Services and Other. The Telecommunications Services segment is involved in television business, including video, high-speed data, and VoIP operations, as well as the provision of commercial data and voice services. The Other segment offers Newsday, a daily newspaper; amNewYork, a free daily newspaper; and Star Community Publishing, a group of weekly shopper publications; and newsday.com and exploreLI.com. This segment also engages in motion picture theatre business, Clearview Cinemas; provision of the News 12 Networks, a regional news programming services; and the MSG Varsity network, a network covering high school sports and activities, and other local programs, as well as cable television advertising. Cablevision Systems Corporation was founded in 1985 and is headquartered in Bethpage, New York.

Advisors' Opinion:
  • [By Sean Williams]

    Leading the charge is cable operator Cablevision (NYSE: CVC  ) again found itself in the spotlight, up 9.6%, following the completion of its sale of Optimum West to Charter Communications (NASDAQ: CHTR  ) for $1.625 billion. While shareholders are likely to be pleased seeing this deal completed, shares are really ramping up in expectation that Charter may make a bid for Cablevision. Rumors have been circulating for a week based on a report from Bloomberg News that Charter may look to make a bid for Time Warner Cable�or Cablevision. My stance remains not to chase rumors higher, so I'd suggest watching Cablevision from the sidelines.

  • [By Ben Levisohn]

    The analysts sound as if they believe CBS got the better of the deal-and the market appears to agree. Shares of CBS have gained 3.7% to $53.00, while Time Warner has gained 1.1% to $61.19. Shares of Disney (DIS) are little changed at $60.81, while shares of Cablevision Systems (CVC) have dropped 0.3% to $17.69.

  • [By Harold L. Vogel]

    *Includes AMC (AMCX), Cablevision (CVC), Charter, Comcast Cable (CMCSA) and networks, Discovery (DISCA), Disney (DIS) cable networks, Time Warner Cable (TWC) and cable networks, Viacom (VIAB) networks.

10 Best Media Stocks To Buy Right Now: Thomson Reuters Corp(TRI)

Thomson Reuters Corporation provides intelligent information for businesses and professionals worldwide. The company allows market participants to connect, access content, and trade in a secure environment through Thomson Reuters Eikon desktop, Thomson Reuters Elektron network, content integration and management technology, content feeds and databases, and transactions infrastructure solutions that support buy- and sell-side customers to trade in foreign exchange, fixed income and derivatives, equities, exchange-traded instruments, and commodities and energy markets. It also offers information, analytics, workflow, and technology solutions to buy-side and off-trading floor customers; access to liquidity in over-the-counter markets, trade execution, and connections for market participants and financial professionals? communities; and a suite of solutions offering informed outcomes to regulated industries and law firms. In addition, the company provides critical information , decision support tools, and software and services to legal, investigation, business, and government professionals; integrated tax compliance and accounting software and services for accounting and law firms, corporations, and government professionals; intellectual property and scientific resources that enable its customers to discover, develop, and deliver innovations; and data analytics, and performance benchmarking solutions and services to healthcare sector. Further, it offers coverage of global, regional, and national news in 20 languages covering politics, business, finance, entertainment, lifestyle, technology, health, science, and sports; and engages in advertising-supported direct-to-consumer publishing activities of Reuters.com and its network of Websites, mobile applications, and electronic out-of-home displays. The company was formerly known as The Thomson Corporation and changed its name to Thomson Reuters Corporation in April 2008. The company is headquartered in New York, New York.

Advisors' Opinion:
  • [By Rich Smith]

    Thomson Reuters (NYSE: TRI  ) has acquired Canadian trademark search, monitoring, and screening firm Onscope, Thomson announced Tuesday.

  • [By Jonas Elmerraji]

    It's been a solid year for Thompson Reuters (TRI); since the calendar flipped over to January, this $30 billion financial media firm has rallied more than 22%. But don't worry if you've missed out on the move -- TRI looks well-positioned for higher levels thanks to the pattern that's been setting up in shares.

    Thompson Reuters is currently forming an ascending triangle pattern, a bullish setup that's formed by horizontal resistance above shares at the $35.50 level and uptrending support to the downside. Basically, as TRI bounces in between those two technically-important price levels, it's getting squeezed closer and closer to a confirmed breakout above that $35.50 price level. When the breakout happens, it's time to be a buyer.

    TRI closed above the $35.50 level in yesterday's session, but it's a little early to call it a breakout just yet. If shares can hold above that breakout level all through today's session, then the buy signal is worth heeding.

  • [By Associated Press]

    Ron Brown, head of Elektron Analytics, a Thomson Reuters (NYSE: TRI  ) unit that sells news feeds that computers can read, said that the words "explosions" or "Obama" alone wouldn't have triggered selling. But add "White House," and it's a combination even the slowest computer couldn't miss.

10 Best Media Stocks To Buy 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 Paul Ausick]

    The recent spat between Time Warner Cable and CBS Corp. (NYSE: CBS) that resulted in a month-long blackout of CBS stations from Time Warner in several markets over a dispute on retransmission fees is yet another signal that traditional cable and satellite providers may be suffering more than we think. CBS was reportedly demanding a payment of $2 a month per subscriber and Time Warner was offering $1 or less.

  • [By Jake Mann]

    This is evident in an array of statistics. Last season, NFL regular-season viewership on CBS� (NYSE: CBS  ) and�Fox (NASDAQ: FOX  ) �grew an average of 7% from 2012, and�NBC Sunday Night Football was prime time's top show for the fourth straight year. Beyond TV, the usage of fantasy football apps also rose 15% in 2013, Nielsen reports.

  • [By Tim Beyers]

    Showtime and corporate parent CBS (NYSE: CBS  ) have some bloody shoes to fill with ratings winner Dexter, which recently entered its eighth and final season. The cast and producers said goodbye to fans last week at San Diego Comic-Con.

  • [By WWW.DAILYFINANCE.COM]

    Getty Images For a lot of people, the end of the year is a time of celebration. Not just because of the holidays and family - but also for the big end-of-the-year bonus that gets paid out for all the work you've done over the last 12 months. More than half of all employers give out a year-end bonus that might be monetary in nature or come in the form of other benefits like gifts cards or employee gift registries. Monetary bonuses can differ in appearance too from direct paycheck compensation to 401(k) contributions. Some people refer to this type of bonus as a Christmas bonus. While bonuses have experienced a downward trend over the last few years due to the recession, the average bonus was about 1.3 months of salary in 2013, according to JobsDB.com. Wall Street Takes the Cake for Year-End Bonuses It's no secret that the biggest year-end bonuses go to those who work on Wall Street. These bonuses can run from a few thousand for a secretary to millions for higher-level management. In 2013, the average Wall Street bonus rose 15 percent to $164,530, according to The New York Times. That's still tame compared to the biggest bonuses paid out to Wall Street executives. The top three bonuses of 2013 - paid to Michael Farrell, Ian Cumming and Leslie Moonves - alone added up to around $84 million, according to Forbes. Farrell's bonus was earned on only a partial year of work. $29 million -– Michael Farrell, former CEO of Annaly Capital Management $27.5 million -– Ian Cumming, CEO of Leucadia National Corp. $27.5 million -– Leslie Moonves, CEO of CBS (CBS) While we can safely assume these people have a huge tax bill at the end of the year, you might be surprised to know that - whether you received one hundred thousand dollars or just a few hundred bucks - the tax rate on bonuses remains the same for most. How Your Bonus Gets Taxed The first thing you'll probably notice when receiving a bonus check is how much gets taken out in taxes. It's not

10 Best Media Stocks To Buy 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 Brian Stelter]

    Of Murdoch's two companies, News Corp (NWSA). would be the one interested in more newspapers. It already owns Wall Street Journal publisher Dow Jones and the New York Post.

  • [By Tiernan Ray]

    FBR & Co.‘s�William Bird, who follows the shares of old media dinosaurs�Gannett (GCI), �Meredith�(MDP),�News�(NWSA), and�The New York Times�(NYT), today offers the findings of a survey of 2,041 adults in the U.S. from March 12th to March 17th.

  • [By Lisa Levin]

    Move (NASDAQ: MOVE) shares moved up 36.89% to $20.93. The volume of Move shares traded was 19966% higher than normal. Move agreed to be acquired by News Corp (NASDAQ: NWSA) for $21 per share, or $950 million.

10 Best Media Stocks To Buy Right Now: Comcast Corporation(CMCSA)

Comcast Corporation, together with its subsidiaries, provides entertainment, information, and communications products and services in the United States and internationally. Its Cable Communications segment provides video, high-speed Internet, and phone services to residential and business customers. As of June 30, 2011, its cable systems served approximately 22.5 million video customers, 17.5 million high-speed Internet customers, and 9.1 million phone customers. The company?s Cable Networks segment operates cable entertainment networks, such as USA Network, Syfy, E!, Bravo, Oxygen, Style, G4, Chiller, Sleuth, and Universal HD; news and information networks, including CNBC, MSNBC, and CNBC World; cable sports networks comprising Golf Channel and VERSUS; regional sports and news networks; international entertainment, and news and information networks, such as CNBC Europe, CNBC Asia, and Universal Networks International portfolio of networks; cable television production oper ations; and digital media properties consisting primarily of brand-aligned Websites and other Websites, such as DailyCandy, Fandango, and iVillage. Its Broadcast Television segment operates the U.S. broadcast networks, NBC and Telemundo; 10 NBC and 15 Telemundo owned local television stations; broadcast television productions; and related digital media properties. The company?s Filmed Entertainment segment operates Universal Pictures, which produces, acquires, markets, and distributes filmed entertainment and stage plays worldwide in various media formats for theatrical, home entertainment, television, and other distribution platforms. Its Theme Parks segment operates Universal Studios Hollywood park and Wet ?n Wild water park, as well as licenses intellectual properties and provides services to third parties that own and operate Universal Studios Japan and Universal Studios Singapore. Comcast Corporation was founded in 1963 and is based in Philadelphia, Pennsylvania.

Advisors' Opinion:
  • [By Tim Beyers]

    Despicable Me 2, at an estimated $229.2 million in the U.S. and $472.4 million worldwide, is a similarly huge success for Comcast (NASDAQ: CMCSA  ) and NBCUniversal. Guillermo Del Toro's giant robots and Kevin James' belly flops never really stood a chance against Gru's mighty minions.

  • [By Leo Sun]

    In 2011, Comcast's (NASDAQ: CMCSA  ) Universal charged viewers $60 to watch Tower Heist a few weeks after its theatrical�release via a fast-tracked VOD, but most customers scoffed at the price. Later that year, Time Warner (NYSE: TWX  ) released same-day VOD versions of Melancholia, Trespass, and Margin Call, at more reasonable prices between $7 to $10. That business model, which was used for lower profile films, remained the status quo over the past three years.

10 Best Media Stocks To Buy 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 Jonathan Berr]

    DirecTV (DTV) has made some of the funniest commercials in recent memory, and after the company�� most recent earnings report, it�� laughing all the way to the bank.

  • [By muhammadbazil]

    A few of the basic lessons we can learn from the WWE Network, which went live on Feb. 24, 2014, include:

    Streaming video can increase a company�� revenue. On March 30, 2014, right after WWE Network appeared, World Wrestling Entertainment reported a TTM revenue figure of $509.54 million for the first quarter of 2014. On June 30, 2014, WWE reported a TTM revenue figure of $513.57 million. The company�� revenues grew by $4.3 million. Building a stable audience for streaming video is tough. The WWE managed to sign up 700,000 paying subscribers by June 30, 2014. Yet Variety.com reported that it had lost 128,000 subscribers between April 6 and June 30. Convincing consumers, even diehard wrestling fans, to spend money on streaming video subscriptions is hard. WWE found its fans balked at paying $9.99 a month (around the cost of a Chipotle dinner) for a six-month subscription. World Wrestling is now trying to lure fans with a no-commitment monthly subscription of $12.99 that is supposed to rise to $19.99 at some point in the future. Broadcast, satellite, and cable TV are not dead yet, and they will fight back against streaming video. Satellite TV companies Dish Network (DISH) and DirecTV Group (DTV) refused to carry WWE�� pay per view events unless it killed WWE Network. The satellite companies did this because wrestling is still one of the highest rated programs on basic cable and satellite. Supplying cheap programming through streaming video can hurt your core business. Historically, some of WWE�� biggest revenue generators have been pay per view events��ajor wrestling shows featuring big matches between top stars that cable and satellite viewers pay extra to watch. Since WWE Network started streaming pay per views live for just $9.99, pay per view revenues and ratings have collapsed. The June 2013 Payback pay per view attracted 186,000 buyers; only 67,000 pay per view fans tuned into the June 2014 Payback event. Overall, WWE�� pay per view revenues hav
  • [By Alex Planes]

    Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does DIRECTV� (NASDAQ: DTV  ) fit the bill? Let's look at what its recent results tell us about its potential for future gains.

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