Friday, June 27, 2014

Top Media Stocks To Own For 2014

Twitter tweeted September 12 that it had filed its S-1 registration statement with the SEC. The filing signals its intention to go public. Whatever its IPO price you know it's going to be extremely popular with institutions and big-time investors alike.

Saudi billionaire Prince Alwaleed bin Talal, who owns $300 million of its stock, expects Twitter�� IPO later this year or early in 2014. He believes Twitter won't make the same mistakes Facebook (Nasdaq:FB) did and will price its stock realistically. Ordinary investors, who will have a hard time laying their hands on some of its IPO shares, are faced with the difficult decision of whether to purchase its stock once Twitter opens for trading.

Rather than stress about this, I��e got three ways you can get in the back door.

Option One

If you're Michael Moe of San Francisco-based GSV Capital (Nasdaq:GSVC), this news is music to your ears. GSV owns 1.84 million common shares of the social media messaging service, which it paid $33 million for ($18 per share) over a 12-month period between Q3 2011 and the Q2 2012. Recently these shares have traded between $20 and $30 on the secondary market. At the high-end, GSV is sitting on a $22 million unrealized gain. Twitter, which represents 15% of its overall investment portfolio, is far more important to the company than Facebook was when it went public in May 2012, and that debacle cut GSV's market cap by more than half in little more than two months. Any hiccup in Twitter's IPO could drop GSV's stock to single digits.

Top 5 Freight Stocks To Watch 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 CRWE]

    Time Warner Inc. (NYSE:TWX) reported that Turner Broadcasting System, Inc. Chairman and CEO Phil Kent will participate in the Nomura 2nd Annual U.S. Media & Telecom Summit on Thursday, May 31, 2012, in New York, NY.

  • [By Tim Beyers]

    In Time Warner's (NYSE: TWX  ) pantheon of DC Comics characters, none stand so tall as Superman and Batman. But what about Wonder Woman? The Amazon princess could out-earn Man of Steel if given a real chance by Warner executives, says Fool contributor Tim Beyers in the following video.

    The right story would take advantage of the viewing public's fascination not only with Greek mythology but also powerful women. Look at The Hunger Games. Jennifer Lawrence's appeal as bow-wielding heroine Katniss Everdeen earned nearly $700 million at the worldwide box office for Lions Gate (NYSE: LGF  ) . Three sequels are planned, including November's Catching Fire.

  • [By Adam Levine-Weinberg]

    Time Warner's (NYSE: TWX  ) HBO service has been incredibly successful in maintaining a big subscriber base despite offering a limited content library. If Netflix can develop some of its originals into popular franchises, the company may realize its dream of becoming the next HBO, even if its content library shrinks on a "net" basis.

  • [By Tim Beyers]

    Early reviews of Man of Steel are in, and they're, well, disappointing. Only 57% of critics like the film, according to Rotten Tomatoes. Not exactly Green Lantern numbers, but also a far cry from the 78% who like Iron Man 3. Strike two for DC Entertainment and Time Warner (NYSE: TWX  ) stock, right? Not exactly, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova in the following video.

    The negative reviews may not matter. According to U.K. newspaper The Independent, Warner has already recouped $170 million of Man of Steel's vast $225 million production budget via product placements from big names, including Nokia (NYSE: NOK  ) , which apparently has a phone with with a "super signal" feature. Whatever that means.

    Nothing short of box-office disaster is going to keep Warner from earning a profit on Man of Steel, Tim says, which may help to explain why the studio is already fast-tracking a sequel.

Top Media Stocks To Own For 2014: 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. will not only engage in the publishing business as it has announced a spinoff of the entertainment side of the business. The stock was on a strong run towards higher prices. However, its stock price has been cut in half yesterday. Over the last four quarters, earnings and revenue figures have been on the rise 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 in coming quarters.

  • [By Gary Bourgeault]

    Storyful acquired by News Corp.
    It was an excellent decision by News Corp. (NASDAQ: NWSA  ) to acquire Storyful for $25 million. The company now has the resources to scale out much quicker in what will become a crowded market.

  • [By Lisa Levin]

    News Corporation (NASDAQ: NWSA) shares gained 0.61% to touch a new 52-week high of $18.13. 21st Century Fox announced its plans to sell its 47% stake in Star China TV.

  • [By WALLSTCHEATSHEET]

    News Corp. provides entertainment and information through a variety of mediums to consumers and companies all around the world. The stock has been on a bullish run over the last several years and is now trading at all-time high prices. Over the last four quarters, earnings and revenue figures have been increasing which has pleased investors. Relative to its peers and sector, News Corp. has been a year-to-date performance leader. Look for News Corp. to OUTPERFORM.

Top Media Stocks To Own For 2014: Gannett Co. Inc. (GCI)

Gannett Co., Inc. operates as a media and marketing solutions company in the United States and internationally. Its Publishing segment publishes 83 U.S. daily newspapers with affiliated online sites, including USA TODAY, a national, general-interest daily newspaper; USATODAY.com; USA WEEKEND, a magazine supplement for newspapers; Clipper Magazine, a direct mail advertising magazine; bi-weekly Nursing Spectrum and NurseWeek periodicals; and military and defense newspapers. This segment also includes 17 paid-for daily newspapers; approximately 200 weekly newspapers, magazines, and trade publications; and approximately 600 non-daily publications, as well as involves in commercial printing, newswire, marketing, and data services operations. The company?s Digital segment owns and operates CareerBuilder, an employment Web site, which offers online recruitment and career advancement services for employers, employees, recruiters, and job seekers; ShopLocal, which provides multicha nnel shopping and advertising services; Planet Discover, which offers hosted search and advertising services; PointRoll, which provides digital marketing services and technology; and Schedule Star, which offers scheduling solution for high school athletic departments. Its Broadcasting segment operates 23 television stations and affiliated Web sites, which produce local programming, such as news, sports, and entertainment programming. This segment also includes Captivate Network, a national news and entertainment network that delivers programming and full-motion video advertising on video screens located in elevators of office towers and select hotel lobbies in North America. The company has strategic business relationships with online affiliates, including Classified Ventures, ShopLocal.com, Topix, and Metromix LLC, as well as strategic marketing agreement with Microsoft. Gannett Co., Inc. was founded in 1906 and is headquartered in McLean, Virginia.

Advisors' Opinion:
  • [By Sue Chang and Saumya Vaishampayan]

    Gannett Co. (GCI) �shares shed 2.8%. USA Today on Monday said it reached a content and technology partnership with CineSport that will provide a video-technology platform as well as create video content.

  • [By Sue Chang]

    Gannett Co. (GCI) �is projected to post earnings of 41 cents a share in the third quarter.

Top Media Stocks To Own For 2014: 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 Monica Wolfe]

    Thomson Reuters (TRI)

    On Feb. 11, Thomson Reuters declared a dividend of $0.330 per share, representing 3.80% dividend yield for the company. This dividend is payable on March 17 to shareholders of the record at the close of business on Feb. 24, 2014.

Top Media Stocks To Own For 2014: Time Warner Cable Inc(TWC)

Time Warner Cable Inc., together with its subsidiaries, operates as a cable operator in the United States. It offers video, high-speed data, and voice services over its broadband cable systems to residential and commercial customers. The company provides a range of video services, including on-demand, high-definition (HD), and digital video recorder (DVR) services; residential high-speed data services with connection to the Internet; wireless mobile broadband Internet services; and digital phone services to residential customers. It offers video programming tiers and music services; high-speed data, networking, and transport services; and commercial digital phone service to small and medium-sized businesses under the Time Warner Cable Business Class brand. Further, Time Warner Cable Inc. sells advertising to various national, regional, and local customers. As of June 30, 2011, the company served approximately 14.5 million residential and commercial customers in the New Yor k State, the Carolinas, Ohio, southern California, and Texas. Time Warner Cable Inc. is based in New York, New York.

Advisors' Opinion:
  • [By WALLSTCHEATSHEET]

    Time Warner Cable provides entertainment, voice, and high-speed data services to a growing customer base in the United States. The company’s battle with CBS is now being mediated by the FCC. The stock has been trending higher but is now pulling-back a bit in an attempt to find value. Over the last four quarters, earnings and revenues have been rising, however, markets have had mixed feelings about the company. Relative to its peers and sector, Time Warner Cable has been a poor year-to-date performer. WAIT AND SEE what Time Warner Cable does this coming quarter.

Top Media Stocks To Own For 2014: 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 WALLSTCHEATSHEET]

    Comcast provides communications and entertainment products and services to consumers and companies. The company is much more likely to work with Charter Communications on a bid for Time Warner Cable than to pursue an offer on its own. The stock has been trending higher over the past few quarters, but is currently trading sideways. Over the last four quarters, earnings and revenues have been increasing, which has left investors pleased about recent earnings announcements. Relative to its peers and sector, Comcast has been a relative year-to-date performance leader. Look for Comcast to OUTPERFORM.

  • [By Associated Press]

    With 29.2 million U.S. subscribers -- far more than the 21.9 million TV subscribers that leading cable provider Comcast (NASDAQ: CMCSA  ) has -- Netflix has already reshaped home entertainment.

  • [By John Casteele]

    If there's one thing that's hot in Hollywood right now, it's nostalgia. Comcast's (NASDAQ: CMCSA  ) Universal Pictures is in the process of casting Jurassic World, a new entry to the 21-year-old "Jurassic Park" franchise, while Sony (NYSE: SNE  ) has confirmed that it plans to move forward with the long-suffering Ghostbusters 3. Even "Jem and the Holograms" and "He-Man" have film adaptations in the works. So what's next on the nostalgia bandwagon?

Top Media Stocks To Own For 2014: 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 Blake Bos]

    A prime example is the show Under the Dome, adapted from Stephen King's novel, which has been the biggest summer success for a CBS (NYSE: CBS  ) television series since 1992.

  • [By Edmund Lee]

    While TV executives are eager to attract Twitter users, the new rankings also raise concerns, said David Poltrack, the head of research for CBS Corp. (CBS)

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