Best Media Companies For 2015

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NEW YORK (MarketWatch) — Complacency is dangerous, so it was no surprise to see some market jitters ahead of a disputed Sunday referendum that’s likely to see citizens of the Crimea region vote to secede from Ukraine, setting the stage for the return of the Black Sea peninsula to Russia.

Best Media Companies For 2015: 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 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.

  • [By Rich Smith]

    This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, our headlines feature an upgrade for Thomson Reuters Reuters (NYSE: TRI  ) , a new buy rating for Novavax (NASDAQ: NVAX  ) — but for Union Pacific (NYSE: UNP  ) , a downgrade. Let’s get that bad news out of the way first.

  • [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.

Best Media Companies For 2015: 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 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.

  • [By Lisa Levin]

    Move (NASDAQ: MOVE) shares jumped 36.82% to touch a new 52-week high of $20.92 after the company agreed to be acquired by News Corp (NASDAQ: NWSA) for $21 per share, or $950 million.

  • [By Jonas Elmerraji]

    Topping our list of cash-rich companies is News Corp. (NWSA), the media company behind brands like The Wall Street Journal, The Times, and Foxtel. News Corp. celebrated its one-year anniversary in its current iteration just a month ago, after spinning off from 21st Century Fox (FOXA) last July. Today, the company comes with quite a bit of cash on hand -– the firm’s $3.14 billion net cash works out to a whopping 32% of its current market capitalization.

    In a market where investors are complaining about a lack of bargain opportunities, that huge discount on shares of News Corp. is worth paying attention to.

    NWSA isn’t without challenges –- print media has been under pressure for years now, and legacy assets like book publisher HarperCollins could be a further drag. That said, News Corp. is cash flow positive in its present form, and the firm has an enviable amount of dry powder ready for acquisitions. Some of the most exciting investments are the ones that live outside of NWSA’s print media wheelhouse: exposure to partially-owned TV carrier Foxtel and online real estate classified provider REA Group in Australia are great examples of that.

    Ironically, it’s the fact that News Corp.’s predecessor took part in some utterly terrible acquisitions that could help dissipate some of the risks of bad bets at the new company. Names like MySpace (it paid $580 million for the website in 2005, only to sell it for $35 million in 2011) are cautionary tales for News Corp.’s management team. If NWSA can affect some transformational buys in the next few years, investors should collect a premium for shares.

  • [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.

Best Media Companies For 2015: 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, 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 Adam Levy]

    But “TV Everywhere” that fulfills its promise could become a reality in the near future, thanks to several companies working with content owners to provide Internet-delivered television. Sony (NYSE: SNE  ) plans to launch its service by the end of the year, and Verizon (NYSE: VZ  ) is aiming for mid-2015. Dish Network (NASDAQ: DISH  ) already has at least one content deal in the works, and rival DirecTV (NASDAQ: DTV  ) isn’t far behind. Internet-delivered television could finally deliver on the promise of TV Everywhere.

  • [By Ben Levisohn]

    We expect a seasonal pickup in implied and realized volatility as we approach year-end. We surveyed analysts across the department to identify the top events in each sector through year-end. We recommend long volatility positions in sectors and companies where the options market appears to be missing key events this fall including Bristol-Myers Squibb, Dish Network (DISH), Intel, Ford Motor, JC Penney, and Pioneer Natural Resources (PXD). We continue to see strong economics keeping volatility below average; however, we believe it is likely for realized volatility to rise from the extremely low levels observed this summer.

  • [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’s 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’s 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 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’s 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’s biggest revenue generators have been pay per view events—major 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’s pay per view revenues hav

Best Media Companies For 2015: 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:


    Andrew Harrer/Bloomberg/Getty Images Comcast CEO Brian Roberts There’s no love lost between Comcast (CMCSK) and Netflix (NFLX). The country’s largest cable television provider and the world’s most successful premium streaming company have been taking shots at each other in recent months, and the bad blood is spilling over into an SEC filing. Comcast mentioned Netflix 283 times in last week’s 321-page filing with the Securities and Exchange Commission, defending its proposed acquisition of Time Warner Cable (TWC). It’s odd to see a single company mentioned that often. Three words more important to Comcast’s proposal — “competition,” “monopoly” and “antitrust” — combined aren’t mentioned as often. Battle of the Brands Netflix CEO Reed Hastings isn’t afraid to make enemies. It’s actually an essential trait when you’re trying to be a disruptor. Offering a stand-alone streaming service that doesn’t require a hefty cable or satellite television package is going to draw its fair share of critics, and Netflix hasn’t had a problem calling out traditional platforms in the past. Most media reports play up that Comcast and Time Warner Cable combine for 33 percent of the country’s pay-TV market, but they also combine for a 36 percent chunk of the broadband market. This is a big deal for Netflix since cord-cutters kissing their fat cable bills goodbye often continue to rely on these companies for the connectivity to stream Netflix’s growing catalog. In a brilliant move nearly two years ago, Netflix began to publish monthly connectivity speeds of the country’s leading Internet providers. As speeds for Comcast customers declined sharply through 2013, Netflix could rightfully argue that the cable-TV giant was trying to make its streaming service less attractive to Comcast customers. It worked. Netflix and Comcast agreed on a deal to improve the Netflix experience for Comcast’s Xfinity customers, but it didn’t come cheap. Speeds may have improved since bottoming out late

  • [By Jayson Derrick]

    The FCC requested a variety of information from Comcast (NASDAQ: CMCSA) related to its proposed takeover of Time Warner Cable (NYSE: TWC). Shares of Comcast lost 0.48 percent, closing at $54.18 while shares of Time Warner Cable lost 0.73 percent, closing at $146.45.

  • [By Jayson Derrick]

    This morning, Time Warner Cable (NYSE: TWC) reported its second quarter results. The company announced an EPS of $1.89, beating the consensus estimate of $1.91. Revenue of $5.73 billion missed the consensus estimate of $5.75 billion. Net income for the quarter rose to $499 million from $481 million in the same quarter a year ago, as the company saw its average revenue per user grow by 1.7 percent to $106.98 and the company saw a record second-quarter subscriber volume growth. The company noted that it saw 42,000 residential triple play net additions, 67,000 residential high-speed data net additions, 79,000 residential net additions and business primary service unit and customer relationship net additions of 37,000 and 21,000, respectively. Shares lost 4.17 percent, closing at $145.10.

Best Media Companies For 2015: 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 Adam Levy]

    Only a 50% price increase. What a deal!
    DirecTV’s previous contract with the NFL was worth about $1 billion per year over four years. The new deal has DirecTV paying $1.5 billion per year, a 50% increase. That’s actually a pretty good deal if you compare it to recent contract negotiations between the NFL, Twenty-First Century Fox, CBS (NYSE: CBS  ) , Comcast’s (NASDAQ: CMCSA  ) NBC, and Disney’s (NYSE: DIS  ) ESPN.

  • [By WWW.DAILYFINANCE.COM]”NCIS: New Orleans” extends the franchise for CBS. The fall season has kicked off, so it’s time to look at the overall television market and the four companies that have the most at stake. Racing to Cash In On the Back End The month of May wasn’t that merry for many broadcasters as upfront ad sales didn’t go as well as expected. Think of the upfronts as a sales conference in which networks pitch 30-second spots to buyers, who commit money up front for the right to run their ads during commercial breaks. The more popular the show, the pricier the buy. Most networks managed meager price hikes this time around, leading analysts to speculate that buyers are shifting dollars to on-demand platforms such as YouTube and Hulu. “You’re definitely seeing more compelling growth in advertising spending on new media platforms, digital platforms, than you are on the traditional. I don’t think, though, that it’s matched dollar for dollar in the sense that I don’t think all the money that’s flowed away from broadcast in the upfront necessarily flowed directly into new digital platforms,” Disney (DIS) chief executive Bob Iger said during the most recent earnings conference call. Twenty-First Century Fox (FOXA) President Chase Carey downplayed the digital networks in a call with analysts. He also said that Fox could see substantial upside in the “scatter” market, where unclaimed spots are sold. Highly rated shows can sometimes command a huge premium late in the season, as “Breaking Bad” did last year for AMC Networks (AMCX). Networks Making Big Bets Carey’s correct about the potential upside, but for broadcasters, the environment is also about as dangerous as it’s ever been. Here’s a closer look at the four networks with the most on the line. 1. CBS (CBS) Is there a better positioned network than CBS? Not by my tally. “The Big Bang Theory” was TV’s highest-rated scripted show last season, with 19.9 million viewers. “NCIS” and “NCIS: Los Angeles” also broke int