Hot Media Stocks To Buy For 2014

The breakfast bell is about to ring at a most unlikely place: Taco Bell.

The Mexican fast-food chain, best-known for its low-budget tacos and burritos, on Monday announced plans to roll out an unconventional breakfast menu nationally beginning March 27.

The chain is champing at the bit for its share of the $50 billion limited-service breakfast business. Taco Bell’s share of that breakfast market could be $700 million, estimates restaurant consulting firm Technomic.

Taco Bell’s plans are to do breakfast with mostly portable items that its Millennial base can hold in one hand and cellphones in the other. Among its outside-the-box breakfast items:

• Waffle Taco. A warm waffle wrapped around sausage or bacon, scrambled eggs, cheese and syrup.

• A.M Crunchwrap. Scrambled eggs, hash browns, cheese and bacon or sausage in a warm tortilla.

Hot Media Stocks To Buy F or 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 Stephen Quickel]

    Revenues and earnings of CBS Corp. (CBS), the broadcasting giant, keeps rising, enhanced by $2 billion of share repurchases. Little noticed sources of profit are lush retransmission fees for its content from cable, satellite, and telecom companies.

  • [By Jon C. Ogg]

    A news break is out from multiple sources, showing that CBS Corp. (NYSE: CBS) will produce a full slate of 16 NFL games. The problem is that this is the Thursday Night Football package.

  • [By Ben Levisohn]

    So yes, Disney is a Buy, and DiClemente’s $90 price target suggests another 19% of upside from yesterday’s close, though it should be noted he also likes CBS (CBS), Twenty-First Century Fox (FOXA) and Discover Communications (DISCA).

  • [By Shauna O’Brien]

    On Wednesday, Nomura Securities announced that it has started coverage on CBS Corporation (CBS).

    The firm has initiated coverage on CBS with a “Buy” rating and $75 price target. This price target suggests a 23% increase from Tuesday’s closing price of $60.65.

    Analyst Anthony DiClemente commented: “As the leader in broadcast television, CBS appears well equipped to skilfully transition its business to a digital future. We see two main reasons to own the stock: (1) We believe CBS is the best stock in Media to own on the theme of 2014E capital returns, owing to its publicly announced 1H14 IPO of CBS Outdoor; and (2) CBS continues to transition its revenue stream towards recurring monthly affiliate fees and in our view, higher visibility warrants a higher multiple. We consider these drivers to be underappreciated by investors, as CBS trades at a moderate discount to its Media peers on our estimates. Valuation Methodology: Target 2015E P/E of 19x. FY13E EPS at $2.99; FY14E EPS at $3.45.”

    CBS shares were mostly flat during pre-market trading Wednesday.

Hot Media Stocks To Buy For 2014: Liberty Global Inc.(LBTYA)

Liberty Global, Inc. provides video, broadband Internet, and telephony services primarily in Europe and Chile. The company offers broadband services over cable distribution systems, including video, broadband Internet, and telephony; and video services through direct-to-home satellite, or through multichannel multipoint distribution systems. Its analog video services comprise basic and expanded basic programming; and digital cable services include basic and premium programming, digital video recorders, and high definition programming, as well as pay-per-view programming, such as video-on-demand and near video-on-demand. In addition, the company offers voice-over-Internet-protocol and circuit-switched telephony services, as well as mobile telephony services using third-party networks. Further, it owns programming networks that provide video programming channels to multi-channel distribution systems owned by the company and the third parties. As of December 31, 2011, the com pany owned and operated networks that passed 33,262,100 homes; and served 18,405,500 video subscribers, 8,159,300 broadband Internet subscribers, and 6,225,300 telephony subscribers. Liberty Global, Inc. was founded in 2004 and is based in Englewood, Colorado.

Advisors’ Opinion:

  • [By Leo Fasciocco]

    The company, Liberty Global PLC (LBTYA), owns interests in broadband distribution and content companies in Europe, Asia, and Latin America, although the company is based in California.

  • [By Lauren Pollock]

    Liberty Global(LBTYA) PLC has agreed to sell substantially all of its international content division Chellomedia to AMC Networks Inc.(AMCX) in a deal worth $1 billion, allowing the cable company to focus on its core markets.

  • [By Monica Gerson]

    Breaking news

    Loews (NYSE: L) reported a 59% rise in its third-quarter earnings. Loews posted a quarterly profit of $282 million, or $0.73 per share, versus a year-ago profit of $177 million, or $0.45 per share. To read the full news, click here. BankUnited (NYSE: BKU) announced today the commencement of an underwritten offering of 9,000,000 shares of its common stock by certain of its existing stockholders, subject to market and other conditions. To read the full news, click here. Liberty Global (NASDAQ: LBTYA) announced today an agreement to sell substantially all of its international content division Chellomedia to AMC Networks (NASDAQ: AMCX).To read the full news, click here. Myriad Genetics (NASDAQ: MYGN) today announced that validation data for the Myriad myPlan Lung Cancer test showed that it significantly predicted patients’ risk of death from early-stage lung adenocarcinoma within five years of being diagnosed. To read the full news, click here.

    Posted-In: Bank of America US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets

  • [By Sam Robson]

    LONDON — In the latest edition of this long-running story, it has been suggested that Vodafone  (LSE: VOD  ) (NASDAQ: VOD  ) could use a substantial amount of the money it would receive from selling its stake in Verizon Wireless to fund a takeover of Liberty Global  (NASDAQ: LBTYA  ) .

Hot Media Stocks To Buy 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 DAILYFINANCE]

    Elise Amendola/AP NEW YORK — Netflix has reached a deal with Comcast to ensure that its TV shows and movies are streamed smoothly to households, the first deal the online video streaming service has reached with an Internet service provider. The two companies said in a joint statement Sunday they’re establishing a more direct connection to provide a better service to customers that will also allow for future growth in Netflix traffic. The companies say the arrangement is already giving customers a better experience. Netflix (NFLX) had 33 million U.S. streaming subscribers at the start of the year and accounts for about one third of all traffic at peak times on the Internet, according to research firm Sandvine. As the video steaming company has grown, Internet service providers like Comcast (CMCSA) (CMCSK) have pushed the company for more structured deals to enable its content to be transmitted smoothly and reduce the strain on their networks. While the companies didn’t disclose the terms of the deal, Netflix investors will want to know how much this deal will affect the company’s bottom line and whether the costs will be passed on customers. Netflix has been resisting paying fees to Internet companies and this deal could open the door to similar agreements with other providers. Netflix is already experimenting with different rate plans that charge slightly more for households that want to stream its shows and movies on four different screens simultaneously. The deal comes after months of collaboration with Comcast though Netflix will receive no preferential network treatment under the multiyear deal, the statement said. Comcast was ranked as the 14th fastest Internet service provider in January, according to a table on Netflix’s website. By connecting directly to Comcast’s network, Netflix should be able to boost the quality and speed of its video streaming as it adds more customers and prepares to start streaming its content in the ultra high defin

  • [By Will Ashworth]

    The proposed merger of Comcast (CMCSA) and Time Warner Cable (TWC) will create a cable distribution colossus with 30 million subscribers. That’s almost seven times as many customers as its next biggest rival. Content providers worry that a bigger Comcast means less room for negotiation when it comes to fees. For bigger firms such as Disney (DIS), it could actually be a blessing rather than a curse.

  • [By David Dittman]

    And so will be the proposed $45.2 billion engagement of Comcast Corp (NSDQ: CMCSA) and Time Warner Cable Inc (NYSE: TWC) before they can be joined as one.

Hot Media Stocks To Buy For 2014: 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 Rick Aristotle Munarriz]

    Getty Images/Bloomberg/Gianluca Colla Companies can make brilliant moves, but there are also times when things don’t work out quite as planned. From a CEO busted for spying on a larger rival to a satellite television provider raising the bar, here’s a rundown of the week’s smartest moves and biggest blunders in the business world. DISH Network (DISH) — Winner In a deal with bigger implications than you may initially think, Disney (DIS) is giving DISH Network rights to stream live and on-demand shows from ABC, Disney and ESPN. This is a truly mobile service, opening the door for DISH to begin offering a standalone Web-based service. A lot of bigger companies than DISH have tried to talk major networks and broadcasters into similar arrangements, only to be shot down. DISH succeeded because it had a bargaining chip in its ad-skipping Hopper DVR technology. DISH agreed that users of the streaming service wouldn’t be able to zap through the commercials for newer Disney shows. Modell’s Sporting Goods — Loser Dick’s Sporting Goods (DKS) is filing a complaint in a New Jersey court after it caught Mitchell Modell — CEO of rival Modell’s — spying on it. The lawsuit claims that Modell posed as a Dick’s executive to gain access to private areas and learn business techniques at Dick’s. If the allegations hold up, Modell’s behavior was at the very least unethical, not to mention ironic — a sporting goods chain’s helmsman resorting to such unsportsmanlike conduct. Wouldn’t it have been easier to just hire a Dick’s executive? Zillow (Z) — Winner Speaking of the right way to pry away information from a competitor, Zillow announced on Wednesday night that it was bringing on a key executive from Realtor.com parent Move (MOVE). A new position of chief industry development officer is being created for Errol Samuelson, who previously served as president of Realtor.com and Move’s chief strategy officer. The beautiful thing about prying away a key employee from another

  • [By Ben Levisohn]

    Like a spring that launches itself into the air after the pressure is released, the stock market has jumped higher as Vladimir Putin dialed back the tension in Ukraine. Walt Disney (DIS), American Express (AXP), Goldman Sachs (GS), Dish Network (DISH) and Delta Air Lines (DAL) helped lead the markets higher.

Hot Media Stocks To Buy 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.

  • [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.

  • [By Rich Smith]

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

Hot Media Stocks To Buy For 2014: 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 Michael Lewis]

    At the same time, there is renewed interest in a possible merger between Dish and DIRECTV (NASDAQ: DTV  ) . With Comcast and Time Warner Cable attempting to tie the knot, industry consolidation appears inevitable. If federal regulators accept one deal, they will have to deeply consider a corresponding merger between the two leading satellite providers.

  • [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.

Hot Media Stocks To Buy For 2014: 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 Rich Bieglmeier]

    Investors should view Charter Communications, Inc. (NASDAQ:CHTR) differently, according to Northland Capital Markets. Analyst, Tom Eagan upgraded the cable TV service provider to “Outperform” from “Market Perform” with a $146 price-target – potential upside of 15% to target.

  • [By Jayson Derrick]

    Analysts at Barclays maintained an Equal-weight rating on Charter Communications (NASDAQ: CHTR) with a price target lowered to $127 from a previous $133. Separately, analysts at Northland Securities upgraded shares to Outperform from Market Perform with a $146 price target. Shares gained 0.16 percent, closing at $126.84.