Top 5 Media Stocks For 2014

For retirement planners, two of the most common concerns among clients involve annuities and Social Security. Our partner site LifeHealthPro recently spoke with three top producers about how they handle both topics. Here’s their advice.

Q. Consumers continue to hear and read strong criticism of annuities, often criticism centered on their complexity. How do you combat that criticism in your own retirement planning discussions?

Curtis V. Cloke, CLTC, LUTCF, financial advisor and retirement income expert, trainer and speaker: I often espouse a strategy that follows what I call a “divide and conquer” approach. This involves separating the retirement income a client requires into two sub-categories: (1) an inflation-adjusted income floor and (2) everything else. The inflation-adjusted income floor is the money a client needs to cover expenses in retirement to live the lifestyle he or she wants. The “everything else” category covers assets that are left over to achieve legacy, growth and liquidity goals.

Top 5 Media Stocks 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 Sue Chang and Saumya Vaishampayan]

    News Corp (NWS)   (NWSA)  added 8.4%. The media company said late Thursday its fiscal second-quarter profit slid to $150 million, or 26 cents a share, from $1.4 billion, or $2.42 a share, a year ago. Last year’s earnings were affected by a $1.3 billion gain from an acquisition. But on an adjusted basis, it earned 31 cents a share, ahead of the 21-cent profit forecast by analysts. News Corp is the parent of MarketWatch, the publisher of this report.

  • [By Pato Kehoe]

    Quality video content has continuously increased in value over the past years, and this firm has a made a point of following the money trail by producing and broadcasting an ample amount of high quality products. From award winning shows like “Modern Family” or “The Simpsons,” to its popular sports programming, Twenty-First Century Fox has constantly satisfied the market’s thirst for entertainment. The News Corp (NWSA) spin-off, for one, was a highly beneficial strategy for this company, setting it apart as a pure-play entertainment firm. By concentrating resources and management on the cable network business and shaking off Rupert Murdoch’s print segment, the firm was able to boost its EBITDA growth as well as its return on capital (ROC). The current metrics of 28.80% and 154% respectively are quite impressive and will be highly beneficial for investors if they can be sustained.

  • [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 WALLSTCHEATSHEET]

    News Corp. is a media and information services company that has recently spun-off of its very profitable entertainment segment. The company’s Chief Executive Lex Fenwick, has left the company after two years in the job. The stock has been trading sideways over the last couple of months and is currently pulling back. Over the last four quarters, earnings and revenues have been on the rise. However, investors have had mixed feelings about recent earnings announcements. Relative to its peers and sector, News Corp. has been a weak year-to-date performer. WAIT AND SEE what News Corp. does this quarter.

Top 5 Media Stocks For 2014: 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 Will Ashworth]

    Somebody will buy Scripps Networks Interactive (SNI), given that HGTV and Food Network are both in the top 20. It looked momentarily like Discovery Communications (DISCA) might be the suitor, but the company backed out of talks this past week, preferring to focus on overseas expansion.

  • [By Patricio Kehoe] d that precise strategy and now owns several cable networks available in over 200 countries worldwide. The national and pan-regional networks, distributed through 130 feeds and in 40 languages, have established this media firm in virtually every market. So, let’s take a look at what might have encouraged investment gurus Ron Baron (Trades, Portfolio) and Lee Ainslie (Trades, Portfolio) to add more of this company’s shares to their portfolio. 

    Working Through the Niche

    As the niche cable network provider in the media industry, Discovery’s flagship channel addresses topics like science, technology, history and exploration. With TLC, Animal Planet and Discovery as the three key domestic channels, the company reaches 100 million households, and despite the mature U.S. market, sales have grown 6% and revenue 10% in fiscal 2013. This is mainly due to the media giant’s unique content programming and line-up refreshments. Hit shows like Shark Week, for example, have become so popular through advertising that the network experienced in 2013 its all-time best viewership with over 50 million viewing rates during one episode. The men’s lifestyle cable network, Velocity, also experienced a 30% viewership increase in quarter four of 2013, and is now the fastest-growing network in that segment.  

    Furthermore, in addition to the namesake channels, Discovery also owns Investigation Discovery, The Learning Channel, a 50% stake in Oprah Winfrey’s new cable channel OWN, and The Hub, a children’s network created with Hasbro Inc. (HAS). The strong universal appeal of content which transcends cultures and languages, add a differential value to this company and has allowed international distribution across multiple media platforms. In fact, 100% content ownership gives this firm a competitive advantage, as it can seek benefits from non-traditional content distribution. With companies like Netflix Inc. (NFLX) or Amazon.com Inc. (AMZN) looking to push t

Top 5 Media Stocks 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.

Top 5 Media Stocks 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.

Top 5 Media Stocks 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 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).