Top Media Stocks To Watch Right Now


Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of glazed-doughnut specialist Krispy Kreme Doughnuts (NYSE: KKD  ) popped 17% today after its quarterly results and outlook topped Wall Street expectations.

So what: The stock has soared over the past year on rebounding fundamentals, and today’s first-quarter results — profit increased 33% on 11% revenue growth — coupled with upside guidance suggest that things are only getting better. In fact, same-store sales jumped 11.4% over the year-ago period, representing its 18th straight quarterly increase, giving investors plenty of confidence in management’s ability to grow profitably long-term.


Now what: Management now sees full-year adjusted EPS of $0.59 to $0.63, up from a prior view of $0.53 to $0.57 and also ahead of Wall Street’s estimate of $0.55. “We continue to believe we are in the very early stages of developing Krispy Kreme’s long-term potential as we continue to execute on our strategic priorities, demonstrate our capability to grow same-store sales, generate significant operating cash flow, and increase earnings over the long term,” said Chairman and CEO James Morgan. Of course, with the stock now up about 190% over the past year and trading at a forward P/E of about 25, much of that operating momentum might already be baked into the price.  

Top Media Stocks To Watch 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 Garrett Cook]

    DirecTV (NASDAQ: DTV) reported upbeat profit for the third quarter.

    The El Segundo, California-based company reported a quarterly profit of $611 million, or $1.21 per share, versus a year-ago profit of $699 million, or $1.28 per share. Excluding non-recurring items, DirecTV’s adjusted earnings came in at $1.33 per share.

  • [By WWW.DAILYFINANCE.COM]

    Andrew Harrer/Bloomberg via Getty Images WASHINGTON — The U.S. government has sued AT&T, alleging the No. 2 U.S. wireless carrier sold consumers unlimited data plans but would reduce their Internet speeds once they exceeded a certain amount of data. The Federal Trade Commission said Tuesday that this throttling of Internet feeds was deceptive and that in some cases data speeds were slowed by nearly 90 percent. FTC Chairwoman Edith Ramirez said that AT&T (T) wanted to retain longtime customers and so allowed them to buy unlimited data plans, in some cases after new customers were no longer offered unlimited plans. Then they unilaterally changed the terms, she said. “They stopped providing the service that customers understood they had purchased when they entered into their contract,” she said. “Customers would be subject to an early termination fee if they wanted to get out of their existing contract.” AT&T called the allegations “baseless” and said the practice was needed to manage network resources. “We have been completely transparent with customers since the very beginning,” said Wayne Watts, AT&T’s general counsel. “This program has affected only about 3 percent of our customers, and before any customer is affected, they are also notified by text message.” More than 3.5 million customers with legacy unlimited data plans had their Internet speeds slowed more than 25 million times by AT&T’s practice, which began in October 2011, the FTC said. AT&T says on its support website that people with certain plans can experience data slowdowns once they exceed certain limits. Customers with a 3G smartphone will experience slowdowns after using 3 gigabytes of data in a month, while those with 4G LTE smartphones can use 5 gigabytes before potential slowdowns. Those who dislike the throttling can use Wi-Fi or switch to a different plan, AT&T says on its website. AT&T closed up 0.6 percent at $34.33 a share. Federal Communica

  • [By Vera Yuan]

    Dear Fellow Shareholder: The U.S. economy continues to gradually expand, building on the 5+ year recovery from the Great Recession. Employment levels are improving, though progress has been slower than expected. Inflation, for now, remains subdued. As signaled and on cue, the Fed has been weaning the economy (and investors) off of the extraordinary ‘quantitative easing’ stimulus. Investors have generally shrugged off world events that might otherwise cause high anxiety (ISIS and the Middle East, Russia and Ukraine, etc.). As attention now turns to when the Fed will raise short-term interest rates, it seems plausible that volatility may intensify as the stimulus security blanket is removed. In the meantime, companies are taking advantage of the artificially low interest rate environment and sanguine investor sentiment. Merger activity remains robust, fueled by cheap and readily available credit. The IPO market has been very active, headlined by the successful Alibaba offering in September. Corporate treasurers continue to issue loads of debt on attractive terms, locking in generationally low interest rates for long terms. While these conditions will not last forever, they have helped opportunistic managers accelerate equity value growth at many companies.Investment Commentary and Outlook After three years of seemingly non-stop gains, the stock market took a pause in the third quarter. While most large cap indices eked out modest positive returns, the broader investing waters were far less placid. Small cap stocks sold off as the Russell 2000 declined more than 7% during the quarter. Energy stocks, both large and small, fell materially as investors worried about too much oil and gas supply coming online in North America (what a difference a decade makes). High yield bonds wobbled briefly in July, then again in September. Increasingly, investors are not treating all securities the same, and as stock pickers we welcome this development. Our equity funds’ resu

Top Media Stocks To Watch 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 Tom Rojas and Maria Armental var popups = dojo.query(“.socialByline .popC”); ]

    Charter Communications Inc.(CHTR) said its residential customer base grew by 5% as growth in its Internet and voice services helped offset a decline in video subscribers. Shares were inactive premarket.

  • [By WWW.DAILYFINANCE.COM]

    Susan Walsh/APComcast CEO Brian Roberts at The Cable Show 2013 convention in Washington. Comcast offered to sell 1.4 million pay TV subscribers to Charter Communications for $7.3 billion as part of a transaction aimed at winning regulatory approval for its proposed $45 billion takeover of Time Warner Cable. Comcast (CMCSA) also said it would divest another 2.5 million subscribers into a new publicly traded company, dubbed SpinCo for now, to be one-third owned by Charter (CHTR) and two-thirds by Comcast shareholders. The deal would make Charter — whose own bid for Time Warner Cable (TWC) was thwarted by Comcast’s higher offer — the second-biggest U.S. pay TV company with 5.7 million customers, overtaking Cox Communications. Charter’s shares rose as much as 10 percent to $142.70 in early trading Monday. Comcast shares were up 1.4 percent at $51.70. Comcast would have less than 30 percent of the U.S. residential cable or satellite TV market after the deal, the company said in a statement. The agreement is contingent on Comcast’s Time Warner Cable deal being approved by the Justice Department and the U.S. Federal Communications Commission, a process that could take many months. Analysts said the deal was a pre-emptive move by Comcast ahead of a review of the deal by regulators. “Comcast wanted to do this deal now with Charter so it could get in front of regulators at the Justice Department and the FCC at the same time as the Time Warner Cable deal,” a source familiar with the matter said. The source said there was a standstill agreement with Charter stipulating that it can’t gain full control of SpinCo for four years. Comcast will have no ownership in SpinCo. SpinCo would have an estimated enterprise value of $14.3 billion and an equity value of $5.8 billion, Charter and Comcast said in an investor presentation. The divestments, mostly in the U.S. Midwest, would deliver about $19.5 billion in value to Comcast shareholders, the companies said. “For

  • [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 WWW.DAILYFINANCE.COM]

    ‘Interconnection’ The better access that Netflix is getting from Comcast is known as “interconnection,” a term referring to digital content’s journey to an Internet service provider’s gates. That path technically isn’t covered by the current definition of Net neutrality, which refers to how service providers treat digital content once it’s inside the gates. Comcast has promised to honor the previous rules governing Net neutrality through 2018. In a blog post last month, Hastings argued that future Net neutrality guidelines should be expanded to address interconnection issues, too. “Without strong Net neutrality, big ISPs can demand potentially escalating fees for the interconnection required to deliver high quality service,” Hastings wrote. “The big ISPs can make these demands — driving up costs and prices for everyone else — because of their market position.” Google’s YouTube video site and many other websites were paying interconnection fees to Comcast before Netflix struck its own deal with the carrier. Even with the March improvements, Comcast’s delivery of Netflix content lags behind several other major service providers. Cablevision (CVC), Cox, Suddenlink and Charter (CHTR) each delivered Netflix video at higher speeds than Comcast in March, according to Monday’s breakdown. Netflix has interconnection deals with Cablevision, Cox and Suddenlink, although those arrangements don’t require Netflix to pay fees.

Top Media Stocks To Watch 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 Will Ashworth]

    Losing control of the Cablevision (CVC) spinoff will ultimately be better for the Dolans than if they try to go it alone.

    This scenario’s likely a long shot, but I think it makes a lot of sense.

  • [By Anna Prior]

    Cablevision Systems Corp.(CVC) said it swung to a profit in the first quarter, driven by higher rates and advertising sales that boosted its cable revenue.

  • [By WWW.DAILYFINANCE.COM]

    ‘Interconnection’ The better access that Netflix is getting from Comcast is known as “interconnection,” a term referring to digital content’s journey to an Internet service provider’s gates. That path technically isn’t covered by the current definition of Net neutrality, which refers to how service providers treat digital content once it’s inside the gates. Comcast has promised to honor the previous rules governing Net neutrality through 2018. In a blog post last month, Hastings argued that future Net neutrality guidelines should be expanded to address interconnection issues, too. “Without strong Net neutrality, big ISPs can demand potentially escalating fees for the interconnection required to deliver high quality service,” Hastings wrote. “The big ISPs can make these demands — driving up costs and prices for everyone else — because of their market position.” Google’s YouTube video site and many other websites were paying interconnection fees to Comcast before Netflix struck its own deal with the carrier. Even with the March improvements, Comcast’s delivery of Netflix content lags behind several other major service providers. Cablevision (CVC), Cox, Suddenlink and Charter (CHTR) each delivered Netflix video at higher speeds than Comcast in March, according to Monday’s breakdown. Netflix has interconnection deals with Cablevision, Cox and Suddenlink, although those arrangements don’t require Netflix to pay fees.

Top Media Stocks To Watch Right Now: 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 Vera Yuan]

    Dear Fellow Shareholder: The U.S. economy continues to gradually expand, building on the 5+ year recovery from the Great Recession. Employment levels are improving, though progress has been slower than expected. Inflation, for now, remains subdued. As signaled and on cue, the Fed has been weaning the economy (and investors) off of the extraordinary ‘quantitative easing’ stimulus. Investors have generally shrugged off world events that might otherwise cause high anxiety (ISIS and the Middle East, Russia and Ukraine, etc.). As attention now turns to when the Fed will raise short-term interest rates, it seems plausible that volatility may intensify as the stimulus security blanket is removed. In the meantime, companies are taking advantage of the artificially low interest rate environment and sanguine investor sentiment. Merger activity remains robust, fueled by cheap and readily available credit. The IPO market has been very active, headlined by the successful Alibaba offering in September. Corporate treasurers continue to issue loads of debt on attractive terms, locking in generationally low interest rates for long terms. While these conditions will not last forever, they have helped opportunistic managers accelerate equity value growth at many companies.Investment Commentary and Outlook After three years of seemingly non-stop gains, the stock market took a pause in the third quarter. While most large cap indices eked out modest positive returns, the broader investing waters were far less placid. Small cap stocks sold off as the Russell 2000 declined more than 7% during the quarter. Energy stocks, both large and small, fell materially as investors worried about too much oil and gas supply coming online in North America (what a difference a decade makes). High yield bonds wobbled briefly in July, then again in September. Increasingly, investors are not treating all securities the same, and as stock pickers we welcome this development. Our equity funds’ resu

  • [By WWW.DAILYFINANCE.COM]

    Evan Agostini, Invision/APCBS president and CEO Leslie Moonves ranked No. 2 on a list of highest paid CEOs. LOS ANGELES — Once again, media company CEOs are among the highest paid executives in the nation, occupying six of the top 10 earning spots, according to an Associated Press/Equilar study. Compensation experts say a variety of factors are at play, including the gain in media stocks, the intangible value of talent in a hit-or-miss business, the control of shareholder power in very few hands, and the decline of the financial sector. Stock Outperformers Outsized stock growth boosts the value of stock and option grants. Media companies’ shares have rebounded strongly since the 2008 recession, mainly because advertising spending grows in tandem with a growing economy. That means higher-priced ads and higher-priced execs. Stocks of the six media companies on the list all outperformed the Standard & Poor’s 500 index (^GPSC), which grew 128 percent in the five years through December 2013, according to FactSet. CBS (CBS) shares grew a whopping 699 percent in that period; Discovery Communications (DISCA) went up 539 percent; Viacom (VIA) rose 377 percent; Walt Disney (DIS) rose 250 percent; Time Warner (TWX) climbed 259 percent and Comcast (CMCSA) grew 223 percent. “If shareholders are happy they don’t care how much a person makes,” said Paul Dorf, managing director of consulting firm Compensation Resources. “When they complain most is when the market doesn’t do well and their stock is going down the tubes.” Talent Quotient Making it big in media means generating hits. And while top executives may not be hands-on with every decision, they are where the buck stops. Take Disney’s animated blockbuster “Frozen,” which grossed $1.2 billion at box offices worldwide. While Disney CEO Bob Iger didn’t make the movie, he did orchestrate Disney’s $7.4 billion acquisition of Pixar in 2006, which brought in talented executives to help reform Disney’s faltering a

Top Media Stocks To Watch 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 WWW.DAILYFINANCE.COM]

    Getty Images The stream is about to turn into a gush. Streaming video-on-demand purveyors like Netflix (NFLX), Hulu and Amazon.com (AMZN) are set to open their wallets a lot wider for content. And where will that cash flow? For the most part, into the bank accounts of the content producers, specifically the Hollywood TV industry. The Fight for Eyeballs As everyone expected with the advance of streaming technology (and the bandwidth to accommodate it), video on demand has become one of the hottest items in entertainment. The evolution has been fast. Five years ago, Amazon’s Prime was essentially just a subscription service that provided free two-day shipping of physical goods for its members. Since 2011, though, it’s been an increasingly aggressive player in the streaming market. Amazon doesn’t break down the figures it spends on streaming video; nevertheless, its “technology and content” expenses line item was $6.6 billion in the first nine months of this year. That was 41 percent higher than in the same period last year, and the amount comprised nearly 10 percent of the company’s total net sales. According to an estimate from Bernstein Research, Amazon is set to spend $1.5 billion to $2 billion this year on streaming syndication and original content, which should balloon to more than $2.5 billion in 2015. It’s in good company. Its two most prominent rivals, Netflix and Hulu — a joint venture of units from Comcast (CMCSA), 21st Century Fox (FOX) and Disney (DIS) — are also prepared to write big checks. According to Variety, an analysis from RBC Capital Markets estimates that the troika will spend a collective $6.8 billion on such content next year. That’s a chunky 31 percent increase from the anticipated 2014 figure of $5.2 billion. That higher spend is going both to the original content that has proliferated on such channels (series like Netflix’s “Orange Is the New Black”), films, and syndication rights for such broadcast TV series as “The Blackli

  • [By Johanna Bennett]

    To blame? Continued bad publicity following the 2013 release of the documentary film “Blackfish” and increased competition in the Florida market from the likes of Disney (DIS) and UniversalStudios, owned by Comcast (CMCSA)

  • [By Jonas Elmerraji]

     

    Comcast (CMCSA) is the biggest cable company in the U.S., with a network that reaches 54 million households. And for most of the last year, investors have been fixated on its plans to get even bigger through the $68 billion acquisition of Time Warner Cable (TWC). If Comcast’s plans make it through the final approvals needed (something that Wall Street expects to see happen by this coming summer), then Comcast’s huge scale as a cable company becomes a lot bigger — and so do its operating advantages.


     

    To combat a stagnant cable business, Comcast has undergone some major transformations in recent years. For instance, it acquired NBCUniversal in a deal finalized last year — the move gives Comcast access to coveted TV and film content, a commodity that’s becoming increasingly important as more consumers leave conventional TV subscriptions in favor of online services.

     

    Meanwhile, Comcast continues to vie for more of its users’ communications spending. Like its peers, Comcast obsessed with converting its existing cable customer Rolodex into “triple play” customers who subscribe to TV, internet, and phone services. Selling existing customers on new products is a huge margin driver for Comcast, as customer acquisition costs are much lower. By taking on Time Warner Cable’s network too, Comcast gets a much bigger Rolodex to work with.


     

    Right now, CMCSA pays out a 25.5-cent quarterly dividend, or a 1.7% yield. If history is any indication, investors should look for a raise in the quarter ahead.

    Must Read: 5 Breakout Stocks Under $10 Set to Soar

     

  • [By Johanna Bennett]

    Time Warner Cable (TWC) and Comcast (CMCSA) each dropped 4% or more after President Barack Obama threw the weight of his administartion behind rules netneutrality.

Top Media Stocks To Watch Right Now: 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 Brian Stelter]

    This time it’s Fox News, one of the most popular cable channels in the United States. The channel disappeared from Dish (DISH)’s lineup shortly after midnight Eastern time because Dish’s contract to carry Fox News expired before it could be renewed.

  • [By WWW.DAILYFINANCE.COM]

    netflix.com Two of the market’s biggest dot-com rock stars have had a rough 2014. Amazon.com (AMZN) — the world’s leading online retailer — has seen its stock shed a quarter of its value this year. Netflix (NFLX) was the biggest gainer among the S&P 500 companies in 2013, but this year it’s been a different story. The leading premium provider of streaming video has seen its shares slump nearly 10 percent so far this year. Netflix’s slide may not seem so ominous, but keep in mind that the stock has shed nearly a third of its value since peaking just three months ago. That’s a big drop in a short time, rivaling the disappointment Amazon investors have faced this year. Thankfully, history is on their side. Amazon hasn’t posted back-to-back years of stock declines since 2001. Netflix has yet to post two consecutive years of negative returns since going public in 2002. This certainly doesn’t guarantee that either company’s stock will bounce back in 2015, but it does show that Amazon and Netflix have been able to bounce back from adversity. Bang a Gong, Amazon At least one Wall Street pro thinks the leading online retailer will bounce back in the year ahead. Piper Jaffray analyst Gene Munster put out a bullish note on Thursday, calling Amazon his favorite large-cap stock for 2015. He concedes that top-line growth may be decelerating, but argues that the market is being too hard on Amazon’s recent margin crunch. The former dot-com darling is investing in everything from building out fulfillment centers offering speedier deliveries to establishing the server farms necessary to support its thriving Web services platform. The market also has ignored Amazon rolling out expensive Kiva robots at its warehouses that are reportedly at least three times as productive as humans without the downside of fatigue or rising labor costs. Munster has an ambitious $400 price target on the stock, suggesting nearly 35 percent of upside from here. Nothing but Netflix There w

  • [By Paul Vigna]

    DISH Network Corp.(DISH) said its third-quarter profit fell sharply, missing Wall Street expectations, as the company continued to lose subscribers. Shares fell 3.2% to $61.80 premarket.

  • [By WWW.DAILYFINANCE.COM]

    We are hopeful our counterparts will return to the negotiating table, and we’ll get a deal completed.

    Turner and led Dish, which is led by media mogul Charlie Ergen, didn’t disclose if higher carriage costs led to the breakdown of the talks. Dish Network (DISH) shares were up 2.5 percent at $60.17 midday Tuesday on the Nasdaq. “We are hopeful our counterparts will return to the negotiating table, and we’ll get a deal completed,” Turner said in a statement. Analysts said dropping of channels by satellite and cable operators was routine. “It is not like you are dropping ESPN or some of the other widely watched channels … [the Turner channels] are not game changing,” ISI Group analyst Vijay Jayant told Reuters. Dish has in the past blacked out channels of networks over price increases. AMC Networks, home to popular shows such as “Breaking Bad,” “The Walking Dead” and “Mad Men,” was dropped from Dish’s network in 2012 after its contract with the satellite TV company expired without a new agreement. Dish, the second-largest satellite TV provider behind DirectTV, had dropped AMC for about three months because it was charging fees that were too high. “I think these deals tend to get resolved. It’s pretty customary to play hardball. Programming expenses have been a problem for a lot of companies,” Macquarie Research analyst Amy Yong told Reuters. -. More from Reuters
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