Saturday, June 28, 2014

10 Best Media Stocks To Buy For 2014

Barnes & Noble (NYSE: BKS  ) isn't getting any closer to a storybook ending.

CEO William Lynch is resigning from the struggling book retailer, and more changes may be afoot as the chain continues to review its strategic alternatives.

Lynch was the head of the company's online retailing division when he was promoted in 2010. At the time it seemed to indicate an emphasis on the chain's digital initiatives. Barnes & Noble had decided to compete against Amazon.com (NASDAQ: AMZN  ) a year earlier by introducing the Nook, and BN.com was positioning itself to be a bigger force in media retail.

However, it isn't easy running a bookstore where prices need to stay high to cover the overhead of manning a physical store and running a website that's competitive with Amazon's cutthroat pricing. It's hard to fight both battles, because a Barnes & Noble shopper is -- by definition -- well read. Prices need to be consistent across both platforms, or buyers are going to know about it.

Top Cheapest Companies To Invest In Right Now: Gannett Co. Inc. (GCI)

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

Advisors' Opinion:
  • [By Monica Gerson]

    Gannett Co (NYSE: GCI) is expected to report its Q3 earnings at $0.41 per share on revenue of $1.27 billion.

    VMware (NYSE: VMW) is projected to report its Q3 earnings at $0.82 per share on revenue of $1.29 billion.

  • [By Seth Jayson]

    Gannett (NYSE: GCI  ) reported earnings on July 22. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended June 30 (Q2), Gannett missed estimates on revenues and missed slightly on earnings per share.

  • [By Douglas A. McIntyre]

    Traditional media sites did unusually well, given that they are not the core products of their parent companies. Broadcaster CBS (NYSE: CBS) was in 9th place at 80.9 million unique visitors in November. Comcast NBCUniversal was 14th place with 64.4 million. Gannett (NASDAQ: GCI) sites were 16th at 57 million. Viacom had 54.3 million, and ESPN 38.7 million.

10 Best 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 Michael Lewis]

    The company is the industry leader, hands down. Direct competitor DISH Network (NASDAQ: DISH  ) is not a bad alternative, but has its hands tied with outstanding offers for both Sprint and Clearwire. If either acquisition goes through, the company will take on even more debt to add to its already substantial load -- a factor that will likely place valuation multiple pressure on it for some time. DIRECTV management has expressed interest in gaining spectrum assets and moving into the broadband field as well, but it has not limited its core business growth in the meantime. In my opinion, this is a big reason that DIRECTV has been such a strong performer over the past year.

  • [By Tabitha Jean Naylor]

    Warren Buffett has also been a very busy man as of late. One share of his company's stock sold for about $136,000 at the beginning of the year. It's now trading at about $173,000. Berkshire has diverse investments, owning stakes in companies from VeriSign (NASDAQ: VRSN), to DISH Network (NASDAQ: DISH), to its newest holding Exxon Mobil (NYSE: XOM).

  • [By Michael Lewis]

    The DISH Network (NASDAQ: DISH  ) , Clearwire (NASDAQ: CLWR  ) , Sprint (NYSE: S  ) , Softbank M&A extravaganza continues to become more confusing and fun to watch. As the CFIUS clears,�the Japanese bank for its proposed acquisition of telecom Sprint, competing bidder DISH, which also has a bid for Clearwire, which is also being bid on by Sprint, has now refocused on its offer for Clearwire, raising it substantially above its competitor's offer. The news has various stock moving in various directions, with Clearwire shareholders the latest winners. If you are trying to play this acquisition merry-go-round, good luck because -- like this paragraph -- the story is all over the place.

10 Best 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 Alex Webb]

    Kabel Deutschland is a key part of Vodafone�� expansion strategy as the carrier looks for ways to boost revenue and lock in customers with Internet and television offers in addition to wireless service. Kabel Deutschland is the biggest cable company in Germany, Vodafone�� largest market, and had drawn a rival bid from John Malone�� Liberty Global Plc. (LBTYA)

  • [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  ) .

  • [By GuruFocus]

    Warren Buffett (Trades, Portfolio) added to his holdings in Wal-Mart Stores Inc by 17.32%. His purchase prices were between $72.66 and $78.91, with an estimated average price of $75.43. The impact to his portfolio due to this purchase was 0.62%. His holdings were 58,052,412 shares as of 03/31/2014.

    Added: Liberty Global PLC (LBTYA)

    Warren Buffett (Trades, Portfolio) added to his holdings in Liberty Global PLC by 149.19%. His purchase prices were between $40.36 and $45.96, with an estimated average price of $43.34. The impact to his portfolio due to this purchase was 0.17%. His holdings were 7,346,968 shares as of 03/31/2014.

  • [By Sam Robson]

    LONDON -- Vodafone� (LSE: VOD  ) (NASDAQ: VOD  ) �is believed to have increased its offer for Kabel Deutschland following a rival bid from�Liberty Global� (NASDAQ: LBTYA  ) .

10 Best Media Stocks To Buy 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 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 ��odern Family��or ��he 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�� 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. It is being reported that the company recently made a profit which is a turn around from last year, signaling signs of improvement. The stock has seen progress but is now pulling-back as markets book gains. Over the last four quarters, earnings and revenues have been on the rise which has left investors optimistic about the company. Relative to its peers and sector, News Corp. has been a weak year-to-date performer. WAIT AND SEE what News Corp. does this quarter.

10 Best Media Stocks To Buy 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 Lauren Pollock]

    Discovery Communications Inc.(DISCA) is mulling a bid for Scripps Network Interactive Inc.(SNI), the owner of cable channels like the Food Network and HGTV, according to a person familiar with the matter. Shares of Scripps jumped 10% to $83.01 premarket.

  • [By Julianne Pepitone]

    At $45 a share, Wieser pointed out, Twitter's valuation isn't too far below more established media companies like CBS (CBS, Fortune 500), Discovery Communications (DISCA) and Yahoo (YHOO, Fortune 500).

  • [By Harold L. Vogel]

    *Includes AMC (AMCX), Cablevision (CVC), Charter, Comcast Cable (CMCSA) and networks, Discovery (DISCA), Disney (DIS) cable networks, Time Warner Cable (TWC) and cable networks, Viacom (VIAB) networks.

  • [By WALLSTCHEATSHEET]

    Discover Communications operates as a non-fiction media company worldwide.�The company recently released earning that left investors happy.�The stock has been trending higher over the last couple of years and is currently trading at highs for the year.Earnings and revenue figures have been steadily growing so investors have been very satisfied. Relative to its peers and sector, Discover Communications has been an under-performer leader, year-to-date. Look for Discover Communications to continue to OUTPERFORM.

10 Best 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 Associated Press]

    Ron Brown, head of Elektron Analytics, a Thomson Reuters (NYSE: TRI  ) unit that sells news feeds that computers can read, said that the words "explosions" or "Obama" alone wouldn't have triggered selling. But add "White House," and it's a combination even the slowest computer couldn't miss.

  • [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.

10 Best 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 John Emerson]

    At the time, NDS Group was 80% owned by News Corp (NWSA) and they were providing the smart cards for all Direct TV (DTV) receivers. Further, they were one of only three smart card providers and one of their competitors, Canal Plus a Vivendi subsidiary, was struggling with maintaining the security of their smart card systems which they were providing to non-News Corp television companies throughout Europe. It seems that the access codes on their systems were turning up on the internet and bootleggers were stealing the signals. EcoStar, which would later be spun off by DISH, was making the same claims back in the 1990s. Both companies maintained that News Corp, acting through its subsidiary NDS Group, was the culprit. To make a long story short, Canal Plus filed a multi-billion dollar lawsuit against News Corp and later on EcoStar would follow suit.

  • [By Paul Ausick]

    The lack of content essentially killed 3D as a feature, and there has been little demand for streaming or pay 3D TV. ESPN and the BBC are dropping their 3D broadcasts this year. DirecTV (NASDAQ: DTV) has cut its 3D channel to part-time operation, and a Sony-led partnership�� offering is virtually unknown.

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