In the past few years, diversification may have seemed like a bad idea, especially when it comes to global investing.
In just the past two years, the S&P 500 has risen a solid 40% while the iShares MSCI Emerging Markets (NYSE: EEM) index has fallen 10%.
Even the much-vaunted Chinese economy, which has been the fastest-growing major economy in the world, has trailed the S&P 500 index by some 50 percentage points in that time (as measured by the iShares China Large-Cap (NYSE: FXI)).
Let's face it, life would be easier if we just focused our energy on U.S. stocks and bonds. After all, our financial media deliver a healthy dose of news and analysis every day on companies like Apple (Nasdaq: AAPL), Boeing (NYSE: BA) and GE (NYSE: GE).
Top 5 Internet Stocks To Own For 2016: 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 Monica Gerson]
On Tuesday, Time Warner Cable (NYSE: TWC) and Viacom (NASDAQ: VIA) renewed a multi-year distribution agreement. Time Warner shares rose 1.16% to close at $134.04 on Tuesday, while Viacom shares gained 0.22% to close at $86.10 on Tuesday.
- [By Alex Planes]
The limit of that consolidation might finally be tested by last night's news that Comcast (NASDAQ: CMCSA ) (NASDAQ: CMCSK ) has made an offer to buy Time Warner Cable (NYSE: TWC ) for $45.2 billion. According to Reuters, the new company would boast roughly 30 million video subscribers after divesting about 3 million. That's more than half of the 56.4 million American cable video subscribers last reported by the National Cable and Telecommunications Association (NCTA), and it's still about a third of the total pay-TV market when DISH Network's 20 million subscribers and DirecTV's�14 million subscribers are added to the tally.
- [By Brian Stelter]
Consolidation among content producers has been widely expected in recent months because of two big deals on the other side, the distribution side: Comcast's pending merger with Time Warner Cable (TWC) and AT&T's pending acquisition of DirecTV (DTV).
10 Best Media Stocks To Invest In 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 Patricio Kehoe]
Hasbro, Inc. (HAS) has been on the radar of many investment gurus like Paul Tudor Jones (Trades, Portfolio) and John Hussman (Trades, Portfolio) for some time now, given its position as the second largest toy manufacturer in the industry, only outranked by Mattel, Inc. (MAT). But the company�� first quarter earnings report showed that it could possibly outperform industry giant and rival Mattel in terms of growth, as Europe and Latin America registered 8% and 17% growth respectively, while Mattel saw declines in the same regions. Furthermore, quarterly earnings were driven mainly by the girls��category, which sported a 20% increase in demand for My Little Pony, Equestria Girls, and Nerf Rebelle products. So, with profitability on the right track, what can investors expect from this industry player in the long term?Licensing agreements and emerging market growthAlthough Hasbro�� quarterly earnings were boosted by the girls��toy category, while the boys��segment showed merely 2% growth, fiscal 2014 should balance out the segments when the Transformers and Spiderman films launch in the second quarter. Owning a licensing agreement for Marvel has also helped boost results in the domestic market and Canada, as the recent launch of ��aptain America: The Winter Soldier��was a box office hit, thereby boosting sales of the Captain America action figure in the U.S. Moreover, the firm has been clever to focus its energy some years ago on the digital and entertainment business, giving it a competitive advantage over industry rivals. In fact, while Hasbro�� relationship with Activision Blizzard, Inc. (ATVI) has been significant in positioning the firm in the digital market, its joint venture with Discovery Communications Inc. (DISCA) ��The Hub ��has helped generate very strong brand loyalty, as well as new revenue streams.Furthermore, management has made a point of increasing its stewardship of shareholders via a dividend yield of nearly 3%, as well as its
- [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�� 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�� shares to their portfolio.�
Working Through the Niche
As the niche cable network provider in the media industry, Discovery�� 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�� 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�� 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�� new cable channel OWN, and The Hub, a children�� 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
- [By Ben Levisohn]
Discovery Communications (DISCA) has gained 4.9% to $88.48 after the company reported a profit of 80 cents a share, beating forecasts for 72 cents.
10 Best Media Stocks 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 Sue Chang and Polya Lesova]
Gannett Co. (GCI) �fell 3.4%, among the worst S&P 500 (SPX) laggards. UBS, which rates the stock at neutral, cut its price target to $25 from $27.
- [By Roberto Pedone]
Gannett (GCI) operates as a media and marketing solutions company in the U.S. and internationally. This stock closed up 5% at $29.08 in Monday's trading session.
Monday's Volume: 4.65 million
Three-Month Average Volume: 2.28 million
Volume % Change: 125%From a technical perspective, GCI ripped sharply higher here above-average volume. This spike higher on Monday is quickly pushing shares of GCI within range of triggering a near-term breakout trade. That trade will hit if GCI manages to take out its 200-day moving average of $29.37 to some more resistance at $29.80 with high volume.
Traders should now look for long-biased trades in GCI as long as it's trending above Monday's intraday low of $27.85 or above $27 and then once it sustains a move or close above those breakout levels with volume that's near or above 2.28 million shares. If that breakout gets underway soon, then GCI will set up to re-test or possibly take out its next major overhead resistance levels at its 50-day moving average of $31.47 to $32.90. Any high-volume move above those levels will then give GCI a chance to tag $34.
- [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.
10 Best Media Stocks To Invest In 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 Rick Munarriz]
If you're wondering who will pay to install monitors for every seat you may have missed the Wi-Fi component here. Unlike JetBlue -- which has seatback monitors delivering 36 DirecTV (NASDAQ: DTV ) television channels and most of Sirius XM's (NASDAQ: SIRI ) satellite radio stations, but is late to the game by just now starting to update its fleet for Wi-Fi -- Southwest won't be providing monitors. Passengers will use their Wi-Fi tablets, laptops, and smartphones to log into the Web-based service that DISH has been advertising in recent months.
10 Best Media Stocks To Invest In 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 Sean Williams]
Leading the charge is cable operator Cablevision (NYSE: CVC ) again found itself in the spotlight, up 9.6%, following the completion of its sale of Optimum West to Charter Communications (NASDAQ: CHTR ) for $1.625 billion. While shareholders are likely to be pleased seeing this deal completed, shares are really ramping up in expectation that Charter may make a bid for Cablevision. Rumors have been circulating for a week based on a report from Bloomberg News that Charter may look to make a bid for Time Warner Cable�or Cablevision. My stance remains not to chase rumors higher, so I'd suggest watching Cablevision from the sidelines.
- [By Paul Ausick]
Although Maffei did not say as much, swallowing Sirius gives Liberty access to the satellite radio provider�� free cash flow of about $625 million to use in pursuit of Time Warner Cable Inc. (NYSE: TWC). Charter Communications Inc. (NASDAQ: CHTR), in which Liberty holds a 27% stake, has been trying to put together the financing to make an offer for much larger Time Warner. For its part, Time Warner, the nation�� second largest cable provider, is trying to put together a deal with the nation�� largest cable provider, Comcast Corp. (NASDAQ: CMCSA), that would shut Liberty out.
- [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.
10 Best Media Stocks To Invest In Right Now: Time Warner Inc.(TWX)
Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates in three segments: Networks, Filmed Entertainment, and Publishing. The Networks segment provides domestic and international networks, premium pay and basic tier television programming services, and digital media properties, which primarily consist of brand-aligned Websites. Its premium pay television services consist of the multi-channel HBO and Cinemax premium pay television services. This segment provides programming to cable system operators, satellite service distributors, telephone companies, and other distributors; sells advertising; and licenses original programming to domestic and international television networks. The Filmed Entertainment segment produces and distributes feature films, television and other programming, and videogames; distributes home video products; and licenses rights to its feature films, television programming, and characters. T he Publishing segment publishes magazines and books; and operates various Websites, as well as engages in marketing services and direct-marketing businesses. This segment publishes magazines on style and entertainment, lifestyle, news, and sports. The company?s brands include TNT, TBS, CNN, HBO, Cinemax, Warner Bros., New Line Cinema, People, Sports Illustrated, and Time. Time Warner Inc. was founded in 1985 and is headquartered in New York, New York.
Advisors' Opinion:- [By Dan Caplinger]
But not everyone is convinced that Netflix can produce the growth it needs to justify its valuation. Even CEO Reed Hastings has said that the company needs to make its service more compelling in order to reach its goals of having 50% to 75% of households subscribing to Netflix. In order to accomplish that, Netflix made a new content deal in January with Time Warner (NYSE: TWX ) , giving it access to popular television series that will add to its expanding library of streaming options. It has also turned to Facebook�to help bolster its social presence, building a Facebook app to allow viewers to share more easily what they're watching or putting on their queues.
10 Best Media Stocks To Invest In Right Now: 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 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.
- [By GURUFOCUS]
News Corp. (0.4%) (NWSA - $16.06 (0.3%) NWS - $16.43 (0.1%) - NASDAQ)(NWSA), based in New York, operates in five segments: 1) News and information services ��U.S., United Kingdom, and Australian publishing businesses, including The Wall Street Journal, the Times of London, and the New York Post, along with News America Marketing Corp., a leading provider of free standing inserts (FSIs or cents off coupons); 2) Cable network programming ��Fox Sports Australia; 3) Digital real estate services ��a 62% interest in publicly traded REA Group Ltd. (Australia); 4) Book publishing ��Harper Collins, one of the largest English language publishers in the world; and 5) Other ��primarily the company's K-12 education business ��Amplify. On June 28, 2013, 'old News' Corp. (now Twenty-First Century Fox Inc. (2.4%)) spun off most of its non entertainment assets ('new News') to holders on a one for four basis. We estimate that the company will generate about $800 million of EBITDA on $8.7 billion of revenues for the year ending June 30, 2014.�
- [By Lisa Levin]
News Corporation (NASDAQ: NWSA) shares gained 0.61% to touch a new 52-week high of $18.13. 21st Century Fox announced its plans to sell its 47% stake in Star China TV.
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