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Earnings Expectations for the Week of July 25
Sunday, July 24, 2011 - 9:40am | 1439Read More...The earnings crunch continues this week even as the month of July winds to a close. Quarterly reports of note scheduled for the week include those from Netflix (NASDAQ: NFLX), United Parcel Service (NYSE: UPS), Exxon Mobil (NYSE: XOM), Starbucks (NASDAQ: SBUX), Merck (NYSE: MRK) and Dow Chemical (...
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DirecTV and DISH Network Still Racing Higher
Thursday, July 14, 2011 - 8:03am | 501Read More...In the wake of news of Netflix's (NASDAQ: NFLX) price increase, satellite TV providers DirecTV (NASDAQ: DTV) and DISH Network (NASDAQ: DISH) reached new 52-week highs of $53.40 and $32.56 per share, respectively, in Wednesday's trading session. DirecTV has an active share buyback program, and...
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UPDATE: BMC Initiates Time Warner Cable at Hold
Monday, July 11, 2011 - 8:27am | 131Read More...BMC is out with its report today on Time Warner Cable (NYSE: TWC), initiating TWC at Hold with a $93 PT. In a note to clients, BMC writes, "To us Time Warner Cable is a strong operator with a good management team. The company benefits from economies of scale and has levels of service penetration...
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How to Trade Goldman Sachs and GSV Capital Ahead of Today's Big Facebook Announcement
Wednesday, July 6, 2011 - 12:07pm | 831Read More...There has been a ton of hype for what has been deemed an “awesome” new feature coming to Facebook this week. Whatever that feature is, the world won't have to wait much longer: the social networking giant is scheduled to make an announcement at 1:00 p.m. EDT today. The latest rumor suggests that...
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DirecTV and DISH Network to Open Near 52-Week Highs
Friday, July 1, 2011 - 8:39am | 296Read More...DirecTV (NASDAQ: DTV) and DISH Network (NASDAQ: DISH) reached new 52-week highs of $51.23 and $30.84 per share, respectively, in Thursday's trading session. DirecTV has an active share buyback program, and Kaufman Bros and Deutsche Bank expect the share price to rise about 20% this year, due in...
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iCloud: Apple's Perfect Storm Against Dropbox, Google, and Amazon Cloud?
Tuesday, May 31, 2011 - 2:48pm | 875Read More...A storm is coming next week. But will it turn out to be the tornado feared by Apple (NASDAQ: AAPL) competitors, or merely a rainstorm that only cools things off temporarily? Neither outcome would be unprecedented. Despite its many success stories, Apple is not an infallible corporation. While the...
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UPDATE: Deutsche Bank Raises PT on Time Warner Cable to $92 (TWC)
Thursday, April 14, 2011 - 8:34am | 131Read More...Deutsche Bank is out with its report on Time Warner Cable (NYSE: TWC), raising its PT from $88 to $92. In a note to clients, Deutsche Bank writes, "We see improving cable sector trends (subs better, SMB scaling, stable margins, dramatically improving user interface and on-demand content, pricing...
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Deutsche Bank Raises PT On Time Warner Cable To $92
Thursday, April 14, 2011 - 7:17am | 28Read More...Deutsche Bank has raised the price target on Time Warner Cable (NYSE: TWC) from $88 to $92 and maintains its Buy rating.
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AT&T U-Verse Cap Is Crazy (T, TWC, CMCSA)
Tuesday, March 15, 2011 - 12:26pm | 583Read More...They warned us that this would happen. They were right. This week, AT&T (NYSE: T) announced its new plan for corporate growth – a 250GB cap on U-Verse subscribers. Officially, the cap is being employed to curb high data use among the top two percent of U-Verse subscribers. But if you think this...
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Citigroup Raises PT On Time Warner Cable To $78
Wednesday, January 26, 2011 - 8:00am | 28Read More...Citigroup has raised the price target on Time Warner Cable Inc. (NYSE: TWC) from $70 to $78 and maintains its Buy rating.
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Netflix's Online-Only Dream Is A Nightmare Waiting To Happen (NFLX)
Wednesday, January 19, 2011 - 1:21pm | 827Read More...In an effort to push ahead with fresh technology, reduce overhead and increase profits, Netflix (NASDAQ: NFLX) is moving forward with its plan to enter the realm of online-only entertainment. Earlier this week, the company upset many of its customers by removing the “Add To DVD Queue” option from...
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Time Warner Introduces TV Essentials
Friday, November 26, 2010 - 9:06am | 161Read More...Wunderlich Securities has published a research report on Time Warner Cable Inc. (NYSE: TWC) after the company introduced TV Essentials, a stripped-down channel offering for the low-end consumer. In the report, Wunderlich writes "We value TWC off an S&P 500 derived cost of equity, although we...
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JP Morgan Assesses U.S. Telecom and Cable Services Sector
Thursday, July 22, 2010 - 10:43am | 704Read More...JP Morgan had previewed 2Q results for the U.S. Telecom and Cable Services sector, and has assessed each one as follows listed with upside/downside risks and price target: American Tower (NYSE: AMT) Overweight Credit environment could delay share repurchase, delays in carrier builds, wireless...
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Bears Grab a Hold of Time Warner
Tuesday, May 4, 2010 - 2:36pm | 85Read More...Time Warner Cable (NYSE: TWC) is trading lower today along with the rest of the market; the stock is currently down 2.41% to $55.99. Bears are also targeting the puts today with 2,500 of the June $55 puts purchased on the offer a short while ago. Volume exceeded the open interest of 112, indicating...


