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19 января, 01:39

BounceX: The Behavioral Marketing Startup Shifting How Brands Engage Audiences

Signage is displayed in a hallway at Comcast Corp. headquarters in Philadelphia, Pennsylvania, U.S., on Monday, Oct. 24, 2016. Comcast Corp. is scheduled to release earnings figures on October 26. Photographer: Charles Mostoller/Bloomberg Founded in 2012, Bounce Exchange stands as the leader in cloud-based behavioral automation software and analytics. Their behavioral marketing [...]

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19 января, 00:58

NBCU shutting cable's Esquire Network, re-launching as digital

Jan 18 (Reuters) - Comcast Corp's NBCUniversal is shutting down its Esquire Network cable channel, one month after it was dropped by DirecTV, and will re-launch it this spring as a digital-only brand, the company said on Wednesday.

18 января, 11:48

Identifying Undervalued and Overvalued Stocks

How can you tell if a given company's stock is overvalued, undervalued or priced just right? If you're the kind of trader who likes to try their hand at picking winners and avoiding losers, that's the million dollar question, isn't it? But for stocks of firms that pay dividends, there may be a tangible way to determine the answer to that question, provided that you know how those firms will act to change their dividends in the future. And as it happens, we have a speculative forecast for how five S&P 500 firms are expected to do just that in 2017, but who, as yet, have not declared what they will do. The following list summarizes the forecast for dividends for each of the companies: Comcast (NASDAQ: CMCSA) - 15% increase Home Depot (NYSE: HD) - 14% increase Cisco Systems (NASDAQ: CSCO) - 15% increase TJX Companies (NYSE: TJX) - 16% increase Vulcan Materials (NYSE: VMC) - 25% increase Being able to do something useful with this knowledge requires some familiarity with the concept of the dividend discount model, where stock prices are recognized as representing the approximate net present value of all dividends that will be paid to shareholders in the future, and also the part of the efficient market hypothesis that says that stock prices will almost instantaneously incorporate information about the future as it becomes known. [In reality, the relationship between the current prices of stocks and their expected future dividends per share is more complex than these two simple assumptions suggest, but we can still put them to work to do something interesting. (Remember the motto: All models are wrong, but some are useful!)] The way we'll do that is to chart the relationship between the stock prices at the beginning of the last several years and the actual annual dividends per share that each company would go on to pay out during each of those years. For the historical data shown in this chart, what we're effectively doing is pretending that investors had perfect knowledge of what dividends each firm would pay out during the year to come, which they incorporated into the closing stock price for each company on the first trading day of each year. We then calculated linear trend lines to approximate the relationship between the first trading day of the year's stock price for each company and the forward annual dividends per share that each would pay, extending the trend lines out past the point of the forecast dividends per share for 2017. We then added one last point, indicating the forecast annual dividends per share for 2017 for each company along with its stock price as of the close of 6 January 2017. As you can see, we obtained some pretty interesting results. For three of the firms, Comcast, TJX and Cisco Systems, we find that the forecast data points for 2017 are all within a fairly small margin of error of the trendlines projected from the historic data. This result suggests that the stock prices of these firms are priced about right. But we have some significant deviations when we look at the forecast values for both Home Depot and Vulcan Materials, where Home Depot's stock would appear to be undervalued and Vulcan Materials would appear to be overvalued. Are they though? Could VMC be experiencing something of a speculative bubble that could soon pop? Or could investors be expecting the board of Vulcan materials to boost the company's dividend by more than what has been forecast for 2017? Similar questions arise about Home Depot. Is the stock price being unnaturally depressed by investor pessimism about the company's future prospects? Or does HD's board have plans for a much smaller dividend increase than the forecast anticipates? And how might potential changes in either Home Depot's or VMC's stock buyback programs change the dividend per share math (and stock prices) for the firms? All you need to do to pick winning trades is to answer questions like these! We should know most of the answers to the questions we've asked in this post by the end of 2017-Q1, if not early in 2017-Q2. On a final note, the kind of analysis we just showed isn't new by any stretch, but more often than not, when it has been presented, has typically been purely backwards-looking. What we're doing that's new is applying it to look forward in time with information that is still potentially actionable. We're looking forward to finding out how it all plays out.

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13 января, 17:39

Comcast stock price target raised to $88 from $68 at Deutsche Bank

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news.

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13 января, 17:39

Comcast upgraded to buy from hold at Deutsche Bank

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news.

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13 января, 14:50

Verizon to Launch 750 Mbps FiOS Instant Internet Service

Verizon Communications Inc. (VZ) has decided to introduce FiOS Instant Internet service which offers 750 Mbps speed from Jan 14, 2017.

13 января, 02:10

"Fake News" Facebook Lands On List Of "America's Most Hated Companies"

Facebook just can't seem to catch a break lately.  From questionable privacy policies and mass data collection of its users to its handling of the so-called "Fake News" epidemic (see "George Soros Is Funding Facebook's "Third-Party Fact Checking" Organization Targeting 'Fake News'"), Mark Zuckerberg is pissing off a lot of people these days.  Unfortunately, when your entire business model is based on "friending" others, the alienation of various groups has caused enough people to "dislike" Facebook that the company has landed itself on 24/7 Wall Street's list of "America's Most Hated Companies." Coming in at #6, Facebook narrowly beat out Spirit Airlines, which, for anyone who has been left stranded by Spirit in Chicago's O'Hare Airport in the middle of winter, that speaks volumes.  Comcast (NASDAQ: CMCSA) Bank of America (NYSE: BAC) Mylan (NASDAQ: MYL) McDonald’s (NYSE: MCD) Wells Fargo Bank (NYSE: WFC) Facebook (NASDAQ: FB) Spirit (NASDAQ: SAVE) DISH Network (NASDAQ: DISH) Sears (NASDAQ: SHLD) Sprint (NYSE: S) Wal-Mart (NYSE: WMT) Charter Communications (NASDAQ: CHTR)   Meanwhile, the two largest cable providers in the country also made the list which is astonishing given their impeccable reputation for such helpful customer service and 100% internet reliability.  But, only about 40% of the households in the U.S. rely on those two companies for service so it's probably not a big deal. But, of the top 12, Facebook was the only Silicon Valley giant to make the list despite, as 24/7 Wall Street points out, being a "boon for shareholders since it's IPO." Facebook has been a boon for shareholders since its IPO. The company’s stock is now trading over 200% higher than its 2012 Wall Street debut. However, not everyone is pleased with the social media platform. In recent years, the company has drawn significant criticism over its privacy policies and the mass data collection of its users.   Recently, the company faced sharp criticism for not doing enough to curb the spread of fake news leading up to the U.S. presidential election. Since then, in an apparent attempt to mend public relations, the company announced a series of new policies aimed at identifying and flagging fake news stories on its site.  Oh well, at least they beat Sears.

12 января, 23:02

Telecom Stock Roundup: TMUS, VZ, Etc.

Last week saw many notable developments in the telecom industry.

12 января, 15:01

Shaw Communications to Focus on Comcast's X1 Technology

Shaw Communications Inc. (SJR) has been using Comcast's technology since 2015.

12 января, 14:44

AT&T (T) to Raise Unlimited Data Plans' Prices Again in '17

AT&T Inc. (T) has announced a rate hike of $5 per month for users who still avail its old unlimited data plan.

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11 января, 21:15

Canada's Shaw turns to Comcast technology to regain market share

TORONTO, Jan 11 (Reuters) - Canada's Shaw Communications Inc announced a voice-controlled television product on Wednesday that it hopes will help it stem years of market share losses to western Canadian telecom rival Telus Corp.

11 января, 17:30

Zacks Market Edge Highlights: Disney, Netflix, Amazon, Lionsgate and Comcast

Zacks Market Edge Highlights: Disney, Netflix, Amazon, Lionsgate and Comcast

11 января, 02:17

How to Invest in Hollywood's Winners

The television and movie industries are changing at lightning speed but a few companies have the edge.

10 января, 15:30

CenturyLink Buys SEAL to Strengthen Enterprise Solutions

CenturyLink Inc. (CTL), a leading regional telecom service provider, acquired Seal Consulting, a US-based SAP products provider for enterprise-wide business and technology needs.

10 января, 15:27

Can AT&T (T) Skip FCC Scrutiny for Time Warner Acquisition?

AT&T Inc.'s (T) management expects the Time Warner Inc. (TWX) deal to be accretive to both adjusted earnings and free cash flow, in the first year post closure.

10 января, 06:56

A puzzle for the risk manager

The last two posts were essentially about picking a value-stock portfolio and managing the risk. And they were lessons that I thought I could implement. This is stuff I find harder. So I am looking for your input.--This is the portfolio of a fairly well known value investor in March 2008. I have taken the name off simply because it doesn't help but there was roughly $4 billion invested this way.To put it mildly this portfolio was very difficult over the next twelve months. Sector allocation Positions Banks - Europe 24% Fortis, ING, Lloyds, RBS Banks - Japan 14% Millea, MUFJ, Mizuho, Nomura Banks - USA 8% Bank of America, JP Morgan Technology - PC & Software 18% Linear Technology, Maxim Integrated products, Oracle Semiconductor equipment 14% Applied Materials, KLA Tenecor, Novellus Systems Beer 20% Asahi, Budweiser, Group Mondelo, Heinekin, InBev Media 15% Comcast, News Corp, Nippon Television Other 14% eBay, Home Depot, Lifetime Fitness, William Hill Net effective exposure 127% Shorts -16% Net exposure 111% Cash -11% The PE ratios mostly looked reasonable and all of these positions could be found in quantity in the portfolios of other good investors. Its just the combination turned out more difficult than average.Your job however is to risk-assess the portfolio.Even with the considerable benefit of hindsight how would you analyse this portfolio?What would you say as risk manager that made the portfolio manager aware of what risks he was taking?What would you say if you were a third party analyst trying to assess this manager?What is the tell?Remember the portfolio manager here has a really good record and the "aura" around them. They are smarter than you.And yet with the restrospectascope up there is stuff that is truly bad.They had four European banks making up a quarter of the value of the portfolio. Most European banks went through the crisis hurt but not permanently crippled. Permanently crippled came later with the Euro crisis.The four European banks here (Lloyds, RBS, Fortis, ING) however received capital injections so large that they were effectively nationalised. If you had thrown darts at European banks it might have taken hundreds of rounds to pick four that bad... They could not have been picked this bad by chance - they had to have systematic errors here.There is something really wonky about this portfolio - and it is not by chance - so there was something faulty about the way the portfolio was constructed.JohnPS. It is fair to say some of the portfolio (News Corp for example) was awful in the crisis and came back stronger than ever. And some that I would have thought ex-ante high risk (such as the semi-conductor capital equipment makers) turned out okay - having "ordinary" draw downs in the crisis and recovering them since.PPS. I kept the document this came from because at the time I thought the portfolio was absurd and would end in tears. But some of my thoughts then were wrong too - especially re the semiconductor capital equipment stocks.

09 января, 21:04

Why Strategic Investment Isn't Always A Good Strategy For Startups

Big corporations are hungry to invest in startups today, from tech giants like Google to companies such as Comcast and GM. Whether that money is good for entrepreneurs, however, is much more complicated. Here's a comprehensive look at how strategic investment works.

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08 января, 22:24

COMCAST-NBC SPOKESMAN THREATENS COMCAST-NBC EMPLOYEE: Al Sharpton promises a “season of civil diso…

COMCAST-NBC SPOKESMAN THREATENS COMCAST-NBC EMPLOYEE: Al Sharpton promises a “season of civil disobedience” in reaction to the nomination of Sen. Jeff Sessions (R-Ala.) for attorney general in the Trump administration. Somehow though, I doubt Trump is losing much sleep over Sharpton’s latest bloviations.