The social network knows a lot about you. Clearly, it knows what you've told it -- your age, location, martial status, job, etc.
But it also knows what you like. This is based partly on obvious things -- you clicking the like button -- but also on less obvious ones. What you talk about in your postings, what content you share, even how long your cursor hovers over a particular image.
"They know more about your tastes and preferences than any company ever has," said Nate Elliott, a social media analyst at the research firm Forrester.
Top Stocks To Buy: 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 Mike Deane]
Early on Monday morning, Gannett (GCI) had its price target raised to $35 from $34 at FBR Capital. The ratings company also affirmed that Gannett is a “Top Pick.”�
Gannett, a publishing and broadcasting company that operates in the U.S. and the U.K., currently has a price of $29.76, and FBR’s new target suggests an 18% upside.
FBR analyst William Bird had the following comments about GCI’s PT raise: “Based on our analysis, we estimate that Gannett’s spectrum is worth approximately $2.2 billion, or $9 per share, roughly doubling in value from the�acquisition�of BLC (i.e., pre-deal valuation of ~$1.1 billion). Separately, we are lowering our 2014 EPS estimate by $0.07 to reflect the previously announced sale of three stations to MDP (note: an expected midyear close means that the stations will not be in operating results from January 1, but the proceeds will not be received until midyear). We are increasing our price target to $35 from $34 to reflect shareholder accretion from the sale. We like Gannett’s improving business mix, growth profile, and ability to drive growth with its own propeller through higher retrans, synergies, and potential TV acquisitions.”
Gannett stock was inactive in pre-market trading. So far this year, the company’s stock is up 0.61%.
- [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.
Best Media Stocks To Invest In 2014: CBS Corporation(CBS)
CBS Corporation, together with its subsidiaries, operates as a mass media company in the United States and internationally. The company?s Entertainment segment distributes a schedule of news and public affairs broadcasts, sports, and entertainment programming; produces, acquires, and distributes programming, including series, specials, news, and public affairs; produces and distributes theatrical motion pictures across various genres; and operates online content networks for information and entertainment. Its Cable Networks segment owns and operates multiplexed channels that offers subscription program services, including recently released theatrical feature films, original series, documentaries, boxing, mixed martial arts and other sports-related programming, and special events; and CBS College Sports Network, a 24-hour cable program service related to college sports. This segment also owns and manages Smithsonian Networks, which operates Smithsonian Channel, a basic cab le service in the United States. The company?s Publishing segment publishes and distributes adult and children?s consumer books in printed, audio, and digital formats. Its Local Broadcasting segment owns 29 broadcast television stations; owns and operates 130 radio stations in 28 U.S. markets and related online properties; and owns local Websites that combine television and radio local media brands online to provide the latest news, traffic, weather, and sports information, as well as local discounts, directories, and reviews. The company?s Outdoor segment sells advertising space on various media, including billboards, transit shelters and other street furniture, buses, rail systems, mall kiosks, stadium signage, and in retail stores. CBS Corporation was founded in 1986 and is headquartered in New York, New York.
Advisors' Opinion:- [By Rich Smith]
In this week's news, 3D announced that it has signed a licensing agreement with CBS's (NYSE: CBS ) consumer-products division, which owns the rights to Star Trek. With this agreement in place, 3D can now to allow Cube owners to use an app on the company's Cubify website to design and build a "full-color, personalized 3-D printed figurine of themselves in a�Star Trek�uniform from the original series by simply uploading two photographs of their face."
- [By Brian Stelter]
"A plaintiffs' win in this case will ensure the continued availability of this programming to the viewing public," the broadcasters' main Washington lobbying group said when the suits were filed. (Was the group foreshadowing what CBS (CBS), Fox (FOXA) and Univision warned in 2013 -- that their stations might leave the public airwaves if Aereo wins?)
Best Media Stocks To Invest In 2014: 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 Rick Munarriz]
Netflix (NASDAQ: NFLX ) and Time Warner's (NYSE: TWX ) HBO squared off with original content last week. Orange Is the New Black debuted on Netflix's streaming platform on Thursday. The second season of HBO's celebrated Newsroom kicked off on Sunday.
- [By Tim Beyers]
Look at history. HBO's comparable horror series, True Blood, captured just 1.4 million viewers in its September 2008 premiere before going on to five seasons of award-winning performances and excellent ratings for the Time Warner (NYSE: TWX ) subsidiary. Season six begins on June 16.
- [By Anders Bylund]
In the video below, Fool contributor Anders Bylund explains how AMC Networks (NASDAQ: AMCX ) and Time Warner's� (NYSE: TWX ) �HBO actually follow the same model in many cases. Lions Gate (NYSE: LGF ) and Sony (NYSE: SNE ) may not own any American distribution networks, but they're more than happy to create high-quality content like Breaking Bad or Mad Men for others to distribute. Netflix simply follows a tried-and-true industry practice here.
Best Media Stocks To Invest In 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 Lee Jackson]
News Corp. (NASDAQ: NWSA) boasts a cable-leading news operation and a host of additional entertainment properties. The consensus target for the stock is $17.30.
Best Media Stocks To Invest In 2014: 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 Johanna Bennett]
Charter Communications (CHTR) and Comcast (CMCSA) are each also contemplating bids. The WSJ reported late�today that Charter is arranging $25 billionin debt to fund its bid.
Best Media Stocks To Invest In 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 Roadmap2Retire]
Investing in AT&T bolsters my portfolio with more exposure to the telecom sector - which I am bullish on. The company is the leader in the telecom world, but the current environment provides for some interesting points. Some of the factors that contributed in my decision to initiate this position.
Dividend income - AT&T provides great current income with prospects of dividend growth in the future. Dogs of the Dow - Some people use this investing strategy to beat the market. While my main goal is not to beat the market, this strategy provides some visibility into the under-to-fairly valued stocks in the DJIA. The strategy, for those unfamiliar, is simply to invest in the highest yielders of the DJIA called the Dogs of the Dow. AT&T is the currently the highest yielder in DJIA. Solid revenue growth & EPS growth: After minimal gains from 2009-2012 in revenue, and a dip in diluted EPS from 2010 to 2011, AT&T has turned the ship around and the current trend is pointing upward. DirecTV (DTV) acquisition - AT&T announced that it intends to acquire DTV, which could provide with considerable amount of revenue growth in the future. Possibility of REIT spinoff - The recent news of Windstream (WIN) spinning off a publicly traded REIT resulted in speculation that other telecom providers would follow suit. If AT&T follows in the footsteps of WIN, that would result in unlocking a lot of value for shareholders. In-Car 4G LTE - AT&T has been at the forefront in this field having secured deals with car manufacturers such as Audi, Tesla (TSLA), General Motors (GM) etc. AT&T could potentially add millions of new subscribers to their customer base as the current and future generation of cars come with a 4G LTE-capability.The bottom line is that the companies that control the data pipes in an ever-connected and integrated digital world will command the marketplace. Telecom service providers (alongside cable service providers) will be able to
- [By Holly LaFon]
The Fund had only three detractors in the quarter: Mosaic, Abbott Labs, and DIRECTV (DTV), with only Mosaic negatively impacting YTD results. We bought and exited Mosaic during the third quarter. Our case changed quickly with the potash industry drama that caused prices to drop. Abbott was down 4% in the quarter following FX headwinds, concerns over tougher rules for device approval in Europe, and issues at a dairy supplier leading to a meaningful product recall in the baby formula division in China. DIRECTV slipped 3% on increased subscriber churn amidst a challenged Brazilian economy. DIRECTV Latin America remains well positioned to benefit from rising pay-TV penetration in the region, and the mature U.S. business continues to generate higher ARPU (average revenue per user).
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