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Morgan Stanley Reports CBS Monetizing TV Library Through Netflix Agreement
Friday, April 15, 2011 - 7:14am | 152According to Morgan Stanley, CBS (NYSE: CBS) likely garnered a higher per episode fee from TNT for Hawaii Five-O re-runs in exchange for agreeing not to make the show available to an online on-demand distributor such as Netflix. Morgan Stanley reported that CBS has already begun monetizing its TV...
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Cheaper Alternatives Signal Trouble for Sirius XM Radio
Thursday, April 14, 2011 - 4:36pm | 129By Rob Carroll Sirius XM Radio (SIRI) added 329,000 net subscribers in the fourth-quarter of 2010, to reach a total of 20.1 million paying customers. The firm saw revenue growth of 12% in the same quarter. In December, the company's golden goose, Howard Stern, signed a new five-year deal worth an...
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11 Stocks in the $60s that Should Trade in the $80s
Thursday, April 14, 2011 - 4:34pm | 129By Rob Carroll Sirius XM Radio (SIRI) added 329,000 net subscribers in the fourth-quarter of 2010, to reach a total of 20.1 million paying customers. The firm saw revenue growth of 12% in the same quarter. In December, the company's golden goose, Howard Stern, signed a new five-year deal worth an...
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Blueshift Says Premium On Demand Seeing Balking From Customers (CMCSA, DISH, DTV)
Thursday, April 14, 2011 - 3:33pm | 86A tweet from Blueshift Ideas shows that consumers are balking at the $30 price for a Premium Video On Demand service, but studios, and cable companies are enthusiastic. Blueshift said that possible trials were going to start sometime this month. This would affect companies like Comcast (NASDAQ...
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FrontFour Delivers Letter to Fisher Communications Stockholders (FSCI)
Thursday, April 14, 2011 - 8:47am | 78FrontFour Master Fund, Ltd., an affiliate of FrontFour Capital Group, today announced that it has delivered a letter to stockholders of Fisher Communications, Inc. (Nasdaq: FSCI). Says Board Has Failed to Hold CEO Colleen Brown Accountable for Her Severe Underperformance at Fisher. Criticizes...
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UPDATE: Deutsche Bank Raises PT on Time Warner Cable to $92 (TWC)
Thursday, April 14, 2011 - 8:34am | 131Deutsche 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 Reaffirms Buy Rating On CVC
Thursday, April 14, 2011 - 7:55am | 86Cablevision Systems Corporation (NYSE: CVC) enjoys a unique cable footprint with dominant market shares, “leading network density / efficiency, attractive consumer dynamics, and the greatest relative SME opportunity,” Deutsche Bank reports, reaffirming its Buy rating on the stock. “Mgmt has fended...
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Deutsche Bank Raises PT On Time Warner Cable To $92
Thursday, April 14, 2011 - 7:17am | 28Deutsche 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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Benzinga's Volume Movers (SLGN, RVBD, LFUS, VMED)
Wednesday, April 13, 2011 - 10:27am | 163Silgan Holdings Inc (NASDAQ: SLGN) shares moved up 10.45% to $40.68 at 10:25 am. The volume of SLGN shares traded was 4034% higher than normal. SLGN agreed to purchase Graham Packaging Co Inc (NYSE: GRM) for about $4.1 billion, including debt. Riverbed Technology Inc (NASDAQ: RVBD) shares rose 15....
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Citi Comments On Dish Network And Possible Mobile Data Network
Wednesday, April 13, 2011 - 9:00am | 155Dish Network (NASDAQ: DISH) and DBSD presented a Transfer Application to the FCC seeking a transfer of licenses held by DBSD to Dish. The filing held three key takeaways: Mobile data offering very likely, Likely consolidation of S-Band and 700 MHz spectrum could mean 46MHz of spectrum, and Focus...
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Morgan Stanley Continues To See Upside In Comcast Shares After Its First Quarter With NBCU
Wednesday, April 13, 2011 - 8:56am | 185Morgan Stanley sees absolute upside in Comcast Corporation (NASDAQ: CMCSA) shares in line with the broader cable/satellite group. It prefers stocks with either higher organic growth or greater financial leverage in this low-interest rate environment such as DirecTV (NYSE: DTV). Previously, Morgan...
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Earnings Scheduled For April 13 (OZRK, JPM, NTIC, NG, PCBK, SJR)
Wednesday, April 13, 2011 - 12:14am | 169Bank of the Ozarks Inc (NASDAQ: OZRK) is expected to post its Q1 earnings at $0.69 per share on revenue of $45.53 million. JP Morgan Chase & Co (NYSE: JPM) is projected to report its Q1 EPS at $1.16 on revenue of $25.48 billion. Northern Technologies International Corp (NASDAQ: NTIC) is...
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Stocks To Watch For April 13 (RVBD, JPM, ADTN, SJR, HOFT)
Wednesday, April 13, 2011 - 12:06am | 263Some of the stocks that may grab investor focus today are: Riverbed Technology Inc (NASDAQ: RVBD) issued upbeat projections for the first quarter. Riverbed projects Q1 adjusted earnings of $0.19 to $0.20 per share on revenue of $163 million to $164 million. However, analysts expected Q1 earnings...
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Morgan Stanley Increased TWC PT To $78
Tuesday, April 12, 2011 - 7:42am | 98Morgan Stanley has issued a report raising the Price Target on Time Warner Cable (NYSE: TWC) from $74 to $78 a share. Morgan Stanley writes, “Our higher price target is based on the assumption TWC reaches a ~3.25x debt leverage target by YE'12 through share repurchases ($3.9B and $3.6B in ‘11E and...
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Stocks to watch next week
Friday, April 8, 2011 - 6:06pm | 2574( click to enlarge ) Las Vegas Sands Corp. (NYSE:LVS) - The technical chart has strong short-term resistance at $45 and the stochastic indicator has made a negative cross over to the downside. Trading volume also declined this week, it can mean that there is a higher risk of price trend...