Out Fox The $treet

Signs exist that Twitter faces brand advertiser fatigue. Other signs exist that brands are taking a pause until the 2H of the year when the social media company has better video ad products. User growth remains the key and competition from other media products won't ultimately steal advertiser dollars if Twitter continues to grow users. Twitter (NYSE: TWTR ) hit new lows this week as analysts downgraded the stock and suggested that brand advertisers were facing fatigue with the platform. While the competition from the likes of Instagram, part of Facebook (NASDAQ: FB ), and SnapChat (Private: CHAT ) are a long-term concern, the advertisers will always follow user traffic. Read the full article on Seeking Alpha.                                    Disclosure: Long TWTR. Please read the disclaimer page for more details.

Viacom reported a mixed FQ1 earnings report with EPS in line with estimates. The stock plunged to new multi-year lows despite some positive turnaround signs. The company trades at an incredibly low multiple of cash flows, and now offers a substantial 5% dividend with strong coverage. News headlines, including  this one  from  Fortune  for the  FQ1 earnings report  of Viacom (NASDAQ: VIA ) (NASDAQ: VIAB ), included the message that the company is somehow ailing. With all of the stress in energy companies and bank stocks, one has to wonder if an extremely profitable media company is somehow sick.  Read the full article on Seeking Alpha.  Disclosure: Long VIAB. Please read the disclaimer page for more details.