Out Fox The $treet

According to a survey conducted by Bernstein ( via Benzinga), most buy-side analysts expect the deal between AT&T (T) and Time Warner (TWX) to eventually obtain approval. An amazing 84% of the participants in the survey expect AT&T to close the deal, yet Time Warner trades far below the $107.50 offer price.

As reported on Friday, AT&T (T) agreed to purchase Time Warner (TWX) for $107.50 per share. The deal brings together a distribution leader in the form of the wireless network operated by AT&T and the content owned by Time Warner. The deal could be a big victory for the Net Payout Yields model on Covestor where Time Warner has been a long-term holding. The company has long repurchased a large portion of the outstanding stock while paying a decent dividend that recently yielded nearly 2%. The big question is where the stock will trade on Monday with 50% of the value based on whether AT&T breaks the downside collar. As well, the market will likely fear whether the regulators will approve this merger of mega-media giants. Ultimately, a decent price on Monday provides an opportune time to exit a long-term position at the top. Here is hoping to a big pop at the start of trading. Below are links to more detailed reports on my opinions on the merger. WhoTrades Time Warn...

Summary Twenty-First Century Fox's pursuit of Time Warner probably isn't over. Valuations in the group are becoming stretched. Time Warner solidly beat Q2 '14 earnings estimates, increasing the value of the company to a bidder. A few weeks ago, the revelation that Twenty-First Century Fox (NASDAQ: FOXA ) (NASDAQ: FOX ) offered to purchase Time Warner (NYSE: TWX ) sent the latter's stock surging roughly 17% for the day. The stock sat around the offer price of $85 for a few weeks providing the opportunity to sell it at a solid price before the 12% drop today. The offer for the content giant is another step in the cable wars though it may not materialize into a merger now. The initial moves to consolidate the cable networks in the case of Comcast (NASDAQ: CMCSA ) (NASDAQ: CMCSK ) buying Time Warner Cable (NYSE: TWC ) is leading the content providers to look into ways of bulking up. Read the full article at Seeking Alpha....

After successful splits of Time Warner Cable (NYSE: TWC ) and AOL (NYSE: AOL ) in 2009, Time Warner (NYSE: TWX ) is attempting another spin-off. This time the company hopes to separate the struggling magazine producer, Time, Inc. Will this spin be as successful? Time Warner is a global leader in media and entertainment with businesses in television networks, film and TV entertainment and publishing. Time, Inc. is a leading magazine producer more » Disclosure: Long TWX. Please review the disclaimer page for more details. 

Which company is a better investment at this point: Time Warner Cable (TWC) or Time Warner (TWX) ? I bet most investors wonder if the answer isn't none of the above. From a high level, both stocks offer nearly 3% dividends, making the stocks attractive to a large swath of investors. What about for investors that want the 4%+ dividend yielders? Let's first review these two companies that split back in 2009. Overview: Time Warner Cable The company is among the largest providers of video, high-speed data and phone services in the United States, connecting more than 14.5 million customers in 29 states to entertainment, information and each other. Time Warner Cable Business Class offers data, video, and phone services to businesses of all sizes, cell tower backhaul services to wireless carriers, and through its NaviSite subsidiary, enterprise-class hosting, managed application, messaging and cloud services. Time Warner Cable Media, the advertising arm of Time Warner Cable, offers na...