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DISH Network: Over-The-Top Service Adds Limited Value

Summary DISH Network begins offering limited pay-TV services online. The satellite TV operator has a first mover advantage, but the service doesn't appear to offer anything proprietary that couldn't be replicated or enhanced. Content providers with the best content will benefit the most from these scaled-down online packages that feature only top channels such as ESPN and TNT. DISH Network (NASDAQ: DISH ) made the interesting announcement last week that it is joining the over-the-top revolution for pay-TV services. The company follows recent announcements by Time Warner's (NYSE: TWX ) HBO and CBS (NYSE: CBS ) to offer subscription services online to compete with Netflix (NASDAQ: NFLX ) due to the increasing amount of consumers that are cutting the cord. Read the full article at Seeking Alpha. Disclosure: Long TWX. Please review the disclaimer page for more details. 

The Buyout by AT&T Could Provide an Opportunity to Sell DirecTV at the Top

After holding a stock for a few years, no better exit opportunity exists than unloading the stock on a buyout with a nice premium. In the case of DirectTV Group ( NASDAQ: DTV     ) , the company's stock has nearly doubled in the last couple of years and the gains are attracting competition. The purchase price of $95 by AT&T ( NYSE: T     ) would provide an ideal exit point from an investment in the leading satellite television provider. Exiting a position is always tricky, especially for one that has worked extremely well. The stock of DirectTV Group traded below $45 as recently as the middle of 2012. With the company's stock now worth nearly $42.5 billion with it trading around $85, it might have peaked... especially with competition heating up from AT&T ( NYSE: T     ) and the recently proposed Comcast ( NASDAQ: CMCSA     )   and Time Warner Cable ( NYSE: TWC     ) merger. Read the full article ...