Time Warner, Inc. (NYSE:TWX)

Based on the research in AAII (April 2013: Joint Quality, Value and Momentum).

They plan on cutting costs and other reasons, they have cash.

If HBO becomes a service offered to non cable subscribers than I feel Time Warner will jump in valuation quite a bit. Also If they continue producing quality movies I think they will steadily rise above the competition.

After shedding Time Inc, the company will become a pure play video media company. With the rising cost of content due to battles between Netflix, Amazon, other digital streaming players, and cable companies, Time Warner stands to gain a lot of value as companies bid for content.

What's more, as cable companies look to defend themselves against streaming media, Time Warner's suite of television stations holds a lot of leverage. The company is in a good position to grow revenue based on rising content prices alone.

There is talk of TWX shedding assets, and I have an ill informed, shoot from the pants, thought that Aapl is taking a look. Besides, its reasonably valued as it is.

This company will really conquer the S&P 500 performance. This weeks for sure. Let's celebrate.

i think the youngesters arevhaving a field day. i still enjoy the marvel comic movies only wish i had the old comic books. if they keep putting heroes on TV instead of Zombies even parents won't complain. everything goes in a circle comics are running right now

Warner Bros. is always releasing top hits in movies (and then their games also make sales amongst the innocent parents who just want to buy their kids fun stuff).

12/18

Time Warner is following in the footsteps of Netflix with it's recent pricing increase of 8.6% per month. I would expect to see more consumers cutting the cord and/or cutting back on services.

Hard to argue with ANYthing Bewkes is doing... essentially cutting costs to focus on what they do best - generate high quality content they can sell.

http://www.nytimes.com/2011/11/01/business/media/time-warner-trying-to-trim-its-excesses-goes-back-to-basics.html?pagewanted=2&_r=1&ref=business

9/6/2011 BNY port sell 8/22/2011 at 27.87 can sell today at 29.41

Not bad short-term, but too invested in old line media, and in (pop) culture of the moment that will not last. Betting against them.

Netflix has sunk this ship in terms of television broadcasting. Game over.

cable business will be disrupted by Netflix and video online; TWX owns HBO and is not willing to particape in the revolution

Over the next 10 months WB's final two Harry Potter films will gross about 2.5 billion dollars at the box office.

After DVD and other sales that number will only go higher.

You can thank the boy wizard for helping this stock.

Refer to my NYT call. I believe content is undervalued today and that should change moving forward.

twx

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