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.

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

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

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

B

Lots of debt but undervalued as a business. This stock has been lousy lately - but if you're a longer term investor, who cares? They run a good business and patient stockholders should be rewarded in the long run. This is a good entry point. 1 year TP - $35

Magic Formula

Bewkes is incredibly focused on franchise monetization. The last 4 or 5 minutes of this quarter’s conference call laid out a pretty impressive strategy to get every dollar from his stable which includes the 15 top grossing movies of all time.
Once AOL is gone next month this will be a pure content play lead by a CEO who is focused on enhancing revenues that are the lowest hanging fruit.

TWX IS SPINNING OFF AOL WHICH HAS BEN\EN LOSING MONEY

a good stock

Can-west is going chapter 11 and someone is going to provide TV