TIVO – 24/7 Wall St.

Posts for Ticker ‘TIVO’

Top Analyst Downgrades (AMD, FOLD, AMAG, FITB, PLCM, TIVO)

These are this Monday morning’s top early-bird analyst downgrades or cautious research calls from Wall Street firms:

Advanced Micro Devices (AMD) Cut to Market Perform at FBR.
Amicus Therapeutics (FOLD) Cut to Neutral at JPMorgan
AMAG Pharmaceuticals (AMAG) Cut to Hold at Jefferies.
Fifth Third Bancorp (FITB) Cut to Buy from Conviction Buy List at Goldman Sachs.
Polycom (PLCM) Cut to Market Perform at Wells Fargo.
TiVo (TIVO) Started as Neutral at JPMorgan.

You can join our open email distribution list which goes out several times per week for top day trader alerts, analyst upgrades and downgrades, IPO’s, key secondary offerings, guru investor data on Buffett and others, mergers, and more.

JON C. OGG

Posted on: October 5, 2009 – 7:17 am in Analyst Calls, AMAG, AMD, FITB, FOLD, PLCM, TIVO

Blockbuster’s Fate: Dying Store Model May Work (BBI, NFLX, CSTR, TIVO, CMCSA, TWX, AMZN)

Blockbuster Inc. (NYSE: BBI) is dying if you read today’s headlines. Word from most media outlets today is that Blockbuster may close some 960 stores. Ouch. That sounds as though there will be no stores left until you look further into it. SEC filings filed today disclose new credit pacts. The company gave investors a glimpse of its plans. If you can get past the headlines, the reaction was actually a positive one.
Read More »

Posted on: September 15, 2009 – 5:01 pm in Entertainment, Media, Retail, Turnarounds, AMZN, BBI, CMCSA, CSTR, NFLX, TIVO, TWX

Tivo’s (TIVO) $200 Million Payday

Tivo (TIVO) has moved further down the road in collecting huge penalities from Dish Network (DISH) and Echostar (SATS) for violating the little DVR company’s patents.

The United States District Court, Eastern District of Texas ordered contempt sanctions against the satellite TV firms. Read More »

Posted on: September 5, 2009 – 8:21 am in Law, DISH, SATS, TIVO

Tivo (TIVO) Late In Suing AT&T (T) And Verizon (VZ)

Tivo (TIVO), the pioneer in video recording devices lost most of its franchise to generic versions of its original product. Tivo has claimed that many of the products developed by its competitors violate the small company’s intellectual property. Tivo has a defense for that. It took satellite firms Dish Network (DISH) and EchoStar to court, and accused them of illegally using Tivo’s inventions. The first rounds of the legal action were decided in Tivo’s favor. The matter is now in limbo as the patent office reviews Tivo’s filings. Read More »

Posted on: August 27, 2009 – 4:43 am in Consumer Electronics, Law, Telecom, DISH, T, TIVO, VZ

Media Digest 7/9/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters: The promise of mobile TV is being destroyed by smartphone use of software applications.

Reuters: More attacks on websites in the West are expected and North Korea is suspected.

Reuters: China has arrested Rio Tinto (RTP) employees.

Reuters: The age of the media mogul may be over. Read More »

Posted on: July 9, 2009 – 3:07 am in Press Digest, AA, AIG, BAC, BBY, BLK, C, EMC, GOOG, JPM, LVS, MET, MSFT, PRU, RTP, TIVO, TM, UBS

Media Digest 7/3/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters: Smart investors are starting to cherry- pick stocks.

Reuters: California may agree on a budget to stop using IOUs.

Reuters: Some stock funds are still making up for lost ground.

Reuters: The US housing market may be in early recovery.

Reuters: US unemployment spiked in June. Read More »

Posted on: July 3, 2009 – 3:58 am in Press Digest, BA, DISH, GOOG, JNJ, ORCL, SI, TIVO, TRP

Media Digest 6/4/2009 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters: GM and Chrysler said closing dealers was essential to their restructuring.

Reuters: The Justice Department is probing big tech employee recruiting.

Reuters: Medical bills underlay 60% of American bankruptcies. Read More »

Posted on: June 4, 2009 – 3:00 am in Airlines, Autos, Banking, Biotech, Commodities, Mergers and Buy Outs, Metals, Press Digest, Satellite, Technology, ADBE, AIG, BA, BCS, DDUP, EMC, LUV, MRK, MS, NTAP, NWS, PRP, RTP, SATS, TIVO, UAUA, WMT

Top Break-Out Stocks (APSG, CYOU, COOL, TSRA, TIVO)

Today’s 52-week high review list showed many names which looked like they were trying to break out, but then the pullback kept many of them from making the rounds. But companies such as Applied Signal Technology, Inc. (NASDAQ: APSG), Changyou.com Limited (NASDAQ: CYOU), Majesco Entertainment Co. (NASDAQ: COOL), Tessera Technologies Inc. (NASDAQ: TSRA), and TiVo Inc. (NASDAQ: TIVO) are showing significant strength. Most of these are on news or on follow-through data, so we offered a brief explanation for each as follows:
Read More »

Posted on: June 3, 2009 – 1:14 pm in HI/LOW, Trading Alert, APSG, COOL, CYOU, TIVO, TSRA

Media Digest 6/3/2008 Reuters, WSJ, NYTimes, FT, Bloomberg

Reuters: A survey shows the global stimulus spending lacks direction.

Reuters: The race for “green” cars is still wide open.

Reuters: GM (GM) and Chrysler will face Senate scrutiny are dealer closings.

Reuters: Bank of America (BAC) and Citigroup (C) are being left behind by healthy rivals.

Reuters: Obama said it is “make or break” time for healthcare reform. Read More »

Posted on: June 3, 2009 – 3:07 am in Autos, Banking, Consumer Electronics, Interview, PC Companies, Press Digest, AAPL, AET, BAC, BCS, C, GM, GOOG, MSFT, ORCL, SBUX, SNE, TIVO, V

Tivo’s (TIVO) Best Day, Ever

Tivo (TIVO) got its start as the original digital video recording device company. Consumer electronics hobbyists bought Tivos by the hundreds of thousands to put on top of their TVs to record shows to be watched later.

Tivo’s business suffered when the DVR function was adopted by cable and satellite-TV set-top boxes, and the originator of the technology languished, as is so often the case. Read More »

Posted on: June 2, 2009 – 6:50 pm in Consumer Electronics, Satellite, SATS, TIVO

Blockbuster (BBI) Still Losing Foot Race Out Of Hell

As the number of people who are willing to drive to a store to pick up a movie dwindles, so does Blockbuster’s (BBI) chances of staying alive.

Blockbuster has tried to remedy its problems by getting into the business of offering films on DVDs via mail. Netflix (NFLX) has most of that market locked up.

Blockbuster is also in the business of streaming movies over the Internet, but there are a number of firms which have offered similar services for year. Read More »

Posted on: March 25, 2009 – 4:59 am in Consumer Electronics, Internet, Media, Old Media, Technology, AMZN, NFLX, TIVO

Media Digest 3/24/2009

According to Reuters, Obama said that the recession would be halted by government efforts.

Reuters reports that Treasury wants broad new powers to wind down troubled non-bank financial firms.

Reuters reports that the latest US market rally may have legs.

Reuters writes that hedge fund Bridgewater may participate in the government toxic asset plan.

Reuters reports that the US will need more foreign oil as domestic drilling is cut back. Read More »

Posted on: March 25, 2009 – 3:01 am in Press Digest, AIG, BBI, C, CS, DB, DELL, F, FDX, GE, GOOG, GS, JPM, LUV, NYT, TIVO

Media Digest 11/26/2008

According to Reuters, Paulson has turned his back on giving insurance companies part of the bailout

Reuters reports that Rio Tinto (RTP) is faced with selling assets,

Reuters reports that the head of Citigroup (C) says banks "went wrong" on real estate.

Posted on: November 26, 2008 – 2:28 am in Press Digest, AIG, C, GS, MS, RTP, TIVO

Media Digest 10/30/2008 Reuters, WSJ, NYTimes, FT, Bloomberg

According to Reuters, investors and banks are in a struggle over whether financial companies should be able to change the way they value assets under accounting rules.

Reuters writes that improvements in Asia markets show that investors are returning to taking risks.

Reuters writes that GM (GM) and Chrysler have agreed to all major terms for a merger.

Posted on: October 30, 2008 – 2:51 am in Press Digest, DAL, DB, GM, HPQ, NFLX, PNC, SBUX, TGT, TIVO, WFC, WYNN

Media Digest 9/29/2008 Reuters, WSJ, NYTimes, FT, Bloomberg

According to Reuters, Congress is ready to vote on a $700 billion financial bailout package.

Reuters reports that Belgian-Dutch group Fortis was nationalized

Reuters reports that British mortgage lender Bradford & Bingley will have it branches sold and the rest will be nationalized.

Reuters reports that weak US bank Wachovia (WB) is likely to be taken over by Citigroup (C) or Wells Fargo (WFC)

Posted on: September 29, 2008 – 2:53 am in Press Digest, AIG, C, FNM, FRE, GS, IMCL, TIVO, WB, WFC

Media Digest 7/22/2008 Reuters, WSJ, NYTimes, FT, Bloomberg

According to Reuters, Apple (AAPL) missed Wall St. expectations, sending the stock down by 10%.

Reuters reports that American Express (AXP) profits fell on credit losses.

Posted on: July 22, 2008 – 2:45 am in Press Digest, AAPL, AMZN, AXP, BSX, CMCSA, ERIC, F, FNM, FRE, GM, MCD, MRK, MSFT, TIVO, TWC, TXN, VOD, VZ, YHOO

Tivo (TIVO): More Trouble It Can’t Afford (DISH)(SATS)

Tivo (TIVO) was such a promising consumer electronics start-up. The firm owned the digital video recorder business and then that was taken away from it by the cable companies, satellite companies, and products ranging from PCs to the Slingbox. There isn’t much of Tivo left.

Tivo has been able to get a few licks in with the competition by taking them into court for patent infringement. The fighting over IP issues has gotten so bad that it extends to suits over what each company says in public about the others.

According to The Wall Street Journal "Dish Network Corp (DISH). and EchoStar Corp (SATS). filed a lawsuit against TiVo Inc. in response to what it said were statements by TiVo that the satellite television companies’ new digital-recording software infringes one of TiVo’s patents."

An outstanding use of shareholder money.

Douglas A. McIntyre

Posted on: May 31, 2008 – 6:10 pm in Consumer Electronics, DISH, SATS, TIVO

Top 10 Pre-Market Analyst Calls (CEL, EVEP, GMT, ITRN, CEC, LDG, NSM, SLRY, ELOS, TIVO)

Analyst coverage is looking pretty thin on individual calls this morning, but here are ten of the analyst calls we are looking at this Thursday morning:

Cellcom Israel (NYSE: CEL) raised to Buy at Jefferies.
EV Energy (NASDAQ: EVEP) started as Buy at Citigroup.
GATX (NYSE: GMT) Raised to Outperform from Market Perform at Morgan Keegan.
Ituran Location and Control (NASDAQ: ITRN) raised to Overweight at JPMorgan.
CEC Entertainment (NYSE: CEC) cut to Hold at KeyBanc Capital Markets.
Longs Drug Stores (NYSE: LDG) Started as Buy at UBS.
National Semiconductor (NYSE: NSM) cut to Neutral at Merrill Lynch.
Salary.com Inc. (NASDAQ: SLRY) Cut to Market Perform from Outperform at Wachovia.
Syneron Medical (NASDAQ: ELOS) raised to Buy at Merriman Curhan Ford.
TiVo (NASDAQ: TIVO) Raised to Market Perform at FBR.

Jon C. Ogg
May 15, 2008

Posted on: May 15, 2008 – 6:43 am in Analyst Calls, CEC, CEL, ELOS, EVEP, GMT, ITRN, LDG, NSM, SLRY, TIVO

TiVo Bringing YouTube to TV (TIVO, GOOG)

TiVo Inc. (NASDAQ: TIVO) has reached an agreement with Google (NASDAQ: GOOG) to bring videos from YouTube to the television set. It will offer access to videos stored on YouTube directly to televisions that have a TiVo digital video recorder. The service will be available later this year to broadband subscribers that have TiVo Series3 DVRs,
including the new TiVo HD. TiVo users will now be able to search, browse and watch YouTube videos directly on television.

TiVo shares rose sharply with the market yesterday and shares are indicated up about 2% in pre-market trading this morning. Unfortunately, there are no financial terms disclosed for just what TiVo will get out of this and that makes it hard to get overly excited about this deal even if it would have been a huge score before.

Jon C. Ogg
March 12, 2008

Posted on: March 12, 2008 – 7:56 am in Entertainment, Internet, GOOG, TIVO

Top 10 Pre-Market Analyst Calls (ADBL, GOOG, LOW, MXIM, MEDX, MS, MOT, OI, TIVO, DIS)

Below are ten of the top analysts calls that247WallSt.com is looking at this morning:

Audible (NASDAQ: ADBL) downgraded to Hold from Buy at Citigroup.
Google (NASDAQ: GOOG) downgraded to Hold from Buy at Jefferies.
Lowe’s (NYSE: LOW) downgraded to Hold from Buy at Citigroup.
Maxim Integrated (NASDAQ: MXIM) downgraded to Hold from Buy at Jefferies.
Medarex (NASDAQ: MEDX) raised to Neutral from Sell at Banc of America.
Morgan Stanley (NYSE: MS) downgraded to Neutral from Buy at Goldman Sachs.
Motorola (NYSE: MOT) raised to Buy at Citigroup.
Owens-Illinois (NYSEO: OI) raised to Buy from Hold at Deutsche Bank.
TiVo (NASDAQ: TIVO) downgraded to Underperform from Market Perform at FBR.
Walt Disney (NYSE: DIS) raised to Outperform from Market Perform at Oppenheimer.

Jon C. Ogg
February 1, 2008

Posted on: February 1, 2008 – 7:43 am in Analyst Calls, ADBL, DIS, GOOG, LOW, MEDX, MOT, MS, MXIM, OI, TIVO

Today’s top tickerspy Indexes
Home Furnishing R...	+14.1%
Ethanol and Biofu...	+5.1%
Electronics Retai...	+2.1%
Diabetes Stocks	+2.0%
Memory Chip Stock...	+2.0%

24/7 Wall St.