Jon OggEarnings season is in full swing and this coming week will bring many key earnings reports. This will also be the last week of major on-calendar earnings for the third quarter,…
courtesy of Time WarnerIn what can only be described as a move toward letting subscribers pick and choose which cable and broadcast networks they’re willing to pay for (often called a la…
courtesy of AOL, IncHeading into the fourth quarter of this year, investors who have been long the stock market are poised for the best gains since the market exploded off the lows…
ThinkstockAs the third-quarter earnings season gets underway, investor angst has been fueled on several fronts, not least by the continued showdown in Washington that has threatened to hijack global equity markets. As…
ThinkstockA true monopoly is when only one major player remains in an industry, even if tiny competitors exist here and there. So ask yourself what it would mean if the two satellite…
Wikimedia CommonsThe head of portfolio strategy at J.P. Morgan, Thomas Lee, has been a consistent bull this year. In fact, he stood his ground reasonably well during the May to June sell…
ThinkstockLess than 10 years ago, just about everybody had a cell phone. However, at that point nobody had a smartphone. The smartphone revolution grew out of the ill-fated Palm idea for a…
Wikimedia CommonsIn what has become an industry-leading conference, Goldman Sachs once again is holding its annual Communacopia conference. For the 22nd year, the conference will attract the top names in telecommunications, media…
thinkstockBob Iger, CEO of The Walt Disney Co. (NYSE: DIS), told an audience at the Goldman Sachs Communacopia conference on Tuesday morning that cable providers and telecom carriers may have to get…
Nasdaqtrader.comMarch 10, 2000. Nasdaq intra-day high reaches 5,132.52 — a record. It closes at 5,048.62 — a record, too. The good times rolled. Trading today at about 3,700, it will never get back…
ThinkstockOral arguments are scheduled Monday in the federal appeals court in Washington, D.C., in a case brought by Verizon Communications Inc. (NYSE: VZ) against the Federal Communications Commission (FCC). At issue are…
ThinkstockThe number of subscribers to cable, satellite and telecom video programming fell by 366,000 in the second quarter of 2013, according to research firm SNL Kagan. The summertime drop was not unexpected,…
Jon OggIt the week ahead of Labor Day, so research and investment banking departments are running light. Still, there are some key research ideas coming out of Wall Street. Each morning 24/7…
White House Photo by Pete SouzaJust as Steve Ballmer prepares to depart as CEO of Microsoft Corp. (NASDAQ: MSFT), the guessing game over who will take the reigns at the troubled tech…
ThinkstockThe top 100 TV advertisers represent at least 50% of the market, and the top 20 represent 25 major brand advertisers. Their advertising agencies seek to buy media placements from a large,…
