Barron's Recap: Netflix Versus The TV Titans

Loading...
Loading...
This weekend in
Barron's
online: the future of TV, what's next for the Dell buyout, upcoming IPOs and the prospects for Green Mountain Coffee Roasters and Franklin Resources.
Cover Story
"
The Future of TV
" by Alexander Eule.
NetflixNFLX
is having a good summer, points out
Barron's
, with its 14 Emmy nominations, reaching a milestone 30 million U.S. subscribers to its video-streaming service, and its share price up nearly 170 percent so far this year. But things are not so shabby for conventional TV either. Advertisers bought a record $63 billion worth of TV time in the United States in 2012. Cable and satellite took in $97 billion in subscription fees last year, far outstripping Netflix's streaming revenue. "Internet TV will replace linear TV" says Netflix on its website. But those who argue that new technology from "disruptors" Netflix,
AppleAAPL
,
Amazon.comAMZN
and
GoogleGOOG
will soon reinvent television may not realize how much money and brain-power stands in the way, argues
Barron's
. See why investors in cable companies such as
ComcastCMCSA
and content providers such as
ViacomVIAB
have little to worry about, and why one analyst believes "A lot of what you read about over-the-top video and the reinvention of TV amounts to wishful thinking rather than real analysis." The article includes a chart detailing the economic landscape of TV. See how the largest content providers, content distributors and the potential disruptors of that landscape really stack up.
See also:CBS and Time Warner Cable Negotiations Fail; CBS Blackout to BeginFeature Stories
Loading...
Loading...
"Is the Dell Buyout a Done Deal?" by Andrew Bary suggests that Michael Dell's latest gambit to buy
DellDELL
could "push the deal over the goal line" but could hurt his reputation and that of his partner, Silver Lake Partners. Bill Alpert's "How Long Can Green Mountain Coffee Stay Hot?" indicates that while
Green Mountain Coffee RoastersGMCR
says it is not worried about challengers to its popular K-Cup coffee packs, perhaps investors ought to be. In "The New IPO Boom," Jack Willoughby says that, now that the
FacebookFB
disaster has started to fade from memory, initial public offering activity has increased. Upcoming IPOs include Twitter, Dropbox and Spotify.
Franklin ResourcesBEN
got slammed when rates started to rise in May, but in "Franklin Resources Could Rise 20%" Jack Hough makes the case that shares of this asset management company could rebound higher. "Two Small Banks with Big Appeal" by David Englander takes a look at the prospects for
United Financial BancorpUBNK
and
Investors BancorpISBC
during this time of industry consolidation and the possibility of higher interest rates.
See also:Regional Bank ETFs: Don't Mess With Texas
In "The Next Frontier," Reshma Kapadia profiles the Harding Loevner Frontier Emerging Markets fund. See why, though frontier markets have both great potential and sizable risk, this fund is one of the best in the sector. Steve Garmhausen's "Simplicity's Rewards" offers best advice from Merrill Lynch's Dodee Crockett, who excels by sticking with stocks and bonds. See why investors should skip the hedge funds and hold the private equity. David A. Levy, chairman of the Jerome Levy Forecasting Center, is interviewed in "Bracing for the Next U.S. Recession" by Lawrence C. Strauss. Levy sees more trouble looming for the American economy and makes a bull case for Treasury bonds. "The Long Hot Summer" is an editorial commentary by Thomas G. Donlan in which he discusses representatives and senators leaving Washington to go home and tell constituents what a great job they are doing.
Columns
Columns in this weekend's Barron's discuss:
  • Handicapping the next Fed chief
  • Why the bull isn't getting much respect
  • AIG AIG resumes paying a dividend
  • What the real unemployment rate is
  • Whether chip-equipment stocks are ready for a breather
  • Alternatives to ultra-short-term bond exchange traded funds
  • Where financial advisors are likely to put their money
  • Summer reading, both modern and classic
  • A proposal for presidential outreach to the Tea Party
  • Recommendations for beaten-down emerging-market stocks
Loading...
Loading...
Posted In: Barron'sMediaAIGAmazon.comAppleBarron'sComcastDELLDropboxFacebookfranklin resourcesGooglegreen mountain coffee roastersinvestors bancorpNetflixsilver lake partnersSpotifytwitterUnited Financial BancorpViacom
Benzinga simplifies the market for smarter investing

Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.

Join Now: Free!

Loading...