Directv (NASDAQ:DTV)

Low Beta at 0.9, decent PE around 13, gaining market share with innovative programming and pricing = A WINNER

Intrinsic Value is $162.16. Katsenelson Absolute PE is $67.82.

Not sure if the stock outperform, I work at this company and know it, that is why I invested on it on my 401k plan. The management on the company is very good. I have seen the price going up and down, but when I started it was at 48, today it's at 64.41....I'm in it for thelong run....

Todd and ted at berkshire bought at 51. Lou simpson also has it.

Growing like crazy, huge share buybacks and low PE

Screener_DBI

1) DTV is very successful in Latin America, with a long growth runway and potential synergies with bundled broadband internet and satellite TV. Note that I would never buy it based on the *US* business.
2) I have never seen buybacks at the rate DTV has pursued since 2004 (thus far, it seemingly has paid off).
3) Todd Combs and Ted Weschler at Berkshire both love it; and Buffett is shoveling more and more cash into their portfolios.

DirecTV's share buyback program is more amazing than....

I was looking to leave Comcast an talked to my friends direct tv was mentioned many times as a good choice. Buffet owns a lot. Looked a Morningstar wow are they buying back shares! Ramping up free cash flow per share. I like it and it is selling at 8 time next years earning

Strongly considering a real money purchase.

I think a lot of people underestimate the timeframe it is going to take for a paradigm shift in the TV business. Video on demand over the internet is not viable for the foreseeable future. It could be in countries like South Korea or Sweden but not in the US with the horrible highspeed internet penetration. Not to mention Latin America...

This is a cash machine with a sustainable market in the US and rapid growth in Latin America for a very cheap price. They are not paying a dividend but buying back huge amounts of stock. The only thing that has me slightly concerned is the amount of debt, but then again debt is dirt cheap rightnow so it would be a shame if they werent taking on as much as they can.

Cash flow machine.....

There are some very rough times ahead. Inflation will begin to hit our economy pretty hard with all of this economic stimulus happening, the housing market may be at a low, but millions have been foreclosed on (often illegally too). One thing that will happen as a result of this, is an increase in usage of the television. I hate to say it, but statistically, television gets used more when people are sad, then when they're happy. The chart is real high currently, but Directv I think has a very unique niche and is poised to benefit from a declining economy.

they have the NFL locked up as far as Television is concerned and that might be worth more than DTV.

Buffett's new investment managers like this a lot.

I like the strong owner earnings growth in addition to excellent management returns on FCF and a reasonable price tag. They are building a lasting brand and the commercials are funny.

DirecTV has done an impressive amount of growth in terms of subscribers but I think the recent (albeit temporary) loss of Viacom channels underscores the bigger problem, the cost of content. Millenials are far less likely to pay for cable/satellite than any previous generation. I believe we will see a shift to a simpler pay per view system. People will end up paying for the content they actually want instead of getting bundled with hundreds of channels the majority of which people don't even scroll through. When advertisers finally recognize that they can dissect customer categories by content, and thus do more direct marketing, the cost of episode/content rentals will plummet and younger people will ditch their boxes in droves.

I don't see how it can lose ViaCOM and remain viaBLE. Folks will flee to the exits and the stock will take a hit.

I don't think that anybody who is proactive about investing can consciously green thumb apple and dtv at the same time. If they believe Apple is going to change the game with their iTV, then they should obviously red thumb DTV. And even past that, satellite tv? Really? I would honestly love for somebody to respond to my comment telling me "I can see myself still watching satellite tv ten years from now."

DIRECTV has more HD channels and now ahead in the market for Video On Demand. Love the NFL and NBAs.