Directv (NASDAQ:DTV)

CAPS Rating: 3 out of 5

A Provider of digital television entertainment in the U.S. & Latin America. The Company's two business segments, DIRECTV U.S. & DIRECTV Latin America are engaged in acquiring, promoting, selling and distributing digital entertainment programming.

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Member Avatar BUbulldog (67.55) Submitted: 3/10/2014 9:58:47 AM : Outperform Start Price: $71.96 DTV Score: +3.89

Following the Comcast/Time Warner deal and the impending rage from me that followed it (how in the world can the US government say this is in the best interest of the consumer?), I decided to switch to Directv. I will note, this required me to move apartments, which I was planning to do anyway, but I now made satelitte tv a requirement for my new spot.

While speaking with the DTV sales agent, who was incredibly helpful, I asked if they had seen an uptick in business following the Comcast deal. He said they are always getting people swapping from cable, but business has been BOOMING with people upset about the Comcast deal, choosing to switch to DTV. Thus, I believe subscriber growth will benefit tremendously from this (may be worth having a look at Dish Network, too), and the company will continue to outperform.

Think of it this way: will the Comcast/Time Warner deal influence many (any) customers to proactively switch to Comcast? Not likely.

And if that doesn't sell you, then there's always this: Warren Buffet.

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Member Avatar IRA2014 (45.25) Submitted: 1/21/2014 1:10:30 PM : Outperform Start Price: $71.71 DTV Score: +4.95

Earnings growth 21%, estimated future 15%, PE of 13, normalized PE 23. High debt but quality earnings and real buybacks. Bought $63, goal $100 by end of 2015, Buffet owns. Im not sure I agree with the long term growth rate unless they engineer by buying even more shares. They have a great history of reducing share count though. Good price on solid stock. Should do well in 2014.

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Member Avatar TheValueDude (55.34) Submitted: 1/9/2014 5:37:45 PM : Outperform Start Price: $70.60 DTV Score: +6.54

Screen: Over $10B, Top 10% EBIT/EV, Z Score >1.81

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Member Avatar 10x2 (53.09) Submitted: 10/3/2013 7:27:03 PM : Outperform Start Price: $58.81 DTV Score: +18.36

Outstanding revenue and earnings growth. They are steadily stealing market share from the cable companies and have tons of growth potential in Latin America.

The price is cheap relative to earnings growth. I can't say what the internet will do to DTV long term but that's not a huge concern for me with a 2 year minimum holding period. It just looks like a great stock at a good price.

Long DTV

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Member Avatar TMFTailwind (57.05) Submitted: 9/9/2013 11:14:03 PM : Outperform Start Price: $60.08 DTV Score: +16.21

Former Chairman (and cable industry magnate/genius) John Malone left a management role at the company in 2010, but DTV is still run like a Malone-esque entity, and he still owns a minority stake in the company. Not to mention Berkshire Hathaway owns about 7% of the company as well. Not a bad sign when two of the best capital allocators of the past 50 years are in consensus on a stock.

DTV is a capital intensive, high-leverage (2.5x debt/EBITDA) cash generating machine. This means that its earnings are significantly tax-shielded by large amounts of depreciation and interest expenses (cash from ops about 2x net income), making each additional dollar of cash flow more valuable.

Additionally, DTV has been very aggressive in buying back shares of the company, even issuing debt to do so. With the company trading at a paltry ~6x NTM EBITDA, I believe shares are significantly undervalued, which would mean that the share buybacks are value-accretive. Revenue is slowing, but per share metrics should be enhanced by these aggressive buybacks.

It's getting harder to find good value in today's market, but I think DTV is one company where it might be found. Green thumb.

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Member Avatar GarlicEater7 (< 20) Submitted: 6/5/2013 11:35:17 AM : Outperform Start Price: $61.46 DTV Score: +9.06

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

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Member Avatar murphjas (< 20) Submitted: 5/27/2013 8:09:30 PM : Outperform Start Price: $64.43 DTV Score: +6.61

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

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Member Avatar VANESAPIETRA (< 20) Submitted: 5/14/2013 4:36:30 PM : Outperform Start Price: $64.48 DTV Score: +5.11

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....

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Member Avatar lkingforfreedom (< 20) Submitted: 5/7/2013 4:55:08 PM : Outperform Start Price: $61.83 DTV Score: +8.40

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

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Member Avatar dtriebel (50.90) Submitted: 5/2/2013 3:56:41 PM : Outperform Start Price: $57.77 DTV Score: +15.13

Growing like crazy, huge share buybacks and low PE

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Member Avatar recklessfier (< 20) Submitted: 4/26/2013 3:52:41 AM : Outperform Start Price: $56.35 DTV Score: +17.40

Screener_DBI

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Member Avatar NovaTodd (84.94) Submitted: 3/24/2013 12:44:47 PM : Outperform Start Price: $50.01 DTV Score: +29.91

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

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Member Avatar Raphael1990 (96.55) Submitted: 2/15/2013 11:45:23 AM : Outperform Start Price: $51.69 DTV Score: +24.46

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.

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Member Avatar GenFrogKing (93.59) Submitted: 10/11/2012 2:41:52 PM : Outperform Start Price: $50.08 DTV Score: +22.17

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.

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Member Avatar AndrewJust22 (31.85) Submitted: 8/30/2012 2:43:26 PM : Outperform Start Price: $51.40 DTV Score: +19.97

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

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Member Avatar chk999 (99.98) Submitted: 8/13/2012 6:07:04 PM : Outperform Start Price: $51.90 DTV Score: +14.80

Buffett's new investment managers like this a lot.

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Member Avatar dreamjob (90.08) Submitted: 8/10/2012 9:15:52 AM : Outperform Start Price: $50.31 DTV Score: +18.25

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.

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Member Avatar CancerAssassin (< 20) Submitted: 7/27/2012 7:28:20 PM : Underperform Start Price: $49.53 DTV Score: -19.18

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.

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Member Avatar Truth2Power (39.72) Submitted: 7/17/2012 5:50:07 PM : Underperform Start Price: $48.62 DTV Score: -19.60

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.

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Member Avatar alexanderantonio (62.24) Submitted: 7/2/2012 6:29:33 PM : Underperform Start Price: $49.70 DTV Score: -16.64

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."

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