Time Warner, Inc. (NYSE:TWX)

Warner Bros. is always releasing top hits in movies (and then their games also make sales amongst the innocent parents who just want to buy their kids fun stuff).

12/18

Time Warner is following in the footsteps of Netflix with it's recent pricing increase of 8.6% per month. I would expect to see more consumers cutting the cord and/or cutting back on services.

Solid, sustainable dividend (and Wall St. believes it's a buy).

Hard to argue with ANYthing Bewkes is doing... essentially cutting costs to focus on what they do best - generate high quality content they can sell.

http://www.nytimes.com/2011/11/01/business/media/time-warner-trying-to-trim-its-excesses-goes-back-to-basics.html?pagewanted=2&_r=1&ref=business

9/6/2011 BNY port sell 8/22/2011 at 27.87 can sell today at 29.41

testing louis navellier's 32 stocks to sell now.

Not bad short-term, but too invested in old line media, and in (pop) culture of the moment that will not last. Betting against them.

Netflix has sunk this ship in terms of television broadcasting. Game over.

cable business will be disrupted by Netflix and video online; TWX owns HBO and is not willing to particape in the revolution

Over the next 10 months WB's final two Harry Potter films will gross about 2.5 billion dollars at the box office.

After DVD and other sales that number will only go higher.

You can thank the boy wizard for helping this stock.

Refer to my NYT call. I believe content is undervalued today and that should change moving forward.

twx

B

Lots of debt but undervalued as a business. This stock has been lousy lately - but if you're a longer term investor, who cares? They run a good business and patient stockholders should be rewarded in the long run. This is a good entry point. 1 year TP - $35

It defies imagination how these goons can't make good money in a nation of TV addicts!

Time warner is good at screwing the customer and most new installations don't work well. I can't believe these guys are still in buisness...

Magic Formula

Bewkes is incredibly focused on franchise monetization. The last 4 or 5 minutes of this quarter’s conference call laid out a pretty impressive strategy to get every dollar from his stable which includes the 15 top grossing movies of all time.
Once AOL is gone next month this will be a pure content play lead by a CEO who is focused on enhancing revenues that are the lowest hanging fruit.