http://www.jackmyers.com/jack-myers-wall-street-media-business-report RSS Feed for JackMyers WallStreet Media Business Report en-us Fri, 25 May 2012 14:09:34 GMT http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/3zAOuexZhAA/YHOO-TV-Nets-NCMI-OMC-And-More-Media-Wall-Street-Reports-5-18-12.html This week on Wall Street actually started last Sunday when word started getting out that Yahoo's (YHOO) new CEO, Scott Thompson, was already on his way out. Investors will remember that certain discrepancies on Thompson's CV began emerging recently. After the CEO departure, EVP and Head of Global Media, Ross Levinsohn was named interim CEO. +1 for activist investor, Dan Loeb, who also scored a seat on YHOO's board. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/YHOO-TV-Nets-NCMI-OMC-And-More-Media-Wall-Street-Reports-5-18-12.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/oG48duTyJp8/FB-YHOO-DIS-Plus-Barclays-Update-and-More-Media-Wall-St-Reports---52512.html Well, the stock hasn't settled in yet and we've already gotten our first initiation piece on Facebook (FB). Needham's Laura Martin was one of the first out of the gate to publish on the record-setting IPO and she likes the stock. Specifically, she thinks the shares are "an option on the World." Her model values FB by measuring average time spent on the social network and multiplying it by "its powerful margin expansion engine." With 900M users spending a total of 14% of all time spent online globally on Facebook itself, she sees room for growth. She's initiating with a BUY rating and a $40 PT. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/FB-YHOO-DIS-Plus-Barclays-Update-and-More-Media-Wall-St-Reports---52512.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/SH8yrJgmyQo/AMC-DIS-NWSA-AOL-DISC-and-More-Media-Wall-St-Reports-51112.html News Corp (NWSA) might not have hit it out of the park when the media firm released its quarterly earnings, but it did give investors something to cheer about: 5 billion things to cheer about actually, according to Nomura analyst, Michael Nathanson. He was very appreciative of the firm's authorization of $5B in additional share buybacks, taking the total up to $10B for 2012. Barclays' Anthony DiClemente called the buybacks "the X factor." Combined with cable's strong affiliate fee growth (15%) and 10% US advertising growth, Nathanson is sticking to his Buy on the stock, calling it "one of the most attractive media stocks from this point on." http://www.jackmyers.com/jack-myers-wall-street-media-business-report/AMC-DIS-NWSA-AOL-DISC-and-More-Media-Wall-St-Reports-51112.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/0JcpzKM5MF8/CBS-IPG-TWX-VIAB-WBMD-MDCA-IACI-CMSA-and-More-Stock-Reports-Media-Wall-St-Report---5412.html Jack Myers Media Wall St. Report is published weekly exclusively for subscribers to Jack Myers Media Business Report. This week's issue is being shared with subscribers to MediaBizBloggers.com, a free thought leadership service underwritten by JMMBR subscribers http://www.jackmyers.com/jack-myers-wall-street-media-business-report/CBS-IPG-TWX-VIAB-WBMD-MDCA-IACI-CMSA-and-More-Stock-Reports-Media-Wall-St-Report---5412.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/z2AmJV6mQt0/GOOG-CBS-AOL-ZNGA-PCLN-and-More-Media-Wall-Street-Report-4-13.html Google earnings and a Facebook acquisition were the talk of the media town on Wall Street this week. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/GOOG-CBS-AOL-ZNGA-PCLN-and-More-Media-Wall-Street-Report-4-13.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/Sh-zhZCP0v8/YHOO-GOOG-OMC-Publicis-NLSN-and-More-Media-Wall-Street-Report-4-20.html Earnings are in focus as pure plays look to capitalize on strong growth and profitability. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/YHOO-GOOG-OMC-Publicis-NLSN-and-More-Media-Wall-Street-Report-4-20.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/E2tO9HtjHXw/Yahoo-Execs-Put-on-Notice-Plus-Wall-St-Report-on-MDC-Pandora-WebMD-Groupon-and-More.html The holiday-shortened week didn't have a lot of positive news for media investors and for Groupon shareholders, in particular. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/Yahoo-Execs-Put-on-Notice-Plus-Wall-St-Report-on-MDC-Pandora-WebMD-Groupon-and-More.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/HzOwSNezIfA/BBY-DTV-SIRI-PCLN-DIS-and-More-Media-Wall-Street-Report-3-30.html Best Buy cracks, Amazon probably benefits and analysts generally refresh their media industry expectations for next quarter and beyond. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/BBY-DTV-SIRI-PCLN-DIS-and-More-Media-Wall-Street-Report-3-30.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/ATLkMk7snSU/AAPL-LNKD-PCLN-YHOO-DIS-and-More-Media-Wall-Street-Report-3-23.html Apple's returning cash to investors; will other cash-rich Internet companies follow suit? http://www.jackmyers.com/jack-myers-wall-street-media-business-report/AAPL-LNKD-PCLN-YHOO-DIS-and-More-Media-Wall-Street-Report-3-23.html http://feedproxy.google.com/~r/Jackmyerswallstreetmediabusinessreport/~3/Iy-NLiUwu7U/TIVO-NFLX-AMCX-GRPN-DIS-and-More-Media-Wall-Street-Report-3-16.html Analysts spent this week analyzing sector-level trends and like the prospects of ad agencies and Internet media firms. http://www.jackmyers.com/jack-myers-wall-street-media-business-report/TIVO-NFLX-AMCX-GRPN-DIS-and-More-Media-Wall-Street-Report-3-16.html