TWX

Time Warner Inc

TMT


Presented:04/05/2016
Price:$72.72
Cap:$59.03B
Current Price:$98.77
Cap:$77.27B

Presented

Date04/05/2016
Price$72.72
Market Cap$59.03B
Ent Value$74.16B
P/E Ratio15.76x
Book Value$29.71
Div Yield2.21%
Shares O/S811.70M
Ave Daily Vol7,321,850
Short Int1.61%

Current

Price$98.77
Market Cap$77.27B
Time Warner, Inc. is a media and entertainment company. It operates through three segments: Turner, Home Box office and Warner Bros. The Turner segment consisting principally of cable networks and digital media properties. The Home Box Office segment principally consisting of premium pay television services domestically and premium pay and basic tier television services internationally. The Warner Bros segment principally consisting of feature film, television, home video and videogame production and distribution. The company was founded on January 10, 1990 and is headquartered in New York, NY.

Public companies mentioned herein: Time Warner Inc. (TWX), Netflix (NFLX), Amazon (AMZN) and Twenty-First Century Fox (FOXA).

Highlights

Most media names are currently trading at compressed multiples due to concerns about the proliferation of OTT video and cord cutting, but the presenter believes Time Warner has some tailwinds to its business that should help mitigate these risks. Over the next couple of years, the presenter believes the stock should see mid to high teens EPS growth as well as additional upside from share buybacks. As investors grow more comfortable with the earnings trajectory of the company, the stock should re-rate.

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Idea Discussion

Commentor 1 - 2 weeks ago

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