Time Warner Inc

TWX-N

NYSE:TWX

98.77
0.00 (0.00%)
Time Warner, Inc. is an American multinational mass media and entertainment conglomerate headquartered in New York City. It is currently the world's third largest entertainment company in terms of revenue, after Comcast and The Walt Disney Company.
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Analysis and Opinions about TWX-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 6, 2019
(A Top Pick Jan 30/18, Up 5%) He bought this back believing the AT&T merger would go through--and it did. It worked out for him.
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Time Warner Inc (TWX-N)
February 6, 2019
(A Top Pick Jan 30/18, Up 5%) He bought this back believing the AT&T merger would go through--and it did. It worked out for him.
PAST TOP PICK
PAST TOP PICK
December 19, 2018
(A Top Pick Jan 30/18, Up 5%) This stock was bought by AT&T back in June 2018. The US Justice Department originally challenged the takeover, which had given him another opportunity to buy and profit along the way. He would not be interested in owning AT&T as he does not like the direction they are going -- buying DirectTV (which is highly capital intensive).
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Time Warner Inc (TWX-N)
December 19, 2018
(A Top Pick Jan 30/18, Up 5%) This stock was bought by AT&T back in June 2018. The US Justice Department originally challenged the takeover, which had given him another opportunity to buy and profit along the way. He would not be interested in owning AT&T as he does not like the direction they are going -- buying DirectTV (which is highly capital intensive).
TOP PICK
TOP PICK
January 30, 2018

Sold this in 2017 at $99 on the proposed acquisition by AT&T. He did very well with it, but there was a bit of a deal risk on the table that came to fruition. However, the Justice Department didn't like the deal and were going to sue AT&T and block the deal. It was in court, and the stock fell into the low $90s, and he repurchased it. He would have been happy if the Justice Department had lost. The company will make about $6.75 in this fiscal year. Even if they lose, he is happy owning it. The stock will react negatively but it will recover. Dividend yield of 1.7%. (Analysts' price target is $103.61.)

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Time Warner Inc (TWX-N)
January 30, 2018

Sold this in 2017 at $99 on the proposed acquisition by AT&T. He did very well with it, but there was a bit of a deal risk on the table that came to fruition. However, the Justice Department didn't like the deal and were going to sue AT&T and block the deal. It was in court, and the stock fell into the low $90s, and he repurchased it. He would have been happy if the Justice Department had lost. The company will make about $6.75 in this fiscal year. Even if they lose, he is happy owning it. The stock will react negatively but it will recover. Dividend yield of 1.7%. (Analysts' price target is $103.61.)

PAST TOP PICK
PAST TOP PICK
June 21, 2017

(A Top Pick June 15/16. Up 39%.) He still likes this, but sold his holdings. There is an outstanding offer by AT&T (T-N), which may or may not be approved.

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(A Top Pick June 15/16. Up 39%.) He still likes this, but sold his holdings. There is an outstanding offer by AT&T (T-N), which may or may not be approved.

SELL
SELL
June 13, 2017

Sell or wait for the merger with AT&T? This has to wait for more regulatory hurdles. It is obviously having a home run with Wonder Woman and have some more DC movies coming out this year, so earnings are doing quite well. This Disney (DIS-N) have been the best performing “on results” media companies. Expects there will be more consolidation. If you own, he would take profits and buy Disney (DIS-N). He wouldn’t want to own AT&T. (See Top Picks.)

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Sell or wait for the merger with AT&T? This has to wait for more regulatory hurdles. It is obviously having a home run with Wonder Woman and have some more DC movies coming out this year, so earnings are doing quite well. This Disney (DIS-N) have been the best performing “on results” media companies. Expects there will be more consolidation. If you own, he would take profits and buy Disney (DIS-N). He wouldn’t want to own AT&T. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
May 10, 2017

(A Top Pick May 11/16. Up 36%.) Possibly being acquired by AT&T. The takeover price is a little over $100 a share and the stock is $98-$99, so there is a little bit of upside. The stock was about $76 before the takeover rumours, which is a lot of downside if the takeover falls through. He doesn’t like that ratio. There is a chance the takeover will not go through, so he would suggest you sell your holdings.

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(A Top Pick May 11/16. Up 36%.) Possibly being acquired by AT&T. The takeover price is a little over $100 a share and the stock is $98-$99, so there is a little bit of upside. The stock was about $76 before the takeover rumours, which is a lot of downside if the takeover falls through. He doesn’t like that ratio. There is a chance the takeover will not go through, so he would suggest you sell your holdings.

COMMENT
COMMENT
May 2, 2017

Just sold his holdings about 4-6 weeks ago at $98.50, because he didn’t want to subject his clients’ capital to the deal risk, the risk that the deal would not happen. Pres. Trump said he didn’t like the deal, but has been very, very silent since then. Thinks it probably will happen.

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Just sold his holdings about 4-6 weeks ago at $98.50, because he didn’t want to subject his clients’ capital to the deal risk, the risk that the deal would not happen. Pres. Trump said he didn’t like the deal, but has been very, very silent since then. Thinks it probably will happen.

PAST TOP PICK
PAST TOP PICK
March 1, 2017

(A Top Pick May 11/16. Up 36%.) He’s been selling because he has gotten such a good return and is afraid the deal might not go through. If it doesn’t go through, the stock is going to go back down. If you are a US investor, you want to wait for a year because then it turns long-term and you pay a lower tax rate.

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(A Top Pick May 11/16. Up 36%.) He’s been selling because he has gotten such a good return and is afraid the deal might not go through. If it doesn’t go through, the stock is going to go back down. If you are a US investor, you want to wait for a year because then it turns long-term and you pay a lower tax rate.

BUY
BUY
November 30, 2016

Believes today’s price makes this a Buy. It had a bit of a failed deal with 21st-Century Fox a couple of years ago, where they offered in the mid-$80. AT&T has now come in and offered $107.50, half in stock and half in cash. The stock is trading at a fairly good discount to that because of the deal risk. There is concern that the deal might not be approved, but many are thinking that under a Republican administration there is a good chance it might be approved. He thinks it will make $6.25-$6.50 a share in earnings. It has significant free cash flow. This is probably the least affected of all the media companies to cord cutting. They have HBO over the top, so they can now stream it to about 15 million US households without a cable connection.

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Time Warner Inc (TWX-N)
November 30, 2016

Believes today’s price makes this a Buy. It had a bit of a failed deal with 21st-Century Fox a couple of years ago, where they offered in the mid-$80. AT&T has now come in and offered $107.50, half in stock and half in cash. The stock is trading at a fairly good discount to that because of the deal risk. There is concern that the deal might not be approved, but many are thinking that under a Republican administration there is a good chance it might be approved. He thinks it will make $6.25-$6.50 a share in earnings. It has significant free cash flow. This is probably the least affected of all the media companies to cord cutting. They have HBO over the top, so they can now stream it to about 15 million US households without a cable connection.

PAST TOP PICK
PAST TOP PICK
October 18, 2016

(Top Pick Nov 4/15, Up 12.16%) It is still under loved. This is a content company with HBO, CNN, People, and Warner studios. It is a content and delivery company. It is exiting and they have the ability to grow. They are the least affected by cord cutting. It is an attractive entry point.

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Time Warner Inc (TWX-N)
October 18, 2016

(Top Pick Nov 4/15, Up 12.16%) It is still under loved. This is a content company with HBO, CNN, People, and Warner studios. It is a content and delivery company. It is exiting and they have the ability to grow. They are the least affected by cord cutting. It is an attractive entry point.

PAST TOP PICK
PAST TOP PICK
August 22, 2016

(Top Pick May 11/16, Up 9.12%) Consumer discretionary. There were fears that Netflix was the new model and so the stock was down. The content creators were still going to do fine. Great numbers and it should grow over the next couple of years at least 20%. PE is 10-15% below the market.

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Time Warner Inc (TWX-N)
August 22, 2016

(Top Pick May 11/16, Up 9.12%) Consumer discretionary. There were fears that Netflix was the new model and so the stock was down. The content creators were still going to do fine. Great numbers and it should grow over the next couple of years at least 20%. PE is 10-15% below the market.

TOP PICK
TOP PICK
June 15, 2016

In his opinion they have the least exposure to the cord cutting phenomenon that is going on in the US with the unbundling of cable packages, meaning fewer subscribers. They have fairly valuable properties of Warner Bros. and HBO. Their initiative to stream HBO has been quite successful. Not expensive. Trading at about 4 multiple points cheaper than Disney (DIS-N), and growing at about 15% a year. Dividend yield of 2.21%.

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In his opinion they have the least exposure to the cord cutting phenomenon that is going on in the US with the unbundling of cable packages, meaning fewer subscribers. They have fairly valuable properties of Warner Bros. and HBO. Their initiative to stream HBO has been quite successful. Not expensive. Trading at about 4 multiple points cheaper than Disney (DIS-N), and growing at about 15% a year. Dividend yield of 2.21%.

TOP PICK
TOP PICK
May 11, 2016

Feels media companies are cheap. This is still 20% below where it was in January last year. Expects profits will increase by more than 20% over the next 2 years, at a below market P/E ratio. Dividend yield of 2.17%.

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Feels media companies are cheap. This is still 20% below where it was in January last year. Expects profits will increase by more than 20% over the next 2 years, at a below market P/E ratio. Dividend yield of 2.17%.

PAST TOP PICK
PAST TOP PICK
May 3, 2016

(A Top Pick May 5/15. Down 10.27%.) Really likes this company. They tripped up by projecting earnings through 2018 of $8, and are just not going to get there, so the market has punished them a little. This media company is really monetizing their content very well through HBO, the over-the-top streaming model. Will probably earn around $6 next year, so it is not expensive. They are not as affected by cord cutting as other media companies. Still a Buy.

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(A Top Pick May 5/15. Down 10.27%.) Really likes this company. They tripped up by projecting earnings through 2018 of $8, and are just not going to get there, so the market has punished them a little. This media company is really monetizing their content very well through HBO, the over-the-top streaming model. Will probably earn around $6 next year, so it is not expensive. They are not as affected by cord cutting as other media companies. Still a Buy.

COMMENT
COMMENT
March 23, 2016

A media company that owns HBO, CNN and Turner Broadcast. From a “cutting the cord” standpoint and a potential loss standpoint, this is probably the better positioned as compared to Disney (DIS-N), because HBO tends to be a one-off and historically hasn’t been a packaged product universally. Also, it is doing “over the top” streaming to people outside of the cable system. The street has had them in the penalty box for couple of years. He has found that this type of thing generally dissipates.

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Time Warner Inc (TWX-N)
March 23, 2016

A media company that owns HBO, CNN and Turner Broadcast. From a “cutting the cord” standpoint and a potential loss standpoint, this is probably the better positioned as compared to Disney (DIS-N), because HBO tends to be a one-off and historically hasn’t been a packaged product universally. Also, it is doing “over the top” streaming to people outside of the cable system. The street has had them in the penalty box for couple of years. He has found that this type of thing generally dissipates.

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Time Warner Inc(TWX-N) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Time Warner Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Time Warner Inc(TWX-N) Frequently Asked Questions

What is Time Warner Inc stock symbol?

Time Warner Inc is a American stock, trading under the symbol TWX-N on the New York Stock Exchange (TWX). It is usually referred to as NYSE:TWX or TWX-N

Is Time Warner Inc a buy or a sell?

In the last year, there was no coverage of Time Warner Inc published on Stockchase.

Is Time Warner Inc a good investment or a top pick?

Time Warner Inc was recommended as a Top Pick by Gordon Reid on 2019-02-06. Read the latest stock experts ratings for Time Warner Inc.

Why is Time Warner Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Time Warner Inc worth watching?

In the last year, there was no coverage of Time Warner Inc published on Stockchase.

What is Time Warner Inc stock price?

On 2019-07-22, Time Warner Inc (TWX-N) stock closed at a price of $98.77.