DirectTV Group

DTV-Q

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This company is not ACTIVE.

Analysis and Opinions about DTV-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 1, 2014

(A Top Pick Nov 28/13. Up 32.7%.) Being taken over by AT&T (T-N), which made an offer of $95 a share. There is a 12 month regulatory closing and there is some risk that the deal could not close. He is holding on.

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DirectTV Group (DTV-Q)
December 1, 2014

(A Top Pick Nov 28/13. Up 32.7%.) Being taken over by AT&T (T-N), which made an offer of $95 a share. There is a 12 month regulatory closing and there is some risk that the deal could not close. He is holding on.

PAST TOP PICK
PAST TOP PICK
October 15, 2014

(A Top Pick Nov 28/13. Up 26.62%.) Being acquired by AT&T (T-N)

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DirectTV Group (DTV-Q)
October 15, 2014

(A Top Pick Nov 28/13. Up 26.62%.) Being acquired by AT&T (T-N)

TOP PICK
TOP PICK
November 28, 2013

This company sells satellite Pay-TV in the US. 20 million subscribers. In Latin America and have 17 million subscribers. Penetration rate of Pay-TV in Latin America is about 25%-30% versus 90%-95% in North America. At some point in time, the penetration rate is going to continue to increase and get to North American levels. They don’t have to do anything with infrastructure. Very low capital intensive business. Buying back stock and have shrunk the float 40% over the last 3 years.

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DirectTV Group (DTV-Q)
November 28, 2013

This company sells satellite Pay-TV in the US. 20 million subscribers. In Latin America and have 17 million subscribers. Penetration rate of Pay-TV in Latin America is about 25%-30% versus 90%-95% in North America. At some point in time, the penetration rate is going to continue to increase and get to North American levels. They don’t have to do anything with infrastructure. Very low capital intensive business. Buying back stock and have shrunk the float 40% over the last 3 years.

PAST TOP PICK
PAST TOP PICK
May 29, 2012
(Top Pick June 10/11, Down 0.68%) Growth will continue as satellite TV grows in South America. Thinks it is a good stable business.
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(Top Pick June 10/11, Down 0.68%) Growth will continue as satellite TV grows in South America. Thinks it is a good stable business.
TOP PICK
TOP PICK
June 10, 2011
Large satellite TV business. US and growing Latin American subscribers. 11 times earnings, very shareholder friendly, buying back 20% of outstanding shares. Thinks it will be a very stable business despite Internet TV.
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Large satellite TV business. US and growing Latin American subscribers. 11 times earnings, very shareholder friendly, buying back 20% of outstanding shares. Thinks it will be a very stable business despite Internet TV.
BUY
BUY
July 17, 2007
Wonderful franchise. Pretty much finished the expensive job of launching satellites. Cash flow should be good from now on. Thinks it will potentially be taken over.
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Wonderful franchise. Pretty much finished the expensive job of launching satellites. Cash flow should be good from now on. Thinks it will potentially be taken over.
DON'T BUY
DON'T BUY
May 29, 2007
Growing its subscriber base at a pretty decent clip. Going through a transformation of ownership. Would prefer a cable company, which would have more avenues such as Internet, video on demand, etc.
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Growing its subscriber base at a pretty decent clip. Going through a transformation of ownership. Would prefer a cable company, which would have more avenues such as Internet, video on demand, etc.
TOP PICK
TOP PICK
January 21, 2005
Under invested assets. The previous owner, GM, liked to take out the dividends, but didn't put enough back in. New owners are willing to invest for the future. Cheap. Aggressively rolling out digital recorders. Just acquired Pegasus Communications.
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DirectTV Group (DTV-Q)
January 21, 2005
Under invested assets. The previous owner, GM, liked to take out the dividends, but didn't put enough back in. New owners are willing to invest for the future. Cheap. Aggressively rolling out digital recorders. Just acquired Pegasus Communications.
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