CBS Corp

CBS-N

NYSE:CBS

40.77
0.00 (0.00%)
CBS Corporation is an American mass media corporation focused on commercial broadcasting, publishing, and television production, with most of its operations in the United States.
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Analysis and Opinions about CBS-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 19, 2018

(A Top Pick April 6/17, Down 25%) A likely deal with Viacom; short-term highly accretive, but long-term faces cord-cutting in cable. This is one of his worst picks.

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CBS Corp (CBS-N)
March 19, 2018

(A Top Pick April 6/17, Down 25%) A likely deal with Viacom; short-term highly accretive, but long-term faces cord-cutting in cable. This is one of his worst picks.

BUY
BUY
November 6, 2017

She likes it. It is a value play. She sees some good growth for next year.

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CBS Corp (CBS-N)
November 6, 2017

She likes it. It is a value play. She sees some good growth for next year.

PAST TOP PICK
PAST TOP PICK
September 20, 2017

(A Top Pick Oct 4/16. Up 8%.) He started looking at Facebook (FB-Q) and realized it had a far better business model so he sold this last December.

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CBS Corp (CBS-N)
September 20, 2017

(A Top Pick Oct 4/16. Up 8%.) He started looking at Facebook (FB-Q) and realized it had a far better business model so he sold this last December.

PAST TOP PICK
PAST TOP PICK
September 12, 2017

(A Top Pick April 6/17. Down 15%.) This one hasn’t been as positive as he would like. It turned after the 1st quarter earnings. The 1st shot across the bow was the cable guys talking about cord cutting, and then ultimately ad spending team and a little bit weaker than what he was expecting.

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CBS Corp (CBS-N)
September 12, 2017

(A Top Pick April 6/17. Down 15%.) This one hasn’t been as positive as he would like. It turned after the 1st quarter earnings. The 1st shot across the bow was the cable guys talking about cord cutting, and then ultimately ad spending team and a little bit weaker than what he was expecting.

PAST TOP PICK
PAST TOP PICK
August 1, 2017

(A Top Pick Oct 4/16. Up 20.23%.) Sold his holdings in November, and switched into Facebook (FB-Q).

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CBS Corp (CBS-N)
August 1, 2017

(A Top Pick Oct 4/16. Up 20.23%.) Sold his holdings in November, and switched into Facebook (FB-Q).

TOP PICK
TOP PICK
April 6, 2017

45% of their revenues are from advertising and they are highly correlated with growth in GDP. They have significant ownership in the content of Showtime (70%). They are levered to right pieces of the market. They are returning capital to shareholders. (Analysts’ target: $74.50).

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CBS Corp (CBS-N)
April 6, 2017

45% of their revenues are from advertising and they are highly correlated with growth in GDP. They have significant ownership in the content of Showtime (70%). They are levered to right pieces of the market. They are returning capital to shareholders. (Analysts’ target: $74.50).

DON'T BUY
DON'T BUY
November 21, 2016

Has been an incredibly well run company. Their parent has been the subject of a lot of troubles. There is talk of a merger of parent and subsidiary. He does not own a lot of media stocks because of the disruption of content distribution. He keeps an eye on DIS-N.

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CBS Corp (CBS-N)
November 21, 2016

Has been an incredibly well run company. Their parent has been the subject of a lot of troubles. There is talk of a merger of parent and subsidiary. He does not own a lot of media stocks because of the disruption of content distribution. He keeps an eye on DIS-N.

TOP PICK
TOP PICK
October 4, 2016

This has a highly rated content, probably amongst the best out there. A growing ad stream and retransmission revenue, which they haven’t really mined, that they charge to the cable carriers. That could be a triple in revenue over the next several years. There is now a potential that they could be put together with Viacom. This could be accretive to the tune of around 10%-15%. It is only trading at around 10X 2018. Strong cash flows. Dividend yield of 1.3%.

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CBS Corp (CBS-N)
October 4, 2016

This has a highly rated content, probably amongst the best out there. A growing ad stream and retransmission revenue, which they haven’t really mined, that they charge to the cable carriers. That could be a triple in revenue over the next several years. There is now a potential that they could be put together with Viacom. This could be accretive to the tune of around 10%-15%. It is only trading at around 10X 2018. Strong cash flows. Dividend yield of 1.3%.

PAST TOP PICK
PAST TOP PICK
July 2, 2015

(A Top Pick June 9/14. Down 7.64%.) Sold his holdings when he started to see ad spending decoupling from GDP growth. There is also a decline in TV viewership. He has a long-term concern about cord cutting in the US with households no longer subscribing to cable.

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CBS Corp (CBS-N)
July 2, 2015

(A Top Pick June 9/14. Down 7.64%.) Sold his holdings when he started to see ad spending decoupling from GDP growth. There is also a decline in TV viewership. He has a long-term concern about cord cutting in the US with households no longer subscribing to cable.

PAST TOP PICK
PAST TOP PICK
May 21, 2015

(Top Pick Jun 9/14, Up 2.75%) He sold recently at current prices. He saw advertising spending and economic growth decouple so he got out.

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CBS Corp (CBS-N)
May 21, 2015

(Top Pick Jun 9/14, Up 2.75%) He sold recently at current prices. He saw advertising spending and economic growth decouple so he got out.

TOP PICK
TOP PICK
June 9, 2014

They own content and have valuable sports rights, and feels they are going to be able to monetize that content on a go forward basis. Sees this at $70-$75 a year from now. The biggest catalyst is going to be ad revenues. As the US economy picks up, you should see mid-single digit ad revenue growth, which will benefit them, as we haven’t seen this in the last few years. Buying back a whole ton of stock, and thinks there will be dividend growth as well. Yield of 0.79%.

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CBS Corp (CBS-N)
June 9, 2014

They own content and have valuable sports rights, and feels they are going to be able to monetize that content on a go forward basis. Sees this at $70-$75 a year from now. The biggest catalyst is going to be ad revenues. As the US economy picks up, you should see mid-single digit ad revenue growth, which will benefit them, as we haven’t seen this in the last few years. Buying back a whole ton of stock, and thinks there will be dividend growth as well. Yield of 0.79%.

HOLD
HOLD
June 14, 2012
(Market Call Minute.) Benefited from the whole media recovery.
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CBS Corp (CBS-N)
June 14, 2012
(Market Call Minute.) Benefited from the whole media recovery.
HOLD
HOLD
June 11, 2012
(Market Call Minute.) Broke out to a new 12 month high. As long as you are comfortable that people will continue to a to watch their programs, it is at least a Hold.
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CBS Corp (CBS-N)
June 11, 2012
(Market Call Minute.) Broke out to a new 12 month high. As long as you are comfortable that people will continue to a to watch their programs, it is at least a Hold.
PAST TOP PICK
PAST TOP PICK
June 7, 2012
(A Top Pick May 12/11. Up 23.51%.) Low double-digit growth. Reasonable PE at 13 times. He took some profits on his holdings because it is a little bit higher beta. Still likes.
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CBS Corp (CBS-N)
June 7, 2012
(A Top Pick May 12/11. Up 23.51%.) Low double-digit growth. Reasonable PE at 13 times. He took some profits on his holdings because it is a little bit higher beta. Still likes.
PAST TOP PICK
PAST TOP PICK
December 1, 2011

(A Top Pick July 20/11. Down 10%.) Sold Aug Puts for $1.05. Stock took a severe drop along with a lot of stocks. Could have bought the Put back but because of volatility, the price increased. A way to get around it is to Short the stock, which he did.

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CBS Corp (CBS-N)
December 1, 2011

(A Top Pick July 20/11. Down 10%.) Sold Aug Puts for $1.05. Stock took a severe drop along with a lot of stocks. Could have bought the Put back but because of volatility, the price increased. A way to get around it is to Short the stock, which he did.

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