Viacom Inc.

VIAB-Q

NASDAQ:VIAB

24.22
0.75 (3.20%)
Viacom Inc. is an American multinational media conglomerate with interests primarily in cinema and cable television.
More at Wikipedia

Analysis and Opinions about VIAB-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 5, 2019

Merging with CBS. Third-rate movies. Lots of free cash flow. Wants to own the best companies for the long term, and this one doesn't fit the bill.

Viacom Inc. (VIAB-Q)
September 5, 2019

Merging with CBS. Third-rate movies. Lots of free cash flow. Wants to own the best companies for the long term, and this one doesn't fit the bill.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$25.680
Owned
No
COMMENT
COMMENT
February 16, 2018

How can you tell when a stock that has been in a downward trend starts a new trend? The first thing you look at is if the stock has made a new higher low. If it gets above $48 it could get very explosive. He expects a lot of gnashing if the stocks get to $34 - $38.

Viacom Inc. (VIAB-Q)
February 16, 2018

How can you tell when a stock that has been in a downward trend starts a new trend? The first thing you look at is if the stock has made a new higher low. If it gets above $48 it could get very explosive. He expects a lot of gnashing if the stocks get to $34 - $38.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$33.500
Owned
No
DON'T BUY
DON'T BUY
January 29, 2018

Rumours are flying that Cherry Redstone wants to merge this with CVS, and all the analysts are predicting that would be a huge mistake, because this is not investment grade. They are rated BBB, but could drop to BB, which would be junk status. The dividend was reduced last year from $1.40 to $.80. He wouldn't want to own this.

Viacom Inc. (VIAB-Q)
January 29, 2018

Rumours are flying that Cherry Redstone wants to merge this with CVS, and all the analysts are predicting that would be a huge mistake, because this is not investment grade. They are rated BBB, but could drop to BB, which would be junk status. The dividend was reduced last year from $1.40 to $.80. He wouldn't want to own this.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$33.710
Owned
No
COMMENT
COMMENT
May 19, 2017

He continues to be a buyer of this. They own significant assets such as MTV, Nickelodeon, Paramount Studios, assets that are worth something. Consumers are changing viewing habits of television. They are streaming through YouTube, using more Facebook and Twitter. The model of going right to the cable TV to view programs has gone down a lot. However, the sum of the parts is worth more than what they are currently trading at.

Viacom Inc. (VIAB-Q)
May 19, 2017

He continues to be a buyer of this. They own significant assets such as MTV, Nickelodeon, Paramount Studios, assets that are worth something. Consumers are changing viewing habits of television. They are streaming through YouTube, using more Facebook and Twitter. The model of going right to the cable TV to view programs has gone down a lot. However, the sum of the parts is worth more than what they are currently trading at.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$35.200
Owned
Yes
DON'T BUY
DON'T BUY
December 20, 2016

The Viacom story is more interesting than “The Game of Thrones”, and unfortunately just as painful. They kicked out the CEO, and it was thought there was going to be a merger with CBS which is not going to happen. Doesn’t know what this company’s problem is but they don’t seem to want to create shareholder value.

Viacom Inc. (VIAB-Q)
December 20, 2016

The Viacom story is more interesting than “The Game of Thrones”, and unfortunately just as painful. They kicked out the CEO, and it was thought there was going to be a merger with CBS which is not going to happen. Doesn’t know what this company’s problem is but they don’t seem to want to create shareholder value.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$34.630
Owned
Yes
HOLD
HOLD
August 22, 2016

The founder is 93 years of age and is reluctant to give up control even though he is far from capable of running the company. If he passes on then you could make a lot of money in the company. It is a cheap stock.

Viacom Inc. (VIAB-Q)
August 22, 2016

The founder is 93 years of age and is reluctant to give up control even though he is far from capable of running the company. If he passes on then you could make a lot of money in the company. It is a cheap stock.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$41.740
Owned
Yes
PARTIAL BUY
PARTIAL BUY
July 7, 2016

This is great to hold onto. They have some great drama going on. Don’t sell. She might buy when these things are figured out. You have a company with some great assets.

Viacom Inc. (VIAB-Q)
July 7, 2016

This is great to hold onto. They have some great drama going on. Don’t sell. She might buy when these things are figured out. You have a company with some great assets.

Liz Miller
President, Summit Place Financial Advisors
Price
$43.040
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 6, 2016

(Top Pick Jun 15/15, Down 30.22%) He rode it down. This was his value trap. This one was cheap for a good reason. Everything they do seems to be wrong. At some point all the bad news will be priced in and some catalyst will take the stock higher. There are assets in the company that are worth a lot more than the company is trading for.

Viacom Inc. (VIAB-Q)
June 6, 2016

(Top Pick Jun 15/15, Down 30.22%) He rode it down. This was his value trap. This one was cheap for a good reason. Everything they do seems to be wrong. At some point all the bad news will be priced in and some catalyst will take the stock higher. There are assets in the company that are worth a lot more than the company is trading for.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$45.430
Owned
Yes
HOLD
HOLD
May 24, 2016

(Market Call Minute.)

Viacom Inc. (VIAB-Q)
May 24, 2016

(Market Call Minute.)

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$41.300
Owned
Unknown
BUY
BUY
February 4, 2016

Netfix has eliminated a huge amount of market cap from the industry. $59 with 32% upside is his model, but if it has a negative transit, then it will move even lower.

Viacom Inc. (VIAB-Q)
February 4, 2016

Netfix has eliminated a huge amount of market cap from the industry. $59 with 32% upside is his model, but if it has a negative transit, then it will move even lower.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$45.340
Owned
Unknown
BUY
BUY
January 26, 2016

He would like to own the entire media space if he could. Thinks there is a battle on who is going to win. Owning a basket of these is a way to play it. Dividend yield of 3.65%.

Viacom Inc. (VIAB-Q)
January 26, 2016

He would like to own the entire media space if he could. Thinks there is a battle on who is going to win. Owning a basket of these is a way to play it. Dividend yield of 3.65%.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$43.860
Owned
No
DON'T BUY
DON'T BUY
October 19, 2015

The owner is over 90 years of age now. The Guest sold after 2013. People worry about other forms of media delivery and would they bypass cable. It has the burden of a fairly unpredictable owner. If the owner left, the stock would be revalued upward. There is a big shift going on with cable cutting. The shortage these days is content and sports is important. It is really underperforming DIS-N, which he owns.

Viacom Inc. (VIAB-Q)
October 19, 2015

The owner is over 90 years of age now. The Guest sold after 2013. People worry about other forms of media delivery and would they bypass cable. It has the burden of a fairly unpredictable owner. If the owner left, the stock would be revalued upward. There is a big shift going on with cable cutting. The shortage these days is content and sports is important. It is really underperforming DIS-N, which he owns.

John Wilson
CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management
Price
$48.900
Owned
No
PAST TOP PICK
PAST TOP PICK
September 3, 2015

(A Top Pick Aug 5/14. Down 46.21%.) Has been hit really hard lately, but feels it has been overplayed and overdone. They get 50% of their revenues from advertising and 50% from affiliated fees. Thinks the assets are worth double what the stock is trading at. Trading at only 6X next year’s earnings, which makes no sense.

Viacom Inc. (VIAB-Q)
September 3, 2015

(A Top Pick Aug 5/14. Down 46.21%.) Has been hit really hard lately, but feels it has been overplayed and overdone. They get 50% of their revenues from advertising and 50% from affiliated fees. Thinks the assets are worth double what the stock is trading at. Trading at only 6X next year’s earnings, which makes no sense.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$43.150
Owned
Yes
DON'T BUY
DON'T BUY
August 10, 2015

The media sector rolled over last week. It is very tied to the cable bundles. The way people are consuming media is changing but it won’t change overnight. He has DIS-N.

Viacom Inc. (VIAB-Q)
August 10, 2015

The media sector rolled over last week. It is very tied to the cable bundles. The way people are consuming media is changing but it won’t change overnight. He has DIS-N.

John Zechner
Chairman, J. Zechner & Assoc
Price
$47.020
Owned
No
TOP PICK
TOP PICK
June 15, 2015

Has owned for a long time, and it has meaningfully underperformed, but there are some great reasons you should take another look at it. There is some potential for consolidation with CBS. The company is finally focusing on following the Disney (DIS-N) model and spending a lot of money. Thinks some of the advertising comps will improve. There is a lot of hidden real estate. Only trading at about 10X earnings and about10X free cash flow. Dividend yield of 2.42%.

Viacom Inc. (VIAB-Q)
June 15, 2015

Has owned for a long time, and it has meaningfully underperformed, but there are some great reasons you should take another look at it. There is some potential for consolidation with CBS. The company is finally focusing on following the Disney (DIS-N) model and spending a lot of money. Thinks some of the advertising comps will improve. There is a lot of hidden real estate. Only trading at about 10X earnings and about10X free cash flow. Dividend yield of 2.42%.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$66.050
Owned
Yes
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