Viacom Inc. | StockChase
15
Viacom Inc. (VIAB-Q)

Last Price Recorded: $26.1500 on 2017-11-17

ON STOCKCHASE SINCE Aug 2012

A global entertainment content company that includes MTV Networks, BET Networks, Paramount Pictures, Paramount Home Entertainment and DreamWorks.

communications/media

Viacom Inc.


Signal Opinion Expert

2017-05-19

COMMENT
Viacom Inc. (VIAB-Q)

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.

communications/media
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $35.200
Owned: Yes

2016-12-20

DON'T BUY
Viacom Inc. (VIAB-Q)

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.

communications/media
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $34.630
Owned: Yes

2016-08-22

HOLD
Viacom Inc. (VIAB-Q)

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.

communications/media
John Burke

CEO & CIO, Burke Financial Strategies

Price: $41.740
Owned: Yes

2016-07-07

PARTIAL BUY
Viacom Inc. (VIAB-Q)

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. 

communications/media
Liz Miller

President, Summit Place Financial Advisors

Price: $43.040
Owned: Unknown

2016-06-06

PAST TOP PICK
Viacom Inc. (VIAB-Q)

(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.

communications/media
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $45.430
Owned: Yes

2016-05-24

HOLD
Viacom Inc. (VIAB-Q)

(Market Call Minute.)

communications/media
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $41.300
Owned: Unknown

2016-02-04

BUY
Viacom Inc. (VIAB-Q)

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. 

communications/media
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $45.340
Owned: Unknown

2016-01-26

BUY
Viacom Inc. (VIAB-Q)

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%.

communications/media
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $43.860
Owned: No

2015-10-19

DON'T BUY
Viacom Inc. (VIAB-Q)

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.

communications/media
John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $48.900
Owned: No

2015-09-03

PAST TOP PICK
Viacom Inc. (VIAB-Q)

(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.

communications/media
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $43.150
Owned: Yes

2015-08-10

DON'T BUY
Viacom Inc. (VIAB-Q)

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.

communications/media
John Zechner

Chairman, J. Zechner & Assoc

Price: $47.020
Owned: No

2015-06-15

TOP PICK
Viacom Inc. (VIAB-Q)

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%.

communications/media
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $66.050
Owned: Yes

2014-08-05

TOP PICK
Viacom Inc. (VIAB-Q)

Likes owner/operated companies. A huge media conglomerate. The sexy stuff is the movies, but the meat and potatoes is the TV networks. Owns a lot of content such as MYV, Comedy Central. Thinks that at some point something is going to happen with this company. Company is buying back stock. Yield of 1.61%.

communications/media
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $81.770
Owned: Yes

2012-10-23

TOP PICK
Viacom Inc. (VIAB-Q)

Movie division is Paramount and they haven’t really had any blockbusters this year. Next year is looking good. 90% of the revenues come from TV and they have terrific properties, MTV, VH1, Comedy Network and Nickelodeon. There are a number of high-quality US and Canadian stocks that are buying back an enormous amount of their own shares. This company in the past year has bought back 10%. CEO has stated that they are going to buy back as many shares as they can.

communications/media
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $53.700
Owned: Yes

2012-08-02

TOP PICK
Viacom Inc. (VIAB-Q)

Enhances long-term shareholder value through by backs, etc.  2.4% dividend.  Stock will grow in line with GDP.  But hasn’t since 2000. Multiple compression is a low risk but expansion is likely.

communications/media
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capital Corp

Price: $45.830
Owned: Yes

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