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Blogs about TWC

Blogs	Description	Date Updated
Carl Icahn's Icahn Capital Boosts Stake in MOT, Cuts TWC, Shows EMIS Stake	Carl Icahn's Icahn Capital hedge fund released its 13F for the quarter ended June 30, 2008. Below are some notable moves:* Lifted his Motorola Inc. (NYSE: MOT) stake from 115,649,600 shares to 144,119,843 shares * Showed a new small 86,430 share stake in Emisphere Technologies, Inc. (Nasdaq: EMIS).* Lowered his stake in Time Warner Cable Inc. (NYSE: TWC) from 4,711,128 shares to 1,842,834 shares. * Got rid of his 129,715 share Perry Ellis (Nasdaq: PERY) stake.Icahn also showed a 55,029,056 share...	August 15, 2008
FCC Slaps Comcast; Will It Lead To Metered Pricing?	In a victory for supporters of Net Neutrality, the FCC today voted 3-2 to censure Comcast (CMCSA) for slowing Internet service to customers who use peer-to-peer file sharing services. FCC Chairman Kevin Martin came down hard on the company, as the WSJ reports: “Comcast was delaying subscribers’ downloads and blocking their uploads. It was doing so 24/7, regardless of the amount of congestion on the network or how small the file might be,” Mr. Martin said. “Even worse, Com...	August 01, 2008
Closing bell: General Motors shocker, jobs, and oil	Filed under: After the bell, General Motors (GM), NYSE Euronext (NYX), Sun Microsystems (JAVA)This morning was starting to feel pretty good despite the 5.7% unemployment rate being the highest in over four years. But then there were comments out of Israel about Iran being suddenly closer to a major break-thru in its nuclear program. You can guess what that did for oil prices, although they didn't go much over $125.00 on the news. Today's action and this week's high volatility show the markets ar...	August 01, 2008
FiOS, Cellular Won’t Save Verizon, Says Sanford Bernstein	After billions of dollars spent over several years building FiOS, a high-speed fiber-optic network, Verizon Communications (VZ) may not end up with much to show for it, writes Sanford Bernstein & Co. telecommunications analyst Craig Moffett in a note to clients today. Returning to a theme he has touched on frequently, Moffett states that “horrific line losses” and “dismal broadband gains” mean that Verizon’s, and to a lesser extent, AT&T’s (T) wired co...	July 25, 2008
The Week's Best at VIN	Here are the week's top stories at Value Investing News1. With $35bn to spare, Buffett is poised to feed off the bear(via www.guardian.co.uk)During the great bear market of 1974, Warren Buffett was asked by a rather staid fellow how he felt. 'Like an over-sexed guy in a whorehouse,' he replied. 'Now is the time to invest and get rich.'2. The Roots of a Value-Investment Philosophy(via yesandnotyes.com)I've had the good fortune of a friend loaning to me Seth Klarman's Margin of Safety. The followi...	July 11, 2008
Will GE get out of hot water by selling NBC to Time Warner?	Filed under: Deals, Rumors, Industry, General Electric (GE), Time Warner (TWX), CBS Corp 'B' (CBS), Time Warner Cable (TWC)General Electric (NYSE:GE), which reports earnings tomorrow, has indicated that it may spin-off its weakest divisions -- the firm's consumer and industrial units. No one cared, and the stock did not move. The action would not be enough, nearly enough to pull GE away from its multi-year lows. What investors would really like to see is GE broken into little pieces, the small...	July 10, 2008
Juniper: U.S. Carrier Demand Softening, Stifel Says	Juniper Networks (JNPR) is seeing some slowing of its U.S. carrier business, according to Stifel Nicolaus analyst Sanjiv Wadhwani. Wadhwani, just back from the NXTComm trade show in Las Vegas, says his research at the show lead his to believe Juniper’s current quarter is tracking in line with expectations. But he says that “contacts suggest that visibility and pipeline seems to have reduced slightly versus 6 months ago.” Wadhwani contends AT&T (T) and Verizon (VZ) have slow...	June 18, 2008
Time Warner Cable to issue debt to pay dividend to parent	Filed under: Time Warner (TWX), Time Warner Cable (TWC)Time Warner Cable Inc. (NYSE: TWC) has filed a shelf registration with the Securities and Exchange Commission and has commenced an underwritten public offering of debt securities with maturities ranging from 5 to 30 years. Unfortunately, the size was not listed in the S-3 filing this morning.The net proceeds from the issuance of the debt securities are expected to be used to finance a one-time dividend to stockholders of Time Warner Cable to...	June 16, 2008
Time Warner walks on The Weather Channel	Filed under: Deals, Time Warner (TWX), Time Warner Cable (TWC)Depending on who is doing the measuring, The Weather Channel is one of the most widely watched 24-hour cable networks. Weather.com is among the top 15 or 20 most visited websites in the U.S. Since there are very few media properties of this size on the block, they are especially valuable. Landmark, the owner of The Weather Channel, has put it on the block. It wanted $5 billion. The rumors are that it will get $3.5 billion on a good d...	June 14, 2008
Analyst initiations: DSCM, SCMR and AFL	Filed under: Analyst reports, AFLAC Inc (AFL), Analyst initiations, Time Warner Cable (TWC)MOST NOTEWORTHY: Drugstore.com, Sycamore and Aflac were today's noteworthy initiations: Kaufman Bros. believes Drugstore.com (NASDAQ: DSCM) is well-positioned for long-term growth and significant margin expansion, led by share gains in the OTC and prestige beauty verticals. The firm started shares with a Buy rating and $3.25 target. Merriman initiated Sycamore (NASDAQ: SCMR) with a Neutral ra...	June 13, 2008

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