Comments for DTV - Stockpickr! Your Source for Stock Ideas

Comments for DTV

Added By	Comments	Type	Date Added
barrons3	Rich Greenfield, managing director of Pali Research, came on the show to talk about DirecTV (DTV). He had nothing but praise for the company, saying it's operating better than anyone else in a tough economic environment. As evidence, he said cable operators lost 500,000 subscribers in the past two quarters compared to a gain of 700,000 by DirecTV. Greenfield acknowledged slow growth ahead but said DirecTV is a "free cash flow machine" that will either be bought out by AT&T(T) or Verizon(VZ). If that scenario doesn't unfold, DirecTV can take itself private with all the cash it has, he said.	Love	June 17, 2009
ElectionStocks	One of the two satellite television companies.	Love	May 07, 2009
High Dividends	advertised DirecTV as the Daisy Duke character	Love	February 04, 2009
barrons2	Extravagance is out this year, exclaims Jeff Macke. Even people who have money won’t spend it. In keeping with that theme my play are Disney (DIS), Corning (GLW), IMAX (IMAX) and DirecTV (DTV).	Love	June 18, 2008
sarah z	The El Segundo, Calif.- based company announced first quarter results along with its plan to increase its buyback program to $3 billion. During the quarter the company spent $160 million repurchasing shares. DirecTV did not offer an expiration date for the buyback. The digital TV provider reported impressive first quarter earnings. During the quarter, revenue jumped 17% to $4.6 billion; U.S. revenue increased 14% while Latin America revenue soared 47% to $542 million. Free cash flow nearly doubled from $262 million to $505 million. Net income was $371 million, a 10.4% increase from $336 million reported in the same period last year. Operating performance was exceptionally strong in Latin America where the company added 200,000 subscribers during the quarter. The large subscriber addition and favorable exchange rates forced operating profit up 73% to $138 million. DirecTV now owns 74% of Sky Brazil, 41% of Sky Mexico, and 100% of PanAmericana, which covers the rest of the region. President and CEO Chase Carey added, “We expect 2008 to be a year in which we take DIRECTV to a whole new level in terms of profitability and cash flow growth. We took an important step toward this goal in the first quarter as DIRECTV U.S. generated $603 million in cash flow before interest and taxes, representing a 76% increase over the prior year.” We like to see that Deutsche Bank reiterated their buy rating on the stock and increased their price target $2 to $36. The analysts from Deutsche Bank believe DTV offers a significant advantage in HD, strong growth especially in Latin America, peaking costs, positive affects form the buyback, and a stock trading inexpensively.	Love	May 14, 2008
trujillo62	Has been solid long term buy.	Love	February 21, 2008
JoeyBurns	Stable in Slow economy	Love	January 31, 2008
sarah z	The provider of digital television said its board approved the repurchase of up to $1 billion in common stock. The company said the buybacks will take place on a time to time basis, using cash on hand or cash from operations. The company recently completed a $1 billion program that was initiated on Aug. 9, 2007. Aggressive buybacks have been a common theme for the El Segundo, CA-based company, which has repurchased about $5 billion in since February 2006. Even though there are fears of a weakening economy and credit crisis on our hands, CEO Chase Carey is confident his company can make it through unscathed. Carey believes that since the company's customers are in the higher income brackets, the impact of a poor economic environment would be "marginal at most." Another bullish factor is that DTV has been experiencing numerous upgrades. Kaufman Bros. upgraded the stock to buy from hold and awarded it with a $28 price target, representing a 23% premium to current levels. Analyst Todd Mitchell recalls that millions of consumers bought HDTVs, but only a minimal amount of those consumers have bought the HDTV cable TV services to go along with them. DirecTV has the strongest HD offering in the marketplace and stands to benefit the most from the upcoming HDTV conversions. He also points out that a high percentage of DTV's clients are in "A" and "B" household, and therefore have the least exposure to an economic downturn. Lehman Brothers analyst, Vijay Jayant, also believes in DTV and upgraded the stock to overweight from equal weight and increased the stocks price target to $32 from $30. He named DTV his top fundamental pick in the sector and predicts the same catalysts as Mitchell. He notes that DTV has the best HDTV offerings and that its subscriber base "represents the higher-end of the socioeconomic spectrum."	Love	January 30, 2008
kerickson	HD Advantage, Cost Reduction Opportunities	Love	January 12, 2008
dice3510	GROWTH	Love	December 02, 2007
bbenlisa	duh	Hate	November 18, 2007
StockLord	Love the future growth potential!	Love	August 02, 2007
spindler	Recommended by Louis Navellier	Love	August 02, 2007
Internetreality	Bullish exchange of control block from News Corp. to Liberty Media pending, which should unlock value-creating recapitalization of this leading DBS company.	Love	June 25, 2007
smoon	recommendation	Love	June 16, 2007
brbjmich	Nothing sinks a comapny faster than deteriorating customer service.	Hate	June 08, 2007
lnichols1028	growth; takeover	Love	May 28, 2007
speakersjohn	advance of Direct TV broadcasting	Love	May 23, 2007
websports2	I love it	Love	May 19, 2007
daveprog2	Bought as a tech company that has upside. Monthly subsriptions are a cash cow. Bought when GM (hughes) was selling it.	Love	May 19, 2007
petesha	good cash position; rated #1 by value line ; cable tv industry is also rated #1.	Love	May 19, 2007
cpcarter	buy out target for conglomerate	Love	April 27, 2007
Barrons	We are upgrading our ratings on DTV and DISH to Neutral, from Underperform. We believe that the competitive threats underlying our prior view of the stocks remain substantial. In fact, we expect telcos' penetration of the video market to increase substantially in 2007...However, we now believe the cash-flow-growth potential for DTV and DISH, combined with recapitalization possibilities, can offset the competitive risks in the near-term, supporting stocks near their current levels.	Love	April 21, 2007
kll	cash producer	Love	April 12, 2007
k0white	REC	Love	April 09, 2007
weatherby	louis navalier top stock	Love	April 03, 2007
lolhi	i dont like it and am trying to sell it.....but i dont know how to sell a short-sell	Love	March 16, 2007
bulldiamond	suggested by broker. fits strategy with agressive growth rate.	Love	March 16, 2007
irakov	stock options	Love	February 19, 2007
lagbezug	could become a cash cow	Love	February 16, 2007