Great company

While this DVR maker has had its ups and downs over the course of the last month thanks to legal battles, this company's brand recognition and strong vault of intellectual property make it an attractive play even now. The gap down TiVO saw last Thursday makes now a compelling time to get in.

Pete Najarian has spotted unusual options activity in TiVo (TIVO). The call volume in this stock suggests to me TiVo could move higher, he said.

Hold - Price 7.10 on March 3
by Standard & Poor's Equity Research

[Raised from Sell.] January-Q net loss per share was four cents, versus previous Q's six cents. Q4 metrics [look] mixed, with in-line net customer losses of 125,000 and lower average revenue per user, versus lower subscriber-acquisition costs, and churn [or attrition]. Adjusted earnings [before interest, taxes, depreciation and amortization] of $2.5 million compares to guidance for net loss... .We see encouraging updates on the Comcast rollout [such as a digital-video recorder with free TiVo service in some high-def TV packages]. We up our target price [by] $2, to 8. Market cap: $750 million.

Everyone's gotta have it

Because I love their service!

From a recent Mad Money show: "I doubted this company initially, but their CEO has been remarkable. I like TiVo and I want to buy it."

Avoid - Price 9 on March 25
by Garp Research
[We feel] TiVo is a declining brand in a sector [that's] being commoditized. It has struggled to compete against a flood of [generic] set-top boxes from cable and satellite operators....We see high subscriber attrition as consumers convert to high-def. Management is cutting back on advertising and is not offering rebates for HD boxes, which cost $250 [but] can be leased/purchased for much less through [others...We] question the growth potential of TiVo's licensing agreements with Comcast and Cox....We're skeptical that TiVo can use its recent patent victory over Echostar as leverage to force deals with other providers. Market cap: $900 million.

long

2/7-3x2
b. ciekawa odpowiedz. nauka, z ktorej warto skorzystac (ale strata czy cos w tym stylu). B. chce z tej nauki skorzytsac. (i DZIEKUJE!)

great idea, bad return

Everybody who provides content is providing a DVR directly to their customers, making TIVO irrelevant in a technology they invented.

Excellent technology, but ultimately at the mercy of Cable/Satellite distributors who provide reasonable alternatives.

just throw your money away

No creativity.

Will they ever be profitable?