SocialPicks Sentiment:
** v.s.
other stocks
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This Quarter's Sentiment:
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SocialPicks Community
High Definition is a key driver of growth
DTV
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+49.64%
in
361 days
If you have ever watched a sporting event in HD you will want HD channels. DTV has aggressively added HD programming and has aggressively signed contracts with sports organizations. Better than Comcast or Dish Network. You have to love subscription businesses for their steady cash flow especially if their subscriber base continue to grow.
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Neutral on DTV ...
DTV
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-4.60%
in
21 days
(closed on 10/30/08)
the right industry for the convergence moves. watch out for bad investments and revenue sharing agreement rebounds in this coming year or two
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Value Manager Lawrence Chin
DTV
-47.27%
in
827 days
Morningstar in Canada profiles Lawrence Chin, co-manager of the Mackenzie Cundill American Class fund. The article mentions two stocks I own: One is DirecTV Group (DTV/NYSE), which has done well since being bought but has suffered recently. The other is Foot Locker (FL/NYSE), which has fallen in price since being purchased: <> <> Among the stocks that meet Chin's requirements is Foot Locker, <> a top holding in the fund. He likes this sports apparel retailer because of its strong brand presence, clean balance sheet and cheap valuation. Since he made the initial purchase last ...
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Francis Chou, DirecTV Group
DTV
-9.13%
in
175 days
(closed on 08/16/07)
Andrew Allentuck profiles Canadian value investor Francis Chou in the Globe and Mail:
His $688.1-million Chou Associates Management Inc. Global Balanced Fund produced a 18.9-per-cent return for the 12 months ended Jan. 31, 2007, which was a high first-quartile result among 255 funds in the sector. His $47.6-million Chou Bond Fund racked up a 16.6-per-cent return for the period, top among 351 bond funds that averaged just 3.1 per cent for the 12 months ended Jan. 31.
I also find this part interesting:
<><>Mr. Chou, who works alone, does not believe in market fashions. "I do not invest in commodi...
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Francis Chou, DirecTV Group
DTV
-9.13%
in
175 days
(closed on 08/16/07)
Andrew Allentuck profiles Canadian value investor Francis Chou in the Globe and Mail:
His $688.1-million Chou Associates Management Inc. Global Balanced Fund produced a 18.9-per-cent return for the 12 months ended Jan. 31, 2007, which was a high first-quartile result among 255 funds in the sector. His $47.6-million Chou Bond Fund racked up a 16.6-per-cent return for the period, top among 351 bond funds that averaged just 3.1 per cent for the 12 months ended Jan. 31.
I also find this part interesting:
<><>Mr. Chou, who works alone, does not believe in market fashions. "I do not invest in commodi...
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From the Blogosphere
Five for the Weekend #67
Malone To Telcos: Go Ahead, Bid For DirecTV
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Liberty Media (LINTA) Chairman John Malone today effectively invited Verizon (VZ) and AT&T (T) to make an offer for DirecTV (DTV), the satellite broadcasting he controls. <>Speaking at a special meeting where holders approved a plan to combine DTV with Malone’s Liberty Entertainment unit, Malone said the satellite company would be “compatible” with either telco, Reuters reports. Malone reportedly said DirecTV would like to add a wireless broadband element to its service offering, and that this would require a deeper relationship...
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DirecTV Names Pepsi Exec Michael White CEO
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DirecTV (DTV) today named Michael White, currently Pepsico (PEP) vice chairman Michael White as CEO. He will take the job January 1. White, who is also CEO of Pepsico International, previously announced plans to to retire from Pepsico later this year. White has been with Pepsico since 1990; before that he had positions at Avon, Bain & Co. and Arthur Andersen.
DTV today is up 26 cents, or 0.8%, to $31.19.
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Selling Some of My DirecTV Group
I bought DirecTV Group (DTV) in 2005 at $15.50. This afternoon I sold half of my stake at $31.00. The shares ended the day at $31.83. Long-time Controlled Greed readers know I sell half of any position when it doubles, so that's what happened today. DTV clocked in at about 10% of portfolio assets at the end of Q3. It remains a significant position for me. And when we recall that DTV is a huge part of one of the Liberty Media tracking stocks, it is even larger. (I hold all three Liberty Media tracking stocks and consider them a single position.) <>This move adds to my cash (20% of portfolio asse...
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George Soros Reveals Stake in Ford (F), Adds to Walmart (WMT), Cuts Position in Petrobras (PBR)
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It's that time of quarter - when the whales of investing have to reveal what they are doing on the long side to the SEC (they can still keep secret their shorts). There are a lot of websites that will be looking at these disclosures in the next 48 hours so we'll just focus on a few. When I did some "Googling" on George Soros last night I was taken aback how controversial a figure this guy is; there are more stories about his politics than investing. I could care less about his politics, he is a smart guy who uhhh... admittedly plays the gray side of the rule book at times, but <>Goldm...
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