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Ohene

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CBS's Moonves plans to buy company ahead of potential Viacom deal - NY Post

7 hours ago


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  • Viacom, Inc. Watchlist
    66.08-0.69(1.03%)
    NASDAQWed, Feb 4, 2015 4:00 PM EST
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    Feb 5 (Reuters) - CBS Corp Chief Executive Leslie Moonves is discussing ways to buy out the broadcaster's controlling shareholder, National Amusements Inc, ahead of a potential deal with Viacom Inc, the New York Post reported, citing sources.

    Moonves believes that a merger with Viacom will leave him in an inferior position versus Viacom Chief Executive Philippe Dauman and could shortchange CBS minority shareholders, the newspaper said. (http://bit.ly/1Auxnzk)

    Media mogul Sumner Redstone's National Amusements Inc controls both Viacom and CBS and 91-year-old Redstone is the chairman of both Viacom and CBS.

    "Moonves has been talking to a few banks and private equity firms about buying CBS," the newspaper quoted a 'well-placed' source as saying. It is unclear how far the discussions have progressed, the report added.

    The Moonves plan comes as talk of a mega media merger with Viacom has ratcheted up in recent weeks and Redstone's health continues to falter, the newspaper said.

    Representatives at CBS, Viacom and National Amusements could not be reached for comment outside regular U.S. business hours.

    Viacom, owner of movie studio Paramount Pictures and cable networks MTV and Comedy Central, and broadcaster CBS were separated in 2006.
:lupe: might have to go long
 

Ohene

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72ap.png


My prediction for CBS in the next 6 months.

Currently, in an Ascending Triangle pattern that is very very short term it will gravitate to $56 a share in time for next earnings release. The market will go down into the new year so itll stay around $52 but from Jan to Feb it will go up to $56. If the news is great...it will shoot higher and break the long term downward trend that it is in and probably head up into the high 50s and head back down. If it goes past theres no ceiling.

I think the results will be okay at whats expected or worse however. If this is the case...look for it to continue its downward trend and head from $56 down to $44 over the course of 2015. A zealous prediction it is ...but I've been following this stock for a long time and how it moves. I think that 44 is the bottom.

the 52 week high and HEAD = $68.
The neckline was $56

the head minus neckline = $12

12 dollars below the neckline is $44. If you look at the picture...i didnt put in numbers but it looks like the lower end of that channel...the next support level of the pattern will be around $44 dollars as well.

All of this shyt is meaningless...but nonetheless :drool:

I've been calling for this shyt to hit $44 for months now. It was close when it hit 48 but now i know why it didnt go any lower...

I was right with LVS hitting $55 depsite all the bounces it did to the mid 60s. I was right about VRX heading down...and then even back up. Knew that Dean Foods was undervalued and even WFM. I have been right about the SPY quite a bit lately. :ehh:Dont know if I posted it here but I said it'd hit 208-210 to finish the year and when it did I told my homie itll go down to 201-200 before Jan. 1. Let's see if I can call this one too :lupe:. I'm ready to head back in the game for 2015 regardless :demonic:
Earnings release today after hours...stock trading at $56.74 as of yesterday.

Did I call it or did I call it :myman:
 

Ohene

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please elaborate
I dont do earnings plays right now thats all. its gambling

From an absolute standpoint though its overvalued IMO.

Most social media companies are. Yelp, Twitter, all the same shyt to me. Valuations are based on extreme future expectations that may not be realistic given what the websites actually do. Facebook is the only one to me and even then I still think its overvalued

twitter to me is a trade...not an investment
 

Hiphoplives4eva

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I dont do earnings plays right now thats all. its gambling

From an absolute standpoint though its overvalued IMO.

Most social media companies are. Yelp, Twitter, all the same shyt to me. Valuations are based on extreme future expectations that may not be realistic given what the websites actually do. Facebook is the only one to me and even then I still think its overvalued

twitter to me is a trade...not an investment

Do you think Twitter is a fad? I firmly belive Twitter is the future of news and media reporting. Call me crazy, but i'm definitely long twitter. Its just way too important to simply be a flash in the pan
 

Ohene

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Do you think Twitter is a fad? I firmly belive Twitter is the future of news and media reporting. Call me crazy, but i'm definitely long twitter. Its just way too important to simply be a flash in the pan
:ehh:

Whats your opinion on Flipboard? I think thats a better platform for news / media reporting if anything.

I dont think Twitter is a fad...but its worth $26B.

Financially...that means it would have to somehow bring in at least $1.5B in net profit at its maturity phase for the current valuation to make sense, not even its potential valuations that would make it a viable investment

To me that will be very hard unless Twitter can make some good acquisitions but the growth isnt slowing down so its def possible.

For FY15 its looking like it can expect revenue close to $2B.
Then maybe $3.5B for FY16
Then Maybe $4.5B for FY17
Then maybe $5.25B for FY18
Then maybe $5.75B for FY19
and $6B at its maturity in 5 years

FB operates at a profit margin of around 25% right now and around 40-45% without R&D. That 25% would give twitter a net profit of the $1.5 B i was talking about it just so happens
Only diff is FB was started making money far earlier in its life...before it even went public while Twitter has yet to. Twitter operates at a net loss without R&D currently if not very close to a net loss.

Thats why I think its an uphill battle to make twitter a great investment. I'm sure it CAN blossom, but for me personally its too risky right now. I need to see them make some good acquisitions. Vine was a good creation...but instagram video kinda shytted on it slightly.

That being said, i dont use social media so i really cant speak too much on it.

THe last point i want to make is that this bull market has been running for over 5 years now. The market is at all time highs and I think that within the next two or three years we will see a significant decline in stocks. Momentum/risky stocks like TWTR wil be the first to head down if they arent overperforming
 

Hiphoplives4eva

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:ehh:

Whats your opinion on Flipboard? I think thats a better platform for news / media reporting if anything.

I dont think Twitter is a fad...but its worth $26B.

Financially...that means it would have to somehow bring in at least $1.5B in net profit at its maturity phase for the current valuation to make sense, not even its potential valuations that would make it a viable investment

To me that will be very hard unless Twitter can make some good acquisitions but the growth isnt slowing down so its def possible.

For FY15 its looking like it can expect revenue close to $2B.
Then maybe $3.5B for FY16
Then Maybe $4.5B for FY17
Then maybe $5.25B for FY18
Then maybe $5.75B for FY19
and $6B at its maturity in 5 years

FB operates at a profit margin of around 25% right now and around 40-45% without R&D. That 25% would give twitter a net profit of the $1.5 B i was talking about it just so happens
Only diff is FB was started making money far earlier in its life...before it even went public while Twitter has yet to. Twitter operates at a net loss without R&D currently if not very close to a net loss.

Thats why I think its an uphill battle to make twitter a great investment. I'm sure it CAN blossom, but for me personally its too risky right now. I need to see them make some good acquisitions. Vine was a good creation...but instagram video kinda shytted on it slightly.

That being said, i dont use social media so i really cant speak too much on it.

THe last point i want to make is that this bull market has been running for over 5 years now. The market is at all time highs and I think that within the next two or three years we will see a significant decline in stocks. Momentum/risky stocks like TWTR wil be the first to head down if they arent overperforming

Flipboard is nothing more than a fancy RSS reader. Not worth the hype as it simply does a service slightly better than millions of alternatives. Personally i hate flipboard as turing those virtual pages gets old, and many times links don't work properly when accessed via flipboard. i perfer using tweetdeck or just twitter.com to access twitter personally

And as far as the bull market question, yes we are having an unprecedented run but have you payed attention to world politics lately? There really isn't any safe place to invest outside of emerging markets right now. Economies in Latin America, Europe, Russia,and even asia are on a significant decline. Emerging markets like Nigeria and India are bright spots, but the high risk involved in these investments has many more conservative investors shying away from this area. The US stock market is one of the last relatively safe investment climants in the world now. Because of this, i expect more foreign invest this year, despite the weak economy.
 

Ohene

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Flipboard is nothing more than a fancy RSS reader. Not worth the hype as it simply does a service slightly better than millions of alternatives. Personally i hate flipboard as turing those virtual pages gets old, and many times links don't work properly when accessed via flipboard. i perfer using tweetdeck or just twitter.com to access twitter personally
i feel you. i just think flipboard is a smart idea as far as the advertising goes
 

Domingo Halliburton

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Do you think Twitter is a fad? I firmly belive Twitter is the future of news and media reporting. Call me crazy, but i'm definitely long twitter. Its just way too important to simply be a flash in the pan

I saw some guy doing technical analysis looking for a break out on twitter. I'll have to see if I can find the chart. I have no idea what his timeline was either.
 

Swagaveli

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brehs my SPY monthly puts are outhchea strugglin. fukk

edit. at -50% that is. luckily I got all of next week. if it busts 206 I say fukkit.

luckily I got some GPRO calls. I think the Seeking Alpha article to short it was fukkin bs
 

Ohene

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brehs my SPY monthly puts are outhchea strugglin. fukk

edit. at -50% that is. luckily I got all of next week. if it busts 206 I say fukkit.

luckily I got some GPRO calls. I think the Seeking Alpha article to short it was fukkin bs
earnings season is always a toss up. if the good news persists though the spy will head above 210. its at a resistance level right now though so it could hit 200 if tehre arent any catalysts to move it up
 
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