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Time Warner's Movie Catalogue Is An Overlooked Asset
Friday, October 14, 2016 - 1:25pm | 674Albert Fried & Company continues to believe Time Warner Inc (NYSE: TWX) is cheap on both a relative and an absolute basis, especially its movie business. It maintains its Overweight rating and target price of $90, which implies a potential upside of 13.5 percent. “We think TWX has two...
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Albert Fried On Apple And Time Warner Talks: Not Probable, But Beneficial
Thursday, May 26, 2016 - 2:14pm | 290Albert Fried & Company’s Rich Tullo reiterated Time Warner Inc (NASDAQ: TWX) at Overweight with a $90.00 price target. The reiteration came after Financial Times reported Apple Inc. (NASDAQ: AAPL) and Time Warner held preliminary talks “that did not rise to the level of the CFO...
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When Will Apple Buy A Big Company?
Tuesday, May 3, 2016 - 8:34am | 393Jim Cramer spoke on CNBC's "Mad Money" with Tim Cook, the CEO of Apple Inc. (NASDAQ: AAPL), about the future of the company. When it comes to the buyback program, Cook explained that the management is trying to be opportunistic in buying. They are going to buy when they think the company...
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The Fundamental Forces Changing TV
Wednesday, January 6, 2016 - 2:08pm | 244In a new report, Albert Fried & Company analyst Rich Tullo discusses his take on the cord-cutting phenomenon in TV and the economic factors that are actually at play for leading disruptors Netflix, Inc. (NASDAQ: NFLX), Amazon.com, Inc. (NASDAQ: AMZN) and Time Warner Inc (NYSE: TWX)....
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Will Emmy Nominations (And Possible Awards) Boost Netflix?
Sunday, August 30, 2015 - 8:25pm | 637Netflix, Inc. (NASDAQ: NFLX) set a new record when it obtained 34 Emmy nominations -- nearly three times as many as Amazon.com, Inc. (NASDAQ: AMZN). Consumers will be watching to see how Netflix performs when the awards are handed out in just a few weeks. Will the results help the streaming video...
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Tullo Still Short Netflix, Says Media Is Wrong About International Exposure
Wednesday, August 26, 2015 - 3:42pm | 571In an email sent to investors on Wednesday, Albert Fried & Company's Richard Tullo looks into Netflix, Inc. (NASDAQ: NFLX). Although the firm does not cover this stock, the analyst wanted to point out a few comments he heard in the media that “do not seem to make sense.” Note that...
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Will 'The Visit' Be Another Hit For Universal Pictures Or A 'Pixels'-Sized Flop?
Sunday, August 9, 2015 - 5:14pm | 725Comcast Corporation (NASDAQ: CMCSA) has been on a roll with Universal Pictures this year. The studio has had a plethora of movies that debuted at No. 1, including "Jurassic World," "Furious 7" and "Minions." Universal Pictures will also distribute the next film...
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Amazon's 'Top Gear'-Inspired Show Could Be One Big Ad For Retail Products
Saturday, August 1, 2015 - 9:02am | 623Amazon.com, Inc. (NASDAQ: AMZN) is developing a brand-new show with former "Top Gear" hosts Jeremy Clarkson, Richard Hammond and James May. This could be Amazon's first step toward producing a greater variety of high-end content, but it might serve another purpose. "It'...
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'Fear The Walking Dead' Could Give AMC Stock Even More Upside
Thursday, July 30, 2015 - 5:18pm | 390In a report issued Wednesday, Albert Fried & Company’s Director of Research Rich Tullo reiterated an Overweight rating and $97.00 price target on shares of AMC Networks Inc (NASDAQ: AMCX). He assures that the firm expects the company to weather TV ad challenges on the back of its...
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Tullo: Buy Pandora, Expect Ad 'Bump' Soon
Friday, July 24, 2015 - 11:56am | 378In a report published Friday, Albert Fried & Company analyst Rich Tullo upgraded shares of Pandora Media Inc (NYSE: P) to Overweight from Market Perform with an unchanged $19 price target after the company posted a "solid" second quarter print. According to Tullo, Pandora's second quarter...
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Tullo Still Overweight On MDC Partners; CEO Departure Could Give 40-60% Upside
Thursday, July 23, 2015 - 12:47pm | 317In a report issued Wednesday, Albert Fried & Company’s Director of Research, Rich Tullo, took a look at MDC Partners Inc (NASDAQ: MDCA). While speculative, the analyst thinks the stock is in play with 40 percent to 60 percent upside potential, following the departure of the company...
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If Apple Doesn't Report 'Big Numbers' For Apple Watch, Will It Be A Disappointment?
Monday, July 20, 2015 - 5:02pm | 560Apple Inc. (NASDAQ: AAPL) is just one day away from reporting its fiscal 2015 third quarter results, and everyone on Wall Street wants to know the same thing: Will it be a quarter to remember? iPhone sales are expected to skyrocket, but investors might be looking for Apple to discuss its first...
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Netflix Could Be In A 'Dilutive Equity Situation' As Managers Sell Shares
Wednesday, July 15, 2015 - 1:38pm | 542Netflix, Inc. (NASDAQ: NFLX) is the world's largest streaming video service, but Albert Fried & Company analyst Rich Tullo has noticed a trend among company managers and directors. "[CEO] Reed Hastings has a quarter of the stock he used to have," Tullo, who serves as the...
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Netflix Is 'Priced To Perfection,' But When Will The Gravy Train End?
Wednesday, July 15, 2015 - 12:45pm | 589All eyes are on international subscriber growth, but will it be enough to give Netflix, Inc. (NASDAQ: NFLX) a boost? "Netflix is priced to perfection," Rich Tullo, director of research at Albert Fried & Company, told Benzinga. "If they don't make their international...
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Why Apple Must Sell 1 Apple Watch For Every 20 iPhones
Monday, July 13, 2015 - 6:47am | 678Apple Inc. (NASDAQ: AAPL) is expected to sell a sizeable number of iPhones within the first 12 months at retail. Tech expert Sean Udall believes the company will sell 15 million units. LikeFolio's estimates came in a tad lower at 9 to 14 million units. Piper Jaffray analyst Gene...