NWS - News Corporation
- Thread starter markrmau
- Start date
:
News Corp.
US dollar is going to really effect their margins.
If Aussie /US dollar comes to parity theres 10% off the bottom line of Newscorps profit.
They are a poor dividend paying stock.
I see know place to be there at present.
Anyone disagree?
Underpeformed the all ords and the capital structure is a concern.
US dollar is going to really effect their margins.
If Aussie /US dollar comes to parity theres 10% off the bottom line of Newscorps profit.
They are a poor dividend paying stock.
I see know place to be there at present.
Anyone disagree?
Underpeformed the all ords and the capital structure is a concern.
- Joined
- 3 March 2007
- Posts
- 574
- Reactions
- 1
I urge any sensible shareholder NOT to play in newscorp D:,
5c dividend and it moves so painfully slow, media is NOT a growth sector - in comparison to resources/energy/tech anyway. I work in media, its immensely competitive and profits are just break even or only "decent".
5c dividend and it moves so painfully slow, media is NOT a growth sector - in comparison to resources/energy/tech anyway. I work in media, its immensely competitive and profits are just break even or only "decent".
Does newscorp have a monoply on the market?
Are they the BHP of media?
How is the dow jones takeover going to go?
They just seem to be gearing up...
I dont hold, they seem to be a stock with a heap of dare we say it.
Potential if the capital structure is unlocked.
Are they the BHP of media?
How is the dow jones takeover going to go?
They just seem to be gearing up...
I dont hold, they seem to be a stock with a heap of dare we say it.
Potential if the capital structure is unlocked.
- Joined
- 3 March 2007
- Posts
- 574
- Reactions
- 1
There are many powerful media companies. Bloomberg, Reuters, Thompson, News Corp, Fairfax, General Electric's CNBC, Washington Post etc etc.
News Corp is powerful but its not something that gets attention from big hedge fund managers or speculators, if anything on bad news it will be punished severely.
Media is just a random waste of time sector, its not aggressive, its not defensive, it doesn't play good dividends, there are so many better stocks to pay attention to.
News Corp is powerful but its not something that gets attention from big hedge fund managers or speculators, if anything on bad news it will be punished severely.
Media is just a random waste of time sector, its not aggressive, its not defensive, it doesn't play good dividends, there are so many better stocks to pay attention to.
My only thinking is that Myspace.com potentially could be spun out, and add shareholder value that way.
At the rate that myspace is growing, it could be spun out, and be similar to a google, or an ebay....
Just a thought.
Myspace is something that has changed the way people communicate and live, and newscorp owns it...
For me that is interesting.
I would buy shares in myspace if I could. Just my thinking...
I know theres more to newscorp than myspace, but surely the value can be unlocked.
At the rate that myspace is growing, it could be spun out, and be similar to a google, or an ebay....
Just a thought.
Myspace is something that has changed the way people communicate and live, and newscorp owns it...
For me that is interesting.
I would buy shares in myspace if I could. Just my thinking...
I know theres more to newscorp than myspace, but surely the value can be unlocked.
Thought Id bump this thread, especially with the large movements lately with MSFT, GOOG and faceboook.
Does anyone know how much NWS values Myspace on its books?
The last time I read their reports, which was only a brief skim, I dont think they value myspace on its own. But value it under the general banner of internet, which also includes its other websites both in Aus and abroad.
Even though Myspace has more users, it does not mean that those users are actively using their account, nor do we know how long they are spending on Myspace.
Whereas with facebook, the fewer users (which is growing at a faster rate) spend much more time on there and login on a regular basis. I would have to say that at least a 1/3 of facebook friends use it daily, and like me, a small percentage are logged into it for a few hours a day. I now send/receive more messages on there than what I get useful emails to my gmail account
So in other words, myspace is worth less than facebook, in the future I expect facebook to overtake myspace in every statistic, be it users, active users, page views, traffic, etc...
That said, myspace is still worth a few $bil, and will make up a fair bit of NWS enterprise value. If I had the time id make some calculations.
Its funny that after the MSFT facebook purchase, and googles phone talk that NWS has traded almost flat for the last 3-4 days.
PS. Googles Orkut social website is no match for facebook. It looks like a early 90's BBS. Instead of a wall you have a scrap. I dont see any facebook users ever wanting to use it. For starters you would have to re-upload your photos, and there is really no need to ever want to use 2 social websites.
Its like releasing a new web mail service to people who already have webmail accounts. The only ever time this was done successfully was with gmail. Thats because they offered 100+ (virtually unlimited) times more account space. Facebook is already unlimited. You cant beat that.
Also if your a first time user to the social web scene. Wouldnt you want to join the service that half your friends are on anyway????
Any other thoughts.
Does anyone know how much NWS values Myspace on its books?
The last time I read their reports, which was only a brief skim, I dont think they value myspace on its own. But value it under the general banner of internet, which also includes its other websites both in Aus and abroad.
Even though Myspace has more users, it does not mean that those users are actively using their account, nor do we know how long they are spending on Myspace.
Whereas with facebook, the fewer users (which is growing at a faster rate) spend much more time on there and login on a regular basis. I would have to say that at least a 1/3 of facebook friends use it daily, and like me, a small percentage are logged into it for a few hours a day. I now send/receive more messages on there than what I get useful emails to my gmail account
So in other words, myspace is worth less than facebook, in the future I expect facebook to overtake myspace in every statistic, be it users, active users, page views, traffic, etc...
That said, myspace is still worth a few $bil, and will make up a fair bit of NWS enterprise value. If I had the time id make some calculations.
Its funny that after the MSFT facebook purchase, and googles phone talk that NWS has traded almost flat for the last 3-4 days.
PS. Googles Orkut social website is no match for facebook. It looks like a early 90's BBS. Instead of a wall you have a scrap. I dont see any facebook users ever wanting to use it. For starters you would have to re-upload your photos, and there is really no need to ever want to use 2 social websites.
Its like releasing a new web mail service to people who already have webmail accounts. The only ever time this was done successfully was with gmail. Thats because they offered 100+ (virtually unlimited) times more account space. Facebook is already unlimited. You cant beat that.
Also if your a first time user to the social web scene. Wouldnt you want to join the service that half your friends are on anyway????
Any other thoughts.
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
Interestingly, there is no thread on this yet......
It appears that NWS is just off its all time low of $19.70 back on October 2005. I am a holder and wonder if it is wise to increase my holding now...any suggestions on what I should be looking for before buying?
It appears that NWS is just off its all time low of $19.70 back on October 2005. I am a holder and wonder if it is wise to increase my holding now...any suggestions on what I should be looking for before buying?
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
Can anyone help me with some T/A on this one. Inparticular, whether it might hold support ~@19.50.? Many thanks.
I do have some info but pls note that this is not my own analysis but quoting from another source. I have access to Aegis technical newsletter and a couple of weeks back they recommended NWS as a buy with a technical target of at least $23.50. The at least is interesting because any close above the 30 week ma might see the stock break out. I think 30 week ma is now at 22.70.
Good luck.
Tulasi
Good luck.
Tulasi
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
Hello again, I'd appreciate any technical analysis on this one - it closed @$19.10 and I'm wondering whether it may have broken support. Many thanks, Kelpie.
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
After having bounced of support today, just wondering if there may be a tripple bottom forming. Any comments most welcome.
Looks like it might be heading for the high $18.00s. Good news though is that it might close at the bottom bollinger band on weekly charts and bollinger band theory would suggest that it should reverse from there. However the band is trending lower so it could go the low 18.00s. I am holding and I will hold for a price above $32 which might be 12 - 24 months away. Please DYOR.
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
many thanks for your response tulasi. I was wondering if you might elaborate on your fundamental and technical thoughts as to why it might advance to over $30 in a year or two. thanks again.
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
seems to have broken support in the US at US$14.98. any ideas when next support might be?? many thanks.
I cannot figure this stock out. Someone on CNBC openly admitted to NWS being one of the hardest companies to value fundamentally.
I loaded up ahead of the report thinking it was oversold more than the worst case scenario would require.
Fundamentally, this company has been trading at very high PEs as its seen as a growth company. But at current prices it is trading like any other media company.
Huntley's on E-trade are recommending the stock with a price close to $30.00. I am merely quoting broker valuation and that is a sum of parts valuation.
I think this stock is due to bottom soon. Another retest of the $14.50 lows and a 20% rise from that price back up to $17.00 and break above that should see a trend reversal.
Good luck Kelpie. I am holding for 12 - 24 months. Became an involuntary investor in the stock at the $27.00 mark but have been trading it on the way down but still holding at high cost.
Tulasi
I loaded up ahead of the report thinking it was oversold more than the worst case scenario would require.
Fundamentally, this company has been trading at very high PEs as its seen as a growth company. But at current prices it is trading like any other media company.
Huntley's on E-trade are recommending the stock with a price close to $30.00. I am merely quoting broker valuation and that is a sum of parts valuation.
I think this stock is due to bottom soon. Another retest of the $14.50 lows and a 20% rise from that price back up to $17.00 and break above that should see a trend reversal.
Good luck Kelpie. I am holding for 12 - 24 months. Became an involuntary investor in the stock at the $27.00 mark but have been trading it on the way down but still holding at high cost.
Tulasi
- Joined
- 4 March 2008
- Posts
- 42
- Reactions
- 0
many thanks for sharing your insights tulasi.
I got in soon afterwards at ~$25, and have also been trading it on the way down, thinking ....... it's gotta bottom out at any moment!
Kelpie
- Joined
- 14 October 2008
- Posts
- 201
- Reactions
- 0
So has anyone got any comments on the outlook for this stock - a rebound coming from the recent massive drop or further declines to come?
skc
Goldmember
- Joined
- 12 August 2008
- Posts
- 8,277
- Reactions
- 329
NWS released pretty solid results today and the market liked it. Dividend of 75c per share will be paid to both class A and B share.
Now, does anyone know why NWS and NWSLV should trade at difference price, given that they are receiving the same dividend?
Now I understand that NWSLV is non-voting. For the regular investor this may not be a big deal. For institutions this is probably somewhat important. For Murdoch this is obviously very important. But does that justify a 12% premium?
NWS tends to have better liquidity, but NWSLV are pretty much in tune with it, so it doesn't matter that much unless for short term traders.
Here's a chart of the relationship... NWSLV (Blue line) was actually priced higher than NWS in early 2009. It was only during the last 18 months that a gap has opened up. So some of the theories above may be incorret...
Explainations?
Now, does anyone know why NWS and NWSLV should trade at difference price, given that they are receiving the same dividend?
Now I understand that NWSLV is non-voting. For the regular investor this may not be a big deal. For institutions this is probably somewhat important. For Murdoch this is obviously very important. But does that justify a 12% premium?
NWS tends to have better liquidity, but NWSLV are pretty much in tune with it, so it doesn't matter that much unless for short term traders.
Here's a chart of the relationship... NWSLV (Blue line) was actually priced higher than NWS in early 2009. It was only during the last 18 months that a gap has opened up. So some of the theories above may be incorret...
Explainations?
Attachments
Similar threads
