Sunday, April 11, 2010

Thee-Dimensional (3D) Trading ~ DIRECTV (Public, NASDAQ:DTV)

3D movies have been around since the 1970's ... 3D TV, now that's NEW HOTNESS!

In June 2010, DIRECTV (DTV) will be the first provider to offer dedicated 3D TV channels to 25 million plus customers!

Good TV. Better TV. ... 3D TV! BUY $DTV!

CHART LOVERS: a 'peek-a-boo' low volume new 52 week high and an IBD special.

OPTIONS LOVERS: try the JUNE 36s for $1.10(ish)

FUNDIE LOVERS: Lost John Malone, added a Goldman Sachs upgrade from $40 to $42 on "significant" buyback potential.

the 3D PLAYS:

$DIS (Disney) = ESPN 3D !!! ... SPORTS in 3D, this WILL be HUGE.

$IMAX (IMAX) = 3D on the BIG screen and 3D "non-fiction" king.

$DLB (Dolby) = what is 3D without polarized 3D glasses and (((surround sound))) ?

p.s. SUBSCRIBERS ONLY: our dimensional 3D Play ... $HLIT the Harmonic 'Harmon' Electra 8000!


BUY ON THE DIP said...

the cable/broadcasting sector has been hot.



the INTERNET and the TV , two things that are the same but different.

Enter the clusterfuck! where they become ONE.

BUY ON THE DIP said...

don't forget $DWA ... I understand the dream part, but how does the works, work.

BUY ON THE DIP said...

bot ARMH on the CITI downgrade.

.... and HLIT on 3D

BUY ON THE DIP said...

TXN May 2010 25.000 call

up 60%+!!

must lock in some profits.

BuyOnTheDip said...

BOTD ahead of MS.

Morgan Stanley Added DirecTV Group To Best Ideas List (DTV)

Written on Mon, 04/12/2010 - 08:38
By Chip Brian
4/12/2010- Morgan Stanley analysts added DirecTV Group (NYSE:DTV) to its Best Ideas list on the belief that the level of return of capital will materially increase over the next two years as management takes advantage of its powerful FCF profile and under-leveraged balance sheet.

Analysts Benjamin Swinburne, David Gober, and Ryan Fiftal said, "In our bull case, which generates ~40% upside, DTV achieves its 2.5x leverage target by YE11 through the combination of a strong initial dividend (~35% of fully-taxed FCF) and aggressive stock buybacks (roughly 30% of shares outstanding in '11). In our more conservative base case, DTV buys back shares at a more moderate pace and does not institute a dividend, leading to roughly flat leverage in the medium-term and ~15% upside through YE10."

The bank sees fiscal 2010 EPS of $2.34, vs. consensus estimates of $2.20 per share, and fiscal 2011 EPS of $3.01, vs. consensus estimates of $2.85 per share.

BUY ON THE DIP said...

DIRECTV (DTV) had sales growth of 9.5% during the last fiscal year. The company has reported $21.6 billion in sales over the past 12 months and is expected to report $25.1 billion in sales in the next fiscal year.