/* Article Data (Server Side) article (o): [object Object] WSODIssue (s): |3699858|219289|89999|77435 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Aereo Supreme Court ruling: for how long is big broadcasting safe? Link (s): http://folionation.squarespace.com/news/2014/6/26/aereo-supreme-court-ruling-for-how-long-is-big-broadcasting.html Thumbnail (s): DocumentDate_raw (n): 1403793600000 DocumentDate (s): June 26, 2014 DocumentDate_smart (s): Jun 26, 2014 DocumentKey (s): 1107-290734296785734891835-5017B205MV5QBBHEHRVD7MGMGT ContentType (s): Article TrackingPixel (s): Content (s):

A would-be David lost to giants this week. What does the Aero Supreme Court ruling mean for the future of broadcasting? 

Early on Wednesday, the Supreme Court of the United States ruled 6-3 in favor of American broadcasting companies, deeming the startup Aereo’s services illegal. 

The company, started in 2012, offered a low-cost service allowing subscribers to watch over-the-air content on computers and other personal, non-television devices. Aereo had set up hundreds of small antennas to support this rerouting of content, which the plaintiff, ABC (DIS) argued violated copyright law.

SCOTUS agreed.

Aereo, which some had even called the “Robin Hood of network TV,” is now all but defunct, unable to offer what had been its primary service. Yet, the ruling is a narrow one, deliberately shying away from a sweeping decision that could impede future adaptations of cloud technology. 

In the wake of the decision, share prices of broadcasting giants CBS (CBS)Fox (FOXA)Disney, and Comcast(CMCSA) (owner of NBC) are all up. Yet, given “the limited nature” of the holding, it’s hard to say for sure that these broadcasters are safe from the precedent Aereo has set and from other upstart companies.

Do you think big broadcasters can rest easy with Aereo out of the way? Or could another innovative thorn in their side be just around the corner? Check out the list below to begin your analysis, and let us know what you think in the comments.

Click on the interactive chart to view data over time. 

 

1. CBS Corporation (CBS, Earnings, Analysts, Financials): Operates as a mass media company in the United States and internationally. Market cap at $39.81B, most recent closing price at $66.46.

 


2. Twenty-First Century Fox, Inc. (FOXA, Earnings, Analysts, Financials): Market cap at $75.59B, most recent closing price at $33.17.

 


3. Walt Disney Co. (DIS, Earnings, Analysts, Financials): Operates as an entertainment company worldwide. Market cap at $142.25B, most recent closing price at $80.73.

 


4. Comcast Corporation (CMCSA, Earnings, Analysts, Financials): Provides entertainment, information, and communications products and services in the United States and internationally. Market cap at $133.65B, most recent closing price at $51.15.

 


Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

relatedData (o:Array(16)): 0 (o): [object Object] Headline (s): McDonald's: Workers to get pay hikes at company-owned stores Teaser (s): This file photo shows a McDonald's restaurant sign at a McDonald's restaurant in Chicago. McDonald's says it's raising pay for workers at its company-owned U.S. Source (s): The Mercury DocumentDate (s): 32 minutes ago DocumentDate_raw (n): 1427954400000 Link (s): http://www.pottsmerc.com/business/20150402/mcdonalds-workers-to-get-pay-hikes-at-company-owned-stores DocumentKey (s): HTTPwww.pottsmerc.com/business/20150402/mcdonalds-workers-to-get-pay-hikes-at-company-owned-stores DMSourceID (s): Google ContentType (s): Article 1 (o): [object Object] Headline (s): Walmart Supports Gay Rights on Social Media Teaser (s): Walmart has used it financial migh t to keep the price low. It got into a divisive debate at social media. Advertisement. Walmart requested governor of Arkansas to reject legislation that could allow discrimination against lesbians and gay men. Source (s): American Register DocumentDate (s): 32 minutes ago DocumentDate_raw (n): 1427954400000 Link (s): http://www.theamericanregister.com/walmart-supports-gay-rights-on-social-media/9877/ DocumentKey (s): HTTPwww.theamericanregister.com/walmart-supports-gay-rights-on-social-media/9877/ DMSourceID (s): Google ContentType (s): Article 2 (o): [object Object] Headline (s): Production resumes after rare factory strike in Vietnam Teaser (s): HANOI, April 2 (Reuters) - Production resumed at a major footwear factory in Vietnam on Thursday after a rare six-day strike in a country aggressively courting investment for one of Asia's fastest-growing manufacturing centres. Source (s): Reuters DocumentDate (s): 54 minutes ago DocumentDate_raw (n): 1427953050000 Link (s): http://www.reuters.com/article/2015/04/02/vietnam-strike-idUSL3N0WZ1KH20150402 DocumentKey (s): HTTPwww.reuters.com/article/2015/04/02/vietnam-strike-idUSL3N0WZ1KH20150402 DMSourceID (s): Google ContentType (s): Article 3 (o): [object Object] Headline (s): Kraft, Mondelez accused of manipulating wheat prices Teaser (s): The E-Edition includes all of the news, comics, classifieds and advertisements of the newspaper. And it's available to subscribers before 6 a.m. Source (s): Columbus Dispatch DocumentDate (s): 54 minutes ago DocumentDate_raw (n): 1427953050000 Link (s): http://www.dispatch.com/content/stories/business/2015/04/02/2-companies-accused-of-manipulating-wheat-prices.html DocumentKey (s): HTTPwww.dispatch.com/content/stories/business/2015/04/02/2-companies-accused-of-manipulating-wheat-prices.html DMSourceID (s): Google ContentType (s): Article 4 (o): [object Object] Headline (s): Simon Property Group ends $23.2 billion hostile bid for rival Teaser (s): The E-Edition includes all of the news, comics, classifieds and advertisements of the newspaper. And it's available to subscribers before 6 a.m. Source (s): Columbus Dispatch DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1427949675000 Link (s): http://www.dispatch.com/content/stories/business/2015/04/02/simon-property-group-ends-hostile-bid-for-macerich.html DocumentKey (s): HTTPwww.dispatch.com/content/stories/business/2015/04/02/simon-property-group-ends-hostile-bid-for-macerich.html DMSourceID (s): Google ContentType (s): Article 5 (o): [object Object] Headline (s): Judge stops Allegiant pilots strike Teaser (s): A federal judge stops a potential pilots strike affecting more than 250 flights around the country. Allegiant Air's flights into and out of Billings will fly as scheduled. Source (s): KTVQ Billings News DocumentDate (s): 1 hour ago DocumentDate_raw (n): 1427949675000 Link (s): http://www.ktvq.com/story/28700716/judge-stops-allegiant-pilots-strike DocumentKey (s): HTTPwww.ktvq.com/story/28700716/judge-stops-allegiant-pilots-strike DMSourceID (s): Google ContentType (s): Article 6 (o): [object Object] Headline (s): Mexico says oil spill avoided after deadly offshore blaze Teaser (s): Mexico says oil spill avoided after deadly offshore blaze EnlargeThis frame grab of a video from the news station Noticias Ciudad del Carmen shows a fire burning at an oil platform in the Gulf of Mexico along the Mexican coast before sunrise on Wednesday, ... Source (s): Salon DocumentDate (s): 2 hours ago DocumentDate_raw (n): 1427948325000 Link (s): http://www.salon.com/2015/04/02/mexico_says_oil_spill_avoided_after_deadly_offshore_blaze/ DocumentKey (s): HTTPwww.salon.com/2015/04/02/mexico_says_oil_spill_avoided_after_deadly_offshore_blaze/ DMSourceID (s): Google ContentType (s): Article 7 (o): [object Object] Headline (s): Salesforce CEO: We're helping employees move out of Indiana Teaser (s): Salesforce CEO Marc Benioff said Wednesday that he is helping employees who are uncomfortable with Indiana's controversial religious freedom law to transfer out of the state. Source (s): CNNMoney DocumentDate (s): 2 hours ago DocumentDate_raw (n): 1427946300000 Link (s): http://money.cnn.com/2015/04/01/news/salesforce-benioff-indiana-religious-freedom-law/ DocumentKey (s): HTTPmoney.cnn.com/2015/04/01/news/salesforce-benioff-indiana-religious-freedom-law/ DMSourceID (s): Google ContentType (s): Article 8 (o): [object Object] Headline (s): Calif. governor orders statewide mandatory water restrictions Teaser (s): As California endures its fourth year of a crippling drought, Gov. Jerry Brown announced Wednesday the state's first mandatory water restrictions, ordering cities and towns to cut water use by 25 percent. Source (s): Washington Post DocumentDate (s): 6 hours ago DocumentDate_raw (n): 1427934670000 Link (s): http://www.washingtonpost.com/national/health-science/calif-governor-orders-statewide-mandatory-water-restrictions/2015/04/01/3495867a-d89e-11e4-8103-fa84725dbf9d_story.html DocumentKey (s): HTTPwww.washingtonpost.com/national/health-science/calif-governor-orders-statewide-mandatory-water-restrictions/2015/04/01/3495867a-d89e-11e4-8103-fa84725dbf9d_story.html DMSourceID (s): Google ContentType (s): Article 9 (o): [object Object] WSODIssue (s): |167459|207106|218647|256562|263397 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Troubling drop in semiconductor stocks Link (s): http://folionation.squarespace.com/news/2015/4/1/troubling-drop-in-semiconductor-stocks.html Thumbnail (s): DocumentDate_raw (n): 1427916240000 DocumentDate (s): April 1, 2015 DocumentDate_smart (s): 3:24 PM DocumentKey (s): 1107-290734296785735292141-1SD8NV6RUU4S1NPGLJMD001UHV ContentType (s): Article TrackingPixel (s): Teaser (s):

SanDisk's shares lost a huge chunk of value last week. What does that drop mean for semiconductor stocks?

When SanDisk (SNDK) fell from a closing price of $87.07 on March 20 to $66.20 just six days days later, it set off a chain reaction in which few semiconductor stocks were spared. Since the semiconductor sector is a lead indicator for technology stocks as a whole, investors should be exercising caution.

SanDisk warns

SanDisk’s tumble began with an ugly business update. The chipmaker revised its expectations for enterprise product sales downward. Pressured by supply and lower demand, it is also facing lower pricing. Without the ability to command strong prices, profitability for SanDisk is likely to weaken. SanDisk also lowered its revenue forecast for the quarter ending March 29 down from $1.4 billion to $1.3 billion.

The upside case

SanDisk might have a rough 2015, but it is still innovating. The company announced a 48 layer 3D NAND. This innovation should boost profitability as it gives the firm an edge in the manufacturing process and addresses a wider market. In a world where data storage requirements keep growing, SanDisk is positioning itself nicely in the NAND market.

The health of the sector

Nvidia (NVDA), Micron (MU), Intel (INTC), and Skyworks (SWKS) are comparable investments. Micron is the most attractive at this time, because its P/E is very low, at just under 9. The company unveiled a new 3D NAND technology last Thursday in conjunction with Intel, which could boost profitability. At Micron’s current valuation, investors are not considering the stock’s growth potential.

Investor might be tempted buying into dip in semiconductor and chip stocks, but it may be more prudent to wait. Computing demand is strong, but it could take a breather as the overall economy slows down slightly. Smartphone growth will likely continue, but at a slower pace. This does not mean the demand for chips will keep slowing, but investors should monitor the health of the sector for now. 

Written by Chris Lau.

Click on the interactive chart to view data over time. 

1. Intel Corporation (INTC, Earnings, Analysts, Financials): Engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. Market cap at $148.09B, most recent closing price at $31.27.

 

 

2. Micron Technology Inc. (MU, Earnings, Analysts, Financials): Engages in the manufacture and marketing of semiconductor devices worldwide. Market cap at $29.23B, most recent closing price at $27.13.

 

 

3. NVIDIA Corporation (NVDA, Earnings, Analysts, Financials): Provides visual computing, high performance computing, and mobile computing solutions that generate interactive graphics on various devices ranging from tablets and smart phones to notebooks and workstations. Market cap at $11.51B, most recent closing price at $20.93.

 

 

4. SanDisk Corp. (SNDK, Earnings, Analysts, Financials): Designs, develops, manufactures, and markets NAND-based flash data storage card products that are used in various consumer electronics products. Market cap at $13.55B, most recent closing price at $63.62.

 

 

5. Skyworks Solutions Inc. (SWKS, Earnings, Analysts, Financials): Skyworks Solutions, Inc., together with its subsidiaries, offers analog and mixed signal semiconductors worldwide. Market cap at $18.76B, most recent closing price at $98.29.

 

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.) 

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

10 (o): [object Object] WSODIssue (s): |36276|39600250|81364|144221|184384|68572657|43662696 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Stocks that oppose the Indiana religious freedom act Link (s): http://folionation.squarespace.com/news/2015/4/1/stocks-that-oppose-the-indiana-religious-freedom-act.html Thumbnail (s): DocumentDate_raw (n): 1427914740000 DocumentDate (s): April 1, 2015 DocumentDate_smart (s): 2:59 PM DocumentKey (s): 1107-290734296785735292082-5M6VVK4CLLILPVBAPB7QM26MEK ContentType (s): Article TrackingPixel (s): Teaser (s):

Here's why the Indiana religious freedom act is discriminatory, and the seven stocks that oppose it.

Last Thursday Indiana's Republican Governor Mike Pence signed the state's Religious Freedom Restoration Act (RFRA). Indiana is the 20th state to pass a RFRA, and all of these laws come in the wake of a federal RFRA that was introduced by a Democratic congressman and signed by Bill Clinton in 1993.

The Washington Post's Hunter Schwarz, contemplating these uncontroversial precedents, has questioned the condemnation—and more condemnation—that Governor Pence is facing from critics around the country. Celebrities, companies and even state and municipal governments are calling the law discriminatory, specifically against LGBT individuals.

Yet the text of the law doesn't once mention the words "gay," "lesbian," "homosexual," "transgender," "bisexual" or anything even remotely similar. So what gives?

The fact is, the law is discriminatory. It enables individuals and businesses to shield discriminatory practices from prosecution using the language of religious freedom. Here's how.

The other RFRAs

The First Amendment to the Constitution bars Congress from "prohibiting the free exercise" of religion. Of course, that leaves some gray areas. The use of hallucinogenic drugs in a ritual setting, for example: in and of itself, it's a victimless crime, but it's a crime nonetheless. Can the government prohibit this particular act of free exercise?

According to the Supreme Court's 1990 Employment Division v. Smith decision: yes. Two Native American Church members were fired and denied unemployment benefits for using peyote, and the court ruled that because the drug's use was illegal for any Oregon resident under any circumstances—a "neutral law of general applicability" in Legalese—they did not enjoy First Amendment protection. 

So Congress stepped in and passed the Religious Freedom Restoration Act, which prevented the government from curtailing a citizen's religious practice based on the general applicability principle; instead, the government had to prove "compelling government interest." But in the 1997 City of Boerne v. Flores decision, the Supreme Court ruled that the federal RFRA could not be applied to states. Hence the RFRAs passed by 19 other states before Indiana.

Why Indiana's is different

It might have the same title. It might contain much of the same language. But that doesn't, as John McCormack of the conservative Weekly Standard claims and Hunter Schwarz of The Washington Post assumes, make Indiana's law the same as the federal statute. McCormack quotes the portions of the federal and Indiana statutes that are nearly identical, then waves away the rest with a link to the Burwell v. Hobby Lobby Stores, Inc. decision. This ruling established that closely-held for-profit corporations' religious beliefs are subject to constitutional protection.

The key difference in the Indiana statute's language, as Garrett Epps points out in The Atlantic, is that the Indiana RFRA is applicable whether or not the government is a party. This is a direct response to the Elaine Photography v. Willock decision, in which the New Mexico Supreme Court ruled that the state's RFRA does not apply unless the government is involved, meaning that a professional photography studio could not refuse to shoot a same-sex couple's wedding.

Because of this one little clause, businesses in Indiana can refuse to serve people based solely on religious convictions. It is tacitly targeted at gays, but could just as easily open a Pandora's box of caste, gender and any number of other issues.

Ask Governor Pence if the law is discriminatory, and he won't answer the question. He'll write an op-ed saying he "abhor[s] discrimination," but won't address the law's operative language. Skeptics can look to Georgia, where an LGBT rights amendment killed a proposed state RFRA—because legalizing discrimination was the whole point.

#BoycottIndiana

Miley Cyrus, Ashton Kutcher, George Takei, Ellen DeGeneres, Debra Messing and Larry King have all spoken out against the law. The NCAA, which will hold the Final Four games of its men's basketball tournament in Indianapolis beginning Saturday, has issued a statement saying they "intend to closely examine the implications of this bill." Connecticut Governor Dannel Malloy, Washington Governor Jay Inslee and New York Governor Andrew Cuomo, all Democrats, have banned non-essential, state-funded travel to Indiana. The hashtag #BoycottIndiana is spreading like wildfire.

Here is a list of publicly traded companies whose leaders have come out against the Indiana Religious Freedom Restoration Act: 

Click on the interactive chart to view data over time. 

1. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $736.07B, most recent closing price at $126.37.

Apple’s CEO Tim Cook, who came out as gay in October, tweeted, “Apple is open for everyone. We are deeply disappointed in Indiana's new law and calling on Arkansas Gov. to veto the similar #HB1228.”

 

2. Angie's List Inc. (ANGI, Earnings, Analysts, Financials): Operates a local services marketplace and consumer review site in the United States. Market cap at $362.82M, most recent closing price at $6.20.

Angie’s List CEO Bill Oesterle, who supported Governor Pence’s 2012 campaign, announced that the company would not proceed with a planned expansion its Indianapolis headquarters due to the state’s RFRA.

 

3. salesforce.com inc. (CRM, Earnings, Analysts, Financials): Provides customer and collaboration relationship management (CRM) services to various businesses and industries worldwide. Market cap at $43.49B, most recent closing price at $66.85.

Salesforce’s CEO Marc Benioff has called the law “just brutal.”

 

4. Hasbro Inc. (HAS, Earnings, Analysts, Financials): Engages in the design, manufacture, and marketing of games and toys. Market cap at $7.78B, most recent closing price at $62.57.

Gen Con, a gaming convention owned by Hasbro and attended by over 56,000 people last year, has announced that it may reconsider hosting the event in Indiana due to the law’s passage.

 

5. Eli Lilly and Company (LLY, Earnings, Analysts, Financials): Develops, manufactures, and sells pharmaceutical products worldwide. Market cap at $82.07B, most recent closing price at $73.87.

Eli Lilly, the largest publicly traded company in Indiana, has issued a statement saying, “Discriminatory legislation is bad for Indiana and bad for business.”

 

6. Twitter Inc. (TWTR, Earnings, Analysts, Financials): Operates as a global platform for public self-expression and conversation in real time. Market cap at $32.32B, most recent closing price at $49.89.

The company’s @policy account tweeted, “We’re disappointed to see state bills that enshrine discrimination. These bills are unjust and bad for business. We support #EqualityForAll.”

 

7. Yelp Inc. (YELP, Earnings, Analysts, Financials): Operates as a local business review site in the United States. Market cap at $3.53B, most recent closing price at $47.39.

Yelp’s CEO Jeremy Stoppelman wrote a post calling it, “unconscionable to imagine that Yelp would create, maintain, or expand a significant business presence in any state that encouraged discrimination by businesses against our employees, or consumers at large.”

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

11 (o): [object Object] Headline (s): Wall St. declines after data; automakers fall Teaser (s): NEW YORK (Reuters) - U.S. stocks eased on Wednesday as weaker-than-expected data spurred concerns over economic growth ahead of Friday's jobs report and first-quarter earnings. Source (s): Reuters DocumentDate (s): 18 hours ago DocumentDate_raw (n): 1427887970000 Link (s): http://www.reuters.com/article/2015/04/01/us-markets-stocks-us-idUSKBN0MS44S20150401 DocumentKey (s): HTTPwww.reuters.com/article/2015/04/01/us-markets-stocks-us-idUSKBN0MS44S20150401 DMSourceID (s): Google ContentType (s): Article 12 (o): [object Object] WSODIssue (s): |58464|241309|273807 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Three telecom stocks for dividend investors Link (s): http://folionation.squarespace.com/news/2015/3/31/three-telecom-stocks-for-dividend-investors.html Thumbnail (s): DocumentDate_raw (n): 1427817420000 DocumentDate (s): March 31, 2015 DocumentDate_smart (s): Mar 31, 2015 DocumentKey (s): 1107-290734296785735290219-1D78DNNFLRE5BGOU764888CGQH ContentType (s): Article TrackingPixel (s): Teaser (s):

These three Canadian telecom stocks with high dividend yields could be attractive for income investors. 

Collectively known as “Robellus,” Rogers Communications (RCI), BCE or Bell (BCE), and Telus (TU) are the three largest companies in Canada’s mobile carrier market. Despite generating respectable profits and revenue, all three are at yearly lows. It might be time for investors to take a serious look at these high dividend yield firms.

First it's useful to note that Rogers and Telus are at yearly lows in US currency (US$). Thanks to a drop in the Canadian dollar (C$), the share price of these firms has dropped in recent months. Rogers Communications offers an annual dividend of US$1.51 per share, a 4.44 percent yield. In the fourth quarter, Rogers earned C$0.69 per share on revenue of C$3.36 billion. 

Rogers’ stock is not without risk. The firm has invested in content, announcing a 12-year, C$5.23 billion deal to broadcast NHL games in 2013. The move has neither helped nor hurt profits so far. In the fourth quarter, Rogers boosted its consolidated adjusted operating profit margin from 36.0 to 36.6 percent. Wireless profit margin was 42.6 percent while cable was 48.7 percent.

Telus, which is a pure play telecoms firm, demonstrated a record-low postpaid wireless churn rate in its fourth quarter, at just 0.94 percent (download pdf). This measure refers to the portion of customers that leave the provider for whatever reason. Revenue and earnings were up, while free cash flow jumped by 148 percent to C$337 million.

Telus pays an annual dividend of US$1.27 per share, yielding 3.83 percent.

BCE's share prices peaked at US$48.27 this year, and the stock offers an annual dividend of US$2.04 per share. The yield is 4.79 percent. In the fourth quarter, revenue grew 2.7 percent from last year to C$5.53 billion, while earnings were up 2.9 percent to C$0.72 per share.

BCE is not without risk, either. Its content unit, Bell Media, is facing challenges in generating profitability. Last quarter, EBITDA (earnings before interest, taxes, depreciation and amortization) from the division dropped 16.5 percent. Still, Bell’s other main businesses, such as high-speed internet and wireless, increased by a healthy amount. Wireless revenue grew 9.6 percent while the high-speed internet customer count grew 4.7 percent to 2.29 million customers.

Interest rates are at all-time lows, which may make buying low volatility telecom firms in Canada an attractive proposition. 

Written by Chris Lau. â€‹â€‹

Click on the interactive chart to view data over time. 

All amounts in US$:

1. BCE Inc. (BCE, Earnings, Analysts, Financials): Provides wireline voice and wireless communications services, Internet access, data services, and video services to residential, business, and wholesale customers in Canada. Market cap at $35.77B, most recent closing price at $42.60.

BCE's annual dividend is $2.04 per share, a 4.79 percent yield.

 

2. Rogers Communications Inc. (RCI, Earnings, Analysts, Financials): Operates as a communications and media company in Canada. Market cap at $17.65B, most recent closing price at $34.04.

Rogers' annual dividend is $1.51 per share, a 4.44 percent yield.

 

3. TELUS Corporation (TU, Earnings, Analysts, Financials): Provides telecommunications products and services primarily in Canada. Market cap at $20.21B, most recent closing price at $33.20.

 Telus' annual dividend is $1.27 per share, a 3.83 percent yield.

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. Dividends, yields and all other data sourced from FINVIZ.)

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

13 (o): [object Object] WSODIssue (s): |52948016|72887506|169373|174239 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Scalpel! Google moves into robotic surgery Link (s): http://folionation.squarespace.com/news/2015/3/30/scalpel-google-moves-into-robotic-surgery.html Thumbnail (s): DocumentDate_raw (n): 1427744220000 DocumentDate (s): March 30, 2015 DocumentDate_smart (s): Mar 30, 2015 DocumentKey (s): 1107-290734296785735289061-2K0AGU0OFEAIB0ER5LCB8RKS2I ContentType (s): Article TrackingPixel (s): Teaser (s):

Google has partnered with Johnson & Johnson to develop robotic surgery systems. 

Robots have been present in the operating room since the '80s, but last week's announcement that Google (GOOG) will partner with Johnson & Johnson's (JNJ) medical device arm Ethicon to develop robotic surgery systems could mark a turning point in this still-budding area of the healthcare sector. 

Google moves into robotics and healthcare

Robotics is becoming increasingly familiar territory for Google. In 2013 the firm bought Boston Dynamics, an MIT spinoff that had developed robots for the military. But patients need not worry that this thing will be wielding a scalpel. Nor will the company channel its self-driving car ambitions into the realm of surgery. For the foreseeable future, these robots will be guided by humans with MDs.

In any case, Ethicon will be leading the charge when it comes to developing the actual robotics and medical devices. Google's role will be to develop imaging tools and sensors, as well as more intuitive and effective ways to present information to surgeons—perhaps taking some of the cluttering out of the operating room.

Google is also making more frequent forays into the fields of healthcare and biotech, starting with its failed Google Health project. Google's biotech spinoff Calico announced in September that it would partner with AbbVie (ABBV) to research and treat health problems related to aging. Through its secretive innovation wing Google X, the company is trying to paint a picture of the ideal human genome as well as, through Google Ventures, to allow people to live to 500.

Think that's scary? So do many privacy advocates, who were at odds with Google long before it started collecting information on people's genes.

The competition

But in the short term, the ones who are really quaking in their boots are those with a stake in Intuitive Surgical (ISRG), the medical robotics company that is now making headlines for being in the Mountain View Juggernaut's path.

Not that Google's latest partnership is its only concern. Intuitive Surgical is involved in at least 50 lawsuits regarding its da Vinci robot. Plaintiffs have alleged that the machine itself caused them injury or even death as a result of malfunctions or poor design, as well as that the company failed to train operators sufficiently. On the other hand, Wedbush's Tao Levy has said that Intuitive Surgical's hernia treatments could lift its annual revenue by a third.

If Google's aim is to increase the safety of surgical procedures, they will certainly have to do better than Intuitive Surgical. Meanwhile investors should watch Google's expansion into the healthcare sector carefully.

Click on the interactive chart to view data over time. 

1. AbbVie Inc. (ABBV, Earnings, Analysts, Financials): Discovers, develops, manufactures, and sells pharmaceutical products worldwide. Market cap at $91.79B, most recent closing price at $57.65.

 

 

2. Google Inc. (GOOG, Earnings, Analysts, Financials): Google is the world's most popular search engine. Market cap at $373.21B, most recent closing price at $548.34.

 

 

3. Intuitive Surgical Inc. (ISRG, Earnings, Analysts, Financials): Designs, manufactures, and markets da Vinci surgical systems for various surgical procedures, including urologic, gynecologic, cardiothoracic, general, and head and neck surgeries. Market cap at $18.32B, most recent closing price at $497.25.

 

 

4. Johnson & Johnson (JNJ, Earnings, Analysts, Financials): Engages in the research and development, manufacture, and sale of various products in the health care field worldwide. Market cap at $279.00B, most recent closing price at $100.34.

 

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.)

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

 

 

 

14 (o): [object Object] WSODIssue (s): |36276|45294|3699858|77435|89999|90050|219289|211573 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Apple TV might disrupt cable operators Link (s): http://folionation.squarespace.com/news/2015/3/30/apple-tv-might-disrupt-cable-operators.html Thumbnail (s): DocumentDate_raw (n): 1427729340000 DocumentDate (s): March 30, 2015 DocumentDate_smart (s): Mar 30, 2015 DocumentKey (s): 1107-290734296785735288631-1HCMA9QB3PHAJOGM2N042SVMUE ContentType (s): Article TrackingPixel (s): Teaser (s):

Apple is rumored to be rolling out a TV service. What could that mean for competitors?

Apple (AAPL) is expanding its business once again. This time, the computing giant is planning a TV service. According to The Wall Street Journal, Apple is talking with programmers as it plans a bundled service in the fall. Disney-owned (DIS) ABC, CBS (CBS) and Fox (FOXA) are reportedly part of the 25-channel package.

NBCUniversal is apparently being left out, due to Apple and Comcast’s (CMCSA) inability to work out a deal.

Competition heats up

At first glance, Netflix (NFLX) and Amazon (AMZN) will face greater competition as a result of Apple’s plan, but these firms offer inexpensive on demand services. Apple is late to the game, and will likely have trouble building up the kind of subscriber base that Netflix has.

Pricing may be a key differentiator that gives both Amazon and Netflix an edge. If Apple charges $30 to $40 per month, or $360 - $480 per year, that cost will be much higher than Netflix’s $9 per month and Amazon Prime’s $99 per year.

Need for content

Apple’s primary focus is hardware. The wildly successful iPhone and iPad earn healthy profits for Apple. Bundling content and making it available on all Apple devices would help the company boost its uniqueness in the marketplace.

Pay-TV and cable under pressure

TV offered over the Internet will continue to pressure cable firms like Dish Networks (DISH). While cable TV could once show 15 to 20 minutes of ads for every hour of programming, that luxury is no longer an option. Consumers are flocking to Netflix and prefer to watch content on mobile devices.

Apple TV’s bundling offer may disrupt the cable market, but the success depends on a few things. First, the monthly cost might need to fall. Second, the content may need to be delivered with far fewer commercials.

Written by Chris Lau. â€‹â€‹

Click on the interactive chart to view data over time. 

1. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $717.90B, most recent closing price at $123.25.

 

 

2. Amazon.com Inc. (AMZN, Earnings, Analysts, Financials): Operates as an online retailer in North America and internationally. Market cap at $172.08B, most recent closing price at $370.56.

 

 

3. CBS Corporation (CBS, Earnings, Analysts, Financials): Operates as a mass media company in the United States and internationally. Market cap at $30.48B, most recent closing price at $61.21.

 

 

4. Comcas Corporation (CMCSA, Earnings, Analysts, Financials): Provides entertainment, information, and communications products and services in the United States and internationally. Market cap at $142.03B, most recent closing price at $55.94.

 

 

5. The Walt Disney Company (DIS, Earnings, Analysts, Financials): Operates as an entertainment company worldwide. Market cap at $179.27B, most recent closing price at $105.48.

 

 

6. Dish Network Corp. (DISH, Earnings, Analysts, Financials): Provides direct broadcast satellite (DBS) subscription television services in the United States. Market cap at $32.62B, most recent closing price at $70.63.

 

 

7. Twenty-First Century Fox Inc. (FOXA, Earnings, Analysts, Financials): Operates as a diversified media and entertainment company worldwide. Market cap at $70.88B, most recent closing price at $33.70.

 

 

8. Netflix Inc. (NFLX, Earnings, Analysts, Financials): Provides subscription based Internet services for TV shows and movies in the United States and internationally. Market cap at $25.09B, most recent closing price at $414.77.

 

 

(List compiled by Chris Lau. Monthly returns data sourced from Zacks Investment Research. All other data sourced from FINVIZ.) 

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

15 (o): [object Object] WSODIssue (s): |56858|89607|136780|148633|184690|202757|277268|277628|278490 DMSourceID (s): KAPITALL Source (s): Kapitall Headline (s): Durable goods orders are down, and economic growth is slowing Link (s): http://folionation.squarespace.com/news/2015/3/26/durable-goods-orders-are-down-and-economic-growth-is-slowing.html Thumbnail (s): DocumentDate_raw (n): 1427406180000 DocumentDate (s): March 26, 2015 DocumentDate_smart (s): Mar 26, 2015 DocumentKey (s): 1107-290734296785735285248-5N677284OQI2VDG6ITLSC0O02J ContentType (s): Article TrackingPixel (s): Teaser (s):

Durable goods orders fell in February, and analysts are getting nervous about the economy's growth potential.

US orders for durable goods—manufactured goods meant to last at least three years—fell by 1.4 percent in February after rising 2 percent in January. Possible explanations for the drop include the strong dollar, which has put a damper on exports, and an unusually cold winter—the second in a row. 

These and other uninspiring numbers have led many analysts to revise their first quarter GDP growth estimates down in the past week. Morgan Stanley knocked its previous forecast of 1.2 percent annualized down to 0.9 percent, and JPMorgan Chase revised its projection downward from 2.0 percent annualized to 1.5 percent.

On Friday morning the Commerce Department said GDP grew at an annualized rate of 2.2 percent during the fourth quarter of 2014, roughly meeting analysts' expectations of approximately half the 5 percent growth the economy saw in the third quarter. The overall trend in economic growth may look bleak, but it could create an opportunity for investors who are confident that a turnaround is in sight.

The Industrial Select Sector SPDR Fund (XLI) is up 8.95 percent in the previous year despite a series of poor durable goods results. The Dow Jones Industrial Average (DJI), meanwhile, is lagging slightly at 8.8 percent:

The following list is taken from the Industrial Select Sector SPDR Fund's top holdings:

Click on the interactive chart to view data over time. 


1. The Boeing Company (BA, Earnings, Analysts, Financials): Engages in the design, development, manufacture, sale, and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services worldwide. Market cap at $103.74B, most recent closing price at $148.23. Boeing is XLI’s fourth largest holding, at 5.11 percent portfolio weight and 2,684,955 shares.

 

 

2. Danaher Corp. (DHR, Earnings, Analysts, Financials): Designs, manufactures, and markets professional, medical, industrial, and commercial products and services primarily in North America, Europe, and Asia/Australia. Market cap at $59.53B, most recent closing price at $84.35. Danaher is XLI’s eighth largest holding, at 2.93 percent portfolio weight and 2,706,565 shares.

 

 

3. General Electric Company (GE, Earnings, Analysts, Financials): Operates as a technology, service, and finance company worldwide. Market cap at $250.78B, most recent closing price at $24.91. GE is XLI’s largest holding, at 9.35 percent portfolio weight and 29,248,634 shares.

 

 

4. Honeywell International Inc. (HON, Earnings, Analysts, Financials): Operates as a diversified technology and manufacturing company worldwide. Market cap at $79.57B, most recent closing price at $101.93. Honeywell is XLI’s sixth largest holding, at 4.24 percent portfolio weight and 3,240,753 shares.

 

 

5. Lockheed Martin Corporation (LMT, Earnings, Analysts, Financials): Engages in the research, design, development, manufacture, integration, operation, and sustainment of advanced technology systems and products in the areas of defense, space, intelligence, homeland security, and government information technology in the United States and internationally. Market cap at $62.95B, most recent closing price at $199.02. Lockheed Martin is XLI’s ninth largest holding, at 2.85 percent portfolio weight and 1,115,321 shares.

 

 

6. 3M Company (MMM, Earnings, Analysts, Financials): Operates as a diversified technology company worldwide. Market cap at $103.27B, most recent closing price at $162.70. 3M is XLI’s third largest holding, at 5.34 percent portfolio weight and 2,554,296 shares.

 

 

7. Union Pacific Corporation (UNP, Earnings, Analysts, Financials): Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, provides rail transportation services in North America. Market cap at $97.66B, most recent closing price at $110.82. Union Pacific is XLI’s second largest holding, at 5.36 percent portfolio weight and 3,764,164 shares.

 

 

8. United Parcel Service Inc. (UPS, Earnings, Analysts, Financials): Provides transportation, logistics, and financial services in the United States and internationally. Market cap at $87.96B, most recent closing price at $97.46. UPS is XLI’s seventh largest holding, at 3.47 percent portfolio weight and 2,776,897 shares.

 

 

9. United Technologies Corporation (UTX, Earnings, Analysts, Financials): Provides technology products and services to the building systems and aerospace industries worldwide. Market cap at $105.80B, most recent closing price at $116.46. United Technologies is XLI’s fifth largest holding, at 5.04 percent portfolio weight and 3,368,564 shares.

 

(List compiled by David Floyd. Monthly returns data sourced from Zacks Investment Research. ETF holdings data sourced from Morningstar. All other data sourced from FINVIZ.)

Analyze These Ideas: Getting Started

Dig Deeper: Access Company Snapshots, Charts, Filings

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

 

*/ Aereo Supreme Court ruling: for how long is big broadcasting safe?

Aereo Supreme Court ruling: for how long is big broadcasting safe?

A would-be David lost to giants this week. What does the Aero Supreme Court ruling mean for the future of broadcasting? 

Early on Wednesday, the Supreme Court of the United States ruled 6-3 in favor of American broadcasting companies, deeming the startup Aereo’s services illegal. 

The company, started in 2012, offered a low-cost service allowing subscribers to watch over-the-air content on computers and other personal, non-television devices. Aereo had set up hundreds of small antennas to support this rerouting of content, which the plaintiff, ABC (DIS) argued violated copyright law.

SCOTUS agreed.

Aereo, which some had even called the “Robin Hood of network TV,” is now all but defunct, unable to offer what had been its primary service. Yet, the ruling is a narrow one, deliberately shying away from a sweeping decision that could impede future adaptations of cloud technology. 

In the wake of the decision, share prices of broadcasting giants CBS (CBS), Fox (FOXA), Disney, and Comcast(CMCSA) (owner of NBC) are all up. Yet, given “the limited nature” of the holding, it’s hard to say for sure that these broadcasters are safe from the precedent Aereo has set and from other upstart companies.

Do you think big broadcasters can rest easy with Aereo out of the way? Or could another innovative thorn in their side be just around the corner? Check out the list below to begin your analysis, and let us know what you think in the comments.

Click on the interactive chart to view data over time. 

<p>Your browser does not support iframes.</p>

 

1. CBS Corporation (CBS, Earnings, Analysts, Financials): Operates as a mass media company in the United States and internationally. Market cap at $39.81B, most recent closing price at $66.46.

 

2. Twenty-First Century Fox, Inc. (FOXA, Earnings, Analysts, Financials): Market cap at $75.59B, most recent closing price at $33.17.

 

3. Walt Disney Co. (DIS, Earnings, Analysts, Financials): Operates as an entertainment company worldwide. Market cap at $142.25B, most recent closing price at $80.73.

 

4. Comcast Corporation (CMCSA, Earnings, Analysts, Financials): Provides entertainment, information, and communications products and services in the United States and internationally. Market cap at $133.65B, most recent closing price at $51.15.

 

Analyze These Ideas: Getting Started

Read descriptions for all companies mentionedAccess a performance overview for all stocks in the listCompare analyst ratings for the companies mentionedCompare analyst ratings to annual returns for stocks mentionedReal-Time Opinion: Scan the latest tweets about these companies (feed will open in a new window)

Dig Deeper: Access Company Snapshots, Charts, Filings

CBS Corporation(CBS, Chart, Download SEC Filings)Twenty-First Century Fox, Inc.(FOXA, Chart, Download SEC Filings)Walt Disney Co.(DIS, Chart, Download SEC Filings)Comcast Corporation(CMCSA, Chart, Download SEC Filings)

ABOUT US

© Kapitall, Inc. All rights reserved. Kapitall Wire is a division of Kapitall, Inc. Kapitall Generation, LLC is a wholly owned subsidiary of Kapitall, Inc.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Open a free account today get access to virtual cash portfolios, cutting-edge tools, stock market insights, and a live brokerage platform through our affiliated company, Kapitall Generation, LLC. 

Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.

Articles