Less than two weeks ago, on September 20, Wible had upgraded the stock to Neutral from Sell.
FORBES: Dreamworks: Janney Ups To Buy; Upbeat On 'The Guardians'
Janney Capital analyst Tony Wible addressed that possibility in a weekend research note.
Wible responded to the news with a piece repeating his theory about Gamestop as a target for a financial buyer.
FORBES: Malone Bids For Barnes & Noble; How About GameStop, Too?
Janney Capital Markets analyst Tony Wible said the tool might not make that much difference for the typical TV watcher, though.
But longer-term, Wible said it could increase the churn on DVD subscriptions.
Tony Wible, an analyst with Janney Capital Markets, said the spin-off frees Time Warner from the uncertainty of the magazine industry's digital transition.
For months now, Wible has been pounding the table on the idea that video game retailer GameStop would made an ideal takeover target.
FORBES: Malone Bids For Barnes & Noble; How About GameStop, Too?
This idea comes courtesy of Janney Capital analyst Tony Wible , who has been keeping close tabs on the progress of the infringement suit.
This would be a major hit to the bottom line, as Netflix would need four new streaming users to compensate for every DVD customer lost, Wible said.
Janney Capital analyst Tony Wible this morning writes in a research note this morning that GameStop (GME), the video game retailer, could be the next Netflix.
An AdWeek article that highlighted Wible's comments also noted that, according to Nielsen, 82% of broadcast TV viewing and 90% of cable viewing still takes place the day a show airs.
So says Janney Capital analyst Tony Wible, at least.
FORBES: Dreamworks: Janney Ups To Buy; Upbeat On 'The Guardians'
In fact, the post office slowdown could actually be a bump to earnings in the near-term, said Janney Capital Markets analyst Tony Wible, as it slows down the velocity of DVD usage and returns.
Wible says that earnings growth will subdued for now as the company absorbes international expansion costs, but that investors are beginning to look past that issue and valuing the company on its longer term growth potential.
The new options that would be available through the merged companies, including the bare-bones plan, could significantly reduce churn, or the number of subscribers who ditch the service each year, said Tony Wible, an analyst at Citigroup.
Wible is trying to stir some up.
FORBES: Malone Bids For Barnes & Noble; How About GameStop, Too?
As Wible points out, the company last week disclosed in an SEC filing that it has removed a provision in the employment agreements of its top executives that would have allowed them to leave the company in the event of a change of control.
Dreamworks Animation shares are trading higher this morning after Janney Capital analyst Tony Wible upped his rating on the stock to Neutral from Sell, asserting that the company could have a big hit with the upcoming film Rise of the Guardians, which will be released November 21.
FORBES: Dreamworks: Janney Bullish On 'Guardians'; Ups Rating
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