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HEADLINES:

Billionaire Mario Gabelli's Top Stock Picks
Insider Monkey • Sun, May 19
Complete Warren Buffett And Berkshire Hathaway 1st Quarter Portfolio Update
Profit Fan • Thu, May 16 • 10 Comments
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q1 2013 Update
John Vincent • Thu, May 16 • 2 Comments
Viacom Management Discusses Q2 2013 Results - Earnings Call Transcript
Wed, May 1
Media ETF Is Red Hot For Good Reasons
Everyday Finance • Mon, Apr 29 • 3 Comments
Billionaire Mario Gabelli And GAMCO's Top 5 For 2013
Profit Fan • Thu, Mar 14 • 3 Comments
VIX - Options Volatility And Market Sonar, Tuesday Recap: Bonds Catch A Bid
Erick McKitterick • Tue, Mar 12 • 9 Comments
Top 10 Net Payout Yield Stocks For March 2013
Stone Fox Capital • Sun, Mar 10 • 1 Comment
Viacom's CEO Presents at Deutsche Bank's DbAccess 21st Annual Media and Telecom Conference (Transcript)
Mon, Mar 4
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q4 2012 Update
John Vincent • Fri, Feb 15 • 16 Comments
Billionaire Mario Gabelli's Top Stock Picks For 2013
Insider Monkey • Thu, Feb 14 • 3 Comments
Why Intel TV Will Fail
Dana Blankenhorn • Wed, Feb 13 • 52 Comments
Discovery Communications: A Quantitative Perspective
Matthew Roesener • Tue, Feb 5 • 8 Comments
These Media Companies Have A Cash Problem
Marshall Hargrave • Sun, Jan 27 • 1 Comment
Viacom Is Nearing Multi-Year Highs: Is The Firm Worth That Much?
Valuentum • Sun, Jan 20
Stop Paying Me A Dividend And Start Buying Back Shares
Baskin Financial Blog • Thu, Jan 10 • 75 Comments
Despite Uninspiring Year, Viacom Looks Undervalued In 2013
Trefis • Thu, Jan 10
Discovery Communications: A Natural Investment
Philip Saglimbeni • Wed, Jan 2 • 24 Comments
Magic Formula Dividends
Dividend Dog • Mon, Dec 10, 2012 • 13 Comments
Viacom May Have Bottomed Out As Nickelodeon And MTV Ratings Recover
Trefis • Wed, Dec 5, 2012

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These Media Companies Have A Cash Problem
Marshall Hargrave • Sun, Jan 27 • 1 Comment
Viacom Is Nearing Multi-Year Highs: Is The Firm Worth That Much?
Valuentum • Sun, Jan 20
Despite Uninspiring Year, Viacom Looks Undervalued In 2013
Trefis • Thu, Jan 10
Viacom May Have Bottomed Out As Nickelodeon And MTV Ratings Recover
Trefis • Wed, Dec 5, 2012
Tune Into Viacom's Stock
David Trainer • Wed, Nov 28, 2012
Viacom: A Mixed Quarter
Zacks Investment Research • Mon, Nov 26, 2012
Viacom: This Entertainment Giant Will Still Be Relevant In The World Of Digital Media
Matthew Dow • Thu, Oct 11, 2012 • 2 Comments
Profiling Recent Berkshire Buys: Viacom - A Video Content Giant
Isometsa • Sun, Sep 30, 2012 • 1 Comment
5 Reasons To Pick Up Viacom
Skyler Greene • Thu, Jun 28, 2012 • 3 Comments
Viacom Setting Up For A Sale?
Dana Blankenhorn • Thu, May 3, 2012
Viacom Increases Dividend
Zacks Investment Research • Fri, May 27, 2011
Viacom Has Strong Quarter on Increased Ad Revenue
Zacks Investment Research • Tue, May 10, 2011
Earnings Scorecard: Viacom
Zacks Investment Research • Mon, Nov 22, 2010
Viacom Beats on Increased Global Ad Revenue
Zacks Investment Research • Thu, Nov 11, 2010
Viacom Sees 'Growing Signs of Strength'
Wall St. Cheat Sheet • Fri, Feb 26, 2010
Bears Make Cheap Bet on Viacom
optionMONSTER • Fri, Feb 5, 2010
Viacom, AT&T Join List of Job-Slashers
Seth Gilbert • Fri, Dec 5, 2008
Get a Screenlife: Paramount Goes After New Digital Content
Seth Gilbert • Fri, Sep 5, 2008
Viacom - Discovering its Mojo
Sramana Mitra • Thu, Jan 17, 2008

Billionaire Mario Gabelli's Top Stock Picks
Insider Monkey • Sun, May 19
Complete Warren Buffett And Berkshire Hathaway 1st Quarter Portfolio Update
Profit Fan • Thu, May 16 • 10 Comments
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q1 2013 Update
John Vincent • Thu, May 16 • 2 Comments
Media ETF Is Red Hot For Good Reasons
Everyday Finance • Mon, Apr 29 • 3 Comments
Billionaire Mario Gabelli And GAMCO's Top 5 For 2013
Profit Fan • Thu, Mar 14 • 3 Comments
VIX - Options Volatility And Market Sonar, Tuesday Recap: Bonds Catch A Bid
Erick McKitterick • Tue, Mar 12 • 9 Comments
Top 10 Net Payout Yield Stocks For March 2013
Stone Fox Capital • Sun, Mar 10 • 1 Comment
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q4 2012 Update
John Vincent • Fri, Feb 15 • 16 Comments
Billionaire Mario Gabelli's Top Stock Picks For 2013
Insider Monkey • Thu, Feb 14 • 3 Comments
Why Intel TV Will Fail
Dana Blankenhorn • Wed, Feb 13 • 52 Comments
Discovery Communications: A Quantitative Perspective
Matthew Roesener • Tue, Feb 5 • 8 Comments
Stop Paying Me A Dividend And Start Buying Back Shares
Baskin Financial Blog • Thu, Jan 10 • 75 Comments
Discovery Communications: A Natural Investment
Philip Saglimbeni • Wed, Jan 2 • 24 Comments
Magic Formula Dividends
Dividend Dog • Mon, Dec 10, 2012 • 13 Comments
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q3 2012 Update
John Vincent • Thu, Nov 15, 2012 • 17 Comments
Disney: Dividend Growth Story A Buy After Today's Dip
Qineqt • Fri, Nov 9, 2012 • 3 Comments
Magic Formula Dividends
Dividend Dog • Mon, Nov 5, 2012 • 8 Comments
Magic Formula Dividends For October
Dividend Dog • Thu, Oct 4, 2012 • 3 Comments
8 Stocks To Buy Because They Dominate Sports
StockSaints • Mon, Sep 24, 2012 • 1 Comment
Amazon Could See A 6% Gain By Late 2012
Dividend Kings • Thu, Sep 13, 2012 • 10 Comments

Viacom Management Discusses Q2 2013 Results - Earnings Call Transcript
Wed, May 1
Viacom's CEO Presents at Deutsche Bank's DbAccess 21st Annual Media and Telecom Conference (Transcript)
Mon, Mar 4
Viacom Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Nov 15, 2012
Viacom Management Discusses Q3 2012 Results - Earnings Call Transcript
Fri, Aug 3, 2012
Viacom's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Thu, May 3, 2012
Viacom's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Thu, Feb 2, 2012
Viacom's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, Nov 10, 2011
Viacom's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Fri, Aug 5, 2011
Viacom's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Thu, Apr 28, 2011
Viacom's CEO Discusses Q4 2010 Results - Earnings Call Transcript
Thu, Feb 3, 2011
Viacom CEO Discusses Q3 2010 Results - Earnings Call Transcript
Thu, Nov 11, 2010
Viacom Q2 2010 Earnings Call Transcript
Thu, Aug 5, 2010
Viacom Q1 2010 Earnings Call Transcript
Thu, Apr 29, 2010
Viacom Inc. Q4 2009 Earnings Call Transcript
Thu, Feb 11, 2010
Viacom Inc. Q3 2009 Earnings Call Transcript
Tue, Nov 3, 2009
Viacom, Inc. Q2 2009 Earnings Call Transcript
Tue, Jul 28, 2009

Box Office Superpower: 'Iron Man' Beats 'Gatsby'

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Click: Time to Change the Channel on Media Stocks

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CNBC Transcript: Warren Buffett and Bill Gates

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Stocks to Watch: Facebook, Comcast are Wednesday’s stocks to watch

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'Helicopter Ben' Intact as Traders Mull 'Sell in May'

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What to Expect From Mobile and Media Front Runners

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Earnings Preview: Media Giants in the Spotlight

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'G.I. Joe' Blows Away the Box Office Competition

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Stock Blog: Bulls Tune Into Viacom

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'G.I. Joe' Sequel Blasts Past Cavemen to Win Box Office

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Stocks to Watch: Stocks to watch: Rumors swirl about Tesla news

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DreamWorks Under Pressure With Release of 'The Croods'

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The Man Behind Dennis Rodman's North Korea Trip

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Cablevision Says it Faced $1B Fee to Avoid Viacom Bundling

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What Drove Media Industry Gains Since Last Dow Record

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Cablevision 4Q Net Soars on Dish Settlement

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Behind the Scenes at the Oscars

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Facebook Is Giving Away Free Mobile Data to Some Users

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Hackers Have Heavy-Duty Week

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We Know M&A's Back-But Where's It Going Next?

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VIAB vs. ETF Alternatives

Company Description

Viacom is home to the world's premier entertainment brands that connect with audiences through compelling content across television, motion picture, online and mobile platforms in approximately 160 countries and territories. With more than 160 media networks reaching approximately 700 million... More

Sector: Services

Industry: Entertainment - Diversified

Country: United States

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| Earnings
| Dividends
| M&A
| On the move

Thursday, May 9, 8:04 AM Senator John McCain will introduce legislation shortly to overhaul the TV business by giving consumers the option to buy channels on an individual basis (a la carte) - instead of seeing only large bundles as options. The politician will face fierce resistance from broadcast (NWS, DIS, CMCSA, CBS, AMCX, SNI, OUTD, DISCA, VIAB) and cable companies (CVC, CHTR, TWC) but may have a friend in upstart Aereo which has been rankling a few feathers as well. (Aereo timeline) 28 Comments [Consumer]
Friday, May 3, 10:33 AM The slow start to the movie season could get a jumpstart from the 22 big-budget films slated for the summer months - compared to the 15 +$100M budget films last summer. Though the industry could make up some ground with theater revenue down 12% Y/Y so far, the crowded schedule will also pressure studios to increase their marketing spending and could leave a few of them with +$150M losses on flops to pass on to their parent companies (SNE, VIAB, CMCSA, LGF, TWX, DWA) . Comment! [Consumer]
Thursday, May 2, 6:53 AM Wunderlich upgrades Viacom (VIA, VIAB) to a Buy rating and gives shares a price target of $80. (Previous on Viacom earnings: I, II) Comment! [Consumer]
Wednesday, May 1, 1:37 PM A standoff between movie studios (SNE, VIAB, CMCSA, LGF, TWX) and China's government over the percentage of the box office take studios can keep could have big implications on revenue totals down the road. Moving to a 25% cut from 13%-17% seemed like a big win, until China starting toying around with some extra taxes to levy on the group. The development is also something to watch for IMAX if it sees its pipeline cut down a bit. The tricky part: Playing hardball with China means studios risk getting banned from the country entirely to see that cut go all the way to 0%. 1 Comment [Consumer]
Wednesday, May 1, 7:15 AM Viacom (VIAB): FQ2 EPS of $0.96 beats by $0.01. Revenue of $3.14B misses by $0.06B. (PR) Comment! [Earnings, Breaking News]
Wednesday, May 1, 7:07 AM More on Viacom's (VIAB) Q1: A mixed report from the media giant as advertising rose only mildly during the period. Revenue in the company's Media Networks segment increased 2% to $2.23B to help offset a 20% slip in Filmed Entertainment revenue. Viacom ended the quarter with $1.26B in cash. (PR) Comment! [Earnings, Consumer]
Wednesday, May 1, 12:05 AM Notable earnings before Wednesday’ s open: AB, ADT, AFAM, AFSI, AGN, AH, AMT, ARW, AVA, CCJ, CHK, CLH, CLX, CMCSA, CVH, CVS, DLPH, DVN, ENR, EXAS, EXC,GRMN, GWR, H, HSP, HUM, ICE, IPGP, IQNT, IRM, JRCC, KCG, KFN, MA, MKL, MRK, NVO, PDCE, PKD, POR, PSX, RDC, RDN, SEE, SPW, TLM, TWX, VG, VIAB, VPHM Comment! [Earnings]
Tuesday, April 30, 5:30 PM Notable earnings before Wednesday’ s open: AB, ADT, AFAM, AFSI, AGN, AH, AMT, ARW, AVA, CCJ, CHK, CLH, CLX, CMCSA, CVH, CVS, DLPH, DVN, ENR, EXAS, EXC,GRMN, GWR, H, HSP, HUM, ICE, IPGP, IQNT, IRM, JRCC, KCG, KFN, MA, MKL, MRK, NVO, PDCE, PKD, POR, PSX, RDC, RDN, SEE, SPW, TLM, TWX, VG, VIAB, VPHM Comment! [Earnings]
Monday, April 22, 5:37 PM Netflix (NFLX) is rolling out an $11.99/month family plan for subs who want access to 4 streams at once (up from a current limit of 2). Also, Netflix says it will let a deal with Viacom (VIA) that covers Nickelodeon, BET, and MTV content expire in May, but is in talks to license "particular shows." Domestic streaming's contribution margin rose to 20.6% from Q4's 19.6% and Q1 2012's 14.3%, while domestic DVD's profit fell $15M Q/Q to $113M. International streaming had a $77M loss, down from Q4's $105M. Q2 sub add forecasts: 200K-850K for domestic streaming (down from Q1's 2.02M), 150-750K for international (down from Q1's 1.02M). (more) (shareholder letter) Comment! [Tech, Consumer, Earnings]
Thursday, April 18, 6:38 PM More than 1.5M ad campaigns have been upgraded to support Google's (GOOG) "enhanced" AdWords campaigns, sales chief Nikesh Arora states on the Q1 CC. By tying together PC and mobile purchases, enhanced campaigns are critical to boosting mobile ad rates. Larry Page reaffirms Google's commitment (previous) to "big bets" on moonshot projects such as Glass and Fiber, confirms Glass runs on Android, and suggests its price (currently $1.5K) will drop in time. Meanwhile, a U.S. district court has handed YouTube another victory over Viacom (VIA) in their long-running infringement dispute. GOOG +1.5% AH. (Q1: I, II) 1 Comment [Tech]
Wednesday, April 17, 11:12 AM Movie studios (DIS, TWX, CMCSA, LGF, VIA, VIAB, SNE) might be asleep at the switch, according data compiled from an industry trade group. While movies rated PG-13 almost doubled the return of R-rated movies in 2012, studios released twice as many of the R-rated variety. If box office numbers for Q1 are any indicator, execs haven't learned the lesson yet. 2 Comments [Consumer]
Tuesday, April 16, 7:52 AM IMAX (IMAX) and Paramount Pictures (VIA, VIAB) extend their partnership with a new agreement to feature upcoming films in the IMAX format. The commitment to IMAX for films such as Transformers 4 (June 2014) and Interstellar (November 2014) helps ensure the company's pipeline looks promising for global markets. Comment! [Consumer]
Tuesday, April 16, 7:13 AM Twitter is close to inking a deal with Viacom (VIA, VIAB to bring high-quality streaming video and advertising to the site, reports Bloomberg. The deal under discussion would let Twitter stream videos and split the resulting ad revenue with the network. Discussions have reportedly also been held with NBCUniversal (CMCSA). Comment! [Tech, Consumer]
Monday, April 8, 9:52 AM The battle for the eyes and ears of 6-year olds: Nomura backs its Buy rating on Viacom (VIA, VIAB) in a note to clients, pointing to strong trend in kids TV viewing. Though the firm notes Viacom trades with "cheap" multiples and could see H2 film advertising pick up, it appears to be glossing over the major impact Disney Junior is having on ratings for Nickelodean. (Previous: Sofia the First thumps Dora the Explorer) Comment! [Consumer]
Wednesday, April 3, 7:06 AM Paramount Pictures (VIA, VIAB) plans to co-produce Transformers 4 with two Chinese companies and shoot part of the film in China. The deal also includes a stipulation that some Chinese actors will be used and post-production work will be completed in China. The development follows a trend in Hollywood to include considerations over China's growing box office in planning - most notably when the protagonists in the latest Red Dawn movie were changed from Chinese to North Korean late in the game. Comment! [Consumer]
Tuesday, April 2, 8:48 AM The Epix [(VIA),(VIAB),(LGF), MGM] movie service goes live on the PlayStation 3 this week and will be available on the PlayStation Vita in the coming weeks. The timing looks good for the venture with The Avengers slated to be available very soon. Comment! [Consumer]

Jim Van Meerten
$VIAB - 96% Barchart technical buy signals - 5 new highs and up 7.14% in the last month - Relative Strength Index 63.95%
May 6, 1:25 PM
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ltfinger
Returning Upgrades (5/1/13): $CAVM, $CNSI, $FEIC, $FIRE, $HUM, $NCR, $RPXC, $TRLA, $VIAB, $Z
May 2, 10:24 PM
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Jim Van Meerten
$VIAB - 100% Barchart technical buy signals - 5 new highs and up 4.13% in the last month - Relative strength Index 70.87%
Apr 8, 10:59 AM
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Wall Street Wisdom
$LVS $EBAY and $VIAB all showing relative strength this morning
Apr 8, 10:21 AM
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ltfinger
New Downgrades (3/26/13): $ANN, $BECN, $CLMT, $CNC, $CYT, $FIVE, $ITW, $MOS, $MSM, $PANL, $QCOR, $SAP, $SFLY, $STJ, $THO, $VAR, $VIAB, $WCG
Mar 27, 3:41 AM
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ltfinger
Today's Potential Downgrades (3/19/13): $SIAL, $SPLK, $SPXL, $SQM, $SSO, $SWI, $TBT, $THO, $TROW, $UPRO, $VIAB, $VMC, $WDAY
Mar 20, 8:52 AM
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Jim Van Meerten
$VIAB - 100% Barchart technical buy signals - 8 new highs and up 4.38% in the last month - Relative Strength Index 66.26%
Mar 11, 1:44 PM
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ltfinger
New Upgrades (3/5/13): $TQQQ, $UYG, $VECO, $VIAB, $VLO, $VNO, $XOM
Mar 5, 11:53 PM
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ltfinger
BUY (ARM 3T Trend Analysis): $BWA, $CPHD, $DLR, $MMP, $MCO, $CRM, $RGR, $VIAB
Mar 4, 3:04 AM
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Chris DeMuth Jr.
$AAPL a top holding of Eton Park Capital, out with their new 13-F-HR/A today. From the top, $NWSA, $NLSN, $DG, $EBAY, $VIAB, $NXY, $MSCI.
Feb 6, 1:43 PM
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johnbarleycorn: So the idea is to make .67 on each share of NXY. (around 3%)
Feb 6, 7:37 PM
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Chris DeMuth Jr.: From here, yes. That is the idea. Probably this month. Please contact me with any questions or interest. We are following it actively.
Feb 6, 7:44 PM
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LATEST REPLIES

Chris DeMuth Jr.
$AAPL a top holding of Eton Park Capital, out with their new 13-F-HR/A today. From the top, $NWSA, $NLSN, $DG, $EBAY, $VIAB, $NXY, $MSCI.
Feb 6, 1:43 PM
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johnbarleycorn: So the idea is to make .67 on each share of NXY. (around 3%)
Feb 6, 7:37 PM
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Chris DeMuth Jr.: From here, yes. That is the idea. Probably this month. Please contact me with any questions or interest. We are following it actively.
Feb 6, 7:44 PM
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Rocco Pendola
Wow - Faber saying on CNBC his thinks $DIS and $VIAB will pull kids shows from $NFLX ? That would be bad for #Netflix. Real bad.
4/26/12
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Josh Krause: Something is up with NFLX. Just sported a major spike.
4/26/12
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screamin187: Sentiment too bearish on NFLX, will go up in near term.
4/26/12
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Rocco Pendola
Just opened a custodial account for my daughter. She went for $VIAB, $MSG and $MDLZ -- first buys come Tuesday. Good stuff.
3/29/12
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Wall Street Smart: Good luck. I am thinking coned, ge, msft and kmp for my one year old
3/29/12
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Rocco Pendola: Good choices. And even better for starting so early.
3/29/12
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VIAB Viacom Inc.

VIAB

Viacom Inc.