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Author: newsreporter Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 52504  
Subject: Analyst comments Date: 4/19/2012 2:06 PM
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Why I Am Long Time Warner: Investor
http://www.cnbc.com/id/47086413


When I evaluate media stocks, I judge them with the following five criteria:

Massive and/or rapidly growing revenue
Multiple, diverse streams of revenue
Multiplatform delivery of premium content
Direct control over premium content
Ubiquity

Time Warner pretty much nails it on every count. As an investor who looks for companies that operate from a position of strength in the media space, I salivate over Time Warner.

Consider Time Warner’s massive reach and synergistic capabilities.

The company has three business segments: networks, filmed entertainment, and publishing.

Within those three areas, you’ll find myriad prime properties, many of which you probably wouldn’t associate with Time Warner. They range from HBO, TNT, TBS, and CNN, to People, Sports Illustrated, Fortune, and Time.

And, of course, don't forget about Warner Brothers, which has its hands in movie, television, and digital distribution, as well as interactive entertainment. I like to call Time Warner’s under-the-radar omnipresence “hidden ubiquity.”
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