This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

5 Stocks to Benefit From the Changing Media Landscape

At first blush, this may not seem like much of a growth story/ Fiscal first-quarter sales (ended June) grew just 4% from a year ago, as results were dampened by a declining legacy business that had been tracking DVD sales. It's the new media consumption measurement biz--known as Advanced Media & Information -- that is the real growth story: This division saw sales rise 31% in the quarter, and based on recent new customer wins, should keep growing at a similar rate in coming quarters.

>>10 Multimedia Stocks With Double the S&P 500's Gains

For folks at Nielsen, Rentrak has become a rival to watch.


Rovi (ROVI - Get Report) might be seen as an industry loser in the changing media landscape -- its shares have tumbled from nearly $70 in early 2011 to a recent $14.50. Rovi was a leading player in DVD software, yet as more content is enjoyed online and not on discs, this company has lost some relevance.

Yet Rovi has another division that holds a great deal of promise -- and could fuel a sold rebound for this stock. Note that television set makers are looking to roll out a new generation of consoles that allow consumers to view all of their content on TV -- no more switching to your laptop when it comes time to search for Youtube videos, Hulu TV shows and other content. A number of these TV set makers are looking at using Rovi's online programming software. You may be familiar with this software when it powered the popular TV Guide channel of listings. Rovi has struggled to keep that business relevant, but the new world of internet-enabled TV sets might just give it newfound relevance.

Shares don't look challenging, trading at less than eight times projected 2013 EPS of around $1.90.


Digital video recorders have become the must-have entertainment device for many couch potatoes. But as it often happens in the land of high-tech, the company that comes up with a great idea isn't always the one to ultimately get rich from it, making TiVo (TIVO - Get Report) something of an afterthought for investors.
2 of 4

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
RENT $44.47 0.00%
MDCA $20.24 -12.04%
ROVI $17.62 1.56%
TIVO $9.98 5.94%
AAPL $93.74 -1.15%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs