A Fool Looks Back

Let's look back at the news that mattered.

Feb 15, 2014 at 8:30AM

The number of regional cable providers keeps shrinking. Comcast (NASDAQ:CMCSA) is offering to buy smaller rival Time Warner Cable (NYSE:TWC) in a deal valued at $45.2 biillion.

The logic is simple. Cable providers have been hooking up over the years, and this is an industry in which economies of scale exist. The move is seen as a win-win for the two titans of pay TV, and Pacific Crest's analyst even reiterated his bullish rating on Comcast, suggesting that the stock could go as high as $70 based on next year's projected fundamentals. 

What about the couch potatoes? Common jabs on Twitter suggested that Time Warner Cable customers are about to have their monthly bills jacked up, but it doesn't have to be that way. If anything, a combined Comcast and Time Warner Cable could force cable networks and premium channels to hold back on unsustainable increases. If Comcast and Time Warner Cable pass on the savings to consumers -- and they might -- this deal could be in everyone's best interest outside of the content creators.

Briefly in the news
And now let's take a quick look at some of the other stories that shaped our week.

  • Tesla Motors (NASDAQ:TSLA) hit a new all-time high, but a report on Thursday claimed that another Model S sedan caught fire. What makes this one intriguing is that it happened in a Canadian garage. Tesla quickly countered that the battery charger was not at fault in the blaze. 
  • It's not just cable giants consolidating. Jos. A. Bank (NASDAQ:JOSB) is snapping up Eddie Bauer in a $825 million deal. The deal comes after Jos. A. Bank was at both ends of a proposed union with Men's Wearhouse.
  • Now the that the fizz has settled on Coca-Cola's new 10% stake in Green Mountain Coffee Roasters (NASDAQ:GMCR), some are beginning to wonder if the Keurig company has run up too high. Longbow Research downgraded Green Mountain, concerned about the valuation and the vague nature of the Keurig Cold appliance that will hit the market sometime during the fiscal year that begins in October.

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Rick Munarriz owns shares of Green Mountain Coffee Roasters. The Motley Fool recommends Coca-Cola, Green Mountain Coffee Roasters, Tesla Motors, and Twitter and owns shares of Coca-Cola and Tesla Motors. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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