Investor Beat: Apple Teaming Up With Comcast?

Apple's new partnership with Comcast, Bank of America is the No. 1 traded stock on the NYSE, and two stocks our analysts are watching, on Monday's Investor Beat.

Mar 24, 2014 at 7:26PM

Although neither company is commenting officially on the deal, The Wall Street Journal is reporting that Apple is in talks with Comcast over a streaming TV service that would use an Apple set-top box. The deal would give Apple priority treatment for its content on Comcast's network.

On Monday's edition of Investor Beat, host Chris Hill and Motley Fool analysts Matt Argersinger and Taylor Muckerman discuss what each side would get out of the deal. While such an agreement would be a clear win for Apple, helping the company break into a space it has wanted to be in for years, the benefits aren't so clear for Comcast. The guys also discuss how the massive proposed deal for Comcast to buy Time Warner Cable plays into this arrangement, and just how likely that behemoth acquisition is to get past regulators.

Then, Matt and Taylor look at four stocks making moves on the market today. Bank of America was the No. 1 traded stock on the NYSE today, after the bank received a downgrade from Atlantic Equities. Many investors are hoping to see a dividend increase from the bank following the banking stress test results later this week, but after the first round of stress test results didn't come out in Bank of America's favor nearly as strongly as many had hoped, the dividend raise may now be in question. Shares of Herbalife rose today after the company agreed to nominate three of Carl Icahn's designees to its board of directors. Microvision was up big today, after the tiny tech company announced a deal with UPS. And Pandora stock took a hit today, just two days after the Internet radio giant announced it will raise subscription fees because of the rising cost of music.

And finally, Taylor and Matt each discuss one stock they'll be watching closely this week. Taylor looks into ExxonMobil in the wake of the oil spill in the Houston shipping channel, while Matt is keeping an eye on Bank of Internet, as its recent 20% sell-off could represent a very interesting buying opportunity for investors.

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Chris Hill has no position in any stocks mentioned. Matthew Argersinger owns shares of Apple and BofI Holding and has options on Apple. Taylor Muckerman has no position in any stocks mentioned. The Motley Fool recommends Apple, Bank of America, BofI Holding, Pandora Media, and UPS, owns shares of Apple, Bank of America, BofI Holding, and Pandora Media, and has options on Herbalife. 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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