Ishfaque Faruk

Sirius trades at cheap valuations and investors will see benefits from the drop in the company's stock price. Sirius XM has reopened a substantial share repurchase plan as well, which will drive upside.

In spite of the headwinds that Netflix faces from greedy Internet-service providers like Comcast, the company is in a very strong position to grow its revenues, subscribers, and earnings. Netflix's global expansion plans and compelling consumer services will make the company far more valuable in the years ahead.

Apple's revenue and earnings may surprise to the upside due to its conservative guidance and heavy share repurchases.

After years of grabbing market share, Amazon has huge potential to grow earnings per share. The company's recent price hikes will help it grow EPS by controlling costs.

Yahoo's financials will improve dramatically because of Alibaba public listing in the U.S. Yahoo will not only be cash rich by selling stock in the IPO, but the company will also be holding onto a chunk of its Alibaba stake, which will aid Yahoo's bottom line.

Facebook did a great job of acquiring a rapidly growing competitor in communications space. But the business model of WhatsApp will make it difficult for Facebook to monetize this asset.

Berkshire's fund managers Todd Combs and Ted Weschler are betting big on media companies. Both Liberty Media and Viacom have very strong managers who are committed to returning substantial value to shareholders in the long-run.

Liberty Media's new structure will not only result in a higher valuation in the public equity markets, it will also help Liberty consolidate the cable industry by raising more cash.

Sirius XM can grow its subscriber base substantially down the road.

Viacom's networks are driving the company's earnings growth. In addition, the company is betting big on itself. Viacom is buying back more than 23% of its outstanding shares, which will drive incremental upside for long-term shareholders.

Apple, Viacom, and Yahoo! are buying back substantial amounts of their own stock. This will aid earnings-per-share growth and drive a lot of shareholder value. Companies that are undervalued can generate stellar returns for shareholders with share repurchases.

AIG is seeing solid increases in earnings and liquidity. The company increased its share repurchase program and raised its cash payout to shareholders, as its fundamentals have dramatically improved ever since the financial crisis.

Liberty Media's investment holdings have increasingly become more valuable and the company's shareholders should earn big returns.

Noodles & Company has the long-term potential to become the next Chipotle or Panera Bread.

Facebook paid a lot more for WhatsApp compared to other recent acquisitions of Internet and mobile communication apps. The deal might be a bad thing for Facebook shareholders and will take the company years to get a payback.

Time Warner has more upside ahead from its valuable TV networks.

Green Mountain's core business is growing very well, with its Keurig consumer base rising. And its partnership with Coca-Cola will enable the company to work with the global beverage leader to develop consumer solutions for the at-home cold-beverage market. But Coca-Cola faces serious upside as well, which begs the question: Who's the bigger winner?

Yahoo! has solid upside and limited downside from current levels.

Amazon's price increase actually benefits Netflix and gives it cause to raise its own prices for streaming television and movie services.

Sirius XM still has a lot of upside from either a higher bid from Liberty Media from the existing $3.68 a share all-stock offer or by remaining a publicly traded firm due to its own improving fundamentals. Sirius has much higher intrinsic value due to subscriber, revenue, earnings and free cash flow growth. The company is buying back more than 10% of its outstanding stock as well.