. >>> viacom driven by strong growth in increased home entertainment revenue. they beat on both the top and the bottom lines but the company expects to add revenue to decelerate this quarter. the weak outlook worried investors, certainly, shares fell almost 3% a closed at $80.75. >>> the world's biggest burger chain is getting better. mcdonalds plans to spend $3 billion next year to open more than 1500 new restaurants and remodelled others. they finished a fraction lower at $96.56. >>> the report that investors expected, a 38% drop in earnings, the real estate brock craig blamed higher expenses. shares tumbled 2% to $27.75. >>> under armor is entering the tech world. they will pay $150 million to buy map my fitness, a fitness application company. the purchase is an effort to get in on the wearable technology game. for shares, under armor rose 1% to $83.53. >>> warren buffet takes a big stake in exxonmobil. buffet bought more than 40 million shares of the world's largest publicly traded oil company. investors brought up exxon shares on the news exxon finished th

everything you see and hear in the mainstream is controlled by only six giant corporate conglomerates viacom time warner disney news corp c.b.s. and general electric these massive corporations have boards of directors who sit on the boards of other enormous industries like food telecom energy and weapons see in the world of corporate media there's only one rule and one rule only sell sell sell sell fears sell worry sell propaganda like it's going out of style it's not about providing news folks about keeping those profits increasing year after year but luckily americans are beginning to wake up to the fear mongering and superficial fluff that an overwhelming majority of them no longer trust the corporate media at all for fair reporting which brings me to the first ever march against the mainstream media happening. saturday nov sixteenth at two pm on this day activists from all over the world from the u.s. to australia are organizing outside of the studios of major media headquarters to protest can find out about your local of that and i am an info or on facebook at march against mainstream m

had viacom did an awesome job of promoting the sport and being able to educate the fans of what the sport is truly about when it first began bob meyer was a c.g.a. kind of thought this as being the most brutal sport alive and they sold as that that's they saw that it is a no no no you watch boxing on a average deaths per year there's four deaths in boxing here and you have see that they want to date so despite the very big kick and do everything else while you're talking about strikes you're talking about socrates into the head talking about concussions to the head. that will handle seven standing account of a guy gets droppy can intelligent defend himself and not just stuff is not a sin you don't have that same thing it's so it's not necessary that a good wrestler would be a good m.m.a. fighter most of the time yes i would yeah course i love a good fighter of the boxers that's that's the challenge challenge that only have been a good of a fighter. if you all agile quit mike tyson now. no you gotta learn wrestling wrestling is the base because a lot of it is once you get striked we can ho

everything you see and hear in the mainstream is controlled by only six giant corporate conglomerates viacom time warner disney news corp c.b.s. and general electric these massive corporations have boards of directors who sit on the boards of other enormous industries like food telecom energy and weapons see in the world of corporate media there's only one rule and one rule only sell sell sell sell fear so. worry sell propaganda like it's going out of style it's not about providing news folks about keeping those profits increasing year after year but luckily americans are beginning to wake up to the fear mongering and superficial fluff that an overwhelming majority of them no longer trust the corporate media at all for fair reporting which brings me to the first ever march against the mainstream media happening this saturday nov sixteenth at two pm on this day activists from all over the world from the us to australia are organizing outside of the studios of major media headquarters to protest can find out about your local of them to m.a.m.'s them dot info or on facebook at march against mai

are one of the old studios or music industry, or place like mtv, they are owned by paramount and viacom puny actually. and google is this train going by -- or youtube is this train, and it is faster, sleeker, and reinvents itself as it moves. and that is one of the things that companies like apple and google understand, how to change with it. they turn their role plan into how people are living today, which the old media companies can't do. >> bill, only about 30 seconds. another unique category is innovation of the year. what does this mean for the business? think? >> well, yes, i have to say. i don't think most of those videos are very good. though, endless journey is a beautiful video. and it is really innovative and it does look like a diy video. for those of us who don't just like teeny bopper music that will be an interesting part of the show. >> really good stuff to be seen on sunday night. bill great to have you with us. the show may be over, but the conversation continues on our website, or facebook and twitter. we'll see you next time. derek e cl >>> pushing back. tech compani

i also like viacom. dish was up 2.50 today. what is ergen going to do?4 brl billion of debt and earn $3 billion in ebida. he was talking about making t-mobile today. and doing it at a time in which they're doing underwriting. lots of things going on. >> you talk about making love in the media sector. are you expecting more deals? >> yes. european consolidation is ongoing. we're actively involved in that, whether it's buying a company that's -- synovick owns, and -- avendi owns a company, sfr in france that someone wants. vodafone is getting a slew of money from verizon. a lot of mergers taking place there. >> how does a taper play into all of this? a lot of talk today the federal reserve may taper sooner rather than later. does that put a wrench in the market? >> you have $8 trillion of money floating aren't, waiting to be invested. draghi is doing the same thing, and the whole world on sugar high. yellen, when she comes back, when she gives testimony to get the job, and i hope she does, will she say, we have the exit strategy planned. it should occur at

on thursday we get to hear about one of my favorite companies viacom.his is a terrific stock even better than the company. that's because of their ferocious buy back. one that rivals autozone and firestone. finally on friday, this matters, we get industrial production numbers. we have had a series of macro numbers, whether it be if actual gdp or employment report or the act tech churl and truck buildings. i wonder if it doesn't show incredible strength and will test the thesis that great news doesn't inspire a sell-off. beware that the old fed, the pre-bernanke fed thought this to be among the most important out there. it was often the key to whether his predecessor alan greenspan believed it was right for the fed to take action. while we wanted the excitement of the past week no more twitter deals, and we don't have a lot of high profile earnings we'll have plenty of conferences to choose from. i'm listening for global strength and tales from the u.s. consumer. when i hear them, i'll let you hoe to apply them to the panoply of money making opportunitie

everything you see and hear in the mainstream is controlled by only six giant corporate conglomerates viacom time warner disney news corp c.b.s. and general electric these massive corporations have boards of directors who sit on the boards of other enormous and histories like food telecom energy and weapons so in the world of corporate media there is only one rule and one rule only sell sell sell sell fears sell worry sell propaganda like it's going out of style it's not about providing news folks about keeping those profits increasing year after year but luckily americans are beginning to wake up to the fear mongering and superficial fluff that an overwhelming majority of them no longer trust the corporate media at all for fair reporting which brings me to the first ever march against the mainstream media happening. next saturday nov sixteenth at two pm on this day activists from all over the world from the u.s. to australia are organizing outside the studios of major media headquarters to protest can find out about your local of santa and i am as an dot info or on facebook at march against

. >> i like viacom. stay away from the big media companies, like paramount, those wrapped into it.strength, can own the content, a much better play longer term. >> the stock swami is back and seeing unusual activity in his crystal ball. he'll reveal where that could show up in your portfolio. >>> first, if you want to invest like the hedge funds, then listen up. we've got the names smart money is buying and shorting that, just ahead. hi honey, did you get the toaster cozy? yep. got all the cozies. [ grandma ] with new fedex one rate, i could fill a box and ship it for one flat rate. so i knit until it was full. you'd be crazy not to. is that nana? [ male announcer ] fedex one rate. simple, flat rate shipping with the reliability of fedex. [ttdd# 1-800-345-2550 can take you in many directions. searching for trade ideas that spark your curiosity tdd# 1-800-345-2550 you read this. watch that. tdd# 1-800-345-2550 you look for what's next. tdd# 1-800-345-2550 at schwab, we can help turn inspiration into action tdd# 1-800-345-2550 boost your trading iq with the help of tdd# 1-800-345-255

i would argue viacom and time warner have had good operating performances but good buy backs so they're year. some of the companies, we're just going through a period where you'll start to see capital returns. cbs where they've had phenomenal operating performance is also -- i think they will continue to have superior execution but we're about to combine that with buybacks, with financial engineering, and that should be very powerful. >> cbs out tomorrow with earnings. are you expecting a good quarter? >> yes. the advertising market is strong. cbs has been the growth of retransmission extent. those dollars have grown dramatically and will continue to grow for three to five years if not longer. cbs suffered that blackout with time warner cable which resulted in time warner cable losing 300,000 subscribers in the first quarter, worst ever. for cbs they'll take a little on the chin at the local level but going forward, their retrans dollars will grow by multiples. >> disney reports thursday and comcast, because that's your favorite. let's stay on this idea because of the fight between time

time warner, down 50%, secondly, newscorp dropping stock, viacom shrinking substantially.se stocks because of the rising middle class around the world and the notion of having that mobility in their hand and want content, you'll see the stocks double. >> hold on, time warner. >> i like all four of them. >> newscorp, viacom and discovery. >> they'll all crumble. >> okay. >> in five years -- >> cbs? >> i like what he's doing but for a different reason. in the broadcasting area, like consolidation, media general which has already tripled this year will again double in the next three or four years. >> media general's going to double. hold on, now we've got five. >> oh, i give you more. >> these are all going to double. time warner, newscorp. >> total return of 14% gives you a double in five years. so combination of dividends and cash flow and the stock prices in part driven by the use of cash flow to buy back stock. another one, when a management change, you talked about ohio. i'll give you one from akron and canton, ohio. a management change. this is no long you are your gran

a big move by nbc universal to challenge viacom's nick at nite and disney and meanwhile, it is up andoadcasters suited every time it expands to a new study because it snags supposedly three broadcast signals out, resells the content for a month -- dollars a month, bloomberg reports time warner cable, a charter, direct tv may start services of their own, the broadcasters have taken directly to the supreme court. they won a couple early rounds protected by a loophole, thousands of don imus size antennas for one subscriber to snag the free signals for handsets. key question, individuals can get that signal, and reselling? cable operators pay broadcast stations $3 billion a year for their programming even though technically it is free. cbs and time warner for a month, the threat gives cable guys more clout in those negotiations on track to double $6 billion in four years and could reduce that growth. ashley: you can get it for free but not repackage and sell it. dennis: airways are free but not the network and content. adam: blackberry could get its discharge papers from the defense depar

among california proposition 2 passed by voters in 2000 the requiring field tests, steve king of viacomh radical animal rights groups trying to dictate foreign standards for the entire country. whig are major california export. setting california home prices flat for the fourth month in a row. machine sales prices range at an average of 3,050 last month. that is a price jump from last year of 28% but sales volume is showing a decline year-over-year. net data showing a decline in gas prices according to aaa. regular gasoline down $0.15, 335, $0.17 above the national average. $0.20 per gallon fall in rico for example, that is the west coast amended. dennis: goliath versus david. 9 broadcaster's sticking their battle against a start up to the supreme court, and details in my media minute. >> game stop on a tear this year. the stock jumping up over 100% over the last year. doubled nubile retailers even at more than doubled. fox business stock radar coming up as we look at the ten year treasury. [ male announcer ] what if a small company became big business overnight? ♪ like, really big... t

. >> i want to mention shares of viacom, which are down, even though it does appear to have been a fairlyross the board really. cable network, u.s. advertising increases up 10%, above estimates, fastest growth since the third quarter of 2011. and yet the stock is down. now of course the stock has had incredible performance this year. we've talked so often about rush of capital being such a key part of the business for so many of these big media companies pup have a negative cost to capital. remember, can you still write off your interest payments. they're tax deductible. when you can do that, borrow money, buy back stock, generate all this free cash flow to begin with, why not. that's been the key story. >> maybe they're going to be in there buying as soon as they can again because they support the stock en stock endlessly. i don't want to ever say it's illegitimate. this is not done with no volume, all right? but a lot of the purists are saying enough is enough but the purists are not in charge. they're just not in charge. the growth guys who believe are in charge. >> that hasn't stopped

in the interim the companies use these buybacks, viacom, time warner and you say how did that happen?and we talked about using the debt fund market to fund those buybacks. when you account for the fact that interest is tax deductible, it becomes accretive on a cash flow basis. but there are those who will argue is that really the best use of your catch tall? you have nowhere else to put it than just buying back your stock? >> it's not clear when i was on the west coast. i would ask these guys what are you going to do with your cash? they said no buy back stock. that's what you do when you have nothing to do. yahoo! is the best example. yahoo! does a vconvertible bond. look at aol. there's nothing for sale. >> apple could take its float back, too, if they were to buy back stocks. >> you said that in a brooklyn acce accent. >> queens, my friend, queens. >> it's product, product, product. i keep hearing tablets are selling very big. by the way, intel making a move here. intel really coming on very strong, making a lot of chips for tablet, for cell phones. intel started breaking out yeste

. >> these companies, whether it be aol, time warner, viacom, they are addicted to buybacks. >> addicted stocks have been so strong, as you point out. they generate a lot of free cash flow, they buy back a lot of stock. by the way, direct tv, also you can put into that camp will be speaking to the ceo of directv in the next hour of "squawk on the street." >> content throws off a huge amount of cash. did you see tnt? he says i can run "shawshank redemption" and "the fugitive" and people will watch it every time. >> it's physically impossible to turn off "the fugitive." >> i don't care, get busy living, not busy dying. >> the likes of papa johns, open table -- >> open table, blow away. all these new restaurants signing up, just when you thought that open table couldn't do anymore, 23% increase in restaurant base. i may have to list my restaurant with open table. >> they beat by 8 cents, at 50 cents, sees the current quarter at 53, street at 52. papa john, they raise their forecast, go to a 2 -1 split. >> it's been in a head-to-head battle with dominos. pat doyle says there's room for every