It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are t ...

The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Charter Communications (CHTR) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Charter Communications is one of 255 individual stocks in the Consumer Discretionary sector. Collectively, these companies sit at #10 in ...

U.S. consumers have regained some of their faith in the nation’s economy over the past month, or since the United States and China announced a trade truce and temporarily halted tariffs. Markets have since rebounded sharply and consumers are a lot more confident now.Although trade anxiety persists, the situation has improved a lot from the lows seen in March and early April. This saw consumer confidence rebounding sharply in May. Given this positive sentiment, it would be ideal to invest in consumer discret ...

Charter Communications (CHTR) recently announced that the Spectrum TV App is now available on LG and VIZIO smart TVs, expanding the app’s reach to more than 90% of connected TVs in the United States. The launch allows customers to stream live TV and on-demand content directly through the Spectrum TV App without a cable box, offering a streamlined and flexible viewing experience.This move is part of Spectrum’s continued strategy to enhance accessibility and convenience for its video customers. By broadening ...

On May 27, the Conference Board reported that the U.S. Consumer Confidence Index has rebounded this month after five consecutive months of decline. The final reading for May came in at 98, significantly above the Zacks Consensus Estimate of 86. The metric for April was revised marginally downward to 85.7 from 86 reported earlier. May's consumer optimism was primarily driven by expectations of a U.S.-China trade deal, the delay by the Trump administration to impose 50% tariffs on the European Union and the o ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

报告公司投资评级 - 报告对Charter Communications Inc.维持卖出评级 [2][12] 报告的核心观点 - 若合并完成Charter将在网络、采购和其他运营成本方面实现显著规模增长，有5亿美元成本协同效应，但中期面临的竞争挑战不变，交易在管理层杠杆指引区间中点可能增厚每股自由现金流，Cox收购估值为6.4倍EV/EBITDA，Charter当前交易估值为6.5倍EV/EBITDA [1] - 独立的Charter将在高端和低端面临竞争挑战，基本面近期可能承压 [2][12] 交易细节 - 5月16日开盘前Charter宣布以345亿美元现金加股票交易收购Cox，Cox估值为2025年6.4倍EV/EBITDA，交易完成时Cox将持有合并实体23%股份，Charter将合并公司更名为Cox Communications但仍以Spectrum品牌运营 [3] - Charter预计交易实现5亿美元年化成本协同效应，推动营收和EBITDA增长率提升，通过减少客户流失和更有效竞争全国商业客户实现，收购带来规模效益，增强在多地的业务存在，预计2026年年中完成交易 [3] - Cox现有590万宽带客户（渗透率48%，覆盖1230万家庭），Charter有3000万宽带客户（渗透率53%，覆盖5720万家庭），合并后Charter将以6950万覆盖家庭成为最大有线电视运营商，高于Comcast的6400万 [3] 其他想法 - 高盛专有宽带分析显示Cox业务区域与光纤竞争对手重叠约62%，Charter/Cox合并后重叠约61%，Cox每个客户关系产生约2100美元收入，比Charter的约1750美元高19%，Cox视频渗透率远低于Charter（14% vs 22%），2024年Cox每个客户产生约860美元EBITDA，比Charter的720美元高19% [6] 价格目标 - 12个月价格目标为315美元，基于EV/EBITDA和DCF等权重计算，上行风险包括固定无线和光纤竞争动态改善、竞争光纤部署放缓、定价行动好于预期、成本削减好于预期 [11] 财务数据 |指标|详情| | ---- | ---- | |市值|618亿美元 [15]| |企业价值|1752亿美元 [15]| |3个月平均日交易量|5.157亿美元 [15]| |收入（百万美元）|2024年12月为55085，2025年12月预期为55317.4，2026年12月预期为56222.2，2027年12月预期为56487.4 [15]| |EBITDA（百万美元）|2024年12月为22569，2025年12月预期为23035.7，2026年12月预期为23852.3，2027年12月预期为24174.9 [15]| |EBIT（百万美元）|2024年12月为13118，2025年12月预期为13195，2026年12月预期为13763.5，2027年12月预期为13885.2 [15]| |每股收益（美元）|2024年为34.94，2025年为37.98，2026年为44.93，2027年为52.45；2025年3月为8.42，6月预期为9.43，9月预期为9.94，12月预期为10.23 [15]| |P/E（倍）|2024年为9.3，2025年为11.2，2026年为9.5，2027年为8.1 [15]| |EV/EBITDA（倍）|2024年为7.1，2025年为7.5，2026年为7.1，2027年为6.8 [15]| |FCF收益率（%）|2024年为6.8，2025年为6.0，2026年为9.7，2027年为13.9 [15]| |股息收益率（%）|各年为0 [15]| |净债务/EBITDA（倍）|各年约为4.0 [15]|

Charter Communications (CHTR) and Cox Communications have agreed to merge in a landmark deal valued at $34.5 billion, including debt. The merger will bring together two of the top three cable companies in the United States and create a major player in the cable and broadband industries, competing with Comcast (CMCSA) . The proposed deal is one of the largest in more than a year. The Charter-COX merger has the potential to reshape the U.S. cable and broadband industry, with key communication services ETFs po ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style S ...

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Charter Communications (CHTR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Charter Communications is a member of ...