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Analyst initiations: CBS, EGN and RVBD

MOST NOTEWORTHY: Pacer Int'l (PACR), ComScore (SCOR), Riverbed Technology (RVBD) and CBS Corp (CBS) were today's noteworthy initiations:
  • William Blair believes Pacer Int'l (NASDAQ: PACR) is in a favorable industry, with growth-specific opportunities and short-term concerns and started shares with a Market Perform rating.
  • William Blair starting ComScore (NASDAQ: SCOR) with an Outperform rating, believing the online marketing research sector will have 20%+ growth over the next 3-5 years.
  • Nollenberger believes Riverbed (NASDAQ: RVBD) is positioned to gain market share and is a technology and product leader, starting shares with a Buy rating and $55 target. BMO
  • Capital initiated CBS Corp (NYSE: CBS) with an Outperform and expects the stock is $1.74/share for 2007 and $2.03 in 2008 with upside should there be a levered buyback...
OTHER INITIATIONS:
  • SMH Capital initiated Energen (NYSE: EGN) with a Buy.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Interactive television? You ain't seen nothin' yet!

One of my best informants has whispered to me a startling rumor. You may wish to pay attention because this is the same source who gave me the tip some months ago about wireless data feed from PC to television. You may have noticed that Apple Inc. (NASDAQ: AAPL) just introduced a nice consumer friendly version of that concept.

This time, the rumor is a bit more powerful. It involves General Electric Co.'s (NYSE: GE) NBC taking interactive television to a whole new level. If you thought that American Idol was something to brag about as far as viewer involvement, you'd best hold on to your hat because if some form of what I'm about to reveal to you comes to pass, televised entertainment shall never be the same.

What's even more exciting is that this possibility presents the opportunity to create powerful cooperation between current televised programming dynamics and the explosive internet video venues such as Google Inc.'s (NASDAQ: GOOG) YouTube. The two media could come to mutually benefit from these scenarios. Neither the new standard nor the old guard would need bow to the other. Now, here's some faceting of the concept.

Continue reading Interactive television? You ain't seen nothin' yet!

Symbol Lookup
IndexesChangePrice
DJIA-93.7910,197.47
NASDAQ-17.882,149.02
S&P 500-11.271,087.24

Last updated: November 12, 2009: 11:47 PM

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