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youtube/watch?v=U1KLi1HBmZM

http://www.youtube.com/watch?v=U1KLi1HBmZM. Virgin Media . Chris Noonan. U.S. GDP=15.68 Trillion National Debt=16.78 Trillion Unemployment rate= 7.7% as of Feb 2013 Labor Dept. said that number of job openings rose 8.9% in February to 3.93 million

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  1. http://www.youtube.com/watch?v=U1KLi1HBmZM

  2. Virgin Media Chris Noonan

  3. U.S. GDP=15.68 TrillionNational Debt=16.78 Trillion • Unemployment rate= 7.7% as of Feb 2013 • Labor Dept. said that number of job openings rose 8.9% in February to 3.93 million • Compared to May 2008, unemployment rate was 5.4% • More job openings yet less people being hired Economic Overview

  4. Expected 2.3% increase in GDP in 2013 • Expected 2% increase in consumer spending • 165,000 jobs per month • Jobless rate fell .2% • Due to people dropping out of labor force • Housing market recovery expected to continue this year with strong gains in residential construction and home prices • S&P as of 4/9=1568.61 • DJIA as of 4/9=14673.46 Economic Overview

  5. CATV Systems • Industry ROE=13.34% • VMED=150.28% • Industry P/E= 17.1 • VMED=3.6 Products in high demand as more and more people are using broadband internet and cell phones Industry Overview

  6. Executive Offices in NY • Operational HQ in Hook, UK • Services Sector, CATV Industry • Provides land and cell phones, cable, and broadband to businesses and consumers Company Overview

  7. Liberty Global Inc. (LBTYA) • Liberty Global, Inc. provides video, broadband Internet, and telephony services to residential and business customers primarily in Europe and Chile.. It offers broadband services over cable distribution systems, including video, broadband Internet, and telephony; and video services through direct-to-home satellite, or through multichannel multipoint distribution systems. Competitor Info

  8. British Sky Broadcasting Group (BSYBY) • British Sky Broadcasting Group plc, through its subsidiaries, provides pay television services and home communications services in the United Kingdom and Ireland. The company engages in the retail of pay television services to residential customers in SD, HD, and 3D via satellite on demand; and provision of broadband and telephony products and services to homes. Competitor Info

  9. Price Growth

  10. Management

  11. Prior to becoming our chief executive officer, he served as acting chief executive officer from August 2007 to March 2008, and as our chief operating officer from September 2005 to August 2007. • Before joining us, Mr. Berkett was managing director of distribution at Lloyds TSB Bank plc from 2003 to 2005. • From 2002 to 2003, he was chief operating officer of Prudential Assurance Company Limited. Neil Berkett, CEO

  12. A 40-year cable TV industry pioneer, Chiddix was CEO and Chairman of software company OpenTV from 2004-2007 and served on its board of directors through 2009. • He held a variety or senior positions at Time Warner Inc. and its antecedents, including 15 years as CTO at Time Warner Cable and president of Mystro TV, a TW division that developed a server-based DVR service. • Mr. Chiddix has been involved with virtually every major new technology embraced by the cable industry, including local ad insertion, fiber optics, video-on-demand, cable modems, and digital set-top boxes.  James Chiddix, COO

  13. Ms. Toben most recently served as executive vice president of Verizon Communications, Inc. from February 2009 until her retirement in June 2009. • During her time there, she worked in a number of roles, becoming vice president and then chief financial officer with responsibility for finance and strategic planning, prior to its merger with GTE to form Verizon in 2000. • From April 2002 to February 2009, she served as Verizon’s chief financial officer and was responsible for its finance and strategic planning efforts. • Prior to April 2002, Ms. Toben was senior vice president and chief financial officer with responsibility for finance and strategic planning for Verizon’s Telecom Group. Doreen Toben, CFO

  14. EPS Growth • ROE=150.28% • Industry Leader • Sales Increase • Increase in total assets • Broadband Internet Market share= 20.2% • Television Market share=30% SWOT: Strengths

  15. High Total debt to Assets=69% • Slow sales growth • High debt to equity • Competition has more marketshare SWOT: Weaknesses

  16. Expansion • Acquisitions • Research and Development SWOT: Opportunities

  17. Competition • High amount of debt • CATV alternatives SWOT: Threats

  18. What are your main concerns with VMED? • What do you like the most about the company? Class Discussion

  19. What was VMED’s ROE? • What was VMED’s 1 Yr price increase? Quiz

  20. Overall= 75 • Valueline Rating=B • ROE=150.28% • FCF=454M • LTD=6M CANSLIM

  21. CANSLIM

  22. Annual Report Sales Breakdown

  23. CANSLIM

  24. CANSLIM

  25. CANSLIM

  26. Financial Ratios

  27. Financial Ratios

  28. Financial Ratios

  29. 1. How do you plan to maintain such an incredible Return on Equity? • 2. What is your strategy to upkeep your current price strength? • 3. Does the current economic condition cause any concern, especially with the problems in Europe? Investor Relations

  30. Yahoo=$2882.18 • WSJ=$55 • Formula=$53 Price Estimates

  31. Price Growth 1 Yr

  32. Price Growth YTD

  33. Technical

  34. Technical

  35. ROE • Industry Leader • http://www.thestreet.com/story/11889453/1/virgin-media-inc-stock-buy-recommendation-reiterated-vmed.html?puc=msn&cm_ven=msn Notables

  36. 1. ROE • 2. EPS Growth • 3. Industry Leader Top Three Observations

  37. Buy 220 Recommendation

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