Do you want to watch television on your iPad? No problem. Just download an app. Cablevision (CVC) claims that its customers can watch 300 channels at home, according to Reuters.

The interesting feature of this program is that you don't need the Internet. Cablevision uses a digital code to deliver content to an Apple (AAPL) iPad. The app allows you to search channels by genre and record programs.

Netflix (NFLX), which has established a strong foothold in the online streaming business, is now looking to bid for exclusive rights to original content. Currently, the arena of online movie sales and rental is dominated by services like Apple's (AAPL) iTunes, Netflix, Amazon.com (AMZN), Hulu etc. Our price estimate for Netflix stands at $119 -- significantly below the current market price, which is above $200.

Analyst Upgrades

• Time Warner Cable (TWC) was upgraded to outperform from market perform at Bernstein.
• Citigroup upgraded MEMC Electronic (WFR) and Skilled Healthcare (SKH) to buy from hold at Citigroup.
• Administaff (ASF) was upgraded to buy from hold at Roth Capital.
• The Buckle (BKE) was upgraded to buy from hold at KeyBanc.
• BofA/Merrill upgraded DreamWorks (DWA) to neutral from underperform.
• Corrections Corp. (CXW) was upgraded to buy from neutral at SunTrust.
• Marvell Technology (MRVL) was upgraded to positive from neutral at Susquehanna.

Analyst Upgrades

• Union Pacific (UNP) and Polycom (PLCM) were upgraded to outperform from market perform at Wells Fargo.
• Time Warner Cable (TWC) was upgraded to outperform from sector perform at RBC Capital.
• Cheesecake Factory (CAKE) was upgraded to neutral from underweight at JPMorgan.
• LaSalle Hotel (LHO) was upgraded to outperform from neutral at RW Baird.
• Graco (GGG) was upgraded to buy from hold at BB&T.
• Valley National (VLY) was upgraded to market perform from underperform at Keefe Bruyette.
• Credit Suisse (CS) was upgraded to hold from sell at RBS.
• U.S. Bancorp (USB) was upgraded to outperform from perform at Oppenheimer.
• Penn National (PENN) and Riverbed (RVBD) were upgraded to buy from hold at Jefferies.
• Goodrich (GR) was upgraded to outperform from neutral at Cowen.
• Amazon.com (AMZN) upgraded to buy from average at Caris.

Analyst Upgrades

• JPMorgan upgraded Dollar Tree (DLTR) to neutral from underweight and $48 price target.
• Credit Suisse upgraded Time Warner Cable (TWC) to outperform from neutral and raised its price target to $70 from $59, citing growth in wireline HST demand.
• Needham upgraded NetScout (NTCT) to buy from hold with a $29 price target, citing channel checks that indicate industry spending on network monitoring software may be improving.
• Nstar (NST) was upgraded to buy from neutral at BofA/Merrill.
• Novo Nordisk (NVO) was upgraded to hold from sell at Societe Generale.
• Air France-KLM (AFLYY) was upgraded to neutral from underperform at Credit Suisse.

Clearwire (CLWR - option chain) shares are rising today on reports that the company will auction some of its wireless spectrum in order to raise $2.5 billion to $5 billion. According to Bloomberg, potential bidders for the spectrum include AT&T (T), Verizon (VZ), Deutsche Telekom, Time Warner Cable (TWC) and Sprint (S). If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on CLWR.

Analyst upgrades:

• Oppenheimer upgraded Goldman Sachs (GS) to Outperform from Perform following the company's $550M settlement with the SEC. Opco has a $213 price target for Goldman shares. BofA/Merrill upgraded Goldman Sachs to Buy from Neutral and raised its price target to $182 from $160.
• Wells Fargo upgraded JP Morgan (JPM) to Outperform from Market Perform following the company's Q2 results citing valuation and lower credit costs. The firm keeps a valuation range for shares of $48-$51.
• Goldman upgraded Murphy Oil (MUR) to Buy from Neutral and has a $61 price target on the stock. The firm cites Murphy's Eagle Ford growth and valuation for the upgrade.
• Precision Cast (PCP) was upgraded to Outperform from Neutral at Credit Suisse.
• Pride International (PDE) was upgraded to Buy from Hold at Jefferies.
• BHP Billiton (BHP) was upgraded to Overweight from Neutral at HSBC.

Analyst Upgrades

• Morgan Joseph upgraded Cree (CREE) to buy from hold ahead of Tuesday's Q3 report. The firm, which has a $100 price target on the stock, expects LED demand to drive revenue growth as both China and the U.S. are increasingly strong.
• Janney Montgomery upgraded Salesforce.com (CRM) to buy from neutral on expectations the company will benefit from the migration of software to SaaS deployments. The firm upped its target price for shares to $94 from $67.
• Barrington upgraded Henry Schein (HSIC) to outperform from market perform, citing an attractive valuation, increased confidence in the outcome of the Butler-Schein Animal Health integration and improving momentum in dental equipment. The firm has a $74 price target for shares.
• Advance Auto Parts (AAP) was upgraded to buy from hold at BB&T.
• Red Hat (RHT) was upgraded to outperform from perform at Oppenheimer.
• UBS (UBS) was upgraded to overweight from neutral at HSBC.

The roots of Vivendi go back to the mid 1800s, when the company was created by an Imperial decree by Napoleon III. Basically, it became a top provider of water.

It was a business that generated tons of cash flows -- and allowed for dealmaking. However, this activity almost destroyed the company. As a result, over the past few years, Vivendi has been restructuring its operations, with the main focus on mobile.

Wondering where to put your money in the race for entertainment eyeballs? Before you buy into the hoopla surrounding video via smart phone, check out the latest Nielsen Three Screen Report. Couch surfing remains a strong American favorite.

The amount of time we spend watching TV at home actually increased by 2 hours and 2 minutes per month in the second quarter of 2009 over a year ago, up to 141+ hours, or 4.7 hours per day. Time-shifting (Tivoing) those TV selections is growing in popularity very quickly, up almost 20% in the same one-year period.

In a move to bring profitability to its popular video sharing site YouTube, Google Inc. (NASDAQ: GOOG) has inked a deal with Time Warner, Inc. (NYSE: TWX) to show clips of the company's television shows and movies.

When Google announced back in 2006 that it would be paying $1.65 billion for the popular video sharing site, a lot of critics questioned whether or not the company would be able to turn a profit from the site, which at the time had around 46% of the online video market share.

Well, as Boorstin rightly points out, CBS (NYSE: CBS), Disney's (NYSE: DIS) ABC, General Electric's (NYSE: GE) NBC, and News Corp.'s (NASDAQ: NWS) Fox do need to worry. These DVR technologies basically translate to a drop in the economic value of advertising. Let's face it: who watches commercials when they don't have to?

It's no secret that cable service providers are anxious about the rapid growth of free video on the internet -- and rightly so. The same shows that run on the networks with multiple commercials on Friday night are available the next day on the internet with minimal interruptions.

Therefore, the rumor that the internet video content site Joost.com has attracted the attention of Time Warner Cable (NYSE: TWC) seems logical.