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Best cord-cutting trade is a 92-year-old company

Dean-Charles Chapman as Tommen Baratheon and Lena Headey as Cersei Lannister in "Game of Thrones."
McCall B. Polay | HBO

The bulls on Time Warner (TWX) stock are watching HBO Now.

HBO's announced on-demand subscription service will soon let Apple users watch the latest episodes of "Game of Thrones" and other shows without a cable connection. And analysts say the media giant's foray into the cord-cutting world pioneered by Netflix and Hulu could boost the stock of parent company Time Warner.

Tuna Amobi of S&P Capital IQ estimates that about 90 percent of the upside to Time Warner is driven by television and entertainment, with a quarter to a third coming from HBO.