There has been a "surprising lack of activity" in TiVo (TIVO) shares since the licensing agreements with LG Electronics and Shaw Communications were announced earlier this week, B. Riley FBR analyst Eric Wold tells investors in a research note. The 3.2% move in the stock this week is an indication that investors are now almost entirely focused on the ongoing licensing dispute and litigation with Comcast (CMCSA) "with almost a complete disregard for any other improvements in the company's baseline licensing operations," contends the analyst. Wold views TiVO as an opportunity at current levels and reiterates a Buy rating on the shares with an $18 price target.