Star Wars Land announcement. Anybody betting against Disney leading into Star Wars is a fool.Quote:
Originally Posted by user34615145
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Star Wars Land announcement. Anybody betting against Disney leading into Star Wars is a fool.Quote:
Originally Posted by user34615145
@Muscle... not looking good for Disney and Cable Networks. Basically everything you are pounding the table on is getting downgraded.
Disney (DIS) Stock Down on Wells Fargo Downgrade, Cautious on Cable Networks
http://www.thestreet.com/story/13258...-networks.html
Thanks for the post Midas, but uggghhh......Sell side analysts....I don't trust em and I don't believe em. While they are downgrading they are also talking out of the other side of their mouths about what a great company DIS is. They are probably buying on the dip their "downgrade" has caused.Quote:
Originally Posted by midas360
I like Ryviker as an analyst. She seems to praise Disney a lot in the report. Pretty strange. Like I said last week, I am not doing any buying or selling until September. New Fall season starts then. Media markets always crazy in August. I don't trust the summer market.Quote:
Originally Posted by midas360
My personal opinion is that online media will add to traditional media and the markets have it wrong. I think Comcast has it right with their investments in new media. And I think Star Wars in December runs Disney to $120-$130. I really do. Content is King and Disney owns the content. Netflix doesn't.
Just my opinion. I remember when cable was supposed to kill broadcast tv in the 80s and 90s. Didnt happen. Broadcast ended up owning cable too. I think Big Media will end up owning the internet as well. You already see Comcast taking those steps. Content is King. I am very willing to wait this out for years. I believe in Big Media. My time horizon is 2025, not 2015. Same with Sirius. I believe that Sat Radio and Internet radio will combine in SXM17.
I also think Malone believes in cable, content and sat radio, and Malone never loses. He just doesn't. I always believed in following genius industry leaders. And Karmazin and Malone always fit that mold in my mind. So do Buffett and Bogle thats why I am a huge believer in indexing too.
I agree completely. DIS right now is a buying opportunity. Marvel and Star Wars alone are HUGE brands and Disney isn't stupid. Those brands go well beyond tv and movies the merchandising is going continue to grow and there are A LOT of diehard fanboys of those two names alone, not to mention Disney's other brands. Long and Strong.
Quote:
Originally Posted by MUSCLE13
Nuther day of treading water for SIRI. The world's most boring stock. A total of 500 million shares traded in the 3 weeks since they reported stellar earnings and revenue and raised guidance and the result? The stock is down $.02/share. Half a BILLION shares traded on essentially no movement in the stock. The mgmt. of SiriusXM should change the symbol of the company from a dog to a gerbil...a gerbil running on a treadmill.
Just sayin'
Get to the end of this quarter. Apple's streaming service is out. For 3 years we have been hearing how Apple's internet music service is going to make Sat Radio obsolete. My contention is Sirius will have a fantastic quarter with zero impact from Apple music. Zero!Quote:
Originally Posted by user34615145
I love Comcast's investment in Buzzfeed today. Now they have significant stakes in Vox Buzzfeed Hulu and will have a YouTube competitor in Watchable (including video from Vox and Buzzfeed). Give Comcast 3 years and they will be contending with YouTube and Netflix for top internet media company in addition to their premiere Cable/Broadband and Traditional media offerings. I honestly believe Brian Roberts has a vision to dominate internet media by marrying it to traditional media. Comcast, NBCUniversal, Hulu, Watchable, X1. What are you missing in longform or shortform video content and distribution? Nothing.
Remember to quote me on this in December. Star Wars hits theaters in exactly 4 months from today. And 4 months from today Disney will be at all time highs........A Muscle prediction.
Comcast recovering very nicely in the face of a very weak market. Disney and Sirius down again. Patience....Fall and Football are coming. With Football usually media investors come back from the beach vacations.......
Hey Midas tell me what you think of this stock. Just threw some pocket change at it. Seams interesting with all the edibles it's going to launch in regards to hemp.
Dewmar International BMC Inc (Public, OTCMKTS:DEWM)
Bot those VIX calls for $2.31.....Today is the day I've been waiting for. Have an open order in to sell at $2.85Quote:
Originally Posted by user34615145
edit 1: Mkt is moving away.....Drat!
edit 2: I missed it. Crap. Well there's still 4 weeks left on those calls for something bad to happen and drive the vix north
edit 3: VIX turned south again and almost got there for me. Almost - the story of my life. Anyway, tomorrow is another day and we'll see what happens.
Disney and Comcast are now both green on a down market day. Where is our Sirius??? Come on.......
FOMC Minutes
Meeting of July 28-29, 2015
2:00 p.m. ET
Sorry Nazareth... I was taking the day off from trading today. I will take a look at it. i would not "bet" too much money unless you are seeing a lot of speculative buying and unusually high volume. You can make quick money on these OTC stocks but you can also lose your arse. By the sound of your comment, I think you know this already. :)
We had a couple of guys in chat that invested heavily in the legalization of recreational and medicinal hype. They lost a lot of money. We had a few guys that sold and made a lot too.
Quote:
Originally Posted by Nazareth
Quote:
Originally Posted by user34615145
AllllllllllRighty Then!!!!! Sold the calls at the open this morning for $3.20.....That's $990 profit on $2,310 invested.Quote:
Originally Posted by user34615145
Sorry...$890 profit.....I'm so pumped I finally got that trade right that I screwed up the math.....so.....$890 puts a small dent in the $$$ of lost over the years on VIX trades....kinda like playing to the lottery, I've learned never to buy what I can't afford to lose. Prolly another $5k to go before I break for the VIX lifetime.
Nice trade user!
Quote:
Originally Posted by user34615145
First time in like.....forever that I've gotten a VIX trade right. It wasn't a lot of money but I feels good to finally get one right. :rolleyes:Quote:
Originally Posted by midas360
Just picked up some more DIS at 100.71. Pretty happy with my position at this point and ready to sit back and watch from here.
Muscle.Quote:
Originally Posted by MUSCLE13
As the person that seems to pay the most attention to the media companies. What do you think of the Liberty Broadband Special Meeting. From reading it looks like they want to issues more shares to raise cash for the Charter purchase. Have you received the proxy vote materials yet?
Just curious what you thought. Also appears that it doesn't matter how we vote they'll basically do whatever they want anyway.
Thanks in advance for your response.
hedy
@hedy. I know this was directed at Muscle and perhaps he's better equipped to answer in any case but FWIW my understanding is that they are only considering an issuance of C shares, which are non-voting shares. I guess that begs the question of why ask stockholders at all?Quote:
Originally Posted by hedymoney
http://ir.libertybroadband.com/press...g-stockholders