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Andrew Shapiro  

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  • Why Amazon Is Expanding Original Content To The Big Screen [View article]
    @Krusty,

    Respectfully I disagree. There is nothing different today with streaming vs the VCR and then DVD, etc. of old. People seek out-of-home entertainment and despite the cost of a ticket and concessions today, movies provide that entertainment cheaper than almost anything around.

    People seek to be part of the buzz and conversation and the experience of movie-going. Frankly without either the huge P&A (promotions/ads) budget and media buzz of a box office opening or the incredibly rare North Korean hacker experience, all movies direct to DVD or direct to streaming will fall mostly on 'deaf ears' and die on the vine.

    Exhibition not going away. Is it evolving to continue to be the go-to for 'date night' absolutely. Cushy chairs, dine-in theaters, immersive sound, motorized/rocking seats, reserved seating, theaters that encourage tweeting on screen, etc are coming. However, the general demand and associated inter-relationship between studios, exhibitors and the consumer not going to change.

    Unless there is a communicable disease or other factors that pose serious risk of people gathering together for a shared audio-visual experience.
    Jan 23, 2015. 09:18 PM | Likes Like |Link to Comment
  • Did Amazon.com Choose The Best Model For Movie Production [View article]
    The Interview was not a "success" The controversy created enormous marketing and distribution power that would have cost at least $100MM. I can only imagine what little it would have generated at box office and secondary distribution had the N Koreans not acted.
    Jan 22, 2015. 09:25 AM | Likes Like |Link to Comment
  • Why Amazon Is Expanding Original Content To The Big Screen [View article]
    The exhibitor challenge is real. Like any other studio produced movie, theaters won’t play movie that doesN’t provide desired exclusive window to the cinema. $RGC $AMC $CNK $RDI $CKEC
    Jan 20, 2015. 11:24 PM | Likes Like |Link to Comment
  • Meet your new movie studio [View news story]
    Like any other studio, theaters won’t play movie that doesN’t provide desired exclusive window to the cinema. $RGC $AMC $CNK $RDI $CKEC
    Jan 20, 2015. 11:22 PM | 1 Like Like |Link to Comment
  • Did Amazon.com Choose The Best Model For Movie Production [View article]
    Like any other studio produced movie, theaters won’t play movie that doesN’t provide desired exclusive window to the cinema. $RGC $AMC $CNK $RDI $CKEC
    The product will be like any other straight to DVD sale movie. a B movie.
    Jan 20, 2015. 11:20 PM | 1 Like Like |Link to Comment
  • Buy Taser To Protect Your Investment [View article]
    At what point does the company's stock market valuation reflect all the growth expected from your prognostications? Would that have been several $/share ago? here? or how many $/share above present prices?
    Jan 8, 2015. 09:19 AM | 2 Likes Like |Link to Comment
  • Activism Adds To The Bottom Line At P&F Industries [View article]
    NPR's recent This American Life show episode 543 called "Wake Up Now" discusses $PFIN excess executive compensation this events surrounding this article.

    http://bit.ly/1Bam8sB
    Dec 26, 2014. 09:44 AM | 2 Likes Like |Link to Comment
  • Sparton: Ready to Cash In on the Naval Arms Race [View article]
    Story and opportunity doesn't get old

    The Straits Times - Dec 24, 2014
    Maritime spats 'stirring undersea arms race'
    http://bit.ly/1Baja7s
    Dec 26, 2014. 09:28 AM | Likes Like |Link to Comment
  • Taser Wins A Contract, So Why Would Digital Ally Spike? [View article]
    Hence the value of another well known brand in the Law Enforcement, Military and Security markets - MACE (which by the way has not had the stock price run in sympathy with TASR or DGLY)

    Mace Security Expands Take Down® Less-Lethal Tactical Munitions Product Offerings
    http://bit.ly/1uUewKn-Down®-Less-Lethal-Tac...
    Dec 23, 2014. 08:49 AM | Likes Like |Link to Comment
  • Taser Wins A Contract, So Why Would Digital Ally Spike? [View article]
    When I replied about standardization, I didn't mean within a single agency. Of course they would standardize. But there is no need for LA County to go with TASR because LA City did. However, DGLY IMO still lacks a well known brand, like (TASR) or (MACE)
    Dec 23, 2014. 01:59 AM | Likes Like |Link to Comment
  • Taser Wins A Contract, So Why Would Digital Ally Spike? [View article]
    There is no benefit nor need for agencies to 'standardize' on any one company's camera. What DGLY lacks is a well known brand such as MACE $MACE
    Dec 22, 2014. 10:33 AM | Likes Like |Link to Comment
  • Nielsen: Theater trips by 'digitals' in decline [View news story]
    Closer review of the actual report illustrates to me that “digitals” movie frequency decline should not be viewed in a vacuum with a simple conclusion of secular and permanent disinterest when older demographic frequency has increased.

    Check illustration for yourself at http://bit.ly/1Diaeln

    1) Causation could just as much be a function of life cycle and quality and type of film content offerings in a given year. “Date night” and getting out of the house and leaving the kids with the sitter is not going away.

    2) Further note the larger variability of frequency ups and downs especially illustrated by the large increase in frequency in record setting 2013, when film content offerings wildly attracted the “digitals.”
    Dec 11, 2014. 02:49 PM | Likes Like |Link to Comment
  • Digital Ally +5.9% as Ferguson protests continue [View news story]
    I find it interesting that companies selling 'durable' body camera equipment in the future are all the rage and trading stronger than companies that sell the smoke, tear gas and pepper canisters and other non lethal munitions that police forces across the country are CONSUMING in dealing with current riot activity. Case in point Mace Security Int'l $MACE

    see
    Mace Security Expands Take Down® Less-Lethal Tactical Munitions Product Offerings;
    Take Down® Products Return Mace to its Historical Law Enforcement, Correction and Military Roots
    http://bit.ly/1uUewKn-Down®-Less-Lethal-Tac...

    and
    Mace Security International Wins Bid to Supply Cleveland’s Department of Public Safety with Pepper Spray
    http://bit.ly/1vlUUPb’s
    Nov 26, 2014. 01:40 PM | Likes Like |Link to Comment
  • Netflix May Be In For Some More Pain Shortly [View article]
    I think author made a far better argument for investors re: $NFLX overvaluation and avoiding the stock until there is better match between earnings expectations built into the stock valuation multiple and prospective earnings.
    Nov 26, 2014. 01:37 PM | Likes Like |Link to Comment
  • Buybacks: Thoughts On The Analysis Of This Important Use Of Capital [View article]
    Interesting way to compare buyback vs dividend is that retirement of shares in buyback takes out shareholders who want out while increasing the proportionate ownership of the future of the company in the hands of those that remain.

    Dividend distributes ("rewards") to shareholder without changing ownership. At accretive prices, better to buy back and retire stock and, when prices are at high valuation, excess capital should be distributed as dividend instead.
    Nov 26, 2014. 09:46 AM | Likes Like |Link to Comment
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