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  • Netflix: Setting Up for Disaster [View article]
    owning the content is king.

    Their library of streaming is weak and the cost of content is going up.

    We follow the digital media space and believe that the producers are demanding the terms. Netflix is a success story, but content and digital content producers are king.
    Sep 21, 2011. 11:58 PM | Likes Like |Link to Comment
  • 5 Coal Companies To Consider [View article]
    We are starting to dig into Cline Mining. Their met coal assets are very interesting from a take over perspective, especially given their location for the export market. With permits in hand this could be nice play for a major.

    We will have an article out once we are able to complete our work.
    Sep 20, 2011. 01:01 PM | Likes Like |Link to Comment
  • Disney: A Company You Can Vacation Off Of [View article]
    Disney has too much content to not be further exploiting its interactive media segment of the business. The only question is do they do it in house or do they outsource it to other players? Overall a great business.
    Sep 18, 2011. 10:41 AM | Likes Like |Link to Comment
  • L&L Energy Targets 14 Mine Acquisitions [View article]
    Government stepping up and paying for their acquisitions makes this a game changer.

    Communist regimes can crush a company or send it in to orbit. Looks like the gov putting the brakes on for safety than turning over opportunities on a silver platter with the money to do it is definitely such an event.
    Sep 18, 2011. 10:38 AM | Likes Like |Link to Comment
  • Dolphin Secure Launches to Make Internet Safer for Kids [View article]
    Business continues to execute with the launch of the miami fan club.

    Content is king in digital media, pairing it with security and anti piracy technology is a game changer that nobody has.

    Dolphin Digital (DPDM) is definitely one to follow.
    Sep 18, 2011. 10:38 AM | Likes Like |Link to Comment
  • SANUWAVE Health, Inc. (SNWV) is “One to Watch” [View instapost]
    I think company you should check out is Wound Management Technology (WNDM.ob) for their wound healing agent - Their collagen based product is more of a naturally absorbed product by the body and is where the industry is moving back to with Synthetics getting pulled every day.

    They are picking up traction against the big boys without spending the huge marketing budgets that the big boys have, purely because they have a better product that has had very positive evidence based studies.
    Sep 18, 2011. 01:54 AM | Likes Like |Link to Comment
  • After early zeal, TV networks pull back Web series [View article]
    The big guys can't make web series work because its eats their margin. Dolphin Digital (DPDM.ob) can produce a web series for about 1/5 of the cost of a TV show or a web series movie for 1/8 the cost of a feature film, yet still maintaining the same quality.

    The large production houses would get killed on their negotiations with talent and talent would get killed by production houses. People like Dolphin Digital Media (DPDM) are able to do it as they are not competitive as feature films really isn't their main business.

    Digital media is where the money is today and also the low risk for a company doing them with sponsor and ad dollars very easy to attract right now.
    Sep 18, 2011. 01:54 AM | Likes Like |Link to Comment
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