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Instablog posts on DIS

Outlook for the Week Ahead by Price Headley
The unemployment rate’s move to multi-year highs didn’t seem to be too much of a worry for the market, as the S&P 500 closed up 3.2% - at 1069.30 - for the week. And, the odds now slightly favor the bulls as we head into next week… with a footnote. The S&P 500’s... More »
November 9, 2009 • BBI, JWN, DIS
Comcast-NBCU Could Eventually Lead to Sale of NBC TV Network, Stations by Diane Mermigas
Don’t be surprised if Comcast (CMCSA) arranges to sell the NBC broadcast network and its TV stations to a third party after announcing plans to buy controlling ownership of NBC Universal as early as next week. Potential buyers for the NBC TV network and its 10 owned TV stations (in the top... More »
November 9, 2009 • GE, CMCSA, DIS
Cable Networks as Catalyst for Future Profits by Diane Mermigas
Cable networks are a sweet spot in a media industry struggling to find its financial footing. They are driving conglomerates' earnings as well as richly priced deals, and will be a growth vehicle for branded content across all digital platforms.Whether it is Comcast's bid for 51% ownership of... More »
November 8, 2009 • SNI, CMCSA, GE
DJIA = A Very Dangerous Index by Peter Mycroft Psaras
While doing some research on the Dow Jones Industrial Average I was disappointed to discover how skewed it is toward just a few of its components and how dangerous it is for the world to use it as a benchmark for the American markets. The DJIA is a price weighted index, which simply means... More »
November 3, 2009 • AA, AXP, BA
Quarterly Report: Event Drive Hedge Fund Strategies by Brighton House Associates
Event-driven hedge fund is an ambiguous “bucket” term, describing sophisticated investment vehicles that employ a tactical allocation to several different strategies including various arbitrage approaches and distressed investing. The multi-strategy approach is used in order to... More »
October 27, 2009 • XRX, DIS, KFT
TV Futures: Charging for Online Content by Diane Mermigas
Hulu's online video platform may be a success with the masses, but it will have to begin charging for at least some of its content if it doesn't want to destroy the $185 billion television ecosystem it draws from. Broadcast and cable TV are under siege by the very interactive digital technology... More »
October 26, 2009 • GE, NWS, DIS
Broadcast Nets Should Program Digital Risks by Diane Mermigas
A case can be made just a month into the new TV season that the Big 4 networks are not taking enough strategic risk to ameliorate the continuing erosion of ad revenues, audiences and content economics. One of the few calculated risks worth noting is NBC's move of Jay Leno from late-night to... More »
October 18, 2009 • GE, CBS, DIS
Harley Davidson Executives, Investors Wear Generational Blinders by Beacon Asset Managers
Harley Davidson Inc. (HOG) yesterday reported an 84 percent plunge in third-quarter profits and announced the dissolution of its Buell line of specialty sport motorcycles and the sale of its MV Agusta division in order to focus its resources on its namesake brand. Harley Davidson CEO... More »
October 16, 2009 • HOG, DIS
A Mini Berkshire Hathaway - Markel by Retirement Savior
We begin a series this week about corporations similar to Berkshire Hathaway. There are several companies that use either insurance float or free cash flow to invest in other well run firms. While Berkshire is limited in investments today due to its massive market cap, plenty of smaller... More »
October 8, 2009 • KFT, MKL, BUD
Comcast-NBCU Merger Spells Big-Time Change Everywhere by Diane Mermigas
Comcast's bid to co-own NBC Universal is a grab for digital content dominance that will trigger influential paid models, force a revamp of broadcast television and spawn a new wave of media deals. Despite the favorable deal terms discussed, Comcast would have to justify the bold move by... More »
October 5, 2009 • CMCSA, GE, DIS

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Walt Disney Co. (DIS)

Instablog posts on DIS

Outlook for the Week Ahead by Price Headley

Comcast-NBCU Could Eventually Lead to Sale of NBC TV Network, Stations by Diane Mermigas

Cable Networks as Catalyst for Future Profits by Diane Mermigas

DJIA = A Very Dangerous Index by Peter Mycroft Psaras

Quarterly Report: Event Drive Hedge Fund Strategies by Brighton House Associates

TV Futures: Charging for Online Content by Diane Mermigas

Broadcast Nets Should Program Digital Risks by Diane Mermigas

Harley Davidson Executives, Investors Wear Generational Blinders by Beacon Asset Managers

A Mini Berkshire Hathaway - Markel by Retirement Savior

Comcast-NBCU Merger Spells Big-Time Change Everywhere by Diane Mermigas

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