malach hamovess

Four Stocks for New Parents

buying what you know has nothing to do with the occasional shopper; it's a putzy theory when applied to megacaps like Disney which is priced as drek because it's about as driven by the economy as anything around.

buying toys doesn't make you an expert on Matel any more than smoking 3 packs a day would make you the expert on altria.

And as far as Costco - it may be a good company at the right price (I really don't know) but the standard that everyone who shops there should own its stock would have every new yorker owning verizon and every driver owning all the oil stocks since they all swap procuct

Why Media Stocks Are Looking So Ugly

worst of all - there is absolutely no moat around any of these stocks; cable has virtually obliterated any real barriers to entry; the internet has allowed anyone and everyone to compete; and the viewing public has become so diffuse, that the chance of sustained concentration in viewers or readers, or other devourers of content is slipping off the ledge.