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  • Proposed Time Warner Transaction Indicates Disney Is Undervalued: Levered Returns Interactive Model Included [View article]
    I feel comfortable with the $100 target even in this short term ugly market. Was curious if anyone is aware of any pension or healthcare liabilities or is DIS in good shape in these areas? Thanks.
    Aug 2 01:13 PM | 1 Like Like |Link to Comment
  • Morgan Stanley crunches the numbers on Disney [View news story]
    Far be it from me to argue with MS. However, there is so much positive news from Frozen and the little ones see it numerous times. I also understand that DIS is blowing the doors off with The World Cup. This being the case, I think DIS is doing & will do just fine.
    Jun 24 04:18 PM | 2 Likes Like |Link to Comment
  • Plains All American Pipeline beats by $0.03, beats on revenue [View news story]
    Appears to be an outstanding qtr.??
    Nov 5 01:16 AM | Likes Like |Link to Comment
  • Senator Mark Warner calls the bluff of broadcasters (CMCSA, CBS, DIS, NWS, NWSA) threatening they will pull their major networks off the air to cable if Aereo isn't stopped in courtroom battles by noting FCC broadcast licenses could be pulled in that scenario. With Aereo growing around like the country like a weed, and the proposed Television Consumer Freedom Act including a ban on networks converting to cable, the headaches of the industry have become a little more pronounced. Don't expect CBS head honcho Les Moonves to stay quiet on the latest development. [View news story]
    As if they have no other issues. Oh, Libya, AP, IRS> Yep, networks are the real issue.
    May 15 12:41 PM | Likes Like |Link to Comment
  • Heard during Disney's (DIS -1%) earnings call: 1) Investments in Fantasy Land at Magic Kingdom in Orlando look to be helping traffic. An all-time single day attendance record was set at the park during Easter weekend. 2) CEO Robert Iger addresses the one segment that is under-performing at the company (TV business) by noting that TV markets are compressing, but the exec sees market share improving. 3) Disney is working on opportunities to utilize the Star Wars franchise into television and theme parks. Details will follow later this year. (transcript[View news story]
    Seems like firing on all cylinders. Perfect long term holding.
    May 8 10:07 AM | Likes Like |Link to Comment
  • Plains All American Pipeline (PAA) agrees to acquire crude oil rail terminals from U.S. Development Group for $500M in a deal that is expected to close by the end of the month. The assets include terminals in Texas, North Dakota and Colorado that have a combined loading capacity of 85K bpd. (PR[View news story]
    Why buy if building on their own is cheaper? Is this not a very risky investment?
    Dec 6 01:54 PM | Likes Like |Link to Comment
  • Barclays investigates possible overvaluation in MLPs and thinks “the sector does not screen as cheap and will widen if the market gives up recent gains," advising investors who are overweight in EPD, PAA and KMI to moderate their positions. It's OK to add to ETB, EPB and DPM, the firm says, but reduce exposure to BPL, EEP and BWP[View news story]
    I too agree. I know PAA is firing on all cylinders & no reasons werfe given to moderate the position. I have test driven PAA for sometime & I am very comfortable holding it.
    Oct 12 07:00 PM | Likes Like |Link to Comment
  • Why Tobacco Stocks Are Likely Poised For A Sharp Drop [View article]
    Owned PM for a few months. I am stunned the author does not know that PM is international only. Fact checking should be a requirement to write an article.
    Jun 6 11:42 AM | 4 Likes Like |Link to Comment