James Wilcox

http://blog.wilcox-studios.com

5 Comments

    • Cramer's Performance: Barron's Findings Are Not Surprising [view article]
      The article fails to account for Cramer's buying and selling strategy and assumes a buy and hold approach which isn't at all what Jim Cramer does. In fact, without taking his specific strategies into account there's no way you could even extrapolate the performance of his picks without knowing exactly when he bought and sold said stocks. The article also doesn't mention the picks from the Action Alerts Plus portfolio he runs for charity and based much of the information on the "Lightning Round" which is when he answers questions from callers and that specific information is based on past knowledge of the stock in question.

      Articles like this only serve to feed the negative pundits and to preach to the choir of Cramer haters already out there. Jeers to Barron's for taking such a negative slant on Cramer just to sell a few newspapers.       Aug 24 02:20 AM
    • Time Warner Cable Conquers Fear of Video-On-Demand [view article]
      Hollywood still doesn't understand the value they could provide by having VoD available on the same day that theatrical releases come out. Stay at home mom's and other people unable to trek down the the local cinema would jump at the chance to be able to see a first run movie in the comfort of their own home and they'll pay for it too.

      The studio that is bold enough to do this is the one that's going to win the VoD war.

      The Proficient Investor       Jun 08 07:42 PM
    • Bad News For Blockbuster Shareholders [view article]
      This is classic Blockbuster. Remember they could have bought Netflix when it was only a $50 million dollar company. Now they are following in their footsteps but still don't have a superior product. In order for Blockbuster to oust Netflix they are going to have to develop a better application or provide something above and beyond what Netflix does (Total-Access is going to fail).

      I have been following these two stocks for some time now and write about them on my blog The Proficient Investor       Jun 08 07:39 PM
    • Are the Netflix-Amazon Rumors Coincidence? I Think Not [view article]
      Don't forget that Netflix offers some of it's 70,000 titles as on-demand as well.

      BBI is a dead stock IMO. Their total access plan is going to fail because it's costing them rentals from in-store. In fact I know several people that have already canceled their Blockbuster total-access membership because all they get now are games from the stores. This of course is something Netflix isn't offering but if it did it would help them compete with services like Gamefly.       Jun 08 07:09 PM
    • Here's Why Amazon Won't Buy Netflix [view article]
      I disagree with Herb Greenberg here as well. All year the comparison between Blockbuster and Netflix has been raging on in blogs and yet all the bears forget to look at growth. Mr. Greenberg also states that the recent hike in postage rates would affect Netflix's bottom line...I doubt it seeing as bulk mailers like Netflix get a huge discount on postal rates because of their size and volume, not to mention the exclusivity of using the US Postal Service over anything else.

      I also highly doubt Amazon would integrate Netflix into their store model because it doesn't make sense. What they would be able to do however is leverage the advertising model Netflix has in their mailers and on the Netflix site. Has no-one else thought of this? You can read more stuff like this on my blog, The Proficient Investor.       Jun 08 07:01 PM
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