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Momintn

Momintn
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  • Cord-Cutting Eating Into Disney's Operating Income [View article]
    There are other segments for the diversified companies like Disney that will provide the income and they license their content to other distributors as well as broadcast ESPN sports on all the new sports bars and outdoor screens setup all over Nashville. If someone doesn't have a family and isn't in their apt, they will be watching ESPN somewhere else. And people watch all of that advertising and buy all of that beer. Netflix isn't going to get anything for free from Disney or anyone else.
    Aug 7, 2015. 09:54 AM | 1 Like Like |Link to Comment
  • My Problem With Disney In One Chart [View article]
    There are so many cheap stocks now. That's the issue for many pundits trying to pick where the market is going with cash. When people come back from August vacations, I do think they will add to Disney for their children. But I noticed on several days buying on weakness in VTV value ETF, BRK.B Berkshire Hathaway, and IBM. Of course they will add to AAPL.
    Aug 7, 2015. 09:44 AM | Likes Like |Link to Comment
  • My Problem With Disney In One Chart [View article]
    I'm not buying that one. Comcast is far better. Viacom is going to have a new future CEO that I don't know much about. I also don't know much about those channels other than Comedy Central who is losing Jon Stewart. I believe you have to have one of the top two bundles at Comcast to get those channels which I do have but never watch. The stock has been cut in half so it is cheap but probably the dividend is at risk or something else is wrong. If you do some research let us know. Viacom is more exposed to cable.
    Aug 7, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Dish's Charlie Ergen Gives A Nod To Netflix [View article]
    Commentators on CNBC say the content on Netflix isn't that good anyway. Every time a new series comes on CBS, ABC, NBC, USA, TNT you should at least watch the first episode. Then you will see just how good the content is these days. No cheap subscription is going to beat that.
    Aug 6, 2015. 04:55 PM | 2 Likes Like |Link to Comment
  • Dish's Charlie Ergen Gives A Nod To Netflix [View article]
    My son watches Game of Thrones using our Comcast subscription at school. I see no reason for him to have Netflix. My daughter also uses our Comcast subscription for the things she watches unless she is watching free 13 channels on her tv. Eventually I think they will get their own Comcast or AT&T packages. But as long as they use my address, I think we are fine. So why would anyone give up their package is hard for me to understand. If the college has no reception and no cable/satellite, then maybe that is why they want Netflix, but I have been through 3 kids already and never subscribed to Netflix. Good luck to the bubble investors in Netflix because I will not be one of them.
    Aug 6, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • My Problem With Disney In One Chart [View article]
    I agree with you. Go look at what happened when the stock sold off last October. You want to buy Disney today and every day it is down until you have a good position.
    Aug 6, 2015. 02:54 PM | 2 Likes Like |Link to Comment
  • My Problem With Disney In One Chart [View article]
    The media over-reacted to one comment from Bob Iger. Read the call yourself about ESPN.
    http://seekingalpha.co...
    He definitely isn't seeing a bunch of skinny packages. And he says Disney welcomes more options because that just means more opportunity to sell their content and their channels. Netflix bulls are trying to scare everyone into buying Netflix instead of all the other media companies. That is completely ridiculous.
    Like I said read page 2 of the earnings call. And what does the size of the package have to do with ABC, theme parks, movies?...nothing. People are not going to stop watching ESPN one way or another.
    And CMCSA has CNBC. Does Cramer want you to sell the channel that worships his every word? How about Universal Studios? Have people stopped going to theme parks? Comcast just reported a good earnings report in July. It's a buy today.
    CBS has been absolutely thrown out with the bath water. Buy some CBS today. You don't need cable to watch it. Best programming year after year.
    Aug 6, 2015. 02:48 PM | Likes Like |Link to Comment
  • Disney down again, -5% amid broad media sell-off [View news story]
    Go look at Disney's earnings on this website.
    "In the Media Networks space, Cable Networks revenue was up 11% to $4.03B and Broadcasting revenues up a solid 19% to $1.78B. Operating income slipped 9% at ESPN due to higher programming/production costs, but ad revenues lifted operating income at Broadcasting 90%, to $302M."
    In the media space, there is not a problem with revenue neither for cable nor for broadcasting. Spending more money at ESPN is probably a good investment and ad income was up 90%.
    This sell-off in media stocks is unwarranted. If you have been waiting to get in on any of these stocks, then pick your prices and buy.
    Aug 6, 2015. 01:38 PM | 5 Likes Like |Link to Comment
  • Disney down again, -5% amid broad media sell-off [View news story]
    You can change your bundle for one month or for the summer, and then upgrade it back for the fall and winter sports. I think there is over-reaction to subscribers both on the upside and the downside. Disney is a lot more than ESPN. You do not need a bundle to view CBS, ABC. or NBC because you can view around 13 channels without cable. That is why there are so many companies creating content, entering deals to license that content, and using advertising dollars to stream that over the internet. While Netflix's subscription is cheap, you certainly don't need it. It is over-bought and you do not want to buy Netflix at this price. Instead you should buy your favorite stocks that are at a bargain price this summer. Viewing habits of children change when they become adults and want to listen to Bloomberg, CNBC, or Fox Business in any room, watch sports, follow a series on tv, or find a movie. It is quite funny that bloggers are talking about what their 7 and 9 year-old is doing.
    Aug 6, 2015. 01:14 PM | 3 Likes Like |Link to Comment
  • IBM: Are We Being Realistic? [View article]
    Unlike Microsoft, IBM has maintained a very good EPS. Microsoft's P/E is now 32 and earnings down -43%.
    Aug 5, 2015. 09:13 PM | Likes Like |Link to Comment
  • IBM: Are We Being Realistic? [View article]
    IBMers are on many social media platforms.
    http://bit.ly/1M65p0H
    I'm sure you can find some real people to talk with.
    Aug 5, 2015. 09:09 PM | Likes Like |Link to Comment
  • IBM: Are We Being Realistic? [View article]
    "Transformation on this scale requires IBM to continually remix skills--our clients expect no less as they look to IBM to help them take advantage of these innovations and new technologies," IBM said. "Last year, IBM hired 45,000 people, and the company currently has about 15,000 job openings around the world for new skills in growth areas such as cloud, analytics, security, social, and mobile technologies."
    Apparently the ads are real.
    Aug 5, 2015. 08:57 PM | Likes Like |Link to Comment
  • Buying The Dip In Apple? You're A Market Timer [View article]
    I do not understand why we are so interested in China anyway or what they say or what they buy. Apple's stock is cheap and Apple, the company, is doing very well.
    Aug 4, 2015. 03:16 PM | 3 Likes Like |Link to Comment
  • Buying The Dip In Apple? You're A Market Timer [View article]
    The rest of the world isn't going to buy a Chinese smart phone.
    Aug 4, 2015. 03:11 PM | 6 Likes Like |Link to Comment
  • IBM: Are We Being Realistic? [View article]
    I think the website is a fake with anonymous people posting whatever. Any time you do not have verified identities on the internet you have no idea who you are reading.
    Aug 4, 2015. 03:06 PM | Likes Like |Link to Comment
COMMENTS STATS
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