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  • Viacom: Lost In The Collapse [View article]
    It has been said that "Content is King" This is very true. Thats why Nflx and other companies are trying to build uo content. Without content, Nflx or Apple TV would have no value. It would be like a shopping mall with no stores.

    That said, pure content players Viacom etc are also vulnerable and at the mery of distrubutors.

    That is why CMCSA and DiS are so desirable. They have great content. But they both have a great distribution platform to distribute their products to the consumer's eyeballs. Their amusement parks, resorts, games etc are all a form of distribution to the public.
    Sep 5, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • Monster Beverage: The Bubble Continues To Inflate [View article]
    I was told MNST was overvalued over a decade ago.
    Sep 5, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • A Fundamental Look At Disney And Its Competitors, And Why Disney Is A Buy [View article]
    People who are concerned about Espn should remember that the media division is still highly PROFITABLE. It is still guushing with cash. Who in their right mind would stupid enough to dump their golden goose before its time?

    CMCSA and Dis are the best of the breed. CMCSA is more adult centric while Dis is more kid centric
    Sep 5, 2015. 02:16 PM | 2 Likes Like |Link to Comment
  • Steven Spielberg Didn't Produce Enough Value For Disney [View article]
    2 times is when you start making money. So yes, Antman is highly profitable.
    Also keep in mind, for every 1 dollar Star War makes at the box office, expect to see another 5 dollars through merchandising etc. Quite a cash cow for Disney.
    Sep 5, 2015. 02:10 PM | Likes Like |Link to Comment
  • Waiting For The Stock Market Correction? Good Luck With That [View article]
    The beauty of picking individual stocks is that you are not at the mercy of the market. Regardless of whether the overall market is up or down, there are always stocks on sale at decent valuations.
    Sep 3, 2015. 12:44 PM | 4 Likes Like |Link to Comment
  • Apple's Move Into Content Creation Could Devastate Netflix And Amazon [View article]
    AAPL should buy DIS.
    Sep 1, 2015. 01:04 PM | 3 Likes Like |Link to Comment
  • The Force Is Strong With Disney's Star Wars 7 Debut Deal For IMAX Theaters [View article]
    For every box office dollar Star Wars gets from the movies it"ll get roughly 5-6 dollars from other sources.
    Aug 31, 2015. 10:49 AM | 2 Likes Like |Link to Comment
  • Blood In The Streets: Does Anyone Remember The Tech Bubble Or The Housing Crash? [View article]
    Ive been through both internet and housing bubbles. It permanently scarred many investors who are no longer in the market.
    Aug 29, 2015. 02:35 AM | Likes Like |Link to Comment
  • Stop Telling Investors To 'Not Panic' Because You Have No Idea What The Markets Will Do [View article]

    Looking at the chart, Im wondering how one can lose 750K (or whatever amount) in Intel by not selling in 2008?
    Aug 25, 2015. 09:28 PM | Likes Like |Link to Comment
  • Stop Telling Investors To 'Not Panic' Because You Have No Idea What The Markets Will Do [View article]
    "I have no idea what the markets will do" Me neither.
    However, I do know with fair degree of certainty that there are some companies whose earnings, intrinsic value, dividends will continue to compound in the future. Those are the companies that I buy, and buy more without panicking during market downturns and hold for a very long time.
    Aug 25, 2015. 05:29 PM | 3 Likes Like |Link to Comment
  • Is It Safe? [View article]
    During the past 100 years there have been 32 bear markets (defined as a drop of more than 20%). The average time to reach the previous high? 3.3 years.
    Aug 25, 2015. 10:30 AM | 3 Likes Like |Link to Comment
  • The Correction Everyone Asked For, But Nobody Wants [View article]
    Good article. Ive been through several bull and bear markets. This "correction" is nothing like 2009. Fear was in the air and palpable.
    If one's time frame is long term, then these dips/crashes are a welcome sight.
    With regard to the current dip, the question is where can you put your money, especially with interest rates so low? Even if interest rates are raised, it will likely be in small increments. So where can you your money? In high quality stocks with earning power to increase their intrinisic value long term . Volitility is just noise. I sleep well at night. My advise to people who are long term minded...dont check the price of companies so often. Perhaps only once a year.
    Aug 23, 2015. 12:47 AM | 18 Likes Like |Link to Comment
  • PayPal Holdings Is Pursuing A Strategy That Could Hurt Valuation [View article]
    Schulman, the guy in charge of Paypal came from American Express. AXP gives out credit, in addition to processing payments.
    Aug 22, 2015. 07:26 PM | Likes Like |Link to Comment
  • 9 Of 11 U.S. Cities Overrun With More Renters Than Homeowners [View article]
    Many people were on margin during the 1929-32 crash. If they had owned stocks outright, they would have done fine.
    Aug 22, 2015. 07:24 PM | 2 Likes Like |Link to Comment
  • 9 Of 11 U.S. Cities Overrun With More Renters Than Homeowners [View article]
    Hey David

    Thats a good point.
    Aug 22, 2015. 12:30 PM | Likes Like |Link to Comment