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  • Reporting Live From Disney World: The Sky Is Not Falling [View article]
    For every 1 dollar that Star Wars earns at the box office, it generates roughly 5 dollars more from other sources (merchandise, toys etc.). Since being bought by Disney, I expect that the number will be higher than 5 dollars when you consider the theme park effect etc. Lets put that number at 6 dollars.

    The Star Wars Force awakens is predicted to earn about 2-3 billion dollars at the box office alone. With 2 other Star Wars movies on the way, you could be looking at 6-9 billion dollars at the box office. If you consider the downstream effect, you could be looking at a much higher number (36-54 billion dollars over the next few years). This will be a nice cushion for DIS.
    Aug 10, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • Reporting Live From Disney World: The Sky Is Not Falling [View article]
    The longer you hold a good company, the lower and lower your cost basis will get.
    Aug 7, 2015. 02:08 PM | 2 Likes Like |Link to Comment
  • Oh Mickey! Disney Slower Growth In Critical Segment Is Cause For Concern [View article]
    I was wrong. NFLX will spend 5 billion in 2016 for original content. Who will they get content from? Content producers like DIS of course. The 5 billiion is almost as much as ESPN has to pay for its exclusivd sports right. The big difference is DIS makes a ton of money.
    Aug 7, 2015. 10:45 AM | Likes Like |Link to Comment
  • Oh Mickey! Disney Slower Growth In Critical Segment Is Cause For Concern [View article]
    Here are some things to think about when analyzing this industry

    1)NFLX will need to pay 3 billion dollars for content this year and 6 billion dollars from 2015 to 2018 to secure good content. For a company its size, that is alot of dough to dish out.
    2) NFLX will pay DIS 1 billion dollars for access to some of its content.
    3) It costs NFLX 100 million dollars to produce 1 season of Game of Thrones.
    4) ESPN has the rights to all the MAJOR sporting events ( the ones most sports fans are crazy about) for the next decade or so. In other words, they have complete control of Sport content for the next 10 years or so (when my son becomes an adult). He who has content has the power.
    5) it seems to me that ESPN is still golden goose for DIS. So why mess with it when it is generating good money still. It will continue doing so until that is no longer the case. Once that happens, DIS will make ESPN available on multiple platforms.....with DIS in control of course.
    6) Management is smart. They have 6-8 billion dollars they can use to gobble up shares. I feel they are waiting for the price to come down a little more so they can buy more.

    NFLX has no value if it lacks content. Content is king and NFLX and DIS both know that.
    Aug 6, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • For Disney, The Best Is Yet To Come [View article]
    During a correction like this traders and speculators transfer their shares to long term owners. Thats how the patient accumulate wealth.
    Aug 5, 2015. 09:09 AM | 17 Likes Like |Link to Comment
  • Facebook: Making All The Right Moves [View article]
    I was intrigued about whether Google+ could gain on FB. We now know our answer.
    Two reasons to I would bet on FB
    1) its moat is getting bigger. If google could not topple it, then not sure who can in the foreseeable future.
    2) its leader is still very young
    Aug 3, 2015. 01:25 AM | 1 Like Like |Link to Comment
  • MasterCard: The Valuation Debate And Growth Opportunities [View article]
    Its interesting how MA's share price actually increased, when earnings were "mediocre" , especially when compared to V. But when you look under the hood, there is much more to like.

    The most meaningful number I see is the 15% increased in processed transaction fee that MA experienced. (it was actually better than the 8% that was reported for V)

    Many people are confused and worried about competition from Apple Pay, Google Wallet, Paypal, Samsung Wallet, Starbucks mobile payment etc. What many do not realize is that all of the payment systems have to rely to some degree on the rails provided by the card processors. V and MA have enormous power. As these new options proliferate, so will the card companies. I especially liked it when the CEO of MA on his earnings call said "rather than placing bets, we're being relatively agnostic in all these spaces...keep yourself open, play with all of them"
    Jul 30, 2015. 08:09 PM | 3 Likes Like |Link to Comment
  • Why Amazon Is Growing Faster Than The Wal-Mart Online Business [View article]
    To find out why AMNZ is doing better than WMT, one only needs to look at their respective websites. AMNZ provides a much better shopping experience.
    If WMT ever gets its act together and concentrates its efforts on the e-commerce side, than it has a good chance to excel. However, WMT is like an aircraft carrier. It takes time to change direction. It also lacks a charismatic/unquestioned leader with the authority to make quick decisions.
    Contrast that with AMNZ. If Bezos has an idea, no matter how dumb or brilliant, it happens.
    Jul 30, 2015. 06:21 PM | 3 Likes Like |Link to Comment
  • PayPal: A Teenager's Perspective [View article]

    Its always nice to hear someone from the "young" crowd.
    Jul 29, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • What Percent Of Your Return Is From Dividends? [View article]
    The contribution to total return from dividends tend to get magnified over a long period of time, particularly when there are nasty bear markets.
    Jul 28, 2015. 11:40 AM | Likes Like |Link to Comment
  • Retired Dividend Growth Investors Are Lulled Into A False Sense Of Security [View article]

    I agree with you that for many investors, seeing their portfolio drop by 20, 30 or 50% is very painful and unbearable.
    But if you've reached the The Golden Finish Line, why even worry about those losses when they are buying opportuniteis. The Golden Finish Line is the point where your dividends are enough to meet your expenses.
    In the stock universe, there are thousands of companies. But among them, there are a few that can withstand the test of time. If your portfolio is diversified among those companies, I would sleep soundly at night.
    Jul 27, 2015. 01:21 PM | 7 Likes Like |Link to Comment
  • China path for MasterCard and Visa could be bumpy [View news story]
    it appears to me that the strategy of China has been to "protect" UnionPay until got big enough to make it on its own. Now that its there, it is now allowing V and MA to compete.
    Jul 27, 2015. 12:02 PM | 2 Likes Like |Link to Comment
  • Starbucks: Building Its Own Payment Ecosystem [View article]
    Stocks for long run,

    Agreed. Im comfortable investing in both value and growth stocks. With growth stocks with a long run way, it may never correct to "value" levels until its gone up a ton. By that time, there could be a correction, but minor compared to its run up.
    Jul 27, 2015. 11:22 AM | Likes Like |Link to Comment
  • Starbucks: Building Its Own Payment Ecosystem [View article]
    Compunded annual return from 2001 market peak to 2015
    SBUX 18%
    SandP500 5.5%

    Compounded annual return from 2006 market peak to 2015
    SBUX 14%
    SandP500 5%
    Jul 26, 2015. 02:22 PM | 3 Likes Like |Link to Comment
  • Starbucks: Building Its Own Payment Ecosystem [View article]
    How does Starbucks Mobile payment system work?
    Does it not require adding a credit/debit card or even Paypal?
    If that is the case the winners seem to be both Starbucks and the payment processors.
    Jul 26, 2015. 12:05 PM | 1 Like Like |Link to Comment