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  • More on Newcastle Investment's Q2 [View news story]
    Should say GOLF business not Gold
    Aug 5, 2015. 07:59 AM | Likes Like |Link to Comment
  • Sony hoping for breakout with videogame film 'Pixels' [View news story]
    A vast majority of his recent movies he has been a writer to and he is a producer on nearly all of the movies he is in, not to mention his company happy madison productions is as well. What this previous sentence means, is that it is his fault.
    Jul 26, 2015. 05:05 AM | 4 Likes Like |Link to Comment
  • Mortgage REITs tumble as 10-year yield hits 2015 high [View news story]
    all of these percentages are wayyyy off for the day... something is wrong with SAs inputs... most of these stocks only down like 1.5% today
    Jun 26, 2015. 03:37 PM | 4 Likes Like |Link to Comment
  • GM passes on merger offer from Fiat Chrysler [View news story]
    A merger like that could be easily approved. This isnt like the telecoms where there is a duopoly and 2 semi majors, and its not like cable companies that own entire regions to themselves with very little competition.

    The car industry is an oligopoly. GM, Ford, Fiat Chrysler, Toyota, Honda, Hyundai/Kia, VW, Nissan and then a bunch of high ends like BMW and Mercedes and smaller companies. There is tons of competition and most of these already have several JVs with each other. Merging cuts costs on so many levels and car companies are having problems making their costs of capital. Prices likely won't be affected, but costs to make would be changed.

    Fiat could also easily spin off the Jeep brand into its own separate company were there any regulatory concerns as Jeep could more than easily make it on its own much like its doing with Ferarri already.
    May 25, 2015. 09:44 AM | 2 Likes Like |Link to Comment
  • Lumber Liquidators: Worrying About The 2015 Forecast [View article]
    chapman has been involved with herbalife alot over the past 15 years though so is quite familiar with that company. You also don't know how that position was structured or for how long he was in it, his LL position is all options. Also don't forget Ackman was dead wrong on Herbalife for nearly 2 years of him repeatedly pounding the table going on tv, to conferences, and taking redemptions to his fund before it finally started working
    Mar 12, 2015. 05:53 AM | 1 Like Like |Link to Comment
  • Carson Block says he's wary of Alibaba, or any other Chinese company [View news story]
    I respect Carson for his ability to weed out fraud but making the point "any chinese company could be fraud" is a little silly... i mean any american company could be fraud as well... history doesnt lie about that fact. Just because we have tighter regulation here doesnt mean it has stopped fraud from happening nor existing for long periods of time.
    Sep 10, 2014. 06:57 PM | 4 Likes Like |Link to Comment
  • Disney looks to apply Marvel formula to Star Wars [View news story]
    this is really an interesting concept, an unlike oracle who makes tons of large and small ones every year, disney generally makes very specific acquistions at great prices that fit so incredibly well in the organization
    Sep 10, 2014. 03:59 PM | 1 Like Like |Link to Comment
  • Amazon buying Twitch for $970M in cash [View news story]
    if you feel this way how do you feel about millions of people watching and obsessing over men getting paid millions to throw a ball around a field?
    Aug 25, 2014. 10:28 PM | 4 Likes Like |Link to Comment
  • Report: Facebook talking with Hollywood about Oculus deals [View news story]
    i would not put much weight towards this. As a manager at a movie theater i can attest that the hollywood distributors have begun backing away from 3D and are requiring us to take it less and less. There has been great pushback from consumers about 3D, they don't like the extra costs, and many don't feel it adds much especially movies where the effect has done post production. Added with the fact that 3D gives some migraines and eye strain its becoming a quickly dying fad. Oculus for movies seems like the same thing. And distributors would be smart to approach this slowly.
    Aug 8, 2014. 04:02 PM | Likes Like |Link to Comment
  • SandRidge -9.5% as Q2 disappoints, Global Hunter downgrades [View news story]
    fairly well known investment bank specializing in the resource sector
    Aug 7, 2014. 03:30 PM | 1 Like Like |Link to Comment
  • More rigs plus slowing capex could cause North Sea pain for offshore drillers [View news story]
    This first bullet point is worded so terribly... the article states that dayrates have been dropping around the world HOWEVER the North Sea has been the one bright spot (AS IN THE RATES HAVENT BEEN DROPPING) but may come under pressure in 2015.

    The way its written now it makes it sound like falling rates are a good thing...
    May 14, 2014. 11:34 AM | 11 Likes Like |Link to Comment
  • Warning shots fired from movie heavyweights on future of industry [View news story]
    I manage at a small town independent movie theater. I can honestly tell you, that Katzenberg is lost in this opinion of his. For one thing Dreamworks animation puts out usually 2 movie releases a year if that. Second Dreamworks doesn't distribute any of its own movies. 40% of sales go to theater operators and then on top of that Katzenberg has to split the 60 with a rival production company. He is nuts if he thinks the way he is doing it could ever be a growth industry. The other major distributors have been doing fantastic the past few years, and the last 5 years have been amazing for the industry as a whole. We have seen new players join the fray as well like Open Road (joint venture that AMC is a part of), Summit Entertainment joined the fray in 1997 with film financing and became a player in the past few years and was bought by Lionsgate, and Relativity Media has shown that it can compete with the majors when it was founded in 2004.

    At a small movie theater three weeks is all that matters. While larger chains will keep movies for longer because they can, that doesnt necessarily mean its the most profitable thing. Most contracts for movies with theater operators only last 3 to 4 weeks and for most movies a movie will only last for 1-2 before the attendance numbers are barren.

    Problems with torrents are largely a distributor and marketing problem. For example there are camera versions of the new film Neighbors that is supposed to release next week that are already all over the internet. It seems suspect to me that a movie that isnt even released anywhere yet would already have a camera version out, the only screenings have been premiers and critic screenings which seems like there is a lack of internal controls. Not to mention staggered worldwide openings begs for piracy.

    As for theater chain owners, I think most of business depends on what value you can offer to the customer and the customer service you can give, which is largely a location to location issue as well as dependent on your cost controls. Even with huge home theater systems lots of people want to get out of the house and feel like they are treating themselves to large formats and the theater experience.
    May 4, 2014. 11:29 PM | 3 Likes Like |Link to Comment
  • Micron Technology: Convertible Disaster [View article]
    @investor llew
    the way you put it is not necessarily true. Buying the bond and shorting the shares is a market neutral transaction. The short trade is covered by the convert bond, you technically carry the right to those shares so you arent necessarily on margin. Now, a retail brokerage probably won't be ok with that, but a larger broker likely would. Also technically its hard to say that it would be a 3% return, first there will be a cost to borrow the shares for the short trade so that will lower that 3% you talked about to maybe 1.5% BUT that isnt really true either because you are market neutral, the 2 trades cancel each other out and interest from the bonds is free money (literally) so its hard to put a return percentage on 0 money down.
    Apr 13, 2014. 03:51 PM | 3 Likes Like |Link to Comment
  • The Price Is Wrong: Greystone Logistics At 5X Earnings [View article]
    my buddy used to run a beer truck up in milwaukee. The pallets definitely make sense for beer. Beer deliveries don't go to warehouses, they go to bars, liquor stores, convenience stores, etc. The beer has to be unpacked, and broken down, brought down flights of stairs or into small refrigerated areas. These places are small and don't have room for pallets. The pallets end up getting taken back with the delivery.

    I can see the same thing happening with lots of types of businesses. Fast food for instance, places that are small but have a lot of turnover in product.

    I could easily see a deposit system being set up to return pallets as well, in much the same way as with co2 tanks or kegs. You get charged a small amount in addition to your order and you get recredited it when you return the pallets.
    Apr 3, 2014. 07:00 AM | 1 Like Like |Link to Comment
  • Time Warner's Triple Play Package: The Multi-Bidder Contest For Time Warner Cable [View article]
    i've heard that charter might be more likely to go after cox or cablevision now instead of getting into a bidding war, what are your thoughts on this?
    Feb 22, 2014. 01:24 AM | Likes Like |Link to Comment