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Rich in NJ

Rich in NJ
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  • Disney's ESPN subscribers slide more than 3% Y/Y [View news story]
    How is it a slow bleed when DIS can always market ESPN as a stand-alone service, giving it the ability to derive a greater profit even with a smaller overall subscriber base?

    We are merely in a transitional era when some investors/traders are unable (or unwilling) to see the forest for the trees.
    Nov 27, 2015. 12:11 PM | 10 Likes Like |Link to Comment
  • Pennsylvania high court rules against Verizon in multimillion-dollar tax case [View news story]
    Yes, vote for right-wing ideologues like Brownback in Kansas who has bankrupted his state with budget busting, anti-growth tax cuts.

    If you want to meaningfully reduce welfare spending, find a way to rebuild the industrial base of the Northeast.

    That has been a bipartisan failure of the last 60 years.
    Nov 19, 2015. 06:47 PM | 12 Likes Like |Link to Comment
  • HBO, Jon Stewart agree to four-year exclusive production deal [View news story]
    N = 1
    Nov 3, 2015. 02:15 PM | Likes Like |Link to Comment
  • Apple suppliers higher after Apple's earnings [View news story]
    So much for putting any faith in an "early" release of a supplier's earnings report.

    No data point from any supplier is particularly revealing as to the iPhone's sales trend, as Tim Cook has repeatedly cautioned.
    Oct 27, 2015. 08:48 PM | 2 Likes Like |Link to Comment
  • Fed's Fischer comments on monetary policy [View news story]
    A sensible fiscal policy could moot most issues arising from a 25 basis point interest rate increase.

    For example, there needs to be a bipartisan solution to address our declining infrastructure.

    Sadly, that appears to be extremely.
    Oct 11, 2015. 02:07 PM | 2 Likes Like |Link to Comment
  • Reuters: GE nears deal to sell $30B-plus of loans to Wells Fargo [View news story]
    As Bill Ackman recently said:

    “GE is actually an extremely well-operated company, but it’s a company that’s been an absolute failure in terms of the way they’ve allocated capital.”

    So I am glad to see that they are finally unwinding past mistakes and regaining focus.

    Long GE
    Oct 9, 2015. 06:09 PM | 9 Likes Like |Link to Comment
  • ABC Family channel rebranding as Freeform [View news story]
    The 700 Club? No wonder I don't watch.
    Oct 6, 2015. 09:49 PM | 6 Likes Like |Link to Comment
  • Weekly ETF Gainers / Losers [View news story]
    When oil becomes more expensive again.
    Sep 25, 2015. 04:37 PM | 3 Likes Like |Link to Comment
  • Time to sell Exxon and Chevron, buy Total and Shell, analyst says [View news story]
    Buffet sold at around $90. It closed today at around $72. So unless the analyst made this call when Buffet sold several quarters ago, he isn't agreeing with Buffet, and what Buffet did back then is irrelevant.
    Sep 23, 2015. 06:05 PM | 3 Likes Like |Link to Comment
  • Disney: Evercore sees upside; ESPN faces layoffs, budget cuts [View news story]
    I would guess that they need to re-negotiate contracts or wait for the current ones to expire because there are rights fees for the new revenue streams that need to be determined.

    Long DIS
    Sep 22, 2015. 04:52 PM | 2 Likes Like |Link to Comment
  • Porsche, Mercedes issue challenges to Tesla with planned electric cars [View news story]
    My guess is that TSLA will eventually be bought by, or enter into a joint venture with, Apple, Google, or a car company.
    Sep 15, 2015. 07:13 PM | 7 Likes Like |Link to Comment
  • Cord-cutting affects AMC, CBS differently from Disney [View news story]
    What some traders/investors are overlooking is that DIS can and ultimately will sell content (including ESPN's exclusive sports content) OTT, and that will more than compensate for any lost revenue resulting form cord cutting.

    Long DIS
    Aug 19, 2015. 06:44 PM | 7 Likes Like |Link to Comment
  • Time Warner CFO: Pay-TV sub losses not that fast; no superhero fatigue [View news story]
    I guess you have never watched HBO because they don't have commercials, and they have a similar stand alone service, HBO Now, to Netflix, with comparable original programming, first-run movies, and sports, which Netflix doesn't have.
    Aug 13, 2015. 08:08 PM | Likes Like |Link to Comment
  • Bloomberg: Apple now aiming for 2016 Web TV service launch [View news story]
    From the Bloomberg article:

    "With iPhone sales slowing..."

    Do they just make stuff up?

    iPhone sales increased 35% year over year in the most recent "disappointing" quarterly earnings release.

    It's as if facts, reality, and truth don't matter for some.
    Aug 13, 2015. 07:46 PM | 16 Likes Like |Link to Comment
  • EOG Resources CEO sees U.S. oil production declining in H2 [View news story]
    Oh wait. A stock can go lower????
    Aug 9, 2015. 04:28 PM | Likes Like |Link to Comment