Seeking Alpha

jefrank

jefrank
Send Message
View as an RSS Feed
View jefrank's Comments BY TICKER:
Latest  |  Highest rated
  • What It Means When Silicon Valley Can Buy Detroit [View article]
    Might be the case with GM, but the Ford family holds super-voting stock that gives them control over the company... which is why Ford leveraged the company, right down to rights to the blue oval, instead of declaring bankruptcy -- it's probably the primary reason Ford stock isn't higher today, as well. If Ford sells it would be because the family found it in their best interest to do so, not because they we forced to by a proxy fight.

    Tesla still has a lot of climbing to do... they can't even sell cars in some states because of franchise laws requiring them to establish "independent" dealerships in order to sell to the consumer.

    Apple & Google need to build phones that never lock up or require rebooting before they can put vehicles on the road reliably. They're finally getting into Detroit metal with infotainment systems, but that's a ways from controlling everything else that goes on in a modern vehicle, though not insurmountable.
    May 31, 2015. 08:42 PM | 2 Likes Like |Link to Comment
  • 3 Things Investors Need To Know About ABC's 2015-2016 Fall Schedule [View article]
    "it's also true S.H.I.E.L.D's ratings are not as high as hoped and generally are reliant on time-shifting data to see success."

    Does ANYONE (under the age of 60) actually watch network TV live these days? I time shift everything, including those pesky CBS shows that now have a 1-week delay on allowing my Dish Hopper to automatically skip the commercials.
    May 14, 2015. 09:42 AM | Likes Like |Link to Comment
  • Cedar Fair Facing Uneven Growth [View article]
    With a cost around $25/unit, I'll sit back and collect my 12% for a while
    May 14, 2015. 09:34 AM | Likes Like |Link to Comment
  • Memo To Ford's Management: Go On The Offensive And Buy Back $10 Billion Worth Of Your Own Shares [View article]
    Radicals kept yelling "Government Motors" and basically forced the Feds to sell too early instead of letting the investment in saving the company work. The gov't acted as the lender in GM's bankruptcy (remember, the banks, too, were in free fall due to the mortgage crisis and couldn't/wouldn't step in as they usually would in a bankruptcy). I never understand how people don't recognize this... GM went bankrupt, the gov't was its lender. It's likely some of the terms of bankruptcy were different because the gov't was the one backing the company, but the bottom line is that it was a bankruptcy.
    Mar 19, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • Reducing Cedar Fair From Buy To Hold [View article]
    Wish I had had the money to add to my position during that period. I took the full roller coaster ride and, luckily, came out on the right end. Thought I was going to end up taking a bath, but stood with the other unit holders who refused to let Dick & Co give the company to Apollo for peanuts.
    Mar 5, 2015. 10:47 AM | Likes Like |Link to Comment
  • Reducing Cedar Fair From Buy To Hold [View article]
    "I'm more concerned that FUN is at the point in the cycle where they traditionally do something stupid like overpaying for a 2nd class property just so SIX can't have it."

    At least Dick K is no longer running the place... that seemed to be his entire strategy. Buy Geauga Lake and close it down, way over pay for the Paramount parks, and, in the meantime, let the rest of the system languish.
    Mar 4, 2015. 09:34 AM | Likes Like |Link to Comment
  • What Major Changes In Ford's Management Mean [View article]
    That "risk" is all that saved the company from filing for bankruptcy. The Ford family stood to lose everything if that happened, so they didn't let it.
    Jan 16, 2015. 09:55 AM | Likes Like |Link to Comment
  • Breakout game for ESPN [View news story]
    Uncle Scrooge is going to need another money bin. ;-)
    Jan 13, 2015. 11:37 AM | Likes Like |Link to Comment
  • Stand-alone HBO plan might be epochal development in streaming [View news story]
    Now things get really interesting! Why do I keep Dish (or Comcast or DirecTV or ...) if I can get HBO Go standalone? It's about the only thing keeping me tied to their "wire." If HBO goes, so will Showtime and the other pay channels. The providers might have to cut their pricing on the pay channels in order to keep subscribers from fleeing.

    If the providers decide to play hardball, they'll ultimately only cut their own throats. Drop HBO and subscribers leave even faster.
    Oct 15, 2014. 11:42 AM | 2 Likes Like |Link to Comment
  • Disney And Dish Ink First Of Its Kind Programming Deal; Dish To Disable AutoHop Feature [View article]
    Dish didn't give up nearly as much as you think with disabling autohop for 3 days. It already takes 1-2 days for a show to have autohop enabled so the extra delay isn't all that significant for those of us who record everything to watch at a later time. So I watch that Monday show on Thursday instead of Wednesday... not a big deal. Most likely I wasn't going to get to it until the weekend anyway.
    Mar 7, 2014. 03:01 PM | Likes Like |Link to Comment
  • Disney and Dish Network starting to warm up for epic battle over fees [View news story]
    Rarely watch ESPN, so no effect on this Dish customer from that perspective, but I'd better see a matching rate reduction if they aren't shelling the cash out to DIS for the channel.
    Sep 10, 2013. 03:45 PM | Likes Like |Link to Comment
  • Disney (DIS +0.7%) has raised admission prices at its California and Florida theme parks by as much as 9.6%. Single-day, multi-day, and annual passes are all affected. A one-day pass to the Magic Kingdom in Orland is now $95 from $89 for those 10 and older. For one of two parks at Anaheim's Disneyland, it's now $92 from $87. A park hopper ticket allowing entry to both parks is 9.6% higher to $137. [View news story]
    Let's see... one day at Disney for my family of 6 = $95 * 6 + parking. An entire season at Cedar Point (and its sister parks) = $160 * 6 with parking included. Easy to see the better financial deal, but The Mouse is The Mouse. Think I'm glad I own shares in both of these entertainment providers.
    Jun 3, 2013. 03:09 PM | 1 Like Like |Link to Comment
  • Aereo says under a new pricing plan subscribers can pay $8 per month for unlimited streaming of local broadcast programming and up to 20 hours of remote DVR storage. For an additional $4 per month, users can receive up to 60 hours of storage. The counter-attack: CBS (CBS +0.3%) is busy with legal maneuvers while ABC (DIS +0.1%) says it will launch an iOS app this week that allows residents in New York and Philadelphia to watch local stations live on their iPhones or iPads. [View news story]
    CBS is stuck in the past... try to litigate the competition out of business... while Disney/ABC is moving forward by trying to capture some that revenue stream for themselves, and they can likely come up with additional features in the app that will make it more attractive than Aereo's offering.
    May 13, 2013. 11:36 AM | Likes Like |Link to Comment
  • Time for Chewbacca's solo: Disney (DIS) CEO Bob Iger drops a nugget on the CNBC crew during his post-earnings pep session. The exec says the company will develop stand-alone films using Star Wars characters with a slate of movies tentatively scheduled for release between 2015 and 2021. [View news story]
    Just because those characters weren't well developed under Lucas (and his constant "revisioning" of the original films) doesn't mean that there isn't room to develop them further and base sequels (or TV shows or video games) around them and their backstories.
    Feb 6, 2013. 12:00 PM | Likes Like |Link to Comment
  • Time for Chewbacca's solo: Disney (DIS) CEO Bob Iger drops a nugget on the CNBC crew during his post-earnings pep session. The exec says the company will develop stand-alone films using Star Wars characters with a slate of movies tentatively scheduled for release between 2015 and 2021. [View news story]
    Oh yeah... that movie (Episode III)... highly forgettable,a long with the rest of the prequels. Still trying to block them from my mind, and, apparently, partially succeeding. lol

    I agree with the assessment that $4B for the franchise, along with Skywalker Sound, is going to be a long-term bargain. The possibilities for the theme park(s), alone, are endless. Disney can't capitalize on the Marvel characters because of the perpetual license that Universal holds, but they could take Star Wars to new heights of theme park heaven.
    Feb 6, 2013. 11:58 AM | Likes Like |Link to Comment
COMMENTS STATS
34 Comments
12 Likes