Entries in the ‘media and entertainment’ Category:
filed in media and entertainment, technology on Jan.28, 2010
After seeing Apple’s unveiling of the new iPad tablet yesterday my overall conclusion is that the product is very solid and will probably find a niche with certain users, but it hardly seems to be the game changer for old media that many had hoped for.
Essentially the iPad is a thin, light-weight, extremely mobile device [...]
filed in media and entertainment on Oct.01, 2009
You may remember a few years back when Comcast (CMCSA) made a bid for Disney (DIS) only to be turned down. Reports today have them once again making a play for a blockbuster media content deal. Initial reports out of a Hollywood web site last night had Comcast buying NBC Universal outright from General Electric [...]
filed in internet services, media and entertainment on Mar.17, 2009
Time Warner (TWX) has long been a media conglomerate difficult for investors to dissect. However, that may be about to change and the moves could finally extract some value for Time Warner shareholders. The company will complete its spin-off of Time Warner Cable at the end of the month, which offloads billions of debt to [...]
filed in financial services, housing and interest rates, media and entertainment on Feb.23, 2009
One of CNBC’s finest, David Faber, recently completed a two hour documentary about the housing bubble and the credit crisis. I had the chance to watch it on Sunday and it is very well done. For those of you who are interested in how the combination of mortgage brokers, Wall Street, and consumers led to [...]
filed in media and entertainment on Jan.27, 2009
If people are looking to cut back on discretionary spending, the Netflix (NFLX) mail order DVD service can obviously help. Rather than spending $30 at a theater for a couple to see a movie and order some snacks, a Netflix subscription can cost half that for an entire month. Not surprising, fourth quarter sales and [...]
filed in media and entertainment on Mar.16, 2008
When I was growing up the gift option of choice was federal savings bonds. When I was old enough to be allowed to make my own financial decisions I promptly sold them and invested the proceeds in the stock market, where my long term inflation-adjusted returns would be much higher. Among both my high school [...]
filed in investment strategies, media and entertainment on Sep.28, 2007
Since it came up in discussions regarding my last post, I wanted to touch upon the issue of the financial media a bit more. I think it is important for investors to understand why media outfits like the NY Times (NYT) might not be the best resources to use when making investment decisions. Recent events [...]
filed in media and entertainment on Aug.22, 2007
A very interesting cover story in Barron’s this week about CNBC market guru Jim Cramer and the track record of his investment recommendations on his nightly television show, Mad Money. Essentially, Cramer’s picks were found to have lagged the market over the last two years. While certainly not surprising to professionals, many retail do-it-yourself investors [...]
filed in media and entertainment on Jun.12, 2007
Rumors of a merger between Amazon (AMZN) and Netflix (NFLX) have been rampant for months now, with the latest sending Netflix shares up over $25 each last week. However, with Blockbuster (BBI) lowering prices on their online movie rental service, Netflix is slumping back down to $20 per share. Amazon seems to be trying [...]
filed in media and entertainment on May.05, 2007
The movie Wall Street starring Michael Douglas as a greedy corporate raider in the 1980’s is a classic and although two decades old, it appears the film will be making a comeback. According to a New York Times source, Gordon Gekko is back. Edward Pressman, the producer of the original film, has signed on to [...]