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Pixar Animation Studios (PIXR) Message Board

  • kappus4siri kappus4siri Oct 26, 2004 1:35 PM Flag

    New Possible investor question

    Hi all,
    Question.. This new film Incredibles looks fantastic from the reviews. .I am thinking about investing just for this movie.
    What is the deal/difference from DIS and PIXR>? Who do I invest in to get the most bang from my buck thinking that this new movie will b a hit?

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    • don't forget equity per share.
      And what proportion of that equity is 'goodwill and intangibles".

    • at_last_at_last writes:
      "Dammm, it costs a lot to buy one share of Pixar !!! DreamWorks Animation has 105.6 million shares outstanding after the IPO. At 38.50 per share DWA has a market cap of 4.06B. Pixar Animation has approximately 56.6 million shares outstanding. At 80.22 per share PIXR has a market cap of 4.54B. It appears that investors see a lot of potential in DWA. Let�s see, should I pay 80 for one share of an animation studio. Or should I pay 80 for 2+ shares of an animation studio
      Apple to Apples I�m gonna buy 2 for 1 and then sell when it gets up to $80"

      I just want to point out what is obvious to most people on this board. Let's say you buy $1,000,000 of each company's stock. With Pixar you get 12,500 shares or 0.022% of the company (12,500/56.6 million). With DWA you get 26,000 shares or 0.024% of the company (26,000/105.6 million). You are not getting "2 for 1" since you would have to buy almost twice as many shares to own the same percentage of the company...and remember, that is what you are buying, a small percentage of the company and it's earning power. Share price, by itself, is completely useless when determining whether a stock is cheap or expensive. Throw in the fact that Pixar will soon have $1 Billion (that's with 'B') in cold hard cash, and a much more desirable library, and my retirement money is staying put in Pixar. Whether you buy Pixar, DWA, or both is entirely up to you. But your decision should based on factual info and not misinformation.

    • IPOs are up 26% while NASDAQ is down 3%

      Hmmm, let�s see Dreamworks is about to release a DVD and will take the majority of the profits.

      Pixar is about to release a new film and will be lucky to get 40% of the profits.

      Dreamworks owns the characters that they create for each new film

      Disney controls the characters that Pixar created for each of their next two films

      Dreamworks is in charge of their own destiny

      Pixar is bound by the chains of Disney for their next two films

      Dreamworks can release up to two films per year

      Pixar can�t promise investors even one film per year
      They say, we �might be able to do it�

      Pixar�s first film after Disney won�t release until 12 months after Cars is delivered

      Dreamworks will be releasing Shrek 3 about the same time

      Pixar costs over $80 per share, way too much for the average family

      Dreamworks costs less than $40 per share
      Priced perfectly for friends and family

      Dam, nearly all of Pixar�s shares are owned by insiders and institutions

      In all likelihood Dreamworks will reach $60 per share long before Pixar reaches $90

      Gotta love Dreamworks, it is going to make their investors rich

    • now, DWA is sporting 377 block trades that account for OVER 70% of total shares traded today !

      you individual traders go play hardball w/the pros if you like...i'm comfortable hangin' here w/Pixar and watching those single/double/triple-lot trades click by.

    • "Now that there are two you can ignore fundamentals.
      ...
      Institutions love Pixar."


      "ignore fundamentals" at your own risk.

      so far today, Pixar has traded up 1+% on approx. 850,000 shares
      of that volume, 1 block trade went for 14,100 shares.

      today, from it's IPO price, DWA has traded up 37+% on approx. 24,000,000 shares
      of that volume, 370 BLOCK TRADES account for 16,659,400 shares (well over half !)

      now, gamblin' man...
      1) where's the institutional activity
      2) who's in a better position to acquire IPO prices on the IPO shares, individuals or institutions ?
      3) where are institutions most likely to be cashing in for that quick 37% gain ?

      not to mention...
      1) which has majority share ownership by principals most likely to dump
      (Jobs has proven he won't)
      2) which is a creative force vrs.s which is a copycat that tailors it's theme's to ride the wave of Pixar's successes ?

    • �Stocks often go up and down as a group�

      Unfortunately, this is often true (see SNDK and LEXR). When Pixar has a hit, Dreamworks is going to go up (and up). When Dreamworks has a dud, Pixar is going to go down (and down). At $80+ per share Pixar is going to drop a lot faster and a lot farther than Dreamworks.

      Now that there are two you can ignore fundamentals.
      Friends and family love Dreamworks.
      Institutions love Pixar.

      Both are good investments.because
      Ultimately, both companies will earn money for their shareholders.

    • Again more BS information. Pixar is a quality stock that is why it will stay an expensive stock. They are also a proven animation studio, where as Dreamworks kinda hits some and vastly miss some.

      DWA may offer some stablity to Pixar's stock but I HIGHLY doubt it. DWA is nowhere near the league of Pixar

    • Believe it or not, some good will come out of the Dreamworks IPO.

      There are now two pure animation plays.
      Stocks often go up and down as a group.

      When Dreamworks soars after the release of Shrek 2
      Pixar will probably see some stability in their stock price.

      Historically, Pixar often drops after the release of a film.

      The strength of Dreamworks heading into the release of Shrek should help Pixar stay afloat.

    • Dammm, it costs a lot to buy one share of Pixar !!!

      DreamWorks Animation has 105.6 million shares outstanding after the IPO

      At 38.50 per share DWA has a market cap of 4.06B

      Pixar Animation has approximately 56.6 million shares outstanding

      At 80.22 per share PIXR has a market cap of 4.54B

      It appears that investors see a lot of potential in DWA

      Let�s see, should I pay 80 for one share of an animation studio
      Or should I pay 80 for 2+ shares of an animation studio

      Apple to Apples I�m gonna buy 2 for 1 and then sell when it gets up to $80

    • Most of it's animation films have bombed. End of story.

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