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Pixar Animation Studios (PIXR) Message Board

RumorWhisperOrBuzz 29 posts  |  Last Activity: Feb 10, 2016 2:34 PM Member since: Nov 24, 1998
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  • rumorwhisperorbuzz by rumorwhisperorbuzz Feb 10, 2016 2:34 PM Flag

    Tick Toc, earnings are tomorrow after close

    Personally, I like the way AKAM is up 22.77% today. They are one of several companies (including FEYE) that dropped after last Friday's horrific report by Tableau Software... Recoveries happen once people get more data; do you really think FireEye's drop from $14.70 last Friday to below $13 today was justified? It's called the baby getting kicked out with the bathwater and AKAM is showing all what happens when investors realize they made a mistake :)

    Sentiment: Strong Buy

  • rumorwhisperorbuzz by rumorwhisperorbuzz Feb 9, 2016 4:52 PM Flag

    Good luck to longs here with their earnings report $$$$$$$$$

  • rumorwhisperorbuzz by rumorwhisperorbuzz Feb 9, 2016 1:16 PM Flag

    Or any other chain that has to potential to become a winner without the current anchor around CMG's neck

  • VTech wants this and if there's a chance they won't get it then they'll be buying shares on the open market to make it happen. You are already guaranteed $1, assuming that VTech is allowed to go ahead, but there could be more if someone else decides to counter. This is the sort of company that Mattel could turn into a profit machine. It might also be a company that Disney could grow. It would not surprise me to see the offer move up in order to protect the deal. Time will tell...

  • Reply to

    Earnings Play

    by silverfin226 Feb 4, 2016 1:00 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 4, 2016 3:05 PM Flag

    Good info! And it appears that recent purchases should be both additive and open up more markets.

    Sentiment: Strong Buy

  • Reply to

    Musings on Vivendi vs the Guillemot brothers

    by bzap2000 Jan 11, 2016 2:30 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 4, 2016 1:44 PM Flag

    Last month the press issued the following and there's been no word since... Vivendi stepped up pressure on the Guillemot family’s French video-game empire by increasing its stake in Gameloft to 26.7 percent, saying it doesn’t rule out a takeover should collaboration with the mobile-game developer fail. Vivendi boosted its holding to 22.7 million Gameloft shares, representing a 112 million-euro investment, saying in an e-mailed statement Monday that it favors “a constructive approach. The Paris-based company, which reached 20 percent of Gameloft on Dec. 1 and 25 percent just two days later, may continue to add shares depending on market conditions and may ask for a seat on the board, according to a regulatory filing.
    Clearly they are either still talking with management or they've been using the recent drop to increase their holdings even further. I get the impression that management isn't the type you work with so I foresee Vivendi doing a hostile takeover on the open market. Game loft management has not been able to stop the downward slide of their stock in spite of good earnings; that's a sign that they need the help of a activist investor. If it comes down to a vote... I'll be putting my shares behind Vivendi; unless management does something soon to firm up their shares. Personally I think they should be buying up lots of shares and telling the world about it. Also I think the company should be doing a big share buyback. It will be interesting to see how things play out in 2016. I'm pretty sure that this is the year that Vivendi will either join the board or take control.

    Sentiment: Strong Buy

  • Reply to

    Time to buy ???

    by beprepared4infinityandbeyond Feb 2, 2016 2:44 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 2, 2016 3:38 PM Flag

    You may be right.. I'm seeing the start of a late day turn around :)

  • Reply to

    They made one big mistake...

    by rumorwhisperorbuzz Jan 22, 2016 1:26 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Feb 1, 2016 12:32 PM Flag

    Thanks for the reply, unfortunately it sounds like Greg currently has a conflict of interest so he probably should not be head of the board. If he is definitely going to sell his company to Zoe's then Zoe's could up paying too much for his assets. This does not sound good for either Zoe's or Zoe's shareholders. It would be much better for Zoe's to just go ahead and start building a business here.

    The West is one of the areas that can help make any company and since California is "the bread basket of the world" (as pointed out elsewhere) there should be no problems supplying Zoe's with fresh produce for their restaurants. LOL, I still can't believe that they went into Arizona before California; clearly they have a lot of farms and fresh produce in the deserts of Arizona, NOT!!! The fresh produce chain on this side of the country comes straight through California and that's exactly what Zoe's needs to offer a quality product. :)

    I truly believe that Zoe's needs to be in California; especially the Silicon Valley and the surround cities. Unfortunately, Greg clearly has the ear of management so it may not happen this year. :(

  • rumorwhisperorbuzz by rumorwhisperorbuzz Jan 27, 2016 1:15 PM Flag

    Once they start opening stores in the West... Until then they're just another Krispy Kreme... A company no one in the West ever heard of unless they took route 66 to Radiator Springs. :)

  • rumorwhisperorbuzz by rumorwhisperorbuzz Jan 27, 2016 1:09 PM Flag

    Today I started wondering about how much work it would take Zoe's to get fresh produce for new stores in California and discover the (quote)t: California has often been referred to as the breadbasket of the world. In fact the California Department of Food and Agriculture notes that California is the world’s fifth largest supplier of food and agriculture commodities. Some of the leading agriculture commodities are dairy, grapes, almonds, walnuts, various varieties of fresh fruit, and vegetables. Over 400 different crops are grown in California - end quote

    It seems foolish that they are avoiding the West but I suppose the CEO knows what he's doing... By the way, I would love to know if his buildout is following the path of another successful company (like Chipotle) or if he is just winging it using the advice of personal advisors.

  • Reply to

    Anyone know who owns the most now?

    by bzap2000 Jan 22, 2016 12:09 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 27, 2016 12:54 PM Flag

    I have not seen those numbers but I saw mention last week that Vivendi got out of Activision (which had increased by over 90% last year) but is still in the gaming sector as they've been buying up shares of both Ubisoft and GameLoft..... I like big companies that buy low and sell high; of course, I've always enjoyed a good game of follow the leader.

    Vivendi is leading the way with rather large purchases of GameLoft shares; hopefully we see those go up by more than 90 in 2016.

    Sentiment: Strong Buy

  • Reply to

    FB buyout

    by d_clove99 Jan 27, 2016 11:46 AM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 27, 2016 11:54 AM Flag

    I'm not really big on starting rumors; instead I'd rather look at who might be the best parent to own Twitter. IMHO, it makes a lot of sense for Twitter to be tightly integrated into one of the set top boxes so that users have truly interactive television. There a only a few companies with appropriate platforms and those include Apple with the Apple TV, Google with their Google TV, Amazon with the Fire TV and Tivo. Of course, Twitter could be integrated into all of them but if one wanted to take full ownership I would suspect any of those companies before Facebook. Once Twitter is able to seamless display on home viewers big screen TVs then we'll see a whole new level of interactive sports that could grow Twitter's user base exponentially. Many would love to see this available by the Super Bowl; I think it is more likely that it will be available by the 2016 Summer Olympics.

  • Reply to

    Twitter TV will save Twitter

    by beprepared4infinityandbeyond Jan 20, 2016 3:29 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 27, 2016 11:40 AM Flag

    Apple should buy Twitter and make it a core element of their interactive TV product.

    Sentiment: Strong Buy

  • Reply to

    They made one big mistake...

    by rumorwhisperorbuzz Jan 22, 2016 1:26 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 26, 2016 3:00 PM Flag

    Oops, sorry... his stock is down... shouldn't confuse the CEO with the name of the company

  • Reply to

    They made one big mistake...

    by rumorwhisperorbuzz Jan 22, 2016 1:26 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 26, 2016 2:59 PM Flag

    And there are reasons why her stock is down and probably going further... Narrow vision is just that and it doesn't make for a good CEO of a public company. It might have been right for a start up but it's not good and the market is being pretty clear about that.

  • Reply to

    looks to be pegged at $18 today

    by play_ball_71062 Jan 22, 2016 2:10 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 22, 2016 2:16 PM Flag

    opps, there are a lot more calls at $18 that expire worthless if the price stays at or below... More like 18,000 than 1000 the 1000 were covers/new calls today

  • Reply to

    looks to be pegged at $18 today

    by play_ball_71062 Jan 22, 2016 2:10 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 22, 2016 2:14 PM Flag

    Yep, there are nearly 3000 puts and only about 1000 calls at $18 that will expire worthless today if the stock closes right at $18. That doesn't include the thousands of calls and puts that are below $18.

  • Reply to

    Pull The Trigger

    by finstadbresnahan Jan 22, 2016 1:44 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 22, 2016 1:57 PM Flag

    1312 Jan 2018 $18 Call options sold today for $6.25 each

    That's a $820,000 bet that Twitter will be well above $24.25 between now and then

    Now that's a gambler who's pretty certain about the future of Twitter

    Sentiment: Strong Buy

  • Reply to

    CNBC makes call

    by rumorwhisperorbuzz Jan 22, 2016 1:04 PM
    rumorwhisperorbuzz rumorwhisperorbuzz Jan 22, 2016 1:45 PM Flag

    Two of their broadcasters (roughly 45 minutes ago now), a man and a woman, were down playing the market's recovery and specifically noted the leaders in the FANG were not participating. The only stock I don't own is Netflixs so I was dumbfounded by their statement.

  • rumorwhisperorbuzz by rumorwhisperorbuzz Jan 22, 2016 1:26 PM Flag

    Not going far enough West... There be gold in those hills so everyone who's anyone goes West

    FYI, I believe this is going to be a great value for new investors, but into they head West I'm worried that it will be a value trap.