Word of mouth is giving Cars an A+
It's just a matter of time before Disney roars back
BTW, take a look at THQI and MAT for secondary plays on Cars then hold til earnings
I'm buying up GME, MAT, THQI and am considering more Disney.
Disney has the best history of going up after the release of a Pixar film.
e9racer, are you going to the Lowe's race track this weekend?
If so, enjoy the "CARS" show!
When Disney and Pixar team up on a film it defies all logical chart theories and it trumps patterns that look promising.
For a detailed argument on why you will probably lose money using head and shoulders please read the following:
Disney/Pixar�s CARS releases nationwide on June 9th
It�s not too late to pull up your shorts and wait for Pixar�s newest juggernaut to pass you by
Funny how your name includes "racer" yet you at betting against the Disney/Pixar blockbuster film that is loaded with race cars.
Did you see the Jun $17.50 call options flying off the shelves today?
Buyers see a stock that could go from flat-line to $20... Faster than Lightning McQueen can go from zero to sixty!
Thanks again for the cheap options
Whoever doesn�t agree that Cars will be a blockbuster toy series for Mattel is in denial and has not done their homework. Mattel could/should easily break $20 this year just from the strength of the sales generated by this new toy line.
Thank you to Bob Iger, Steve Jobs and John Lasseter for sharing Cars with Mattel !!!
See you at �$20 and Beyond�
Nice, you�ve sold your shares for $17.80 and took $2.80 of that in November of last year.
Now you have $15 per share tied up until January of next year.
Sure you could buy back your options near $2 and walk with $0.80 in profits
Or you could wait until Cars releases next month and see if
Steve Jobs, Bob Iger and John Lasseter can give new life to Mattel
If they do, then you can sit and watch your options head back towards a value of $2.80 or you can cover for a small profit.
Regardless you are betting against a strong wind and standing in front of the Disney/Pixar train.
Your money is tied up and your maximum upside potential is 18%.
I am taking a much bigger risk than you, my downside potential is 100% yet I see an upside potential of 150% or more.
Time will tell who is correct, yes?
AP news: �Among the coming summer films that have released the most merchandise are Disney-Pixar's "Cars," Walt Disney's "Pirates of the Caribbean: Dead Man's Chest," and Warner Bros.' "Superman Returns." Sony Pictures'�
Mattel has toys for all of these
AP news: �"Last year, it was all about 'Star Wars,'" said Ernie Speranza, chief marketing officer at KB Toys Inc. This summer, he's betting that three movies -- "Cars," "Superman" and the "Pirates" movie -- "will be better than one."�
Mattel isn�t the only company looking forward to strong summer sales
AP news: �Officials from KB Toys and Toys "R" Us Inc. report strong early sales of the movie-related goods, which started to appear in stores in early April. And the momentum should pick up when the films make their theatrical debut over the next few weeks. What should help is that the movies are expected to attract diverse audiences.�
Oops, that kind-of blows away your idea that �it's simply ludicrous� that Mattel could have a great second quarter assisted by a June release of �Disney & Pixars newest animated film CARS�
I understand that success at the box office doesn�t guarantee success at retailers, but I have done my homework which is why I purchased a significant number of in-the-money Jan07 call contracts.
Mattel could quite possibly blow away their 18 month high and head into the mid $20�s
If they do then you will be holding the bag on your $15 strikes until someone takes your shares next January.
Good luck with that one� At least you got more than $2 per share for your contracts.
Would you like to know why so many investors are willing to buy up January 2007 call options?
The answer is simple: Mattel may not get their act together in time to fully capitalize off the June 9th release of Disney/Pixar�s Cars and all of the great free advertising that goes with it, but by the time the associated DVD releases in Q4 of this year, Mattel will have all of its production facilities geared up to handle the demands of the fourth quarter holidays.
This quarter Mattel might blow out the numbers yet it depends on supply chain capabilities.
By fourth quarter all issues will have been worked out and Mattel should easily blow away the numbers.
Cars is a very powerful film and it is going to be much bigger than the anyone currently expects.
The retail opportunities are enormous!
IMHO, Mattel has a golden opportunity and so do new investors.
Oops, a small correction to my prior post.
I didn�t buy the 6230 open Jan 07, $15 calls.
Today I only purchased 100 contracts. Of those, 53 were purchased at $2 and the remaining 47 were purchased at $2.02. I�m not sure why the second purchase isn�t showing up on some real time tickers yet I do have a confirmation of their purchase.
I am now the proud owner of those Jan 7, $15 calls and I must assume that you are the one who sold them because your post popped up soon after I purchased them.
I can guarantee that I bought those contracts because I have seen Disney/Pixar�s newest film and because I have seen children play with Mattel�s new Cars and I have a strong feeling that we will see Mattel break $20 this year.
BTW, if you really want to short Mattel then you shouldn�t be selling calls; you should be buying puts.
FYI, between now and next January someone is going to exercise your calls and sell the shares at a much higher price (and the calls will trade hands many, many times :).
Cars is going to be a huge success for Disney and Pixar and Mattel
Of course, these are all predictions just like you predicted that the Jan 07 calls will work in favor of a short seller.
By the way, I intend to sell the calls after Mattel breaks $20 and I expect to make at least 150% profit on my investment.
Great questions about who leaked what and why.
I believe you are right. The rumors may have stopped Disney�s December free fall and effectively put a cap on Pixar�s share price.
I don�t know if Bob is smart enough to think of that on his own.
Do you suppose that Eisner may have coached Bob on how to deal with Steve?
If so, then score one more for Michael.
The 10th Anniversary Toy Story DVD releases two weeks from today with a small marketing campaign starting soon before that.
Does anyone know Pixar�s history leading up to the release of a DVD?
Should we expect the stock price to start ramping up as the commercials hit the airways?
Would you recommend buying September options as a good way to profit off this even?
Thanks for you input
Here is the post on the DWA message board that caused saigon_swinger to snap:
And here is the post where he creates the title �PIXR made Valiant?�
Saigon, we have seen shorts do this before. It has happened many times on the Pixar message board. They usually attack someone who has a lot to say and is making a good case for their investment. The short hijacks your user id by switching some letters then they prod you by posting bogus posts in what appears to be your name.
Saigon, you should not let the shorts win. The best thing you can do is �refuse to play their game�. By posting bogus information on the Pixar message board you are working with them instead of against them.
Think twice, act once
I�d wait a few more weeks. I don�t see any catalyst ready to drive the price higher yet a shareholders lawsuit could be right around the corner. If that happens then expect it to go down another point or two.
If you are looking to buy 1000 shares then you might want to spread the buys out over the next month and a half. Start a position now, buy a few more shares in two to three weeks, and then complete your position later next month.
The CEO showed a nice sign of faith, yet it may have been a last ditch effort to keep his job
Re: "Steve�s quote about Cars/Lasseter �I�ve never seen John Lasseter as excited going down the home stretch�."
He wanted to let true investors know that Pixar is now a Strong Buy
Back up the truck !!!
You can keep your fuzzies at home
The Theatrical splash announcing the new deal is coming up fast
How many shorts are there?
How many day will it take them to cover?
Be prepared for $50, $60 and Beyond