Entertainment/content delivery vehicles: mobile devices like iPad, cell phones,, laptop, cable box, Netflix, Slingbox., DirectTV....these are the combatants that are at risk of increase or decrease in market share. They all need compelling content..content is King. ESPN and all Disney content are in rarified air folks. Don't be swayed by a slight softness in the ESPN number...they'll show up anywhere content is being delivered. This is demanded content.....we're not talking the Underwater Basketweaving Channel. Disney only to grow stronger.
Just as FB, APPL enormous earnings and runway at a time when they'd crushed earnings but not up to lofty analyst expectations. In another day the "over sold" sign goes up in the window and presto! .... They'll start touting the unbelievable numbers posted and all the good news will splash everywhere. In the meantime loading up on it.
Mother of all squeeze coming today as earnings report truly understood. Pre- market drop on premature selling by jumpy traders. Baba smoked the quarter.....hang on to shares and enjoy the run up as day goes on and numbers reviewed. Did any of the bashers here read the report? Watch 9AM EST CNBC.
Interesting video story at CNBC that everyone should watch. No one is taking into account a lot of the revenues at Alibaba coming from sale of counterfeit merchandise. Alibab is going to look a lot like Canal Street vendors in NYC LOL. Hey want a Rolex....LV luggage. I hope that stock crashes frankly....the Chinese still a ways off from global standards of fair play IMHO.