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PetSmart, Inc Message Board

lagunadan92677 47 posts  |  Last Activity: Apr 20, 2015 3:06 PM Member since: Sep 28, 2005
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  • lagunadan92677 by lagunadan92677 Apr 20, 2015 3:06 PM Flag

    Melissa Lee announced that Burns will be on Fast Money today.

  • Reply to

    Child 44

    by retiredarmyjoe Apr 16, 2015 12:29 PM
    lagunadan92677 lagunadan92677 Apr 16, 2015 2:10 PM Flag

    Russia's ban should result in at least a small boost in domestic box office. The boost could be more depending on the amount of media coverage.

  • lagunadan92677 by lagunadan92677 Apr 14, 2015 10:17 AM Flag

    May 12th B. Riley & Co., Santa Monica

    May 18th J. P. Morgan, Boston

    May 27th Cowen & Co., New York

    May 28th Bernstein, New York

  • Reply to

    Jon & Michael

    by lagunadan92677 Apr 9, 2015 2:18 PM
    lagunadan92677 lagunadan92677 Apr 9, 2015 2:21 PM Flag

  • lagunadan92677 by lagunadan92677 Apr 9, 2015 2:18 PM Flag

    Current stock ownership:

    Michael Burns 1,604,139 shs
    Jon Feltheimer 1,390,925 shs

    Feltheimer has sold 1M shares, through automatc sales (4 blocks of 250,000), from September 2014 through April 2015.

    Burns didn't sell any unusually large blocks during the same period.

  • Reply to


    by advisorydoc Apr 9, 2015 10:56 AM
    lagunadan92677 lagunadan92677 Apr 9, 2015 12:47 PM Flag

    I picked up 965 shs @ $31.09 this morning. Saved myself .91/sh. I figure we'll be back over $32 next week.

  • Reply to

    Question and confusion

    by advisorydoc Apr 8, 2015 10:37 AM
    lagunadan92677 lagunadan92677 Apr 8, 2015 11:18 AM Flag

    I was reading headlines when I wrote the message, but Cramer stated so on CNBC. I haven't found specifics yet and I'm not sure how quick Yahoo updates it's data.

  • Reply to

    Question and confusion

    by advisorydoc Apr 8, 2015 10:37 AM
    lagunadan92677 lagunadan92677 Apr 8, 2015 11:09 AM Flag

    It didn't seem to make sense to me at first, but after thinking about it, it seems the best way to dispose of 10M shares. Considering LGF's low float and daily trading average of 1M shares, selling 10M on the open market would be like pushing the stock price over a cliff. Rachesky gets a better price for his shares to pursue the Hawks and LGF's share price doesn't suffer from a free fall.
    LGF also lowered guidance, which concerns me more.

  • Reply to

    Mark Rachesky ...

    by lagunadan92677 Apr 6, 2015 12:40 PM
    lagunadan92677 lagunadan92677 Apr 7, 2015 12:15 PM Flag

    I think most on here know about Malone and the Braves since this subject was already discussed in another thread. Should Rachesky succeed in buying the Hawks, it would certainly cement the bond between Rachesky & Malone. As previously discussed, it was Malone that encouraged Rachesky to make the bid in the first place.
    IMO, there are no negatives regarding LGF should Rachesky succeed. At the very least there will be some free advertising as "Owner" Rachesky is often referred to as a majority shareholder of LGF. A strong bond between Rachesky and Malone can only lead to good things in LGF's future.

  • lagunadan92677 by lagunadan92677 Apr 6, 2015 12:40 PM Flag

    seems to have a 50/50 chance of buying the Atlanta Hawks now that the bidding field has been reduced to two. (Mark: Lionsgate Sports Arena, think about it...)

  • lagunadan92677 by lagunadan92677 Apr 4, 2015 12:17 PM Flag

    Wanna posted an interesting link in StockTwits about John Malone. Yahoo won't let me post the same link, but you can Google malones-CBS-play-and-deals-to-watch. Nothing really new but it's always good when possible deals involving LGF are being discussed.

  • Reply to

    Marketing Mistake

    by southbuckeye Apr 2, 2015 9:47 AM
    lagunadan92677 lagunadan92677 Apr 2, 2015 11:20 AM Flag

    I have to agree. IMO, "Lionsgate Premiere" should be used much like "Sony Classics". In other words, a label for "Art house" or potential award winning movies. Another name should be used for "B" movies, maybe "POP Entertainment"?

  • Interview was short and predictable. Michael was asked if Lionsgate is disappointed with Insurgent. (Do I really have to tell you his answer?) They also reviewed deals with Hunan TV & Alibaba. Michael talked about the importance of China and briefly mentioned a recent discussion with Jack Ma. (No details but definitely a tease.)
    Apparently, John Malone's stock swap has been approved and will proceed very soon. Michael talked about Malone being LGF's top pick.
    Not a lot of new things discussed, yet the stock spiked during the interview. (See the 2nd spike on the chart.)

  • lagunadan92677 lagunadan92677 Mar 18, 2015 2:40 PM Flag

    Actually, game shows are one of the most profitable programs, along with talk shows, news programs and reality shows.

    If you read the article, Family Feud is tops with women 25-54. Senior citizens might watch, but they're not the only ones.

  • For years, the highest rated game shows have been Wheel of Fortune and Jeopardy, in that order. A lot of their success can be attributed to their familiar hosts, Pat Sajak (and to a certain degree, Vanna White) and Alex Trebek, whose popularity is also aided by SNL‘s “Celebrity Jeopardy” sketches, despite his not appearing in them. But another mocked-on-SNL game show host is coming for their crown, and he’s got a good chance of catching up to them. That would be Steve Harvey and Family Feud, which may soon become America’s most popular game show.

    According to Nielsen estimates for the week ending Feb. 22, Family Feud continued its scorching season by matching its all-time high household rating (7.2), first set three weeks earlier. The Steve Harvey-hosted game show, distributed by Debmar-Mercury and from producer FremantleMedia North America, was up 11% vs. the previous week and 26% higher than the same frame a year ago.

    Season-to-date, Family Feud is averaging a 6.2 household rating and is up in that category and most other demos by about 20%. For the first time, it also ranks as syndication’s top-rated game show in women 25-54, moving ahead of Wheel of Fortune.

  • Reply to

    lionsgate finalizes deal with hunan tv china

    by realt101 Mar 12, 2015 9:55 PM
    lagunadan92677 lagunadan92677 Mar 13, 2015 3:21 AM Flag

    Lionsgate chairman Jon Feltheimer will be at Wednesday’s press event in China along with co-COO Brian Goldsmith.

  • Reply to

    lionsgate finalizes deal with hunan tv china

    by realt101 Mar 12, 2015 9:55 PM
    lagunadan92677 lagunadan92677 Mar 13, 2015 3:15 AM Flag

    Lionsgate to Get $375 Million in Production Financing From China’s Hunan TV - Variety

    China’s powerhouse broadcaster Hunan TV plans to give Lionsgate $375 million in production funding, in a deal that would represent the largest Chinese investment in Hollywood filmmaking to date.

    Sources close to the transaction said the agreement will be formalized next week and announced Wednesday in a press conference in Changsha.

    Hunan TV and Broadcast Intermediary, one of China’s largest and most forward-looking broadcasters, first signaled talks between the two companies in January in a regulatory filing with the Shenzhen Stock Exchange.

    The deal is expected to see Hunan TV provide a quarter of the $1.5 billion film production costs incurred by Lionsgate Films over the next three years. The Santa Monica-based studio’s major franchises, including “Hunger Games” and “Divergent,” are likely to be excluded from the pact.

    The biggest Chinese investment to date in U.S. entertainment was in the exhibition business with Dalian Wanda’s 2012 acquisition of AMC Entertainment for $2.6 billion.

    Hunan TV is China’s top provincial broadcaster, and has a nearly nationwide footprint thanks to satellite distribution. It grew to become the second most watched station in the country, after CCTV1, due to the success of its “Pop Idol” adaptation, “Super Girl” and a Chinese version of “Ugly Betty.”

    The Hunan TV-Lionsgate deal includes cooperation between the two firms for Chinese co-productions and distribution of Hunan’s Chinese-language films outside the U.S.

  • Reply to

    My professional opinion.....

    by outlawjohnmarston Mar 10, 2015 1:35 PM
    lagunadan92677 lagunadan92677 Mar 12, 2015 8:51 AM Flag


    “It’s hard putting companies together,” he said. “There has to be really good reasons. You have to think these things through… The conversations we have with Lionsgate will cast some light on what the extent of the relationship can or should be.”

  • Reply to

    My professional opinion.....

    by outlawjohnmarston Mar 10, 2015 1:35 PM
    lagunadan92677 lagunadan92677 Mar 12, 2015 8:43 AM Flag

    Chris Albrecht seems to agree with you:

    "Starz CEO Calls Lionsgate ‘Kissing Cousins,’ Talks Potential Merger"

    Wall Street and Hollywood have been buzzing about the possibility of a merger between Starz and Lionsgate ever since the companies swapped stock last February, making them, in the words of Starz CEO Chris Albrecht,” kissing cousins.”

    Despite coining the incestuously-charged metaphor, the pay chief stressed at the Deutsche Bank media, internet, and telecom conference on Tuesday that the two players are still in the get-to-know-you phase of their courtship. He did acknowledge that a union might ultimately make sense.

    “There are a lot of potential conversations for us to have,” said Albrecht, saying that the companies will go to the table asking, “Are there things that we’re doing that we can do better together?”

    The stock swap is still subject to regulatory approval. As part of the deal, Starz’s chief investor John Malone is joining Lionsgate’s board of directors, a move that only intensified speculation that the companies might become further entangled. The Starz stock used in the deal was held by Malone and his affiliates.

    There is certainly some synergistic appeal to a marriage. Lionsgate offers Starz top-line movies and programming at a time when it’s trying to bulk up its slate of exclusive offerings. The cable channel has nearly doubled the amount of original programming it airs in recent years, fielding shows like the pirate drama “Black Sails” and the bestselling book adaptation “Outlander.”

    At the same time, Starz grants Lionsgate entrée to the world of premium cable. With the studio#$%$ “Hunger Games” franchise winding down, it needs to find new revenue streams to compensate for the loss of Katniss Everdeen and company.

    “They’re at a point, like Starz, where it’s time to think about what’s next,” said Albrecht.

    Despite the fact that Starz and Lionsgate are growing more closely aligned, Albrecht argued that mergers can’t be taken lightly.

  • lagunadan92677 lagunadan92677 Mar 5, 2015 3:01 PM Flag

    Erik Feig, Jim Miller and James Myers are overseeing the project for Lionsgate.

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