I did say we had hope if SVOD and gaming delivered. Obviously, TV delivered big so we'll see if the MM's run this back up. If fundamentals continue to improve next quarter I'll be happy.
Value - good seeing you back on the board. Dont' mind if the execs are being compensated but it needs to be commensurate with earnings.
Our only hope is if SVOD and gaming delivers in a big way. If not, we're going down to 15. I don't see daylight here to the fall. Thank you bartender - may I have another!
Lower highs and lower lows with failure to hold the 50 and 200 day points to a 20% decline and the next leg down on failure to meet street's EPS. Look for pull back to the 15 area if they disappoint. NYSM2 will most likely disappoint in a big way due to release date. Many of its previous fans will go see Warcraft. Their model of increased production expenses, declining viewership in TV production and theatricals, and a gaming division and SVOD that aren' delivering equals OUCH AGAIN. All of the recent PR's don't mean a thing for the next 2 quarters. They may have to suspend dividend. There is always the outiside chance the SVOD in Chena delivers in a big way but I don't think so. The call should be contentious with calls for managerial pay adjustments that support their terrible performance over the last year.
If we go off of stock performance executive compensation would be 0 till they get their act back together and even then it should never reach the levels that Felty rec'd in the past.
All good staples. I'd add one - don't be afraid to take a profit! I'd be enjoying warmer weather down south if I sold this one at 41.
Agree with the tough sledding for at least another year. That's why we are talking about 2017-2018. I salute your service and wish you the best with your investments. Are you in any other dividend payers?
Militants in Nigeria have hit CVX well head and XOM pipeline. Instability there and the Saudis propensity to wipe themselves out with cheap oil will most likely keep WTI above 40. Summer driving season is almost here!
Going for dividend yield so picked up some CLNY and KHC last week. One is yielding 8.5% and the other is about 2.5%. Need to earn some money while LGF is floundering.
Who knows? The ones with a chance @ BO could be the new films we think don't have a shot.
good idea - expect a large top and bottom line miss this ER - UNLESS SVOD starts paying off in a big. The theatrical bombs may be coming to an end we may see better results in the fall.
Missed selling puts and calls at the top. I was set to sell covered calls against my entire position but never executed. Looks like we got another leg roller in the short term. NYSM 2 will not do well and they are slated for NYSM 3. Amazing they can't come up with another theatrical success.
Most definitely. I usually sell covered calls against 20% of my position at 1 and 4 months out. Look at the Jun (24 strike) and Sep (26 strike).
Bananas - I got a little greedy waiting for the buyout event. Who knows we may still get it, but the summer months will be painful. NYSM 2 is going to come in light because of the release date and the other big wide releases on the same weekend. I am still going to suffer through the the summer with this one and let it ride till next year to see how it plays out.
Type A - I'm still in hoping for a bounce in 2017. Hope all is well with you. I haven't really been monitoring ESV because I don't expect it to do much until 2017-2018. I know the saying is hope is not an option but I do believe as prices stabilize some of the off shores we'll still be around and ESV could recover a little.
Will be interesting to see how they expense Allegiant MISS. All the PR's are getting me concerned. A GREAT PR would be a buyout with the same valuation as Dreamworks.
I really hope I'm wrong, but history has a tendency to repeat itself.