Disney continues to execute as it preps its streaming services

Disney continues to execute as it preps its streaming services

Disney’s March quarter earnings confirmed the power of our Content is King investing theme as well as the benefits to be had with lower tax rates and share buyback programs. Operating results were favorable as was cash generation, and with prospects of more to come Disney is moving down the path with its own direct to consumer streaming services. If those services are successful, it could cause a major re-think in how peopel value DIS shares.

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Remaining Opportunistic as the Market Gets Cautious

Remaining Opportunistic as the Market Gets Cautious

We expect Disney shares are likely to trade sideways over the next several weeks as the market continues to digest the recently announced moves by the House of Mouse. We, on the other hand, continue to see our Content is King investment theme providing significant tailwinds to the business, and as such we’re suspending our stop-loss and will instead look to use further share weakness to improve our cost position.

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The Tematica Take on Disney’s Pending New Streaming Service

The Tematica Take on Disney’s Pending New Streaming Service

We expect Disney shares are likely to trade sideways over the next several weeks as the market continues to digest the recently announced moves by the House of Mouse. We, on the other hand, continue to see our Content is King investment theme providing significant tailwinds to the business, and as such we’re suspending our stop-loss and will instead look to use further share weakness to improve our cost position.

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PwC Data Confirms Our Content is King Investing Theme

PwC Data Confirms Our Content is King Investing Theme

We’ve touched on this aspect of our Content is King investing theme before, but nothing like data from PricewaterhouseCoopers to confirm it and the theme itself! Box-office markets over the next few years are expected to grow more quickly abroad than in North America, where receipts have been relatively flat and are forecast to expand […]

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More Robots To Help The Obesity Trend

More Robots To Help The Obesity Trend

Slowly but surely we learn of more tasks around the house, particularly those annoying ones that we’d like to put off if we can, are being overtaken by robots. While this may reduce tasks in and around the home, it does have us wondering more and more about the future of civilization and whether Disney’s […]

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New  FDA-approved weight loss device sucks food straight from your  stomach

Whenever you see and expanding pain point, and obesity is clearly one, there tend to be all sorts of companies putting forth solutions. In looking at this potential solution to the Fattening of the Population, we have to wonder if its a device that will truly help or one that enables? Would it have helped all those people that WALL-E encountered near the end of his self titled movie from Disney’s Pixar?

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China will be bigger for the movie box office in 2017 than the US 

China will be bigger for the movie box office in 2017 than the US 

Whether its characters from Disney’s Marvel, Star Wars or Pixar stable, or even DC’s own Batman and Superman, people will flock to the movies to quench their content thirst. Increasingly the international box office is becoming a bigger and bigger factor in movie decisions. Some film, like Expendables 3, are being made solely because of […]

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