I continue to think that the big entertainment conglomerates which own movie studios could benefit from a positive shift in sentiment this year if the box office returns to growth. Disney, News Corporation, Time Warner, and Viacom would be the beneficiaries. Improved box office alone isn’t enough to rescue these stocks, but with sentiment quite […]
The weekend box office saw the top dozen films gross 5% less than a year ago but with the final weekend in January in the books, Hollywood has to be pleased with 2006 so far. Heading into this weekend, the box office was up more than 9%, a nice turn from the dismal 2005 performance, […]
The box office had an excellent weekend with the top then films grossing 15% above year ago levels and 16% above the 2004 level. The strength was driven by both a blockbuster opening and good depth. Given the overwhelmingly negative sentiment about the box office, the strength will come as a surprise to many, and […]
King Kong opened strongly with $51 million on the weekend and $66 million since its mid-week release. However, the totals will be considered a disappointment as expectations were higher, ranging from $75 million to $100 million for the 5 days of release. The film is from Universal Pictures, which is part of NBC Universal and […]
With the box office in a seasonally important season, I plan to issue occassional updates when key movies open or key weekends pass. This past Thanksgiving weekend generally contained good news for the big Hollywood studios and that means investment implications exist for Disney, Time Warner (Warner Brothers), Viacom (Paramount), Sony, News Corporation (20th Century […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
