Time for a little mid-week Media Madness: • It appears that David Poland and I aren’t the only voices proclaiming that “movie theatres are dying” is a flawed thesis. According to this article, long-time media analyst William Kidd of Wedbush Morgan agrees with us. Bill’s report agrees with my thesis that most of the problem […]
Here is your Monday Morning Media Madness for April 16, 2007: • A tough comparison against a $40 million opening for Scary Movie 4 pulled the box office down 5% this past weekend. The weak comparison does little to year-to-date comparisons which remain up 6%. With the a very strong release schedule for the summer […]
Here is your Monday Morning Media Madness in honor of tonight’s final game of March Madness. • Is anyone else bored by the prospect of another national title game between Buckeyes and Gators? Probably not CBS (CBS) which is enjoying a good year in ratings for the hoops tourney, up 2% vs. a year ago. […]
I spent Tuesday at Prudential Securities Midwest Media Day. This is a great conference using a unique format combining very small group discussions with one-on-one meetings. Over the course of the day I met with CBS (CBS), Lee Enterprises (LEE), DreamWorks Animation (DWA), EW Scripps (SSP), Omnicom (OMC), Moody’s (MCO), and Disney (DIS). Special thanks […]
The market had its best week since 2003. The weekend is 75 degrees and sunny in Chicago. Same forecast for today. All the windows are open creating the perfect sleeping weather we all covet. Is all this good news a sign I should make a new buy today? Or does all this good news mean […]
A few small items in the media world that are cluttering up my desk: • Last week FCC Chairman Kevin Martin appeared before Congress for the first time since the Democrats took control. The questioning made it very clear that the FCC will face much different Congressional oversight until at least January 2009. Fortunately, the […]
I don’t want to pick a fight with Jim Cramer and Doug Kass, my fellow contributors at theStreet.com’s family of websites, but they are exaggerating the issues in DVD sales. The Pali report is correct in noting that consumer interest in DVDs is waning as evidenced by flat sales despite a huge increase in DVD […]
Every year I attend the UBS Media Conference in NY to get a face-to-face update with many companies in the media industry. My goals are to find new ideas for client accounts, gain a better understanding of major industry trends, and connect with other money managers focused on the media sector. Below is a lengthy […]
Advertising Age is reporting that Anhueser-Busch (BUD) “2007 media plans call for significant increases in marketing spending.” However, not surprisingly, the company plans to shift its mix in favor of digital advertising. This is good news for internet advertising driven stocks, most likely those with strong positions in branded advertising such as Yahoo (YHOO). On […]
Rob Martorana, my editor at StreetInsight.com, and I had an email exchange the other day surrounding the advances in digital technology for media playback. Rob was discussing his new 30GB iPod with accessories, his new high def cable set top box, and his first experience watching a DVD in the new blu-ray format. The gist […]
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