These are unbelievably strong earnings. This may be the strongest quarter that I've seen Disney put out in the last two years.
Comcast would be a monolithic and powerful distribution house with a lack of content. QVC and the Golf Channel don't do it for me and Disney is content rich.
This is likely to be the first of many filings. Once they determine what the assets and the cash flow of the other units are, it's reasonable to expect the parent company to file for bankruptcy as well.
What it is that attracts people is that they're irreverent. In today's world of polished branding campaigns and well-thought-out strategies, they're a little bit fresh. That is very appealing to the average American, especially to the young male.
As long as Yahoo continues to meet or exceed projections, shares should trade higher. The stage is set for sentiment to improve.
It attracts a lot of eyeballs. Their distribution on UPN has made it an even more powerful platform. Its robustness is pleasantly surprising. If any company can make a football league work, they can.
Amazon is widely expected to post strong (fourth-quarter) revenue, but margins may be more of an issue. Intense price competition, technology investments and increased shipping cost subsidization may create an uninspiring 4Q report.
They may take the $30 rise in the stock price as an unexpected end of quarter bonus. It helps a lot of portfolios. But in order to book that gain, they'd have to sell into the strength.
Any recommendation that is positive from the commission is very important for the company.
Unless we hear of some material deviation from the results already shown us -- business conditions are so aligned with expectations that there is no surprise.