DCWD40’s Activity

Fri Oct 17

NL

Boards Post

DCWD40 posted to the Disney board. 10:23 AM

Post-Cable Era Here?

The shot may have been fired signaling the end of the cable era.

Next year HBO is cutting the cord and selling its popular streaming video service HBO Go as a stand-alone product, as more Americans choose to watch the Web, not the TV. [more]

Wed Oct 15

Rule Breakers Boards Post

DCWD40 replied to the Rule Breakers boards. 4:11 PM

Rule Breakers Boards Post

DCWD40 replied to the Rule Breakers boards. 1:55 AM

NL

Boards Post

DCWD40 posted to the Disney board. 1:25 AM

ABC News Not #1 In All Areas

That Nielsen screw-up in fact incorrectly showed ABC World News Tonight as being the most watched news show. It is still #1 in the demographic advertisers prize.

After admitting ratings error, Nielsen has revised the evening news ratings [more]

NL

Boards Post

DCWD40 replied to the Disney board. 1:21 AM

Re: Radio Disney

From Wikipedia:

For many years Radio Disney affiliated with stations in markets of varying size, mainly large and mid-sized markets; however, since the early 2010s, it has started to withdraw from areas located outside of the 25 largest [more]

Tue Oct 14

NL

Boards Post

DCWD40 posted to the Alyce Lomax board. 12:13 PM

Moody's Doesn't Like DRI

I had written a long piece on Moody's downgrade of DRI debt from Ba1 to Baa3 and issuing a "not prime" rating for their commercial paper. Then I deleted it! Fat fingers attack again. Here is the Moody's press release:

[more]

NL

Boards Post

DCWD40 replied to the Alyce Lomax board. 10:15 AM

Re: Darden Board Gone

I would be shocked if any chain no matter how hard they tried could stand up to the yardstick of "good" Italian food.

Alyce, this reminds me of another reason DRI might be a buy just on the upcoming food quality. There is a [more]

NL

Boards Post

DCWD40 replied to the Alyce Lomax board. 10:02 AM

Re: Darden Board Gone

Wow... should I go back in?? ;)

I think you should. The EBITDA targets are 50% higher than today's numbers. The 100 day plan gives investors a clear way of viewing how the company is doing with a new board. So, while the board is [more]

NL

Boards Post

DCWD40 posted to the Disney board. 9:15 AM

Civil War

Word is starting to leak about about the upcoming Marvel Captain America offering:

The Marvel Cinematic Universe is about to change is a massive way. As we learned earlier tonight, Robert Downey Jr. is now in negotiations to star in Joe [more]

Mon Oct 13

NL

Boards Post

DCWD40 replied to the Disney board. 4:24 PM

Re: EuroDisney Rights Offering

I just wish there was a way to shutter this asset and build somewhere else in Europe, but that doesn't seem possible.

I understand the pain Disney shareholders have felt through the years about this property. But, consider this from [more]

Rule Breakers Boards Post

DCWD40 replied to the Rule Breakers boards. 1:04 PM

Rule Breakers Boards Post

DCWD40 posted to the Rule Breakers boards. 12:34 PM

NL

Boards Post

DCWD40 posted to the Disney board. 11:11 AM

More Money for Shanghai

While bumbling around the Internet this morning, I came across the April 2014 announcement for Shanghai. I know that 330 million potential customers are certainly of interest, but I think it is interesting that before the park opens the partners have [more]

NL

Boards Post

DCWD40 posted to the Disney board. 10:58 AM

EuroDisney Rights Offering

There was a puff piece this morning on Prince AlWaleed and his desire to maintain his 10% ownership in EuroDisney after the upcoming 1
billion euro rights offering. What caught my attention was this statement which is also found in link [more]

Fri Oct 10

NL

Boards Post

DCWD40 posted to the Disney board. 6:55 PM

Error in ABC Niesen Ratings?

Just when I thought ABC had its act together, this happens:

A software bug has resulted in TV ratings being allocated incorrectly among broadcast and syndication programming since March, according to executives at Nielsen, the measurement [more]

NL

Boards Post

DCWD40 posted to the Alyce Lomax board. 3:45 PM

Darden Board Gone

Shareholders cleaned house at Darden. Starboard came in and made many points including that the board gave away Red Lobster, Olive Garden serves a poor example of Italian food, and that the upscale specialty restaurants should be spun [more]

NL

Boards Post

DCWD40 replied to the Alyce Lomax board. 10:41 AM

Re: A Take on Solazyme

I think yesterday business update, that cratered the stock to an all-time low, went south on this announcement:

Solazyme announced today that after successfully completing the build out of a series of important operating capabilities, [more]

NL

Boards Post

DCWD40 replied to the Disney board. 10:22 AM

Re: Poverty in Orlando

Look at it this way -- if Disney isn't going to radically up the dividend, then pay a little more to Disney employees, give them increased responsibilities, reduce headcount, and in theory -- this is not guaranteed -- employees will make the [more]

Thu Oct 9

Rule Breakers Boards Post

DCWD40 replied to the Rule Breakers boards. 10:03 AM

NL

Boards Post

DCWD40 posted to the Disney board. 9:36 AM

Poverty in Orlando

Bloomberg has a story today that does not paint a very pretty picture of Orlando or Disney -- even though,, after last August's union negotiations, Disney has a minimum wage of $10 and the other major theme parks come in at $9 a hour.

Here [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6825
Recs Received 11773
People who have rec'd these posts 1990
Recs to Posts Ratio (last 30 days) 4.80
Threads Started 2692
Threads Started Percentage 39.44 %
Most Frequent Board Disney
Very First Post It's time will come (3/25/1999)
Percentage of Posts Rec'd 57.95 %
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