MoeBruin

Moe Chernick

MoeBruin’s Activity

Tue Jul 8

NL

Boards Post

MoeBruin posted to the Disney board. 12:14 PM

Is Universal the New Leader?

This article from TMF makes it sound like the writer while still owning DIS stock thinks that Universal is the company that is changing the theme park experience.

[more]

Thu Jun 12

NL

Boards Post

MoeBruin replied to the Disney board. 12:38 PM

Re: Maleficent holding up

On the Woody thing: why would a different Woody characterization necessarily be bad, though? Isn't it possible an unlikeable Woody would have still made money? Isn't Buzz Lightyear a bit unlikeable? (I don't know the answer to that, I only [more]

Sat May 31

NL

Boards Post

MoeBruin replied to the Mechanical Investing board. 12:13 PM

Re: OT: A lousy month

It wasn't a lousy month for my MI investing as I was up 3.8% for the month.

Unfortunately I know my long term success doesn't match yours so I guess we can just say that my MI techniques were better for May but worse for the long term then [more]

Wed May 28

NL

Boards Post

MoeBruin replied to the Mechanical Investing board. 8:33 PM

Re: revisit Mungofitch's-: A low work income por

Of course they should. That and $2.25 will get me a ride on the NYC subway if I have a Metro Card. That and $5 will get me a fancy cup of coffee at Starbucks.

Of course anyone who has been around investing knows you take such comments [more]

NL

Boards Post

MoeBruin replied to the Mechanical Investing board. 1:29 PM

Re: revisit Mungofitch's-: A low work income por

My prediction here is about low yields being the norm for potentially a long time.
Whether you're talking about equities or bonds, that actually means high prices.


Here is an article I just found that makes a similar argument that [more]

NL

Boards Post

MoeBruin replied to the Disney board. 12:47 PM

Re: Frozen fifth biggest film ever

chk999, I do hope there is an attraction sooner rather than later so that the parks can benefit from "Frozen." I am not an expert on theme parks, but I wonder if it might be better to use fresh real estate instead of replacing Ariel's [more]

Thu May 22

NL

Boards Post

MoeBruin replied to the Disney board. 12:32 PM

Re: "Million Dollar Arm"

Fuskie,

Hope on your board you give us some insight into your trip.

Agree with you on the Sports movies. In general low cost, some make good money and all have good shelf life as at least cheap DVDs and movies that cable channels [more]

NL

Boards Post

MoeBruin replied to the Disney board. 12:30 PM

Re: More creativity needed on deals

Fuskie,

Well the CA market and ticketing prices are different. Where the market is very highly tilted toward locals and with two parks people don't stay a week. So there are two type of people at Disneyland: People buying tickets who in [more]

NL

Boards Post

MoeBruin replied to the Disney board. 11:55 AM

Re: Park Ticket Prices Up

The basic day pass will let you into either Disneyland or DCA. A Park Hopper pass that lets you go to both is more.

And this will make esoxkm happy. The one day Park Hopper Pass that lets you into both park on the same day is now [more]

Wed May 21

NL

Boards Post

MoeBruin replied to the Mechanical Investing board. 12:13 PM

Re: OT: Can we stop now

I use a blend of six VL screens and none of them have liquidity filters, and my position sizes are well north of $10K. I never EVER use market orders, only limit orders. The limit is usually sufficient to prevent the stock price from moving, [more]

NL

Boards Post

MoeBruin replied to the Disney board. 12:07 PM

Re: More creativity needed on deals

Hi Paul T.,

Interesting timing your comments because I just read this article in the LA Times:

[more]

Mon May 19

NL

Boards Post

MoeBruin replied to the Disney board. 5:28 PM

Re: Remembering Eisner Era

Wells understood when a project was worth the investment and he convinced Eisner to support them.

Post Wells, Eisner relied on MBA's for financial guidance.


We will never no for sure but I think this over simplifies the [more]

Sat May 17

NL

Boards Post

MoeBruin replied to the Disney board. 9:47 PM

Re: Remembering Eisner Era

Hi Paul T.:

You make some good points. To me there are two Eisner era's: there is the pre and post Wells eras. It is clear under Eisner and Wells, that Disney went from what looked like a sure takeover company to a powerhouse. During this [more]

Thu May 15

NL

Boards Post

MoeBruin replied to the Disney board. 7:47 PM

Re: "Million Dollar Arm"

I doubt "Million Dollar Arm" will be a big movie but then I again I doubt that was the intent.

I think it will be one in a series of nice family oriented movies with an underdog sports theme that Disney seems to do well. Fairly low [more]

Wed Apr 30

NL

Boards Post

MoeBruin replied to the Disney board. 3:19 PM

Re: Bonuses on "Frozen"

People will beleive whatever they want to believe:

http://www.deadline.com/2014/04/frozen-animators-no-bonus-di...

[more]

Tue Apr 29

NL

Boards Post

MoeBruin replied to the Disney board. 6:21 PM

Re: Bonuses on "Frozen"

My point is that, before we jump to any conclusions, we should be sure the complainants in this story are actually Disney cast members,

Contractors aren't employees. Contractors get let go after their contract is up they don't get [more]

Mon Apr 28

NL

Boards Post

MoeBruin replied to the Disney board. 6:51 PM

Re: Bonuses on "Frozen"

esxokm,

I know maybe even less then you about the animation business and how they pay but if you don't mind I will do some counter pointing on your post regardless.

I am going to assume, however, that it must be decent money, [more]

Mon Apr 21

NL

Boards Post

MoeBruin replied to the Disney board. 4:27 PM

Re: Remembering Eisner Era

It was Roy E. Disney (Jr) who led the effort to replaced Eisner, not Iger. He was just in the right place and the right time after Eisner was stripped of his Board chairmanship and Disney and fellow former Board member Stanley Gold pressured [more]

NL

Boards Post

MoeBruin replied to the Disney board. 12:44 PM

Re: Remembering Eisner Era

I go along mostly with Fuskie but would add that Eisner's biggest problem after Wells died is he seemed to consider every number 2 he had afterwards (and there were a few) except Iger to be a threat to his position. I believe that Katzenberg was the [more]

NL

Boards Post

MoeBruin replied to the Disney board. 12:39 PM

Re: Tinker Bell value

but I've never been a fan of the direct-to-video releases. If they were any good they'd be in theaters.

Everything serves its purpose and direct-to-video when done correctly makes money and is better then doing just a TV [more]

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 5390
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Threads Started 470
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Very First Post Re: fab market babe again (5/4/1999)
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