Jordan Rohan
Jordan Rohan
channel content disney golf house lack powerful
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.
assets bankruptcy cash company determine expect file flow likely parent reasonable
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.
bit cbs competing counter dead fashion five good looks pulled putting secret spot wednesday
It looks like CBS is putting the 'Victoria's Secret Fashion Show' in a bit of dead spot on Wednesday night. On CBS it replaces 'Brotherhood of Poland, New Hampshire,' which CBS pulled after five episodes. On NBC, it's competing with 'Law & Order,' which is a good counter but not terrific.
changed hard information rules wall
It's refreshing. They have changed the rules for information retrieval, but it's hard to change the rules on Wall Street.
business continue difficult margins plain problem
The margins continue to be the problem and will always be the problem. Plain old e-commerce is a difficult business with razor-thin margins.
altogether broader company due economic immune line messy missed nobody reported revenue unexpected
The company missed at the revenue line and reported what you would characterize as a messy quarter, which is not altogether unexpected due to the economic environment. Nobody is immune to broader economic trends.
company executing jump quite scream seat
The company is executing quite well ... but there's nothing that made me jump out of my seat and scream 'Yahoo!'.
added company financial offering reduce retirement shares status volatility
For a company that now has the status of being added to the S&P 500, they need to tighten up and do it in a hurry. They should be offering financial guidance, which will reduce volatility for the shares. The shares will be in a lot of retirement funds. They need to tighten up.
both business companies content disney looking media mix
As the media business evolves, and companies are looking to mix both content with distribution, Disney must make some changes.