Showing posts with label finace. Show all posts
Showing posts with label finace. Show all posts

Monday, July 5, 2010

Summer Block Buster Does it Right - Cameron and Tom Light It Up

So I have for a while now lost faith in the big screen. It just seemed that it was all about the quick money and not so much about the movie. The producers spend big on advertising and marketing talent and almost nothing on movie making talent. I hate that trend.

However I am glad to share that the action packed blockbuster known as "Knight and Day" has reawakened my soft side for shelling out $10.00 for a flick.

Mrs. Diaz was awesome and cruise was cool too. These guys really pulled it off together.

C. Diaz in small silver sexy bikini bottom
















In fact the only true blockbuster in my opinion was Dark Knight. That was a hit and it was a hit because of that Joker. Damn if he wasn't absolutely brilliant in every imaginable meaning of the word. Shame that brilliance was snatched away in his passing. The whole situation kinda reminded me of the Crow.

Any how... Back on topic.


The alluring gaze of C. Diaz



Their are to many disappointments over the last few years to really dwell on.


So Cameron Diaz, my one wish if i was ever granted one. She was absolutely perfect in this action stuffed, meat and potatoes of a movie.
Tom Cruise and Cameron Diaz on a Motorcycle


Why this thing is not being celebrated by everyone at this very moment is beyond me. I sure hope it is not because of old Tom Cruise who did a freaking wonderful job as always. I swear just cause the guy went crazy hyper on the Oprah Winfrey show and happens to like that damn church of Scientology doesn't mean he still can't make a dime a dozen script into one of the best most exciting and exhilarating feature flicks that you have seen since he came out with his last one.

I mean honestly does the guy make a bad movie? Has he ever? then show some freaking respect and get off the damn computer grab your kids and take them to that movie... do it know!

This thing between Cameron and Tom was magical. I mean I still am not over it. They were thrilling, sexy, heart breaking, outrageously funny, and refreshingly entertaining. Both of them. Separate, together, and in commute these guys were unstoppable.

The first scene on the plane was a crazy emotional roller coaster like no other opening i have ever seen.






You first are taken with Mrs. Diaz and her alluring innocence, and Tom brings you to this philosophical state. Then out of no where this looming paranoia, followed by action packed jolt that was over before it began. then Diaz leaves and separates so that now your attention is thrown back and forth between an oblivious and ever lovable Diaz which would have been funny too except that Tom stole the show in this bizarre comedy action packed scene in which by the time it was over everyone in the freaking plane was dead except for the two of them. Ohhhh ... I babel but its because i can't stand to give this thing away yet I just gotta write about it.

The movie is absolutely wonderful

The best movie since Independence Day.

(where the heck am I getting this stuff from?)

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Sunday, May 16, 2010

Snoopy and Charlie Brown Sold Out - 175 Million Peanuts

Charles Schulz the creator of Peanuts and the lovable Charlie Brown and his dog Snoopy has managed to make waves across the branding and advertising world despite being dead.

Forgive the blunt language, I love the cartoon classic, I even contribute to the 2 billion a year in retail sales the trade mark and brand pump out on an annual basis (not for me my pops can not get enough of them {teachers}).







The brass tax of the deal boils down to the following:



  • The Charles Schulz Family and EW Scrips have sold the lovable bunch for 175 million dollars.
  • The Buyers of Peanuts is a firm known as Iconix Brand Group..Iconix Brand Group will only have a 80% share and the schulz family will keep a 20% stake plus some royalties.
  • The Iconix Brand Group is saying that they expect 75 million a year in royalties. This would thus seem like a pretty good deal. In three years they should actually profit from the deal.
  • The deal however gets better they are also getting Dilbert and Fancy Nancy in the deal. Not sure on all the details or implications but that can't hurt.


Well I can't say I am surprised by the news. Don't get me wrong two years ago I would have been flabbergasted but it seems that selling off quality Brand names is the trend. This is apparently a symptom of financial hardship and economic crisis.

If you are not familiar with the new trend deal making involving the selling of brands for reasonably cheap prices then you may want to read up on the Marvel Comics Sale to Disney. Another great one that was for sale but no one purchased was the DOW Jones Industrial Average. I still can't believe they were considering that though really the buyer would have lost out because the index was for sale not the name but how do you reverse brand something like that?

Friday, April 23, 2010

50 Billion Decisions - Only One Steve Jobs - Apple's Mountain of Cash

Apple and Steve Jobs, their (Founder - CEO - and  Savior) have a problem.
However this problem is a great freaking problem to have. Apple sits upon a green mountain that we will call Mount Cash. Apple has right around 40 billion dollars that typically sits on the side lines earning a mire fraction of  1% a year. Jobs main goal with these funds is pure preservation and who can blame him, given the market over the last couple of years.




Economy or no economy the fact is that in another year or so Apple should easily have over 50 billion dollars laying around doing nothing. Steve Jobs and the rest of the folks behind those cash machines known as Mac books and iWhatevers produce more then enough free cash flow to fund any necessary product development or R&D. Free cash flow levels should be around 12 - 16 billion dollars over the next 12 months. Sure every now and then Apple will spend a 300 or 400 million dollars to buy some young interesting company or firm but that just doesn't add up to anything significant when you consider how much these guys keep under the mattress.








What are the Choices for Apple and Steve Jobs?

  • Payout a large chunk and plan a continuous dividend program for their faithful and entitled stock owners.
  •  Start buying back their own stock stock.
  • Invest in a totally new direction and operation. Maybe even a search engine.
  • Start investing for return with such investments in securities like bonds and stocks.
  • Perhaps the best thing to do besides nothing when you don't know what to do is to do a little of everything.

I for one think this is an easy question.

First and foremost I think Jobs needs to pay his share holders. I don't know why companies don't pay their owners... well let me rephrase that i don't know why investors buy stocks that don't pay money when they clearly have more then they know what to do with.

Second and much more of a speculative suggestion, I think Apple should develop some sort of Adsense like publishers program. I think there is plenty of room in both display, and video content advertising in terms of innovation. Also a content targeted program is a proven model as long as you can accurately match supply with the content demanded.

iAd is going to be a great start. Every aspect Apple advertising with iAd and the way they are going about this is insanely clever and intuitive in my opinion.

I really wish I knew what Google was thinking when they found out.



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Sunday, April 18, 2010

Big Banks Bet and Bank on Trading Profits - BoA and Chase Ride Trading Revenue to Profitability

Both JP Morgan and Chase and Bank of America reported profitable quarters this earnings season go around.


Though Chase has been in better shape over this economic down turn both banks profitable quarters relied on their investment banking activities.

Chase Bank reported 3.3 billion dollars for the first quarters profit. Bank of America came in right behind them with 3.2 billion dollars. 3/4's or 75% of Chase Bank profits came from trading and investment banking activities and 2/3 or about 65% of Bank of Americas profits came from their newly found investment banking operations. This profitable Merrill Lynch deal has beat the overall outside consensus and expectations. Just goes to show you that old Ken Lewis knew and still likely knows what he is talking about.


Though it is the new guy Brian M. over there amidst the executive offices of Bank of America who is wiping the sweat of his forehead as the new CEO of Bank of America.

The New CEO, Brian T. Moynihan of BoA is doing a great job in my opinion. He is making some great decisions as the banking giant's leader.

His focus on image, loss mitigation, referral networking with the new investment banking operations and corporate banking division, and what ever else he is doing is certainly getting the job done (at least from what I have seen).

My finance hat goes off to him, as well as Ken Lewis who deserves some credit from the media, and of course the genius over there at Chase Bank, Mr. Diamond.

The stock prices of these two banking giants were unfortunately blocked and pushed down due to the outrageous claims of mortgage backed securities fraud against Goldman Sachs. This claim and lawsuit courtesy of the SEC.


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