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February 10, 2012
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| 14:36 EDT |  | DIS |
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February 8, 2012
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| 16:39 EDT | | DIS |
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| 12:13 EDT | | DIS |
| theflyonthewall.com: | On The Fly: Mid-Day Wrap | | Stocks on Wall Street were lower at mid-day, as a rally that has extended through most sessions this year took a pause. Each of the major indices has moved into negative territory. The averages hung around the flat line for most of the early morning, as the absence of any major news kept the market from establishing a firm direction. In the end, the absence of news sent the averages into negative territory, as the wait for a deal between Greece and the EU has left investors frustrated and on the sideline... ECONOMIC EVENTS: Domestically, the MBA Mortgage Applications Composite Index was up 7.5% for the week. Crude inventories rose by 304K barrels, less than the consensus forecast of a 2.5M barrel build. As for Europe, the Journal said the ECB is making concessions that will help Greece lower its debt burden, but investors still await the announcement of a deal that will secure Greece's next bailout payment... MARKET NEWS: Disney (DIS) shares rose as BMO Capital and Credit Suisse raised their price targets after the company's adjusted earnings beat estimates. Among other large cap companies reporting results, Cerner (CERN), Ralph Lauren (RL), and CVS Caremark (CVS) advanced, while Western Union (WU) and BHP Billiton (BHP) retreated... 3M (MMM) announced that Inge Thulin will take over as CEO when George Buckley retires... Shares of Caesar's Entertainment (CZR) traded actively after its IPO opened for trade at $9.06... MAJOR MOVERS: Among the notable gainers were CSC (CSC), Calix (CALX), and Buffalo Wild Wings (BWLD), after they each had upside earnings surprises. Noteworthy losers included Silicon Graphics (SGI), after its earnings and guidance severely disappointed, and Higher One (ONE), following downgrades at Craig-Hallum and Raymond James on its Q4 report... INDICES: Near noon, the Dow was down 36.33, or 0.28%, to 12,841.87; the Nasdaq was down 5.04, or 0.17%, to 2,899.04; and the S&P 500 was down 2.26, or 0.17%, to 1,344.79. :theflyonthewall.com |
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| 11:00 EDT |  | DIS |
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| 09:55 EDT |  | DIS |
| theflyonthewall.com: | Active equity option families in first 10-minutes of trading according to Track |
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| 07:57 EDT |  | DIS |
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| 07:47 EDT | | DIS |
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February 7, 2012
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| 17:53 EDT | | DIS |
| theflyonthewall.com: | Disney: Goal is to stay below debt ratio that will keep us at single A rating |
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| 17:47 EDT | | DIS |
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| 17:44 EDT | | DIS |
| theflyonthewall.com: | Disney sees positive advertising trends at both ABC and ESPN | | Disney added it sold out advertising for its Academy Awards telecast. :theflyonthewall.com |
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| 17:43 EDT | | DIS |
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| 17:41 EDT | | DIS |
| theflyonthewall.com: | Disney in discussions with RedBox, others over 28-day window | | :theflyonthewall.com |
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| 17:39 EDT | | DIS |
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| 17:36 EDT | | DIS |
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| 17:33 EDT | | DIS |
| theflyonthewall.com: | Disney: About $500M of additional revenue offset by launch costs, training costs |
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| 17:32 EDT | | DIS |
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| 17:32 EDT | | DIS |
| theflyonthewall.com: | Disney: We're taking a wait-and-see approach on Ultraviolet | | :theflyonthewall.com |
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| 17:31 EDT | | DIS |
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| 17:30 EDT | | DIS |
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| 17:27 EDT | | DIS |
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| 17:26 EDT | | DIS |
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| 17:25 EDT | | DIS |
| theflyonthewall.com: | Disney to invest $35M in new broadcast satellite channel in Japan | | :theflyonthewall.com |
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| 17:24 EDT | | DIS |
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| 17:14 EDT | | DIS |
| theflyonthewall.com: | Disney: Studio Entertainment division focusing on capital return, not revenue |
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| 17:12 EDT | | DIS |
| theflyonthewall.com: | Disney: California adventure driving strong parks attendance | | :theflyonthewall.com |
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| 17:12 EDT | | DIS |
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| 17:10 EDT | | DIS |
| theflyonthewall.com: | Disney says its Shanghai resort is "well underway" | | :theflyonthewall.com |
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| 17:09 EDT | | DIS |
| theflyonthewall.com: | Disney XD to add program blocks in Australia, New Zealand, Southeast Asia | | :theflyonthewall.com |
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| 17:07 EDT | | DIS |
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| 17:06 EDT | | DIS |
| theflyonthewall.com: | Disney: Fantasy trials in North Atlantic have been completed | | :theflyonthewall.com |
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| 17:05 EDT | | DIS |
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| 16:19 EDT |  | DIS |
| theflyonthewall.com: | Disney says ESPN deferred $190M of revenue in Q1, vs. $266M last year | | Disney said operating income at Cable Networks increased $196M to $967M for Q1 due to growth at ESPN and, to a lesser extent, the worldwide Disney Channels. The increase at ESPN was driven by higher affiliate revenue reflecting contractual rate increases and a reduction in revenue deferrals related to annual program commitments. During the quarter, ESPN deferred $190M of revenue compared to $266M in the prior year quarter. The decrease was due to a change in the provisions related to annual programming commitments in an affiliate contract. Advertising revenues at ESPN were essentially flat as higher rates and units sold were offset by decreased ratings and a shift in the timing of the Rose Bowl, Fiesta Bowl and certain NBA games relative to our fiscal period end. :theflyonthewall.com |
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| 16:17 EDT | | DIS |
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| 16:17 EDT | | DIS |
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| 16:16 EDT | | DIS |
| theflyonthewall.com: | Disney Q1 Parks and Resorts revenue $3.16B vs. $2.87B a year ago | | :theflyonthewall.com |
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| 16:16 EDT | | DIS |
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| 16:15 EDT | | DIS |
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| 15:09 EDT | | DIS |
| theflyonthewall.com: | Companies reporting After the Market Close on Tuesday, February 7 | | Notable companies reporting after the bell include CBRE Group (CBG), Cerner (CERN), Hartford Financial Services Group (HIG), Life Technologies (LIFE), Lincoln National (LNC), Walt Disney (DIS) and Western Union (WU) :theflyonthewall.com |
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| 08:34 EDT | | DIS |
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| 07:19 EDT |  | DIS |
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| 07:12 EDT | | DIS |
| theflyonthewall.com: | Walt Disney February volatility elevated into Q1 | | Walt Disney February put option implied volatility is at 36, March is at 28; compared to its 26-week average of 33 according to Track Data, suggesting larger near term price movement into the expected release of Q1 today after the market close. :theflyonthewall.com |
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| 06:16 EDT | | DIS |
| theflyonthewall.com: | On the Fly: Periodicals Wrap-Up | | WALL STREET JOURNAL: Five Wall Street banks were invited to bid this week on a multibillion-dollar bundle of risky mortgage bonds held by the Federal Reserve Bank of New York as a result of its 2008 rescue of AIG (AIG). The firms are the U.S. securities arms of Barclays (BCS), Credit Suisse (CS), Goldman Sachs (GS), Morgan Stanley (MS) and Royal Bank of Scotland (RBS), the Wall Street Journal reports...Walt Disney Co. (DIS) and Univision Communications Inc. are in talks to create a new 24-hour cable-news channel that will broadcast in English, the Wall Street Journal reports...REUTERS: The Fed will meet on Wednesday to consider Capital One Financial Corp.'s (COF) bid to acquire ING Groep NV's (ING) U.S. online banking unit, ING Direct, for $8.9B, a deal criticized by some consumer groups, Reuters reports...BLOOMBERG: No North American miner is a cheaper takeover candidate than Cliffs Natural Resources (CLF) which sells for 6.4 times its cash from operations, after deducting capital expenses, according to data compiled by Bloomberg. That’s less than every other metals or mining company in the U.S. or Canada exceeding $5B in market value, and a 70% discount to the median, and is also the least expensive relative to its estimated net income this year and next, the data show, Bloomberg reports. :theflyonthewall.com |
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| 05:44 EDT | | DIS |
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February 6, 2012
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| 10:44 EDT |  | DIS |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Polypore (PPO) upgraded to Outperform from Neutral at RW Baird...Kraton Performance (KRA) upgraded to Buy from Hold at KeyBanc...Alliant Energy (LNT) upgraded to Outperform from Market Perform at Wells Fargo...M.D.C. Holdings (MDC) upgraded to Buy from Neutral at Goldman...Tenneco (TEN) upgraded to Conviction Buy from Buy at Goldman...Kelly Services (KELYA) upgraded to Buy from Neutral at Citigroup...FedEx (FDX) upgraded to Buy from Neutral at BofA/Merrill...Colfax (CFX) upgraded to Buy from Neutral at BofA/Merrill...Comerica (CMA) upgraded to Outperform from Sector Perform at RBC Capital...Brown & Brown (BRO) upgraded to Outperform from Market Perform at William Blair...Disney (DIS) upgraded to Buy from Neutral at Davenport...Kenneth Cole (KCP) upgraded at Sterne Agee. :theflyonthewall.com |
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| 10:05 EDT | | DIS |
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| 08:28 EDT | | DIS |
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| 06:48 EDT | | DIS |
| theflyonthewall.com: | Chinese company creates fund to back films, NY Times reports | | A Chinese company is teaming with Harvest Fund Management to launch an $800M fund that will invest in films around the world, according to The New York Times. Reference Link :theflyonthewall.com |
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February 3, 2012
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| 07:39 EDT | | DIS |
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February 2, 2012
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| 09:22 EDT | | DIS |
| theflyonthewall.com: | General Motors pulls out of almost 50% of Q2 upfront ad buys, Ad Week says | | General Motors (GM) exercised options to cancel a substantial portion of its Q2 upfront advertising commitments, pulling out of nearly 50% of its upfront buys in broadcast and cable for the time period, the maximum allowed under its network contracts, reported Ad Week yesterday afternoon, citing sources. Reference Link :theflyonthewall.com |
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January 31, 2012
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| 18:01 EDT | | DIS |
| theflyonthewall.com: | Disney to acquire controlling interest in UTV Software Communications, in India | | The Walt Disney Company announced it will acquire, through a subsidiary, a controlling interest in UTV, one of India's premier media and entertainment companies. The acquisition will be completed through a successful delisting offer and will enable Disney to integrate UTV's current operations. In addition, UTV CEO Ronnie Screwvala has been named Managing Director, The Walt Disney Company India reporting to Andy Bird, Chairman, Walt Disney International. :theflyonthewall.com |
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| 15:54 EDT | | DIS |
| theflyonthewall.com: | Hulu CEO says original content key to strategy, WSJ reports | | Hulu (CMCSA, GE, NWSA, DIS) CEO Jason Kilar said its investment in its own original content will be a key element of differentiation in its market, reported The Wall Street Journal, citing his comments at All Things Digital's "Dive Into Media" conference. Reference Link :theflyonthewall.com |
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| 10:28 EDT |  | DIS |
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| 07:26 EDT |  | DIS |
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January 30, 2012
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| 16:29 EDT | | DIS |
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