Disney has for the past ten years created great content. The content seeped into all aspects of Disney which created even more revenue. Without the great content there is just no way that Disney's shareholders would have done as well. Netflix has created a couple of great TV shows and a few okay shows. They can be edgier and they have a wide platform already for subscribers. They make people want to subscribe just to watch those shows. Amazon has had struggles to create content but with Transparent they finally have a show that is recognized as good. This will be hard to maintain with other shows maybe they will still create content.
It is now a fierce battle for the eyes that watch content. With more choices on what to watch and more ways to watch content companies have to make the best content possible to attract enough people to make money. Just like with blogs only the best content makes money. Everyone else is just doing a pet project. So just like with these big companies they are fighting for the eyes and time of consumers.
Netflix just beat on earnings and this shows us that Netflix is doing really well attracting and keeping the attention of consumers. I think they will continue to do well. New shows and continuing the old ones are great ways to get more people into Netflix. Although I'm not sure how the movies will play out to consumers. They might be a huge flop unless they can get good directors and story lines. They could also pander to smaller market segments to get more subscribers which might be the direction they will take.
Disney of course makes great content and as far as I can tell have several great movies and plenty of storylines to continue making widely watched content. I think redoing all the old fairytales in live action are great to get younger people involved in watching Disney films again.
Amazon though with their struggles I can't say that they are creating up to par content. I think they wanted to be more like Netflix and still have their main thing be the marketplace. It's almost like a side business that they hope will make money but they are not investing enough into the content for it to make a difference. For this Amazon will still do fine but if you are looking to invest in content creators, Disney, Netflix, HBO, or AMC are much better options. They care about the content produced because it helps other revenue streams. Content isn't everything but for a media company it is the gravy. Makes everything better.
As more people can create content the fight will be fierce but several companies will have the skills and dedication to attract and monetize content. Netflix and Disney are just two of those companies.
Tuesday, January 20, 2015
Thursday, January 15, 2015
The Market Is Down Again
The market has had several days of losses. It has started high and then nosedived or just started down and never goes positive. This will scare many people from the market and could get people to stop investing or pul money out. This is the wrong strategy. Money should be going into stocks. They are still a great buy and certainly have room to go up even higher. Not only do third year terms for presidents always outperform the average but companies are still profitable.
Companies have changed their outlooks and some companies earnings have missed. Many companies are still strong though and will do really well once the oil is more stabilized and consumers have money to spend from saving at the fuel pump.
At this time I am still strongly a bull and believe the market will shake off these early year jitters. In full disclosure, the Christmas season was not as strong as I expected. It did not have the increase in December spending but a decrease. I cannot always be right but it does seem that consumers had money. The consumers did not spend their extra cash. I think they will spend it and some were probably waiting for the deals after Christmas.
Happy Investing in 2015 may it be profitable.
Companies have changed their outlooks and some companies earnings have missed. Many companies are still strong though and will do really well once the oil is more stabilized and consumers have money to spend from saving at the fuel pump.
At this time I am still strongly a bull and believe the market will shake off these early year jitters. In full disclosure, the Christmas season was not as strong as I expected. It did not have the increase in December spending but a decrease. I cannot always be right but it does seem that consumers had money. The consumers did not spend their extra cash. I think they will spend it and some were probably waiting for the deals after Christmas.
Happy Investing in 2015 may it be profitable.
Sunday, January 4, 2015
Is Telsa Now a Buy
Telsa looks like a good company. It has good, healthy growing sales. It makes batteries that last and make people want to drive a Tesla. It probably has plans to make more cars that are more accessible and different ideas to expand the idea. Elon Musk is a extraordinary CEO. He pushes new ideas and wants to change the world. He will change the world if the company continues letting him push ideas.
With the recent collapse in oil prices the stock has taken a hit in price but recovered slightly. I think it will continue to fluctuate with the price of oil for awhile but even with cheap oil as long as they design awesome cars people will buy them. this will create huge profits for the company and for the investors.
It is always a risk to invest in a company but Tesla is a good risk. It has a way to change the market and offers a super product that will bring value to everyone in the world. Investors might want to look at it to also receive some of the wealth that will be created.
With the recent collapse in oil prices the stock has taken a hit in price but recovered slightly. I think it will continue to fluctuate with the price of oil for awhile but even with cheap oil as long as they design awesome cars people will buy them. this will create huge profits for the company and for the investors.
It is always a risk to invest in a company but Tesla is a good risk. It has a way to change the market and offers a super product that will bring value to everyone in the world. Investors might want to look at it to also receive some of the wealth that will be created.
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