Steven Mallas

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  • Disney Needs Discipline: Movie Budgets Should Be Lower

    By Steven Mallas - July 29, 2013 | Tickers: CMCSA, SNE, DIS

    Disney's (NYSE: DIS) "The Lone Ranger" is a flop. According to Box Office Mojo, the movie was estimated to have grossed about $49 million at domestic theaters from July 3 through July 7, the project's opening week. The movie is said to have cost around $215 million to make. Through Sunday, July 21, Ranger has taken in about $80 million at the domestic box.

    The flop and the more »

  • Amazon, Google, Netflix - Which One Should an Investor Buy?

    By Steven Mallas - July 2, 2013 | Tickers: AMZN, GOOG, NFLX

    Amazon (NASDAQ: AMZN), Google (NASDAQ: GOOG), and Netflix (NASDAQ: NFLX) are considered giants in the field of technology. Besides being tech entities, they are explorers of new content-distribution paradigms. I find the business models of all three intriguing, but which one of them would be best for a long-term portfolio. Let's take a brief look at them.

    Amazon - a river flowing with shareholder value

    Like the Amazon River, Amazon more »

  • Time to Jump on the Time Warner Bandwagon?

    By Steven Mallas - June 25, 2013 | Tickers: TWX, VIA, DIS

    Time Warner's (NYSE: TWX) Man of Steel film is performing well at the box office. Box Office Mojo says it grossed over $250 million worldwide (at the time of this writing). People seem to be enjoying the flick. And there's been much talk about how the success of the project gives Time Warner hope – hope that it can challenge Disney (NYSE: DIS) and its Avengers-universe Marvel asset with more »

  • IBM: Great Company, Currently Overvalued

    By Steven Mallas - April 15, 2013 | Tickers: IBM, MSFT

    International Business Machines (NYSE: IBM) is one fine company. I'm generally bullish on its long-term prospects, as you will see, but I've come to the opinion that it isn't a buy right now. 

    Let's start with some data. Over at the company's investor site, it can be seen that Big Blue had a nice fiscal 2012. Free cash flow came in at $18.2 billion more »

  • J.C. Penney: Should Investors Have Patience With CEO Ron Johnson

    By Steven Mallas - January 4, 2013 | Tickers: JCP, TGT, WMT | Editor's Choice

    If you look at a one-year chart of J.C. Penney's (NYSE: JCP) stock price, you will note, rather disconcertingly, that it is not heading in the right direction. At the time of this writing, the stock was priced slightly below $20 per share. The 52-week high is slightly above $43.

    What's the cause of this drop? Well, perhaps you've heard that J.C. Penney is trying more »

  • Is the Force Really With Bob Iger?

    By Steven Mallas - November 1, 2012 | Tickers: TWX, DIS

    Disney (NYSE: DIS) buys Lucasfilm for $4 billion in cash and stock. The Mouse owns Star Wars. CEO Robert A. Iger is a genius. There's no argument on this, right?


    Bob Iger is, quite honestly, getting ridiculous with his acquisition strategy. First, there was Pixar. Then there was Marvel. Now, Star Wars. What will Bob buy next? DreamWorks Animation? Lions Gate Entertainment (Disney could make a new Saw more »

  • The Toughest Stock to Hold

    By Steven Mallas - October 11, 2012 | Tickers: DWA, NWS, NWSA, DIS

    I've owned DreamWorks Animation (NASDAQ: DWA) for a while now, and I've become convinced it's the toughest equity in the universe to hold.

    Okay, give me an award for exaggeration, but seriously, to all those DWA holders out there -- am I right or am I right?

    We've all heard of broken/stuck stocks before, but sometimes I think DreamWorks Animation should take the top prize. It more »