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KickBackAt40 (85.02)

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Intel(evision)?

February 22, 2013 – Comments (1) | RELATED TICKERS: INTC , NFLX , DTV

I was excited about the announcement last week that Intel was developing an internet TV service. I'm not really sure whether anything will come of it, but Intel does seem to have some smart engineers that come up with cool stuff.   [more]

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12

I’ve earned a “D”

February 14, 2013 – Comments (5)

I told my wife that as of today, I had become a successful investor. She gave me one of those – “Well, that’s awesome dear!” kind of comments, but didn’t follow it up with one of those “Well, why is that dear?” kind of questions.   [more]

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8

Coinstar Conundrum

February 12, 2013 – Comments (0) | RELATED TICKERS: OUTR , NFLX

Coinstar (CSTR) reported their earnings last Thursday and I've been wringing my hands with worry regarding the imminent demise of the DVD. You see, one can't insert a DVD into a mobile phone, tablet or other portable device and apparently nobody has any free time to spend that they don't spend staring at these little screens. A graph of the sale of these portable devices appears to have an inverse relationship to a graph of DVD rentals over the last couple years. According to management at Coinstar, DVD rentals have suffered primarily due to a lack of what they called "good product". In other words, the studios didn't produce anything worth driving to a Redbox location to pick up a movie. However, they projected that the rental volume would follow a "U-Recovery" over the course of the current year. I'm not really sure that the creation of "good product" is really something they can control, but, hey it sounds great to me and the recovery in rentals might follow a string of blockbuster movie titles. However, that chart of mobile device sales keeps haunting my vision.   [more]

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