Entertainment, Toys and Games

November 08, 2013

Buy ($175)

Topics covered: Toy Company Competition, Publishing Demand, Mobile Device Gaming Prospects, International Paid Television Growth, Digital Advertisement Trends, Competition in Publishing, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales

Companies covered: Time Warner Inc. (NYSE:TWX), Thomson Reuters Corp (NYSE:TRI), Reed Elsevier PLC (NYSE:RUK), Pearson, Plc (NYSE:PSO), Omnicom Group Inc. (NYSE:OMC), News Corporation (NASDAQ:NWSA), BT Group plc (NYSE:BT), Educational Development Corporation (NASDAQ:EDUC), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Mattel, Inc. (NASDAQ:MAT), Leapfrog Enterprises Inc (NYSE:LF), Hasbro, Inc. (NASDAQ:HAS), Walt Disney Company (The) (NYSE:DIS), AMC Networks Inc. (NASDAQ:AMCX), Yahoo! Inc. (NASDAQ:YHOO), Time Warner Cable Inc (NYSE:TWC), TiVo Inc. (NASDAQ:TIVO), Sirius XM Holdings Inc. (NASDAQ:SIRI), Orbital Sciences Corporation (NYSE:ORB), Netflix, Inc. (NASDAQ:NFLX), MDC Partners Inc. (NASDAQ:MDCA), Live Nation Entertainment, Inc. (NYSE:LYV), GenCorp Inc. (NYSE:GY), Alphabet Inc (NASDAQ:GOOG), Curtiss-Wright Corporation (NYSE:CW), CBS Corporation (NYSE:CBS), Boeing Company (The) (NYSE:BA), National CineMedia, Inc. (NASDAQ:NCMI), Lamar Advertising Company (NASDAQ:LAMR), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Entravision Communications Corporation (NYSE:EVC), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), Thor Industries, Inc. (NYSE:THO), Polaris Industries Inc. (NYSE:PII), JAKKS Pacific, Inc. (NASDAQ:JAKK), Harley-Davidson, Inc. (NYSE:HOG), Activision Blizzard, Inc (NASDAQ:ATVI), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), Sony Corp Ord (NYSE:SNE), Microsoft Corporation (NASDAQ:MSFT), International Game Technology (NYSE:IGT), Gamestop Corporation (NYSE:GME), Lions Gate Entertainment Corporation (NYSE:LGF), IMAX Corporation (NYSE:IMAX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Cinemark Holdings Inc (NYSE:CNK), Cumulus Media Inc. (NASDAQ:CMLS)