7 leading Analysts; and top management from 2 Sector Firms
examine this vital industry in this 38 page report from The Wall Street Transcript.
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A Golden Opportunity in Luxury Brian Nagel - Oppenheimer & Co., Inc.
A Second Chance for Cable & Broadcasters David Joyce - Miller Tabak + Co.
Driving Home the Golf Equipment Space Casey Alexander - Gilford Securities, Inc.
Entertaining Picks in Cable Chris Marangi - GAMCO Investors, Inc.
The Large-Cap Entertainment Space David Bank - RBC Capital Markets
An Uplifting Outlook for the Video Game Space Michael Pachter - Wedbush Securities
Trends in Interactive Entertainment Colin Sebastian - Lazard Capital Markets
CEO Interviews (average 2,500 words): top management from 2 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: JAKKS Pacific, Inc., and RC2 Corporation
Topics covered: Stagnant Growth In Gold Equipment; Possible Consolidation In Golf Space; Quicker Rebound Among Higher-Income Individuals; Sales Pickup In Luxury Goods; Cyclical & Secular Dynamics In Media; Impact Of Tougher Media Regulation; Increased Operating Leverage From Stabilized Ads, Cost-Cutting; Competition From Phone Companies & Internet Content Providers; Blockbuster 2010 New Video Game Lineup; Growth In Software Sales/Video Game Multiples
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Companies covered: Liberty Entertainment (LMDIA); AOL (AOL); AT&T (T); Activision Blizzard (ATVI); Adams Golf (ADGF); Adidas TaylorMade (ADDYY.PK); Aldila (ALDA); Allied Capital (ALD); American Capital (ACAS); Blockbuster (BBI); CBS (CBS); Cablevision (CVC); Callaway (ELY); Clear Channel Outdoor (CCO); Coach (COH); Coinstar (CSTR); Comcast (CMCSA); Crown Media (CRWN); DIRECTV (DTV); DISH Network (DISH); Discovery (DISCA); Disney (DIS); Electronic Arts (ERTS); Fifth Street Finance (FSC); Fortune Brands (O); GameStop (GME); Google (GOOG); JAKKS Pacific (JAKK); Knology (KNOL); Liberty Global (LBTYA); MacGregor (GOLF); Marvel (MVL); MediaCom (MCCC); Microsoft (MSFT); Midway (MWY); NBC Universal (GE); Netflix (NFLX); News Corp (NWSA); Nike (NKE); Nintendo (NTDOY); Outdoor Channel (OUTD); Puma (PMMAF.PK); Quiksilver (ZQK); RC2 (RCRC); Sammy (SGAMY); Scripps Networks (SNI); Sirius (SIRI); Sony (SNE); THQ (THQI); Take-Two (TTWO); Tiffany (TIF); Time Warner (TWX); Time Warner Cable (TWC); UbiSoft (UBSFY); Verizon (VZ); Viacom (VIA); Wal-Mart (WMT).
