The Manning Bowl Effect on the Bottom Line
OK, maybe it is not quite a "buy" signal for GE, but NBC has alot riding on Sunday Night Football, and the Manning Bowl augurs well.
"This Sunday night, NBC has arguably the most marquee regular season game of the year: the Indianapolis Colts versus the New York Giants (Go Big Blue!). That game pits the Colts' star quarterback Peyton Manning against his little brother, Giants' quarterback Eli Manning."
Then there is this:
"And later in the season, NBC will have the option of cherry-picking marquee games from Sunday afternoons and moving them to Sunday nights. That's a huge plus for NBC since it means fans won't be forced to watch games featuring a great team against a complete patsy or two mediocre teams playing each other like they did in seasons past."
Hmm. Maybe NBC should promote "Rematch: Bush vs. Gore" on Dec. 3rd? Smart marketing if you ask me.
"This Sunday night, NBC has arguably the most marquee regular season game of the year: the Indianapolis Colts versus the New York Giants (Go Big Blue!). That game pits the Colts' star quarterback Peyton Manning against his little brother, Giants' quarterback Eli Manning."
Then there is this:
"And later in the season, NBC will have the option of cherry-picking marquee games from Sunday afternoons and moving them to Sunday nights. That's a huge plus for NBC since it means fans won't be forced to watch games featuring a great team against a complete patsy or two mediocre teams playing each other like they did in seasons past."
Hmm. Maybe NBC should promote "Rematch: Bush vs. Gore" on Dec. 3rd? Smart marketing if you ask me.
posted by Donny Baseball at 12:47 PM
2 Comments:
It seem that you like to invest in turn-around situations. How does it work, timing wise? Do you just buy them when they are statistically cheap?
On many of these, it is quite subjective. There are a handful of companies with unparalleled assets and dominant positions where the chances of them "going away" are small. At some point when these fine businesses run into trouble you have to try to get a sense of what the maximum allowable low point is that management or other interested parties will let the company sink to. I mean in terms of qualitative factors not statistical figures. Catepillar several years back was one. Boeing was such a case, I think Ford is such a case. You have to go beyond the numbers and ask if the problems are really potentially fatal. In many cases, these companies are quite strong beneath the surface. I use the statisics to simply confirm my impressions, so for example a low P/E ratio to historical earnings will help me feel more confident in the qualitative judgement. Sometimes you do get burned though, take Kodak for instance.
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