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Toddo on TV: The Walt Disney of Wall Street


Markets, movers and more.

See that tie? If this were 20 years ago, it'd be wrapped tightly around his head. Then again, if this were 20 years ago, pre-Internet, Minyanville ace in the foxhole wouldn't be talking about Google (GOOG) and Yahoo (YHOO) and Microsoft (MSFT).

Currently, Google's programs are ad-supported and free for users. If Yahoo and Microsoft do merge, will they follow Google's lead and offer some software programs gratis? Toddo thinks the duo would opt for a hybrid model with a free and paid component. Using cable TV as an analogy, there are thousands of stations to choose from, but people pony up for HBO so they can watch Entourage. So goes the direction in media and software.

No doubt inspired by the entrepreneurial spirit permeating Silicon Valley, where Fox Business Channel's Liz Claman is wrapping up a three-day tour, Toddo shares his vision of a financial fitness franchise that educates and entertains from the ABC's to 401K's. A little something we like to call Minyanville. If Walt Disney (DIS) can brand two rodents as cultural icons, Hoofy and Boo can affect positive change though financial understanding.

Buzz & Banter time. Toddo's been ogling Goldman Sachs (GS), down 35% since last summer despite deftly maneuvering the first wave of the sub-prime mess. The company still gets the prize for best in breed, prompting Todd to grab a call position (defined risk) with an eye toward $160 support.

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No positions in stocks mentioned.

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