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Watching Movies With Disney


Say what you will about Disney, the company has an unassailable movie library.


Hello from lazy town (population: me), where I just got done watching Beauty and the Beast with my freshly de-tattooed birthday girl. Say what you will about my Disney (DIS) long (I'll go with "blah"); the company has an unassailable movie library. I wouldn't trade a hive full of Dreamworks (DWA) Bee Movies for a single Beauty and the Beast or, for that matter, even a Cars. In less over-sharing news:

  • Separated at Birth: Pete Najarian and Gaston.

  • Speaking of Gaston... er... Pete, the Pit Boss just pinged me, noting that it feels a little odd for the XLF to have given up the ghost this morning. Goldman's (GS) news has been good for Goldman and that's about it, so far.

  • On the other paw, the retailers seem to be holding their gains quite well and Home Depot (HD) is flat, for no good fundamental reason at all. As Prof. Coop and others often note, it's not the news, it's the reaction. The market isn't expecting much from the retailers as they report this week. For the moment, at least, the reaction is strong.

  • "We few... we happy few... we band of brothers..."

  • Minyan Dougie Kass is looking for one of the largest point gains in history on the Dow today. We're off to a strong start but I'm just not feeling that kind of exuberance just yet. Maybe after a piece of birthday cake...
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Position in DIS.

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