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Ok...traders would love it if the order were NOAH then CARS2....because after CARS, next out is MERYG (Caching!) but this is all
pure speculation. Yes I did imply IMHOP tha the starbond would possible head south until attached to a blockbuster like CARS2 or even BATM8 for all I care (He could play Bruce's father?)
But if you look at the page that was created by RH, virtually all of the adjusting bonds have their next out identified. My suggestion, perhaps not too subtle, was that all of the adjusting bonds in the report have the next movie out of the TAG identified and let the reader decide what the implication of that is, long term.
Large portfolio owners probably can do it in their heads. Small portfolio owners should treat long term holds like MKEAT as toxic, except perhaps for the dead cat bounce. It is the people in the middle who might be using the report for guidance. I just felt that with all of the information provided, one little bit more would make it better.
BTW, when I do my Tuesday adjusts, I love it when the next out is a limited, or a movie over 150. Those are easy. When the next out was 40-70, try to guess how the next project will do. Now THAT is pure speculation.
Post Adjust Bond Show For 8/31/10 Aug 31, 10:42
...but if and when MKEAT adjusts in the future, CARS at 244 M drops out... Aug 31, 12:53
Maybe he's in CARS2, or maybe he retires and CARS doesn't drop out. Don't assume. {nm} Aug 31, 13:18
Or maybe he'll voice Noah in a movie called "Noah's Ark: The New Beginning" which will get released before CARS2. {nm} Aug 31, 18:02
The point is nothing was "missing". {nm} Sep 01, 10:37
mrbinns was implying MKEAT could only go down on the next adjust so I gave him examples. {nm} Sep 01, 10:48
Right, I got that, but if he already has provided his voice for another project, it wouldn't matter if he retired. Sep 01, 11:44
But the most he can go up is $1 so the odds are he's going to go down, and this is a game of playing the odds {nm} Sep 01, 13:59
that's not entirely true, while OTHRS has delisted, it will still contribute to the TAG for the next few weeks. {nm} Sep 01, 14:22
I think better odds that MKEAT will reprise his role and next adjust for CARS2. {nm} Sep 02, 12:27
Ok...traders would love it if the order were NOAH then CARS2....because after CARS, next out is MERYG (Caching!) but this is all Sep 02, 13:30
so possible +4 vs possible -40 everyone is free to guess the odds which is going to happen {nm} Sep 02, 14:10
NOAH is in post production, but has not been IPO'ed. That is another variable. {nm} Sep 02, 14:39
