InvestorsHub Logo

fung_derf

12/01/14 10:47 AM

#1382 RE: starbuxsux #1381

I would LOVE to see some buyout talk. Sitting on 2750 shares right now. I'll probably be selling off in pieces moving forward.

llessurK

12/01/14 8:06 PM

#1398 RE: starbuxsux #1381

Big money seems to recognize this as LGF has been one of the more consistent performers in the sector.

Company has a keen understanding on what's hot by getting into streaming video early on as well as capitalizing on all these teeny bopper dystopian future novel adaptations so popular with young adults these days.

Market seems to react better to LGF buyout talks as well compared to DWA who seem desperate to sell at this point. Hasbro (HAS) holders were not happy with the idea of that acquisition as the stock plummeted when the deal was announced only to rebound when it ultimately fell through. There was also the Morgan Stanley upgrade on DWA last week proceeding today's downgrades on poor weekend box office numbers. The same Morgan Stanley that put out that ridiculous $7 price target on BBRY and sold off a portion of their AAPL shares today shortly after issuing an upgraded price target for it.

LGF is up +488% in the last 5 years. Comparatively, DIS is up over +206% in the last five years and DWA is down -44% in the last five years.

However, DIS is already up 22% YTD while LGF up 11% YTD (although, I believe DIS will probably hit $100+ next year with it's strong line up leading up to Star Wars).

Apples to oranges comparison in some respects but, at a fraction of Disney's market cap, Lions Gate still has some room to run, imo.