Sunday, September 27, 2009

CNOLA

CNOLA 20,000 long pd: H$75.36 curr: H$82.56

Christopher Nolan is gonna go to at least H$120 after the 2010 release of Inception, and if his new movie makes a lot more than Memento (gross $25M), his TAG will go higher.   

Monday, September 21, 2009

Sept 21


MOVIESTOCKS

4 Positions69,732 SharesWorth H$6,496,628.00H$1,203,640.12 (22.74%)Sort by:   Release Date   Phase


SecuritySharesHeldAvg. PaidCurrentToday's Change(%)ValueNet Gain / Loss(%)
FMGUY28,732longH$32.74H$39.00H$3.25(9.09%)H$1,120,548.00180,000.00(19.14%)
ANCH220,000longH$33.98H$38.11H$3.50(10.11%)H$762,200.0082,674.27(12.17%)
HPOT820,000longH$182.54H$229.59H$0.00(0.00%)H$4,591,800.00940,965.85(25.77%)
3STOG1,000longH$22.08H$22.08H$0.00(0.00%)H$22,080.000.00(0.00%)
Family Guy Movie.  Bought 50,000 when it IPO'd last week but it didn't move much before today.  I had let some of it go to load up on Anchor Man 2 a few days ago.  For now it's a Push.  Still have plenty of the Final Harry Potter to see good profits.  The Farrelly Bros. have had their 3 Stooges project on their brains at least since they did the commentary for Stuck On You.  In that they say Shallow Hal and Stuck On You were two sweet movies leading up to their off the hook "Stooges" movie.  

STARBONDS

8 Positions91,002 SharesWorth H$3,701,379.27H$580,831.53 (18.61%)

SecuritySharesHeldAvg. PaidCurrentToday's Change(%)ValueNet Gain / Loss(%)
JKRAS20,000shortH$66.89H$43.17H$0.00(0.00%)H$1,812,200.00474,400.00(35.46%)
ZSALD10,000longH$70.04H$72.54H$0.50(0.69%)H$725,400.0025,000.50(3.57%)
GRIBI20,000longH$27.66H$30.41H$0.25(-0.82%)H$608,200.0054,993.50(9.94%)
APEET20,000longH$19.01H$19.53H$0.00(0.00%)H$390,600.0010,400.00(2.74%)
DARON20,000longH$6.73H$7.38H$0.00(0.00%)H$147,600.0012,987.00(9.65%)
JLEWI1,000longH$14.20H$17.19H$0.26(1.54%)H$17,190.002,990.26(21.06%)
JPRYC1longH$104.00H$98.71H$0.00(0.00%)H$98.715.29(-5.09%)
ZGALI1longH$25.00H$90.56H$0.00(0.00%)H$90.5665.56(262.24%)
The Office's John Krasinski's adaptation of David Foster Wallace's "Brief Interviews with Hideous Men" opens in limited release this weekend.  Might be good, might not.  Either way, BIWHM is going to replace Shrek 3 in Krasinki's TAG, likely pricing him just above H$20.  I know a great short when I see one.  A short I'm not playing because it's too expensive for me right now - plus I already took great profits from it earlier this year - is RPATT.  Following the release of Twilight his TAG will lose one of the following each time he makes a movie: Harry Potter 1, Harry Potter 2, Twilight.  Even with the Twilight sequel and trequel replacing two of those, his TAG can literally not go up unless HSX lifts the H$250 rule.  
Long holds right of now are the cast of Avatar.  Both ZSALD and GRIBI will use Avatar to replace microscopic indie movies in their TAGs, and together they should get me another $40/share.

MOVIE FUNDS

1 Positions10,000 SharesWorth H$298,900.00H$4,900.00 (1.67%)

SecuritySharesHeldAvg. PaidCurrentToday's Change(%)ValueNet Gain / Loss(%)
IN3D10,000longH$29.40H$29.89H$0.12(0.40%)H$298,900.004,900.00(1.67%)
3-D is in!