Disney Shakeup!

Click on picture for video Disney looks to shake up the C suite shifting the focus to cost cutters that could succeed Bob Iger.

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Even the Mouse Will Cut the Cord – Disney

https://youtu.be/plIvtb_GvY8 David discusses the importance of Disney’s ESPN changing it’s current business model. Streaming is the future as an increasing number of consumers cut the cord.

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Top Media Picks for 2014 – CNBC

http://youtu.be/21UInF13CAE David shares his top media picks for 2014 with CNBC hosts Bill Griffeth and Kelly Evans.

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S&P 500 – “Back in Black”

By David Nelson, CFA After markets ended January in the red, February put on one of the best performances since early last year. The 4% move in the S&P is even more impressive when you consider right out of the gate we took a 300 point plunge in the Dow on the heels of weak […]

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Alpha Select Portfolio Mid-Month Update

By David Nelson, CFA Markets have had a rocky start to 2014 but I haven’t been shaken from my bullish perch. Monday’s fall was on the heels of a Goldman (GS) report labeling the market as overvalued and yesterday’s bounce was off of an in-line quarter from JP Morgan (JPM). Helping push the index higher […]

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2014 – Why the Ride Isn’t Over!

By David Nelson, CFA Gordon Gekko – “This is your wakeup call pal. Go to work.” It’s 6:30 am Wednesday, January 1st 2014 and I can’t get my mind off Gekko’s call to Bud Fox in the movie “Wall Street.” Obviously, I didn’t make it to Times Square last night, so I decided to start […]

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