pan6467

Very true but how much was Ovitz and how much was Eisener. Once he got rid of Ovitz, Disney started suffering again. EuroDisney was a bomb, Eisener pretty much was the reason the only money maker at the time for Disney's studios left (later to come back solely because they got rid of Eisener and put Jobs on the board).

I like Disney but I also believe they keep trying to bandage a hemoraging company that is dying a very slow painful death and relies more on it's name and past than tries to create new product. (i.e. all the cartoon sequels that go direct to video..... it's a shame... Walt has to be spinning in his grave.)

Perhaps, Jobs with Pixar and some new production studio blood can instill some much needed life into Disney.... looks like they have so far but it's still too early to tell.



That's true, but the great CEOS and the ones looking out for the best of the company (like Redstone, like Smith, like Turner was etc.) also buy big blocks of stock. When they do sell, the good CEO's, they do as you say, take into consideration what the after effects will be and usually sell off small chunks at a time so as not to disturb the price that much or trigger the institutional programs.

Unfortunately, Jobs and people like him are the opposite showing they care only about the money and not the stock, the investors or the company.

Eventually, shareholders and the public at large have to ask how much is enough for a CEO. I mean as demonstrated above Jobs taking $600 Million in stock (which equals more than 33% of the profit) is a hit no matter how you slice it or what you WANT others to believe. It's damaging to a company and can do serious damage to the point the company may never recover.

Michael Dell's last 4 transactions have been buys.... granted at discounted rates but still buys.... LINK: http://finance.yahoo.com/q/it?s=DELL

Bezo's last sales were in November of '04 and if you look at the history, it was on the downside and has not yet achieved those highs again. Plus the P/E is at 46.98 and that means they are looking at seriously over priced stock that is going to take a severe correction sooner or later.... I wouldn't hold it..... and if you look at the history, you can tell pretty much the insiders have gotten out as much as they can.

It could be a company primed for a takerover/merger very soon also. I'd keep an eye on it. I wouldn't put money into it until it devalues and corrects the P/E, or until I started seeing something about takeover.

As for Ellison, it doesn't look like he moves his stock much, however, Jeffrey Henley, the Chairman, and most of the directors look to get options that sell shares short at the going rate and then those executives buy them back at discounted prices. Thus, keeping their shares. This does 2 things, promotes them to keep working to make the company stronger and allows them some form of compensation for a job well done.

Oracle as a whole looking at the stock, looks like a steady stock, a 25.25 P/E that is a bit high, but if they are growing and the revenue goes up it could be a strong stock, definately a watcher that you would buy testers on (small amounts that you qualify with an order to sell off if they drop a certain percentage or price).

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I just love people who use the excuse "I use/do this because I LOVE the feeling/joy/happiness it brings me" and expect you to be ok with that as you watch them destroy their life blindly following. My response is, "I like to put forks in an eletrical socket, just LOVE that feeling, can't ever get enough of it, so will you let me put this copper fork in that electric socket?"