Re: [CANSLIM] MVL

From: michael_niemotka@baxter.com
Subject: Re: [CANSLIM] MVL
Date: Thu, 26 Jun 2003 11:32:09 -0500
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Also, don't forget X-men 2 which came out a few months ago.  Of course
movie success will help MVL, but from a pure reveune standpoint, they are
usually capped on how much cash they get as a result of the movie success.
The real money for them comes from the licensing fees on all the other
stuff.  Needless to say, there has been a TON of HULK stuff in the stores.

Mike


Mike Niemotka , PE
Sr. Principal Engineer
Baxter Healthcare Corporation
Route 120 & Wilson Road
Round Lake, IL 60073
Tel (847) 270-4075
Fax (847) 270-4525
michael_niemotka@baxter.com


                                                                                                                            
                    "Bill Triffet"                                                                                          
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                    06/26/2003 11:13 AM                                                                                     
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My only concern (and a big one for me) has been that MVL is riding on "The
Hulk" movie release and its associated licenses. It rose this year in
anticipation of the release. Now it's out and critics are giving it mixed
reviews. I think that is what has broken it down lately. Also the old "buy
on the rumer - sell on the news" may be slightly working here as the movie
is now released.

Company info:
"For the 3 months ended 3/31/03, revenues rose 53% to $87.4M. Net income
applic. to Com. before accnt. change totalled $41.1M vs. a loss of $3.4M.
Results reflect increased licensing revenues, and $4.3M in joint venture
income."

Bet a huge percentage of that $87.4M was for "The Hulk" licensing. I'd like
to see it spread over a variety of charactor licenses - not all depending
on one movies success.

Now, that all said, "Spider Man" has done very very well so who knows?

- --
Bill


- -------Original Message-------
From: michael_niemotka@baxter.com
Sent: 06/25/03 01:39 PM
To: canslim@lists.xmission.com
Subject: [CANSLIM] MVL

>
> Looks like it is showing some support at the 50dMA, trying to work it's
way
back above.  Today's action is what I think is referred to as a "tail up"
since the close was near the high point of the day.

The fact that it occurred on higher than ave volume is also a good sign.
Anyone else have any thoughts on the stock today?

Thanks

Mike

Mike Niemotka , PE
Sr. Principal Engineer
Baxter Healthcare Corporation
Route 120 & Wilson Road
Round Lake, IL 60073
Tel (847) 270-4075
Fax (847) 270-4525
michael_niemotka@baxter.com



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