We do not expect the studio funds to make too much money because each studio releases a limited amount of movies each year. Since the studio funds re-IPOed in Oct '09, DISNX has only made $.39.
Since this manager has taken over the fund, DISNX has had Old Dogs, Toy Story/Toy Story 2 3D, The Princess And The Frog, A Christmas Carol, Surrogates, Everybody's Fine, The Boys Are Back, and When In Rome all release and this fund has only made $390,000 ...that is unacceptable! Looking at the fund holdings, I see that it is the manager's poor investment strategy to blame. Again, when you are managing a fund that only has a limited number of releases, you should be about the here and now, taking advantage of each release as they come (especially when you are only running the fund until October of this year). DISNX should be focusing on When In Rome (in release), Alice In Wonderland and The Last Song, and then after that it should be preparing for the summer releases. What is the profit in investing in Winnie The Pooh or Newt?
Grade D This fund is one of the more easier studio funds to run because it usually has a consistent number of releases each year. This manager has taken his money and tied it all up in poor investments that are barely paying off. This fund is not a good buy for any port of any size.
FOXX has made 6mill in 4.5 months. That is good for a studio fund.
Looks like FOXX is taking a simple approach to investing. All of its holdings are big name movies that have already wrapped. They have decided to skip the developments and productions? There are a few noticeable movies missing like Marmaduke and Predators.
Grade B This fund is making money but it could be making more. At current price, PJALT only ties up 5mill of the funds cash. Where is the other $15mill?
In the last 4.5 months, LGFX has made 6.49mill. Not bad.
This fund is doing what a fund should do and investing in stocks that are coming up. Fund could profit by The Descent 2 going STV. Hopefully this fund will invest the right way in its movie releases, but it looks like the fund took a hit on a weekend opener about a month ago and has not recovered yet.
Grade C In its current state, this is not a fund that would be a good long term investment. It took a hit and has not bounced back yet. When its next project releases, you should check out which way it is holding and maybe make some money on the adjust.
PARAX has made 7.21mill since IPO. The current price of the fund is almost equal to how much the fund made in an entire year under a previous manager.
Although this fund has made a lot of money, its holdings are weird. The fund decided to pass on this weekend's opener Shutter Island, but has chosen to invest in Iron Man 3 (which we know is a few years off)?
Grade C This fund has been bleeding and losing money the last three weeks. This fund also has a strange investment strategy and I do not know how it is planning to stop the bleeding and turn the fund around. It got off to a great start but has now stalled.
SONYX has made 40.09mill in the last 4.5 months and is the studio fund front runner.
This fund is taking advantage of its current releases, upcoming releases and balancing those with news items and upcoming projects. Just look at that sexy graph. The fund has already passed last years profits. Not much more I can say.
Grade A This is the most profitable of the studio funds this year and the current investments indicate that it will keep growing. This is a great investment for any sized port.
UNIVX took off after IPO and then stalled. A new manager took over the fund a week or so ago and has started to turn this fund around.
Looking at the holdings, this port has their upcoming releases ready (Green Zone, MacGruber, Repo Men and Get Him To The Greek) as well as their far out releases (Scott Pilgrim), and they have stayed current by investing in news items (Sinatra and Trump Heist).
Grade B This fund is set up like a Grade A port but the manager is only a week old and unproven. This fund is a good investment for all ports. It has several movies releasing very soon and it is being smart and investing in news items. I expect that if we looked at this port again in two months it most likely would get a Grade A.
FUND IN TROUBLE ...FUND IN TROUBLE ...FUND IN TROUBLE
Help Wanted: HSX Player with 100mill+ port needed to run abandoned WBROX fund. Fund has been slightly abused by previous manager but comes with opportunities to invest in projects like Clash Of The Titans, Cop Out, Due Date, Harry Potters, Inception, Green Lantern, Sex And The City 2, The Losers, and Yogi Bear. Looking for a loving home with a player who is willing to commit until October 1, 2010. No previous experience required. Interested parties should contact DMac at email@example.com (and tell him that The HSX Dude sent you).
Grade D Some manager ran this port into the ground and then left town. That leaves this fund on autopilot. New manager needed. This is a bad investment for all ports of all sizes.