Team 4+1 Investment Strategy Entertainment and Leisure Sector.

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Presentation transcript:

Team 4+1 Investment Strategy Entertainment and Leisure Sector

Entertainment and Leisure Sector General Idea Including: Entertainment, Media, Hotel, Travel, etc. Short-term opportunity: Strong economy, more bonus, expected strong growth in entertainment/leisure sector this summer Long-term: Until the macro indicators show down turn it should show strong growth

Mutual funds investing in this Sector DZL (Leisure/Entertainment Index) PEJ (PowerShares), RYLIX (Rydex), FDLSX (Fidelity), FLISX (Invesco) DZL (Index) S&P500 PEJ RYLIX FDLSX FLISX

Winner: PEJ (PowerShares) The Fund will normally invest at least 90% of its total assets in common stocks that comprise the DZL Index. Investment merit criteria including: price momentum, earnings momentum, quality, management action, and value.

PEJ: PowerShares

Trading methodology 4+1 Sectors: – Movie, gaming, tv (content makers and distributors) – Casino, hotel, travel, cruise lines (no airlines, no travel agencies) – Not restaurants and food sector (different from PEJ)

Trading methodology 4+1 Distribution: – Capital size does not matter – In short term allocate more in travel, hotel, casino sector -- economy is recovering – Long term during economic down turn focus on sectors that attract budget buyer, cheaper content distributor, movies etc. – Value investment P/E lower than 20 in economic down turn go even lower to lower than 15. – # of total holdings 10 maximum

Finviz: – Sectors we are analyzing total (126) Entertainment Diversified (13) Gaming Activities (10) General Entertainment (6) Lodging (14) Movie Production theater (9) Multimedia Graphics Software (20) REIT hotel/motel (16) Resort, Casino (23) Broadcasting (15) Parameters

Parameters Continued Finviz: – Low P/E (<20) value investing Currently 40 companies that meets this criteria News of mergers, new products, good or bad press, news related to expected box office sales – Our sector related general news – Sweeps and box office results – Evaluate growth strategies and general management – Name brand recognition (esp hotel, lodging sector) This year we will look at Q3 earning reports Sell stock when they go above the P/E threshold or other management issues makes it unattractive

Movies, TV, Games Movies: Box office TV: Sweeps Games: #units sold Growth compared to last year Competitive comparison Franchising potential Online review sites

Casinos, Hotels, Cruise lines Brand recognition Expansion-new ventures

Companies we currently pick DIS (Disney Company) STARZA(Starz) BYI(Bally) SIX (Six Flags) IHG (Intercontinental) LGF (Lions Gate) IGT (International Game Technology) CNTY (Century Casinos)