Our favorite name in the group continues to be Activision, which we believe is well position to grow market share and operating margins over the next several years due to strong and improving game quality.

We estimate a fair value for the stock in the mid-high $20s.

You never want to draw a firm conclusion from a few weeks, but NBC's chances of regaining the lead appear to be limited.

We remain neutral on [DreamWorks] shares due to concerns about mixed film quality and a lack of catalysts.

We use the Hollywood Stock Exchange to assess what market expectations are for a film.

I think this performance demonstrates that there is a demand for CG [computer-generated] family entertainment.

To some extent, it's sort of 'location, location, location,' ... I think there is an enormous demand from the locals, and from visitors from mainland China, to come to the park. They are not as reliant on foreigners to come to the park.