What I'm Trading

Monday, May 17, 2010

The Latest Value Gold Mine: The SJP

Value is not sexy. Profits are. In our neverending quest for value to yield you profit, let's sex it up a bit with our latest value gold mine...

I'm tired of using movies as adjectives. Instead of calling my latest value discovery "the new IRON MAN 2" or "the next TOY STORY 3," we need a new name for it. How about we call it an "SJP" as in Sarah Jessica Parker.


I have no ill-will towards Mrs. Matthew Broderick. I am sure she's a nice person. She seems to be an okay actress. The woman seems glamorous, attractive even to a certain kind of (older) male. SJP plays Carrie very well in SEX AND THE CITY. But take her outside of SATC, and she promptly loses her value. If anything, she is overvalued as an actress/commodity because of her SATC success. Like a desert mirage, she looks good from afar, but far from good. When you get up close and take a good look at her, you wonder how in the world this woman was able to lead the glossy, SATC-influenced fashionista revolution. She is, quite simply, overrated.


And so is our newest value gold mine, TWILIGHT: ECLIPSE. At $340 where we shorted it today, this third movie in the TWILIGHT SAGA is at least $65 overvalued for a 24 day run. I could not transfer my 40% and 30% respective profits from OCEANS and THE LOSERS fast enough to short this stock. The second TWILIGHT didn't even gross $300 mil over the life of its RUN. Sure, the Twihards have ECLIPSE looking like a cinematic U.S. Mint doused with an extra helping of angst and pale glitter makeup. But you're telling me that the market expects it to rip off almost $350 million in 24 days (altogether now: which only 4 movies in the history of mankind have ever done)???

Pshaw, I say (we don't use that word nearly enough today - pshaw)! In my neverending quest for value, in my effort to sex (AND THE CITY) up the search for value on par with its end result, profits, I give you my latest value-find, and the inaugural SJP: TWILIGHT SAGA: ECLIPSE. Short it and prosper, my friends. Short the SJP.

Posted by JCM Cinema Capital at 11:46 PM
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