Blockbuster Lays an Egg

Blockbuster shares are down sharply today after reporting another disappointing quarter. While Q4 revenue met Street expectations, adjusted EBITDA came in at the low end of the pre-announced range. The company continues to mull restructuring options, plans further store closings, and has cut capital spending to “maintenance levels.”

TiVo: New HD Box Coming?

Is TiVo about to roll out a new HD DVR? Janney Montgomery Scott analyst Tony Wible pointed out in a short research note today that TiVo’s $250 HD DVR–the primary SKU for its stand-alone business – is out of stock on both TiVo.com and BestBuy.com.

Rumor Revived: Should Disney Buy Electronic Arts?

Last November, the Wall Street Journal ran a Heard on the Street column that proposed that Disney ought to buy Electronic Arts. The following month, they revisited the idea. This morning, Janney Montgomery Scott analyst Tony Wible dusted off the concept in a report in which he launched coverage of Disney with a Buy rating. The logic isn’t that hard to figure out.

Here's An Idea: Stream Sirius Radio on Your iPhone

You know what would be cool? If you could stream Sirius (SIRI) or XM satellite radio on your Apple (AAPL) iPhone. As it happens, Citigroup’s Tony Wible this morning writes in a research note that there are “reports” of a new Internet streaming application that would allow SIRI users to listen on portable devices.

Blockbuster: Citi Boosts Target, Adds to Top Picks List

Blockbuster (BBI) shares are getting a lift today from Citigroup’s Tony Wible, who raised his price target on the stock to $8.50 from $8 and added the stock to the firm’s “Top Picks Live” list.