LiveRocket Performance Week 52 - Down 0.7%

This was a very unusual week. As a holiday week, trading was pretty light. And then there was the murder of Bhutto which affected markets. So it's difficult to draw any conclusions.

Our performance was overall in line with the market.

In fact, most of our tocks did well and only a few brought us down

WINNERS

ATW - Up 6%

NOV - Up 3%

TRID - Up 4%

LOSERS

FWLT - Down 6%

MICC - Down 2%

MVL - Down 5% This was also a 1 day drop at 2x average volume. No news, so it could be retail related. Weak retail could hurt various licensing revenues.

WFR - Down 3%

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Also, a quick update on Marvel (MVL)

I was mistaken in my understanding of Sony's Spiderman contract. To re-cap: I thought that Sony's contract expired. What actually happens is that the fees rise per sequel going forward.

That is still positive upside but not as significant as I thought.

On a positive note, they will have Iron Man featured at the Superbowl in a commercial.