Annual Checkup -- DWA

I'm still confident in the long-term future of Dreamworks Animation (DWA), though my average price of $35.49 means my holdings are still significantly underwater. I've written here and there about this company's prospects, and, while I think 2006's film slate is a little light and this year may remain a good buying opportunitiy, it's possible that their two "no-name" films this year will succeed beyond our wildest dreams ... and the return of the Shrek franchise should be a big boost in 2007. The most important recent change was the addition of Lewis Coleman to the management team -- he's reputedly a tough guy and a solid Hollywood manager that should be able to introduce a little of the business discipline that Jeffrey Katzenberg lacks. I like that Katzenberg should be able to focus more on the creative, and that there will be someone in the management suite who understands both the Street and the studios.

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