As I have pointed out before, I believe Time Warner could see good upside from DC Comics, since it owns the rights to all the characters, unlike Marvel, which licenses out Spider-Man, Fantastic Four, and the X-Men characters.
In 2016, Batman vs. Superman will go head-to-head with an untitled Marvel franchise. Marvel will likely announce exactly what movie that will be later this year. Marvel was brilliant in announcing that it would release movies on May 6, 2016, and May 5, 2017. This in a way blocked other studios from releasing movies during a key summer weekend, due to the fear of competition. If both movies keep their release dates, it will be quite the matchup.
While Time Warner and Disney could be in for huge box office results and share price increases, keep in mind that the movie theater operators could be the big winners. Companies like AMC (AMC), Regal Cinemas (RGC) and Cinemark (CNK) benefit from having multiple blockbusters in the summer. Another company to watch is IMAX (IMAX), which has shown movies from both studios and will likely have to pick either Batman vs. Superman or the untitled Marvel film.
Stay tuned for the next battle in DC vs. Marvel.
At the time of publication, the author held no positions in any of the stocks mentioned.
This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.