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DIS trading @$100 today. Earnings out May 5th. Could be a good buy at $85- Love the Mouse!
Posted on 4/23/20 at 9:14 am
Posted on 4/23/20 at 9:14 am
Kicking myself for not getting in at $85 back in 3/23.
Earnings should be awful come 5/5
No cruise revenue for the foreseeable future
No park revenue until early 2021
Streaming service killing it.
I can see the Mouse stock dropping back toward the $85 mark.
Could be a real nice long term play at this price point or close to it.
What do y’all think about the DIS?
Earnings should be awful come 5/5
No cruise revenue for the foreseeable future
No park revenue until early 2021
Streaming service killing it.
I can see the Mouse stock dropping back toward the $85 mark.
Could be a real nice long term play at this price point or close to it.
What do y’all think about the DIS?
9
Posted on 4/23/20 at 9:24 am to Covingtontiger77
The street seems to get wet over Disney+ subscriber growth even though it still loses money. Significant subscriber growth may overshadow all of the bad news with parks and cruises. I hope to see $85 as well, but since this will be a V recovery and millions of people will rush back to the parks the day they open, why should we worry? 
Posted on 4/23/20 at 9:27 am to Covingtontiger77
Standard answer here that I believe is true, everything you mentioned is largely expected AND baked into the current price. With the stock being down 35% from pre-pandemic levels, it’s a valuable buy right now.
FYI - I put a good chunk of money in DIS at ~ $92 first week of April.
FYI - I put a good chunk of money in DIS at ~ $92 first week of April.
Posted on 4/23/20 at 9:30 am to skewbs
I got in at $96, contemplating selling and then buying back in?
Posted on 4/23/20 at 9:32 am to Covingtontiger77
I bet it is up after earnings, after they announce Disney+ numbers. Just going to be some short term pain with literally every part of the business losing money.
That being said, I think recovery will take longer for Disney then a lot of other businesses. IMO, it will take longer to get back to pre-pandemic levels on cruises, movies, and theme parks. All 3 are their primary forms of profit. Disney+ will either have to grow it's subscriber base massively across the world at $6 dollars per sub, or more likely they will need to start raising prices sooner.
That being said, I think recovery will take longer for Disney then a lot of other businesses. IMO, it will take longer to get back to pre-pandemic levels on cruises, movies, and theme parks. All 3 are their primary forms of profit. Disney+ will either have to grow it's subscriber base massively across the world at $6 dollars per sub, or more likely they will need to start raising prices sooner.
Posted on 4/23/20 at 10:10 am to UltimaParadox
You underestimate Disney families. As soon as those gates are open it will be a madhouse again
I do have this one on my ticker to keep an eye on. Another one of those I’m surprised it hasn’t dropped more
I do have this one on my ticker to keep an eye on. Another one of those I’m surprised it hasn’t dropped more
This post was edited on 4/23/20 at 10:13 am
Posted on 4/23/20 at 10:16 am to Covingtontiger77
quote:Don't forget ESPN getting slaughtered with no sports. They need the NFL Draft more than anyone.
Earnings should be awful come 5/5
No cruise revenue for the foreseeable future
No park revenue until early 2021
Streaming service killing it.
Posted on 4/23/20 at 10:37 am to Covingtontiger77
Disney needs to fall more before I will get back in. I do believe they will come up with a plan to reopen their parks sooner than 2021 but this pandemic impacts just about every facet of their business in very significant ways and they will not return to pre-corona levels for a very long time. Disney+ is a win but I question how many of the current subscribers are actually paying for the service. People will run through the content on the platform extremely fast and I don’t hear many things in the pipeline.
This post was edited on 4/23/20 at 10:38 am
Posted on 4/23/20 at 10:55 am to hiltacular
quote:
Disney+ is a win but I question how many of the current subscribers are actually paying for the service.
With Verizon giving away 1 year Disney+ subscriptions, there has to be a significant portion of users that have not paid anything yet.
Posted on 4/23/20 at 10:57 am to ThrowiTToTerrance
quote:after taxes that's like a 4% profit. Not worth missing the chance to get back in.
contemplating selling and then buying back in?
Posted on 4/23/20 at 11:27 am to hiltacular
quote:
People will run through the content on the platform extremely fast
Not people with kids, which is their primary demographic. Most kids can watch the same movie 100s of times. There's way too many movies on there for the kids to get bored with, IMO. They'll get other original shows coming too, like the Mandalorian.
This post was edited on 4/23/20 at 11:28 am
Posted on 4/23/20 at 11:38 am to Brettesaurus Rex
quote:
Another one of those I’m surprised it hasn’t dropped more
It is all about future growth with Disney+. That is what is keeping the stock up IMO.
That being said the current business model for Disney+ is not sustainable if the rest of the business is not making enough money to offset it. Disney was making a lot more money licensing the content to other platforms before they consolidated it all back to their own platform.
I do think they will have to raise the prices to be in more line with Netflix ($12 instead of $6), but it is too risky to do it now.
As long as their is massive growth in Disney+ I think the stock won't drop that much.
Posted on 4/23/20 at 11:45 am to Covingtontiger77
I bought in at 96. Waiting for the day the parks open to cash out
Posted on 4/23/20 at 11:46 am to UltimaParadox
You do realize theme parks is 35% of revenue?
Posted on 4/23/20 at 11:51 am to tigersfan1989
Sitting at 99, honestly will probably hold for a couple years
Posted on 4/23/20 at 11:53 am to TJG210
quote:
You do realize theme parks is 35% of revenue?
Yes.. I am not bullish on Disney. All I am saying is the current price is only being propped up by Disney+. Investors are focused on that one metric.
The rest of the business is currently a disaster, but they are looking past it. Just IMO
Posted on 4/23/20 at 11:54 am to Navajo61490
Any news about dividends cut?
Posted on 4/23/20 at 3:27 pm to Covingtontiger77
quote:
No park revenue until early 2021
They'll be open this July and it will be packed
Posted on 4/23/20 at 3:52 pm to RidiculousHype
No way are the parks opening as early as July.
Posted on 4/24/20 at 8:20 am to castorinho
quote:
No way are the parks opening as early as July.
There's too much money to be made. By this time 2 months from now we'll have a lot fewer cases, a lot fewer deaths around the world. Drumbeat of positive headlines will make things feel much different than the malaise we feel now.
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