Walt Disney (DIS)

[behappyalways]

Jim Cramer: 'Youth' investors are making trades that veterans would not make
https://m.youtube.com/watch?v=l_1Dpj1Ftg0

[winston]

This Stock is On Fire. Buy It!

by Luke Lango

DIS Stock: Disney+ Is on Fire

Linear Networks Business Holding Up

Parks Positioned for a Rebound

Source: Investor Place

https://dailytradealert.com/2021/02/16/ ... re-buy-it/

[winston]

vested

Disney Slides As Wall Street Disappointed With Subscriber Growth

BY TYLER DURDEN

Subscribers for the company's streaming service, which has received widespread praise for hit shows like "the Mandalorian", increased 1.8% QoQ - equivalent to 2.1MM new customers - to 118.1MM, missing the average Street estimate for the subscriber base to increase to 119.6MM.

Meanwhile, the company reported earnings of 37 cents a share excluding some one-time items, missing estimates of 49 cents.

Looks to reach as many as 260 million customers by 2024.

Source: Zero Hedge

https://www.zerohedge.com/markets/disne ... to+zero%29

[winston]

vested

Disney slumps as streaming cools, suggesting struggle ahead

by Christopher Palmeri

Growth will be driven first by an increase in the number of countries where Disney+ is offered, and then by what Chapek called a surge of spending on new TV shows and movies.

Losses in the direct-to-consumer business, which includes Disney+, widened to US$630 million. Wall Street projections were for a loss of US$438.8 million.

In Disney’s traditional TV business, profit fell 11% to US$1.64 billion, due to higher programming and marketing costs for the ABC broadcast network, along with lower affiliate fees from cable networks such as ESPN.

Profit at the company’s theme-park business, the largest in the world, came to US$640 million, compared with a year-earlier loss, largely driven by the consumer products business.

Source: Bloomberg

https://www.theedgemarkets.com/article/ ... ggle-ahead

[winston]

vested

Buy the Dip in Disney? The Charts May Not Agree

by BRET KENWELL

While it’s not exactly a bullish reaction to earnings — the stock is down on the day after all — the losses aren’t too bad and bulls are buying the dip.

That’s about as much as investors could ask for in a situation where a company misses on earnings and revenue expectations and as Disney came up short on subscriber estimates.

Resistance between $187.50 and $190.

On the downside, a drop below $160.50 puts today’s low in play along with $157.46.

Source: The Street

https://www.thestreet.com/investing/buy ... ot%2BAgree

[winston]

vested

Disney Disappoints but Here's Where I'm Adding Shares

I still think this is a $200 stock. Apparently so do several five star analysts.

By STEPHEN GUILFOYLE

Free cash flow had printed up 62% at $1.522B (almost three times consensus).

Daniel Salmon at BMO Capital, who already had the equivalent of a "hold" on Disney, cut his PT to $180 from $195.

John Hodulik of UBS, who maintained a "buy" rating, reduced his PT from $220 to $205.

Both Benjamin Swinburne of Morgan Stanley and Michael Morris of Guggenheim left "buy" ratings in place as well as PTs of $210 and $205, respectively.

Source: The Street

https://realmoney.thestreet.com/investi ... g%2BShares

[winston]

vested

When Will Disney Stock Be About More Than Just Disney+?

by Rick Munarriz

Disney+ is generating just 7% of Disney's total revenue, and it's still three years away from profitability.

The 26% surge in revenue for the fiscal fourth quarter was enough to lift all of fiscal 2021 into positive territory.

Disney+ accounts for less than 8% of the total current revenue.

Disney+, ESPN+ and Hulu are all growing at 20% or better over the past year.

Source: TMF

https://www.fool.com/investing/2021/11/ ... yptr=yahoo

[winston]

vested

Is Disney Stock A Buy Right Now, After The Media Giant's Latest Earnings Report?

by NANCY GONDO

All of Walt Disney's (DIS) theme parks are now open.

Some Disney cruises have resumed.

And Disney+ continues to offer hit shows and new movies.

Source: IBD

https://www.investors.com/research/disn ... src=A00220

[winston]

vested

Disney (DIS)

While the S&P 500 has climbed a solid 22% year to date, Disney shares have tumbled 19% over the same time period and are off nearly 30% from their 52-week highs.

Theme parks and cruise lines still make up about 17% of Disney’s business, so it’s no surprise that new COVID variants significantly hurt the stock’s investor appeal.

Meanwhile, streaming service Disney+ added just 2.1 million subscribers in the most recent quarter, its slowest pace since launching two years ago.

Prior to the pandemic, Disney consistently posted returns on equity around 20%.

Source: Money Wise

[winston]

vested

Is Disney Stock A Buy Right Now, As It Trades Well Off Its Highs?

by NANCY GONDO

Barclays downgraded its rating to equal weight from overweight amid concerns about slowing growth of its Disney+ streaming service. It also lowered its price target to 175 from 210.

Disney is not a buy right now. But it's worth watching to see how the media giant fares now that its theme parks, cruises and movie theaters are back in action.

Source: IBD

https://www.investors.com/research/disn ... src=A00220