An all female led woke Pirates of the Caribbean movie is an absolute shame. Disney has learned nothing by losing millions at the box office and destroying the brand.
rikflaire
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Earnings may not beat estimates but will offer a lot of positives for the future such as new add revenues kicking in and espn deal etc. Iger is under pressure to perform or else lose proxy battle with the board. Initial stock reaction could be flat but conference call will be LOADED with commentary about nfl deal and Disney + moving closer to profitability. I expect a large boost coming from the conference call which will get the stock over the center mark $103+
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This is a make or break quarter for the proxy fight with Peltz. Iger knows the quarter must be good in order for proxy voters to have confidence in the board. Disney + raised prices AND started their advertising tier in the quarter. This will make up the difference in streaming costs and negative sub growth. All eyes will be on Disney+ path to profitability and espn deal.
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Definitely voting in favor of Peltz who just wants Disney to monetize assets in which they’ve failed thus far. He also wants Disney to return to family values instead of making woke shows and movies. However, I don’t agree with licensing to Netflix. If Iger pulls off the deal with NFL that could be the greatest advantage Disney has over Netflix. If Disney gets the deal with NFL every household in America will have to add ESPN which could be HUGE!
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Today’s the day to buy this. Next week is Earnings and it could open at $98 then get to $100 on Wednesday. Wednesday’s huge…if you’re not in cold miss a the move to break resistance at $103! After that next resistance is $118
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Been on this stock for 4 years. Dis will hit $100 by Wednesday’s ER report. Iger’s under pressure to deliver or face a change on the board. Disney+ raising prices and adding new revenue from advertisements etc will demonstrate pricing power and future profitability. All signs are leading to great quarter! Stock could jump 10%. Any positive news on an espn/nfl deal is just a bonus. I expect $110 after earnings
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Peltz absolutely should get his 2 board seats. He’s 100% correct about the stock underperformance. Activists should apply pressure to companies with complacent boards. The stock should be no less than $150. There’s no excuse for constantly releasing woke entertainment that underperforms at the box office. They’ve also completely mismanaged espn which has yet to contribute! It’s time for a change!!!!
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Peltz is right about nearly everything. The stock has underperformed for 3 years! This stock should be at least $150! What’s Iger waiting for to sell off ABC and make the espn deal?!
Iger and the board need to purchase more Disney stock to show confidence in future performance. Not a good sign when the stock price is this low and the CEO isn’t adding to his stake. Bring Peltz in and restore confidence! -
Old Disney: Remakes accurate to the original cartoon or comic which is why Beauty and the Beast, Jungle book, Cinderella, Malificent etc. were all hits nearly every movie including Star Wars and Marvell grossing $1 billion
Woke Disney: Buzz light Year, Wish, Peter Pan, Marvels, little Mermaid…all complete flops…next floor on line is Snow White!
Return to money making ingredients and the stock can revisit all time highs after Disney+ turns a profit
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Grindtime- you must be joking. Never alienate the core audience which is for the traditional family. Anything less and parents stop allowing their kids to watch the content. Diversity can be used as both a strength and a negative. Not everything we see on tv needs a gay character, or when iconic characters are replaced with a minority of their choosing. Just create new stories focused on the culture of those characters? How many blacks, whites and Asians were in Incanto or Coco?! None, and they were great
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Just imagine what the stock price would be if Disney decided not to make woke movies?! I’d say $150 is the fair value. Once momentum is back and Disney + can be profitable the stock will get there in a hurry! 50% upside
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It’s official! We have broken out. Room to run up to $103 pre earnings.
Disney + add tier will show new profit category and nf/espn deal to be announced cluld propel the stock to $120!
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Despite the woke agenda there’s huge upside in this stock since it was literally higher 10 years ago. I’m all for Petlz putting the voice of reason into the board. Huge pipeline of content in the years to come. Sentiment will change after ESPN deal gets done with NFL and with gambling partnership with Penn
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Daren, Netflix is far from woke. Did you watch the Dave Chappelle special? Case closed.
Disney+ can’t present 75% of the shows Netflix does because they’re too busy pushing the gay/woke agenda. Sorry but nobody wants to see female led superhero movies and gay characters in cartoons. They need to stop the nonsense before families ban their kids from being exposed to Disney +
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Been in DIS for 3 years. Every time I think we’ve reached the breakout it’s failed. I agree with Peltz the company is totally mismanaged due to the woke agenda. There should always be repercussions for falling short of the box office. Would anyone make a sequel to a movie that bombs? Absolutely not. How many female/gay/handicap led movies/shows actually performed well at the box office? NONE! Once Disney stops pushing the woke agenda positive results will follow….it’s as simple as that.
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How many times has investors in BA been fooled into China recertification hopes? Calhoun lied to us for two years and now says there’s low possibility of it. Of course China recertification would be HUGE, but stock price would be at least $200 if investors believed this would happen this year. However, “if” it does happen the stock goes to $300…..IMO that’s still a big “if”. Without China, BA could still get back to $300 in 2024
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Baywatcher, BA’s producing 31 planes per month not 50. 50 is the goal by end of next year. The problem is DELIVERIES! they have about 85 787’s in inventory……yes 85?! They have another 110+ 737’s and are chipping away at delivering those now that China delayed certification. BA is only paid upon DELIVERY. Bottom line is they have $30 billion in inventory they haven’t delivered. Boeing claims they can deliver all excess inventory by end of 2024. By that time nearly all debt will be paid for and have tremendous cash flow.
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