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Disney's Latest Unionization Cast Vote Could Signal Shifts in Operational Costs and Investor Outlook | news.google.com • |
Validea Detailed Fundamental Analysis- Nasdaq | news.google.com • |
Disneyland character and parade performers vote to join labor union | marketwatch.com • |
Who is Roaring Kitty, the GameStop stock booster, and why did he suddenly return? | news.google.com • |
Why did Chris Wood of Jefferies sell his holding in HDFC Bank stock? | news.google.com • |
Booking Holdings versus Disney: Why only one is a buy | youtube.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-05-07 | 2024-03 | 1.12 | 1.21 | 0.09 | 8.04% |
2024-02-07 | 2023-12 | 0.97 | 1.22 | 0.25 | 25.77% |
2023-11-08 | 2023-09 | 0.67 | 0.82 | 0.15 | 22.39% |
2023-08-09 | 2023-06 | 0.99 | 1.03 | 0.04 | 4.04% |
2023-05-10 | 2023-03 | 0.89 | 0.93 | 0.04 | 4.49% |
2023-02-08 | 2022-12 | 0.69 | 0.99 | 0.3 | 43.48% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-10-09 | JP Morgan | Upgrade | Overweight | Overweight |
2023-10-05 | Bernstein | Upgrade | Outperform | |
2023-10-05 | Seaport Global | Upgrade | Buy | |
2023-09-19 | B of A Securities | Upgrade | Buy | Buy |
2023-09-19 | Needham | Upgrade | Hold | |
2023-09-19 | Rosenblatt | Upgrade | Buy | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-03-27 | BARRA MARY T | Director | 19.23K | Stock Award(Grant) |
2024-03-27 | CATZ SAFRA A | Director | 18.42K | Stock Award(Grant) |
2024-03-27 | CHANG AMY L | Director | 7.78K | Stock Award(Grant) |
2024-05-08 | COLEMAN SONIA L | Officer | 857.00 | Sale |
2024-03-27 | DESOUZA FRANCIS A | Director | 16.66K | Stock Award(Grant) |
2024-03-27 | EVERSON CAROLYN | Director | 5.07K | Stock Award(Grant) |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Group Inc | 148.89M | 13.29B | 8.14% |
2023-06-29 | Blackrock Inc. | 121.96M | 10.89B | 6.67% |
2023-06-29 | State Street Corporation | 73.14M | 6.53B | 4.00% |
2023-06-29 | Morgan Stanley | 44.12M | 3.94B | 2.41% |
2023-06-29 | State Farm Mutual Automobile Insurance Co | 33.78M | 3.02B | 1.85% |
2023-06-29 | Geode Capital Management, LLC | 33.25M | 2.97B | 1.82% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Total Stock Market Index Fund | 56.98M | 5.09B | 3.11% |
2023-06-29 | Vanguard 500 Index Fund | 43.51M | 3.88B | 2.38% |
2023-05-30 | Fidelity 500 Index Fund | 20.44M | 1.80B | 1.12% |
2023-08-30 | SPDR S&P 500 ETF Trust | 20.10M | 1.68B | 1.10% |
2023-08-30 | iShares Core S&P 500 ETF | 17.09M | 1.43B | 0.93% |
2023-06-29 | Vanguard Growth Index Fund | 15.55M | 1.39B | 0.85% |
Dividend | Date |
---|---|
0.45 | 2024-07-08 |
0.45 | 2024-07-05 |
0.3 | 2023-12-08 |
0.88 | 2019-12-13 |
0.88 | 2019-07-05 |
0.88 | 2018-12-07 |
Split | Date |
---|---|
10000 : 9865 | 2007-06-13 |
1.01368 : 1 | 2007-06-12 |
3 : 1 | 1998-07-10 |
4 : 1 | 1992-05-18 |
4 : 1 | 1986-03-06 |
1 : 1 | 1977-12-06 |
Sorry guys, had to sell. I’ve owned this stock for 5 years and can’t take it. Worst investment over that period. Iger’s rhetoric is tired and now growth in parks have already peaked? Iger’s tenure should be challenged sooner rather than later. Spending on ESPN+ and keeping ABC is a terrible idea. Sell ABC and ESPN and this stock would soar! I once thought Iger was a genius, but now he’s just delusional
Totally dumb for Iger to keep ABC. That’s & they could put toward paying off debt and/or toward the ESPN rollout which they’ll have to spend several more billions!!
Iger spent $70 billion for the FOX assets and Billions more to acquire HULU. They could’ve just leased the movie catalogue as Netflix does and not have mountains of debt! They could e still monetized Avatar and other properties as they do with Spiderman which is owned by SONY!
In 2019 (Before this purchase) the company was valued at $300 billion. Today (2024) Dis is worth less which is inexcusable. The board is totally complicit and Peltz was 100% right!
Like in q1 when Peltz was breathing down Iger’s back Iger knew the results needed to be good. Totally front loaded all the cost cutting to create a phony report. Q2 everyone was caught off guard by the poor numbers. Q3 will be a MUST WIN for Iger just to jawbone that Disney’s on track to finish year end where he said it would. Hence, the mulligan is out of the way and now is the time to buy!
Dis stock isn’t down due to trimming advertising on traditional networks people. It’s down because Iger “concluded” that he will not entertain the sale of ABC and/or ESPN even while acknowledging keeping them will not feed growth but only engagement with consumers.
Terrible strategy. Nobody watches ABC so they could easily sell it and pay down debt! It’ll be worthless in a few years so why not sell?!
At this point I’ve given up. I’ve been cheering on this stock since it fell back to $80 and somehow this feels worse. we’re on track for Dis + to be profitable and we’re in freefall back to $100?! I don’t mind getting out and staying out this time. Reminds me of my experience with Boeing
Dis seriously screwed us on earnings. I’ve been preaching for months on how earnings would get us back to $124 on its way to $150 after Dis + was profitable. Well, they announced Dis + is already profitable but parks lagged which is the bread and butter.
I’m totally lost and disappointed. The focus of the narrative has totally changed from Dis + to now parks have peaked.
I think $105 is the bottom here but it’s VERY shameful to be trading less than it was 10 years ago
Anthony why do you keep your stupid comments to yourself. You must have something to hide. They say people that mention things like this have something to hide. Any skeletons you want to mention?