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!
rikflaire
Posts
-
-
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 was $140 in 2019! wtf has this company done in 5 years while every other stock has doubled in that time? Answer: it’s lost 35% since 2019 and 50% in last 3 years……wow! Why didn’t the investors vote for Peltz?!!!!!!!
-
Can someone please explain this selloff?
-
What a disaster. The stock is literally lower than it was ten years ago. Iger should be fired
-
Bob Iger sucks. If Peltz were voted on the board this stock would’ve hit $130. Instead, since the day Dis won the proxy this stock has gone from $124 to $105. Where the hell is the buyback??
-
Impossible for Iger to defend the stock action after Peltz/Trian were voted out…….what a huge mistake!
-
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
-
Earnings on Tuesday and this is $111….wow super buy here! Think about it, it was $124 last month with Moana 2/Deadpool/Mufasa on its way, and Dis + going profitable in q4. This is easily rerated to $150 once Dis + is profitable in 5-6 months. All Dis has to do is reiterate earnings are on target to meet the goals of q4 and stock will get to $130 by q3 earnings. Better to be early than late!
-
How the hell is this red?!!!!!!
-
DOW is up 500+ and Dis isn’t even up 1%?! Earnings is next week…..wtf?! So disappointing Iger
-
Earnings next Tuesday! 10%+ move up starts this week! Any surprise announcement about Dis + going profitable by end of q3 or beginning of q4 will boost stock to $130.
One profitability is reached $150…easiest money is between now and $130! -
Earnings are in 11 days so unless there’s more painful inflation numbers the run up to $123 should begin very soon! If any indication is given on Dis+ going profitable by end of q3 or beginning of q4 then the stock will be up another 10% that day…..a jump to $135 is possible in less than 2 weeks people!
-
Dis stock action is shameful today. Recent upgrade to $140! However, the stock is red on a day the DOW is up 200+?! wtf! Iger, when is the Dis buyback program going to start?!
-
Holding up well on a down day for once….however if tomorrow’s green chances are it’ll be flat again haha. $150 is coming in q4 so investors coming in here!
-
Unbelievable last two hours of the day for Dis
-
30% move on the way within the next 4 months…..better to be early than late!
-
Once Dis+ nears profitability analysts will upgrade targets to $150+ and stock will anticipate this move between Q2-Q3….which technically begins in its over two weeks!
-
Earnings in 2 weeks from tomorrow. Now’s a good time to enter to walk the stock back up to $116 by Friday then $120 by earnings for any surprise news of Dis+ being profitable by “early q4” rather than q4.
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS
DIS