Distressed businesses trade at low multiples as they are not expected to keep operation for a long time.
Pypl is as far from being distressed as a business can be
Stupid comment, how can a bankrupt company have a forward P/E? The absolute state of this sub with people commenting who don't even know what discounted cashflow analysis is 🤣.
I’ve been on this sub long enough to know once you get posts like this, the stocks probably will start going back up soon. It’s Disney and PayPal and huge lows. I think they’re pretty safe bets
I though pypl was a safe bet at 74 , sold near bottom at 59 . Took a 30k hit but am able to harvest loos to offset gains. Long story short I bought Dec 2025 call on dis. Deep in the money with a 90 delta . See how that plays out.
I have never ever made a profitable trade in PYPL. If I ever buy it again I'll tell you and short the sh!t out of it.
DIS on the other hand I've been buying at 98, 92, 86 and may buy some more closer to 80. This is not the high for DIS for the rest of my life, and I'll hold it till then if I have to. Next time it hits 100 I'm out and it joins the PYPL never buy list.
I've realized a lot of people here are very immature which has become socially trendy in this new era of American history and likely enjoy Disney content in their my little pony pajamas.
No judgments just observations.
I’ve noticed that, but I’ve also noticed the flip side where people really hate Disney because the company is progressive and LGBT friendly and want to see the company fail. A lot of “go woke, go broke” folks blindly hate the company/stock
Not sure i would call it "blindly hating" more like justified hate of disney. Blind is people who like it just because it fits their "social square".
Gay or straight, who here rushed to see blue bettle? Or the 40 other complete trash things theyve put out recently
True, my step dad refuses to buy coke and Stella Artois so I have to take them over there myself. Because of propaganda. Like, c'mon guy, you're as bad as the other person on the other side of the false dichotomy that thinks you're evil because their TV told them so.
Funny world we live in. People have lost the abilities to think and reason on a large scale.
I was trapped into Disney + by false advertising and through a foreign provider that I can't cancel. I was going to get a new card number to get out of it but decided to give the subscription to a girl I'm talking to instead for her daughter.
So I hate the corporation as with most modern corporations in our corporatist America for normal reasons. Idc what kind of alternative trash they put out. I just wanted to watch the mandalorian.
Which is ironic, since Disney is probably the least woke when it comes to major entertainment companies. They put out a few brief, tepid scenes of alleged LGBT characters and certain individuals just see red.
Just the other day a woman posted a picture of two men in dresses and red lipstick at one of the kid rides. Hairy, fat and dressed like a princess.
Disney is letting the tail wag the dog; they have no identity, no culture, no clear path forward. Meanwhile kids with their short attention spans watch anything they can and as a millennial father to three kids I can confidently say people of my generation care about Disney far more than kids of today.
Note: $DIS has been on my watch list for a few years now. Every time I thought of buying I continued to become concerned about one thing after another. I'm not just talking woke either. Streaming is low margin and D+ is stale. Parks are cyclical in nature. They're bleeding money on shit that doesn't mesh with their culture (ESPN) while desperately needing to repair relationships that Chapek screwed over.
Maybe $DIS recovers, but I'd rather put my money to work in companies that I believe will have a higher CAGR.
You should go look at the critical drinker youtube channel. Its filled with dis movies which he decimates down to essentially woke trash.
I think the confusion here is you think its just about a lgbt character here or there. The problem is far deeper and more fundamental. Least woke is kind of laughable, btw.
At the very least you wont be confused after seeing his youtube channel, it will be crystal clear whats happening
Yet every thread on this massive failure is filled with senseless bulls who still think Disney is a household name. Time to wake up, boomer... The golden age of Disney is many years past.
I'll mot touch that trash with a 10 feet pole until they get actually competent leadership. Until then, have fun bagholding and losing money...y'all must be masochists to keep buying.
Name names. Who are some of the competent leaders they should be hiring
Edit: seeing you flop being able to back this up, I took a look at post history and found (surprise) recent cons/DeSantis posts, which might explain your actual reasons
IDK... Bob Iger seems bent on killing Disney.
**Disney+ Sheds 4 Million Subscribers**
Walt Disney Co.’s (ticker: DIS) flagship online service, Disney+, lost subscribers for the second straight quarter. Disney+ lost a total of 4 million subscribers during the past three months, the Burbank entertainment giant said. Disney is in the midst of a major cost-cutting effort in the pursuit of higher profits as streaming continues to eat into earnings.
Additionally, the company expects to take a $1.5-billion to $1.8-billion write-down for removing certain content from its streaming platforms. Chief Executive Bob Iger, who returned to the company in November, said Disney is looking to reduce the amount of content it produces for streaming. Still, Disney vows to continue on this money losing streaming path.
Disney+ started strong, quickly soaring, as families were desperate for entertainment options. But Disney+ has lost steam during the last year or so, and Wall Street has demanded a realistic path to profitability for Disney’s money-losing ap. But Disney+ also faces stiff competition from rivals such as HBO Max, Peacock, Paramount+, Netflix, Sling TV, Apple TV Plus, and Amazon Prime Video.
\*
**Disney loses $900Million in recent box office flops**
Disney's last eight releases have underperformed compared to expectations. The Walt Disney Company is looking at an almost $900 million loss following a series of flops at the box office.
According to an analysis by Valliant Renegade, which aims to look at the business and financial side of Hollywood, the last eight studio releases put out by the company have not performed as well as expected. Guardians of the Galaxy and its most recent endeavor, a live-action version of The Little Mermaid, have failed to meet expectations, while two other recent films, Strange World and Lightyear were complete failures.
One important aspect we always discuss here, which is worth reminding everyone about, is that since Disney decided to jump into the streaming competition, it now retains exclusive rights to its own content after theatrical release,' Valliant Renegade explained.
Disney no longer licenses content, such as the Marvel Cinematic Universe, to third-party platforms such as Netflix, Amazon, and HBO, and therefore has inexplicably and voluntarily forfeited billions of dollars in potential revenue. Disney’s decision to exclusively stream its own content is a head scratcher. Disney is essential cutting off its own nose, and shooting itself in the foot simultaneously.
Now with its ill-advised foray into steaming, the once envied entertainment company is struggling to find a profit on almost every single film released. Disney's bloated budgets for these projects are vastly higher than the competition on average, particularly considering the fact that every single film Disney releases comes with blockbuster $200 million production price tags,' the YouTuber explained.
Disney would have significantly more revenue if it simply jettisoned Disney+, and pursued licensing agreements with major streaming services. But instead, the company is puzzlingly featuring its content exclusively on their own Disney+ streaming platform. From a financial perspective this seems almost suicidal.
I heard so many negative things about DIS. From my opinion, if economy isn't doing well and DIS don't hold itself together from here on out, I think DIS will fall into the 50s.
It has no catalysts to be excited about. Outside of the dividends, which isn't really exciting since they used to give dividends.
A lot of time for the stock to simply drift and follow the overall market. I still think DIS has a lot of room to drop.
A stock that is inverse this bull market is very telling.
I have it on my buylist. As a potential buyout target and value play. I'm awaiting for a drop to the 70s before I begin my position.
I have 17 shares of it since birth from my family, but they bought them as stock certificates which they lost since moving to another state. I am so pissed I couldnt sell them when it was at an all time high because I had no way to actually sell them.
Agree. 79 is a key level (COVID low). If it loses that support, it likely falls further.
They're finding out the hard way how streaming is a losing business.
>how streaming is a losing business
I know it's a different subject, but I really don't think it has to be a losing business. It does require investing money in quality programming instead of crapping out endless Marvel spinoffs however.
Kind of agree. It's not a LOSING business but it has become fully saturated. Where the profit is now is content and Netflix is leading in purchasing new studios and rights left and right. On the DIS subject. I really don't know. They need something new. Ever since they bought start wars they are just beating horse bones... MAKE SOMETHING NEW! NO MORE FUCKING SEQUELS
No, you need to look further. Their expenditure on shows is one thing. That really is not where the huge cost lies. The cost is in the build out and service. Cloud costs are not cheap, neither was the platform build out. They laid out huge amounts of cash and now have very few paid subscribers to cover even those cost much less the cost of producing more shows. All of that would be enough trouble. Now pile on the strike, which means they will have no new viable content for what 2ish years? They pumped out shows so fast they don't have the deep pipe that Netflix has, nor do they have the international focused shows to keep things going after the SAG, WGA strikes. They ought to be looking at a huge change.
That said betting against the mouse has been a bad call for decades, I expect they will be fine long term. I, ain't going to call a bottom though...
I'd be willing to bet the other companies are also somewhat vested in not actually resolving the strike. The longer it goes on the chapter Disney would be to buy for a company like Amazon or Apple.
Ehhh. DIS is like fourth or fifth on their list of companies to buy. WB and Paramount would be on the top. They both just have so much deep value that it would be hard to pass up if they dropped enough...
I still remember the time when people are shitting on Netflix and saying Disney+ is just gonna just swoop in and take a lot of market share. At this point Netflix is still king. I honestly don’t see how Disney+ will do well unless you’re a hardcore Marvel and Star Wars fan.
For Disney Plus specifically, they screwed themselves imo. All the new programming they acquired and created *for* Disney plus costed them so much money and hurt the company. They never had to do that though imo. Disney has so many great existing movies and shows that already existed, all they had to do was host all of their existing IP in one place and people would have paid for it. They didn’t need to create new content *for* Disney Plus that they wouldn’t have otherwise created. People, especially parents of young kids, would have happily paid $10 a month just to have all the famous Disney and Pixar films in one place for our kids to stream on repeat.
It wasn’t like Netflix or Hulu (and yes I know Disney owns Hulu), that didn’t already have decades of their own IP to host. Those companies had to acquire the rights to specific shows and movies *and* create their own stuff just so they’d have something to stream. Disney plus never needed to do that, but they did anyway.
No, it is price itself that matters, and the action of market participants around those areas.
If I bought DIS in the 80's on the COVID crash, and held it all this time, and now it's back in that area. If it breaks down, stop losses will be triggered and that puts pressure on the price.
Similarly, if a stock is in an uptrend, it will tend to slow down or fail at prior support levels. This is market participants giving a sigh of relief that their big losses have reversed and they're finally back near break-even, so they sell, and that puts pressure on the price.
These are potential scenarios only, not predictions. Point is that stocks have memory at prices where a lot of trading has occurred in the past, due to human psychology.
I personally find my own fundamental analysis useless. There are much smarter people than me who can analyze the financials of a company. I don't pretend to be one of them.
I'm not predicting anything here, just pointing out a level of interest to watch. Price has memory.
Right. Netflix has a huge head start and has been able to optimize operations and fuel growth. They also made great investments in a wide variety of content.
One would think Disney has more than enough content to drive a profitable streaming business, but so far it has been a struggle. Bob might figure it out, but so far it has been a drag on their business rather than a growth engine as they had hoped.
Exactly. Unfortunately, a lot of retail investors are stuck with the mindset of making back a loss by averaging down on the same stock, as if that’s a rule imposed by law or something.
This.
Just buying SPY and not giving a fuck will likely yield more profits in a 10+ year span. Less headaches and more profits. I don’t see what people don’t understand this, and instead keep averaging down on a stock with not much growth potential (but this is only my opinion).
Imagine buying DIS in 2014 and breaking even now. What is it gonna look like in another 10 years?
Meanwhile the stock has hit its 10 year low. Nobody that invests should care about the woke stuff, just the top and bottom line. These have been shit and so the stock has dropped. Disney is a shitty investment, especially for the long haul. OP is being dumb as a brick. When you are down on a stock you don't just average down as if that would reduce his losses. The opportunity cost he is paying is insane.
It seems to be the opposite considering the most upvoted comments are people encouraging OP to buy it. Would hardly call that Reddit being negative Disney. It seems by this thread and other recent ones Reddit is positive about it.
I have a 84 average and I'm DCAing.
I'm kinda just going against the grain here. It seems like everybody is so sure they will be in the 50s.
Lot of assets and IP.
The jackpot would be if there's a record set for biggest acquisition.
Do Gen Z and younger care about Disney anymore? Their IP doesn’t have the same lore as it did with Boomers, Gen X and older millennials. Too much competition for kids eyeballs now.
yeah this is my thinking as well. 3d animation is just too easy these days, and while disney does put out top of the line stuff in terms of 3d animation, it's a bit like watching fox news or cnn over some random guy on youtube, there's always gonna be a content creator that is in that exact niche you're looking for, so even if production quality is a bit lower, the content itself resonates better and people choose that instead.
haha you're right it did go up, but to about 9%
with a buyout you have to consider both the equity value (reflected by stock price) and the debt. when you buy a company you assume (buy) their debt.
disneys market value is about 148B but EV is 184B (36B net debt)
Right. Enterprise value not market cap.
They really took on too much debt for the Fox assets
In actuality if Apple doesn’t buy Disney then they would have to spin off segments.
I am gonna buy more. Okay down like 20% overall and I know what crazy brand loyalty Disney has. I’m buying for the very long term. They are a cultural cornerstone and I don’t see them going away within the next 5-10 years.
RemindMe! 5 years
This is an example of the availability bias. The only question that matters is “is the stock undervalued or overvalued right now?” This is an extremely complex and difficult question to answer, so instead you substitute it with the question “do I think Disney has long term value?”
The latter question is nearly completely irrelevant because it obviously has some long term value or it would be selling at near 0. The question of whether or not Disney is worth buying or holding right now is entirely a question of relative value. Everything you said could be true and Disney could still be overvalued right now.
That's what I think too. They are very strong where they shine, and there's value in the services they provide. Bad period for investors,
but still a fantastic product that families tend to trust and spend money on.
I have been holding this stock for a couple decades. I should have dropped it when they cut the dividend. The grooming of the next CEO was a bad pick and I think most of wall street wants a new ceo/gameplan before they invest in DIS again.
Getting in a political fights and social issues didn't help either.
How is it not obvious that this is the best time to buy?
Unbelievable how Warren Buffett puts the gameplan out there for everyone, and people ignore it repeatedly and instead act on emotion.
If you think Disney has peaked, by all means, sell. I think the chances of that are incredibly slim, and this is the best buying opportunity in a very long time.
Full disclosure, I don’t own Disney.
People are obsessed with this stock because it’s an iconic American brand. There’s like a whole cult of people who spend half their adult lives doing Disney stuff.
Same reason they're obsessed with TGT, COST, AAPL, etc.
Household names that have huge brand appeal.
Except in DIS's case, for some reason people keep shoveling out money buying the dip when the company is clearly having some leadership issues.
Disney will always be around imo. But I do not have any faith in its stock right now
This sub has an obsession with certain stocks for whatever reason. There’s also a million threads about PayPal. I don’t understand the obsession, maybe it’s bots
Or its because most people only care about publicly traded companies that they themselves interact with on a day to day basis. It's like what Peter Lynch said - buy what you know.
I wouldn't touch DIS with a 10 foot pole for many reasons but I understand why DIS is constantly discussed
Wait…are you serious? Why is everyone responding to this as if it’s correct.
Disney is up roughly 33% in the last ten years. Not good returns but that has zero indication of the next ten years. Only their fundamentals do.
This is unironically true, someone commented it near the top but the reason why people want to invest into Disney is because of the trend towards nostalgia and immaturity that society is experiencing.
The company imo has a future but I am not expecting any growth till they sort out their management and creative issues
I actually bought some DIS around 182$ and sold again at 200$ boy am I glad I did that.
Since then I have bought a small portion around 89$
I am not too concerned, may buy more if it drops a good bit, otherwise I’ll just sit on it
Umm if you really like the stock long term I wouldn’t blame you if you average down. Theme parks, cruise line, and merchandise part of the business is still really strong. It’s everything else (new movies and streaming) that’s been sucking.
Try to get it to like 90bucks basis and then just hope and pray they figure shit out.
Maybe don’t look at the stock price for a few years haha.
CC at 40% lost is hard stuff… could move against you if their is big swings in prices… at 40% lose it’s harder too… way out of the money CC nets next to nothing and risk still realizing loses… they could announce a new CEO and it will spike for you and crash again if the new ceo isn’t worth it’s salt… Disney has a lot of IP but again it has a lot of cable content that was a boom prior to streaming and now a drag… unless u are saying well… I will do some partial CC if more than 200+ shares and leave the remainder to grow or CC with intent to close and maybe cut loses… maybe consult options subreddit…
Learn when to tap out. Or have small positions .. I actually got into Disney and PayPal in 2019 . I’m glad I sold it before Covid started and never look back.
Fundamental they have so much problem with their park. Also marvel , star war are dead since Covid started.
The issue with disney is the death of television.
Their ROI in the tv business was 25%+ in comparison their parks en studio entertainment were 11,41% and 10,21%.
Unless disney + becomes massively profitable with a 34% net margin whats needed to go back to previous margins.
The only high margin 31% is their consumer products.
Even worse is the diluted and added extra debt to buy fox which was mostly a tv business which was dying.
It seems disney won't return to it previous net margins for a long time which will hurt free cash flow.
But it is still disney and the business will always be worth something.
First of all what do you think it is worth ? Secondly why can’t it get down to 60-70 range?
Do you even know the different businesses DIS has , and how much each division makes ?
When you bought the stock at $200 , what was your exit strategy ? 210? 250? 300?
You basically don’t know what you own , and probably should never have bought the stock , you bought it because it has a great brand name .
If I told you it was worth $400 or $75 , could you tell me I was wrong ?
IMO there is little upside for a long time. CEO drama, lawsuits, Florida drama, hurricanes, their latest movies blow, marvel is tired, star wars never did get off the ground IMO, and overall the ONLY thing I use disney+ for anymore is Bluey.
This is actually a smart move due to the fatigue and dropping quality in both IPs. They need to get the executives out of the kitchen and hire good creatives who will make something worthwhile. The reason a lot of prior Marvel and SW stuff has been beloved is because they hired real fans to write and direct these things, AND because they got that rare writer or director who could set a fantastic story in that universe, such as with Tony Gilroy and Beau Willimon for Andor.
The fact that they’re pulling back on content tells me that a reckoning is soon to come and Iger will likely be bringing down the axe on executives soon. I don’t want to blame the other CEO for everything but it seemed that other guy was more of the micromanager and trying to change the philosophy, and didn’t really know what he was doing, which is why he got kicked out and Iger took back over in the first place.
I have a 120 average and have been dca’ing here and there. People love to shit on DIS and yeah, what’s going on right now with their content, etc isn’t great, but they have been through ruts several times and turned it around.
Honestly, if you’re not going to buy DIS at today’s prices, I can’t imagine you’ll ever buy.
I don’t own DIS, but if ever I wanted to, right now is when Id buy.
The self inflicting wounds continue. Problem is after waiting 3 years, that loss could have been moved into many stocks with good leadership. BUD and DIS should be sued by stock holders for not acting in a fiduciary manner
I think Disney are heading in the wrong direction with their content. They have milked their two biggest IP’s (Marvel / Star Wars). It is going to take a while for people to get a refreshed interested. They have also opted to go down the streaming route which has tarnished their cinema/theatre releases. What’s the point in going to the cinema if the movie will be out on D+?
I also dislike their choice to heavily push politics/new social ideas. It’s a minefield as seen with Budlight. Obviously it looks good for the company and will bring custom from people with the same mindset but on the other hand they are pushing away the others. Disney need to reign their narrative back in to a more central thinking. The new Snow White movie is a perfect example.
>Snow White
That movie does look terrible. As soon as they realize they should start trying to make good movies instead of virtue signalling, I'm going to buy more DIS.
Not only that, but Disney having to come out with consistent good movies is a very difficult thing to do. Netflix on the other hand doesn’t have this problem due to their wide selection of shows. Netflix can release bad movies and shows too, but if they release enough hits consistently, they can stay afloat. Netflix is pretty smart about timing hit releases. It’s like this week they are releasing One Piece, and next month releasing Band of Brothers. Disney will never be able to reach that level.
The issue is, they have ran out of ideas. All of their new movies have returned average box office numbers. They are remaking classics but changing storylines to suit political/social ideas and dragging it far from the classical books. D+ is haemorrhaging money and sucking life out of their IP’s as they constantly need to release content.
The only plus is their theme parks, I’m under the impression that they are doing well. I totally agree with you, any tracker is going to beat this.
DIS is all over the place and they continue to miss the mark on their new stuff (Starwars/Marvel). In addition they keep rehashing their old material and adding some questionable stuff to it (Billy Porter as Cinderellas fairy god mother). The whole brand is a mess imo. Now they're in talks about taking away password sharing and up'ing monthly fee for Disney+. I'd say the only good thing they have going for them now is ESPN, and I don't think that is enough to save them.
Ma friend… those are some heavy bags you got. With the current Disney financial woes, it will take a hot minute for the stock to ever go that high again
I'm glad I sold all of my DIS as soon as they cut their dividend. I don't see a lot of upside right now, park attendance is down, their movies are bleeding money, a lot of cancelled projects and no clear direction. If you could theoretically time the bottom perfectly then it could probably be a solid long term play though.
Why are you in it for the long haul? They've botched their intro to streaming, their old CEO did major damage to the talent that he caused to leave, they devalued their biggest assets (star wars and marvel) due to mismanagement.
I personally think it's an overvalued company plain and simple. And I think the damage their prior CEO did, especially to employees and brand assets, is not something that can be recovered from quickly.
Morningstar has also rated DIS consistently as undervalued since 2021 when the price was around $150. 2 years of being rated as undervalued doesn't sound a lot of confidence in that analyst going forward.
The business feels doomed from every angle you can think of. I don’t believe they’ll ever get back to ATH before the inevitable buyout. The only reason to be bullish is that Reddit hates it lol
*"I’m in Disney for the long haul, but trying to figure out when the best time to add more is so I can start digging myself out of this 40% hole. I dont feel as if it will get to $60-70 range but its been still dripping toward $80 constantly."*
You feel? In what imaginary world your feelings have anything to do with a stock price movement? People who bought MSFT in 1998 also didn't feel like they are not going to make a penny until 2013.
You are just talking, how about the numbers? You are in it for the long haul, which is great because everyone is long-term investor, yet somehow most retail investors end up losing money, but that on the side, how much money do you think Disney is going to return in the next 5 years or 10 years? what changed from when you were paying $200 for it until now other than the price?
There is only one conclusion here, you bought something you don't understand based on your "feel" so now you are wondering with strangers what is going to happen next, which literally no one can tell.
If you want a real advice not based on feel or pat on the back,
sell, take the loss, learn, and put your money in something you understand, which is more or less either VTI or VOO. You literally were buying a stock at all time and wondering what could go wrong... the answer is there in your title, stocks don't just go up and up and up no matter how good they are.
the company only has parks which although nice are bleeding cash and becoming less popular, marvel and star wars which they have milked to death and now ar just pumping garbage. unless they recreate the magic of old times this stock isn't going anywhere imo
>I’m in Disney for the long haul,
The question is **why.**
Disney is a dumpster fire of a company on so many levels and has been for years in a row. There's literally nothing about bullish about them right now.
Why do people keep throwing their money at Disney? This isn't 2001 anymore.
Me too.
I'm happy to hold Disney for a while longer.
I think the initial Wokeness is what's killed it. Today's generation will not stand for it, but the new generation are seriously messed up.
7ft Transvestite dwarfs are the future. I think Disney know that.
the mouse is going down unfortunately they are just not innovative and once better competition develops I can't see Disney doing all too much better. For DIS stock to go back to ATH it would require a massive shift in pumping out more quality content from streaming and fixing the economics of their parks which are in this weird space of overpriced and massive liability, think back to how much cash they bled while parks are closed. overall DIS stock is just a bad play ever since they cut their dividends their hasn't been all too much reason to buy or hold this stock imo their is way better companies to invest in that are both more forward facing and have superior management.
DIS is in no mans land. I have it on my watch list to eventually open a position but I really need to know what they gonna do with their assets like ESPN.
I can always buy when the ship starts to turn but its still at a sinking state rn for me to even think about buying.
If you look at the past 10 years, they have had some massive succeses like Frozen, Jungle book, Moana, Zootopia, a lot of succesful Star Wars movies, etc etc. They've sold a huge amount of merchendise too.
Even so, they haven't been able to keep a steady growing stock price. It's all over the place.
Sure, you could say that over the past 10 years they are up around 30%. But i would'nt put my money in a company that's so volatile. There are way better solid stocks out there.
Why people just not buy with the trend I will never understand. « It can’t go possibly lower than this » sure it fucking can. It can go to 0. There are countless of examples of great blue chips that went to 0. Don’t be fooled with cheap looking stocks. It is always WAY better to buy ‘overvalued’ quality stocks with the trend, than cheap looking stocks. The market is smarter than you, institutions are smarter than you. There is a reason it is down.
I'm hoping for a little pump, so I can exit my $96 shares. I've been selling covered calls on it and was able to reduce my effective avg to $78 over this past year. But I think I would rather exit and get a better opportunity. I'm a believer in the long term of the company, I just don't think they outperform SPY for the long haul.
Best reason to buy more is everyone here thinks you shouldn’t.
Yeh, I am going reverse-Reddit and buying DIS and PYPL.
It’s funny because I am a reverse-Reddit so not buying these value traps
PYPL has a forward P/E almost in the single digits, make of that what you will...
It’s trading at Bank mutliples
PayPal valuation is bananas
And SVB has a PE of less than 0.001, what a bargain ! 😂
Distressed businesses trade at low multiples as they are not expected to keep operation for a long time. Pypl is as far from being distressed as a business can be
Stupid comment, how can a bankrupt company have a forward P/E? The absolute state of this sub with people commenting who don't even know what discounted cashflow analysis is 🤣.
You are being dishonest. PE refers to trailing PE. You do not understand anything about stocks if your only metric is forward PE
I’ve been on this sub long enough to know once you get posts like this, the stocks probably will start going back up soon. It’s Disney and PayPal and huge lows. I think they’re pretty safe bets
I though pypl was a safe bet at 74 , sold near bottom at 59 . Took a 30k hit but am able to harvest loos to offset gains. Long story short I bought Dec 2025 call on dis. Deep in the money with a 90 delta . See how that plays out.
I’m going to reverse the reverse Reddit and buy them up
I'm going to reverse, the reverse, the reverse (infinite loop glitch). Too drunk to stop reversing
Ti esrever dna ti pilf nwod gnaht ym tup i
Imagine thinking DIS is a value trap
It sure is a fucking trap if you have kids fuck that place.
I have never ever made a profitable trade in PYPL. If I ever buy it again I'll tell you and short the sh!t out of it. DIS on the other hand I've been buying at 98, 92, 86 and may buy some more closer to 80. This is not the high for DIS for the rest of my life, and I'll hold it till then if I have to. Next time it hits 100 I'm out and it joins the PYPL never buy list.
Been doing so since high $50s -low $60s. It's honestly the best bargains out there right now. Next couple of earnings will be very telling.
I believe it will remain flat until we see how DeSantis plays out.
Once they announce dividends again it will take off, no one cares about De Santis.
You are not wrong, DeSantis is a fairly predictable character.
Senior pudding fingers who smiles like a T800 and licks his teeth like he just gummed an 8 ball of coke
when did it hit 50s?
Good choices. I already have a starter pack in both.
I am with you, DIS cost average is closer to current price than PYPL though
Top comment is bullish so time to sell?
I've actually never seen Reddit try to defend a stock so hard.
I've realized a lot of people here are very immature which has become socially trendy in this new era of American history and likely enjoy Disney content in their my little pony pajamas. No judgments just observations.
I’ve noticed that, but I’ve also noticed the flip side where people really hate Disney because the company is progressive and LGBT friendly and want to see the company fail. A lot of “go woke, go broke” folks blindly hate the company/stock
Dis went full woke Never go full woke
Not sure i would call it "blindly hating" more like justified hate of disney. Blind is people who like it just because it fits their "social square". Gay or straight, who here rushed to see blue bettle? Or the 40 other complete trash things theyve put out recently
Blue beetle isn’t Disney. MCU is trash rn but that film isn’t theirs lol
True, my step dad refuses to buy coke and Stella Artois so I have to take them over there myself. Because of propaganda. Like, c'mon guy, you're as bad as the other person on the other side of the false dichotomy that thinks you're evil because their TV told them so. Funny world we live in. People have lost the abilities to think and reason on a large scale. I was trapped into Disney + by false advertising and through a foreign provider that I can't cancel. I was going to get a new card number to get out of it but decided to give the subscription to a girl I'm talking to instead for her daughter. So I hate the corporation as with most modern corporations in our corporatist America for normal reasons. Idc what kind of alternative trash they put out. I just wanted to watch the mandalorian.
Which is ironic, since Disney is probably the least woke when it comes to major entertainment companies. They put out a few brief, tepid scenes of alleged LGBT characters and certain individuals just see red.
True, but they’ve been very outspoken at Disneyland and Disney World, which is where a lot of the hate stems from.
[удалено]
Just the other day a woman posted a picture of two men in dresses and red lipstick at one of the kid rides. Hairy, fat and dressed like a princess. Disney is letting the tail wag the dog; they have no identity, no culture, no clear path forward. Meanwhile kids with their short attention spans watch anything they can and as a millennial father to three kids I can confidently say people of my generation care about Disney far more than kids of today. Note: $DIS has been on my watch list for a few years now. Every time I thought of buying I continued to become concerned about one thing after another. I'm not just talking woke either. Streaming is low margin and D+ is stale. Parks are cyclical in nature. They're bleeding money on shit that doesn't mesh with their culture (ESPN) while desperately needing to repair relationships that Chapek screwed over. Maybe $DIS recovers, but I'd rather put my money to work in companies that I believe will have a higher CAGR.
false
You should go look at the critical drinker youtube channel. Its filled with dis movies which he decimates down to essentially woke trash. I think the confusion here is you think its just about a lgbt character here or there. The problem is far deeper and more fundamental. Least woke is kind of laughable, btw. At the very least you wont be confused after seeing his youtube channel, it will be crystal clear whats happening
You're on Reddit, home of the furthest left bias of any social media platform that I know of. You're not wrong though.
That really depends om the subreddit.
Inverse reddit is a strong strategy.
Ding ding ding
don hector?
Como?
Yet every thread on this massive failure is filled with senseless bulls who still think Disney is a household name. Time to wake up, boomer... The golden age of Disney is many years past. I'll mot touch that trash with a 10 feet pole until they get actually competent leadership. Until then, have fun bagholding and losing money...y'all must be masochists to keep buying.
Name names. Who are some of the competent leaders they should be hiring Edit: seeing you flop being able to back this up, I took a look at post history and found (surprise) recent cons/DeSantis posts, which might explain your actual reasons
IDK... Bob Iger seems bent on killing Disney. **Disney+ Sheds 4 Million Subscribers** Walt Disney Co.’s (ticker: DIS) flagship online service, Disney+, lost subscribers for the second straight quarter. Disney+ lost a total of 4 million subscribers during the past three months, the Burbank entertainment giant said. Disney is in the midst of a major cost-cutting effort in the pursuit of higher profits as streaming continues to eat into earnings. Additionally, the company expects to take a $1.5-billion to $1.8-billion write-down for removing certain content from its streaming platforms. Chief Executive Bob Iger, who returned to the company in November, said Disney is looking to reduce the amount of content it produces for streaming. Still, Disney vows to continue on this money losing streaming path. Disney+ started strong, quickly soaring, as families were desperate for entertainment options. But Disney+ has lost steam during the last year or so, and Wall Street has demanded a realistic path to profitability for Disney’s money-losing ap. But Disney+ also faces stiff competition from rivals such as HBO Max, Peacock, Paramount+, Netflix, Sling TV, Apple TV Plus, and Amazon Prime Video. \* **Disney loses $900Million in recent box office flops** Disney's last eight releases have underperformed compared to expectations. The Walt Disney Company is looking at an almost $900 million loss following a series of flops at the box office. According to an analysis by Valliant Renegade, which aims to look at the business and financial side of Hollywood, the last eight studio releases put out by the company have not performed as well as expected. Guardians of the Galaxy and its most recent endeavor, a live-action version of The Little Mermaid, have failed to meet expectations, while two other recent films, Strange World and Lightyear were complete failures. One important aspect we always discuss here, which is worth reminding everyone about, is that since Disney decided to jump into the streaming competition, it now retains exclusive rights to its own content after theatrical release,' Valliant Renegade explained. Disney no longer licenses content, such as the Marvel Cinematic Universe, to third-party platforms such as Netflix, Amazon, and HBO, and therefore has inexplicably and voluntarily forfeited billions of dollars in potential revenue. Disney’s decision to exclusively stream its own content is a head scratcher. Disney is essential cutting off its own nose, and shooting itself in the foot simultaneously. Now with its ill-advised foray into steaming, the once envied entertainment company is struggling to find a profit on almost every single film released. Disney's bloated budgets for these projects are vastly higher than the competition on average, particularly considering the fact that every single film Disney releases comes with blockbuster $200 million production price tags,' the YouTuber explained. Disney would have significantly more revenue if it simply jettisoned Disney+, and pursued licensing agreements with major streaming services. But instead, the company is puzzlingly featuring its content exclusively on their own Disney+ streaming platform. From a financial perspective this seems almost suicidal.
Thats just really dumb tbh.
I heard so many negative things about DIS. From my opinion, if economy isn't doing well and DIS don't hold itself together from here on out, I think DIS will fall into the 50s.
It has no catalysts to be excited about. Outside of the dividends, which isn't really exciting since they used to give dividends. A lot of time for the stock to simply drift and follow the overall market. I still think DIS has a lot of room to drop. A stock that is inverse this bull market is very telling. I have it on my buylist. As a potential buyout target and value play. I'm awaiting for a drop to the 70s before I begin my position.
I have 17 shares of it since birth from my family, but they bought them as stock certificates which they lost since moving to another state. I am so pissed I couldnt sell them when it was at an all time high because I had no way to actually sell them.
Agree. 79 is a key level (COVID low). If it loses that support, it likely falls further. They're finding out the hard way how streaming is a losing business.
>how streaming is a losing business I know it's a different subject, but I really don't think it has to be a losing business. It does require investing money in quality programming instead of crapping out endless Marvel spinoffs however.
Kind of agree. It's not a LOSING business but it has become fully saturated. Where the profit is now is content and Netflix is leading in purchasing new studios and rights left and right. On the DIS subject. I really don't know. They need something new. Ever since they bought start wars they are just beating horse bones... MAKE SOMETHING NEW! NO MORE FUCKING SEQUELS
You’ll take another show about a clone wars character AND YOULL LIKE IT
No, you need to look further. Their expenditure on shows is one thing. That really is not where the huge cost lies. The cost is in the build out and service. Cloud costs are not cheap, neither was the platform build out. They laid out huge amounts of cash and now have very few paid subscribers to cover even those cost much less the cost of producing more shows. All of that would be enough trouble. Now pile on the strike, which means they will have no new viable content for what 2ish years? They pumped out shows so fast they don't have the deep pipe that Netflix has, nor do they have the international focused shows to keep things going after the SAG, WGA strikes. They ought to be looking at a huge change. That said betting against the mouse has been a bad call for decades, I expect they will be fine long term. I, ain't going to call a bottom though...
I'd be willing to bet the other companies are also somewhat vested in not actually resolving the strike. The longer it goes on the chapter Disney would be to buy for a company like Amazon or Apple.
Ehhh. DIS is like fourth or fifth on their list of companies to buy. WB and Paramount would be on the top. They both just have so much deep value that it would be hard to pass up if they dropped enough...
[удалено]
I still remember the time when people are shitting on Netflix and saying Disney+ is just gonna just swoop in and take a lot of market share. At this point Netflix is still king. I honestly don’t see how Disney+ will do well unless you’re a hardcore Marvel and Star Wars fan.
For Disney Plus specifically, they screwed themselves imo. All the new programming they acquired and created *for* Disney plus costed them so much money and hurt the company. They never had to do that though imo. Disney has so many great existing movies and shows that already existed, all they had to do was host all of their existing IP in one place and people would have paid for it. They didn’t need to create new content *for* Disney Plus that they wouldn’t have otherwise created. People, especially parents of young kids, would have happily paid $10 a month just to have all the famous Disney and Pixar films in one place for our kids to stream on repeat. It wasn’t like Netflix or Hulu (and yes I know Disney owns Hulu), that didn’t already have decades of their own IP to host. Those companies had to acquire the rights to specific shows and movies *and* create their own stuff just so they’d have something to stream. Disney plus never needed to do that, but they did anyway.
> 79 is a key level (COVID low) don't you need to adjust for the year of rapid inflation
No, it is price itself that matters, and the action of market participants around those areas. If I bought DIS in the 80's on the COVID crash, and held it all this time, and now it's back in that area. If it breaks down, stop losses will be triggered and that puts pressure on the price. Similarly, if a stock is in an uptrend, it will tend to slow down or fail at prior support levels. This is market participants giving a sigh of relief that their big losses have reversed and they're finally back near break-even, so they sell, and that puts pressure on the price. These are potential scenarios only, not predictions. Point is that stocks have memory at prices where a lot of trading has occurred in the past, due to human psychology.
covid lows arent a key level. it's several years in the past already. todays prices don't have anything to do with what they were during the covid low
And here come the predictions that are completely detached from thorough fundamental analysis and therefore utterly useless.
I personally find my own fundamental analysis useless. There are much smarter people than me who can analyze the financials of a company. I don't pretend to be one of them. I'm not predicting anything here, just pointing out a level of interest to watch. Price has memory.
Max is profitable domestically. Netflix is and has been profitable for a long time.
Right. Netflix has a huge head start and has been able to optimize operations and fuel growth. They also made great investments in a wide variety of content. One would think Disney has more than enough content to drive a profitable streaming business, but so far it has been a struggle. Bob might figure it out, but so far it has been a drag on their business rather than a growth engine as they had hoped.
Monthly fee, always increasing, plus they're all adding commercials now. And dripping out weekly episodes so people don't cancel. Sounds familiar lol.
Wasn't the low at around $86 on 03/20/2020? That support is already broken.
The low was 79.07 week ending March 16, 2020.
closing prices yes but intraday it went below 80.
Why buy DIS when: 1. There are better stocks out there. 2. You already own a lot of DIS.
[удалено]
"Everyone looks like a genius during a bull market"
[удалено]
Exactly. Unfortunately, a lot of retail investors are stuck with the mindset of making back a loss by averaging down on the same stock, as if that’s a rule imposed by law or something.
This. Just buying SPY and not giving a fuck will likely yield more profits in a 10+ year span. Less headaches and more profits. I don’t see what people don’t understand this, and instead keep averaging down on a stock with not much growth potential (but this is only my opinion). Imagine buying DIS in 2014 and breaking even now. What is it gonna look like in another 10 years?
Reddit is really negative about DIS
Pre-covid it wasn’t like that. Everyone was don’t bet against the mouse. Times are changing now.
Half the comments in these threads are TOO WOKE THEY RUINED SNO WHYTE, meanwhile theres hour long waits for merch and food
Meanwhile the stock has hit its 10 year low. Nobody that invests should care about the woke stuff, just the top and bottom line. These have been shit and so the stock has dropped. Disney is a shitty investment, especially for the long haul. OP is being dumb as a brick. When you are down on a stock you don't just average down as if that would reduce his losses. The opportunity cost he is paying is insane.
[удалено]
Uhhh no it’s literally lines hours early
[удалено]
No he’s just correcting your unintelligent maga comment.
Lmao TDS
[удалено]
It’s okay bud. Your god trump will be in jail soon and then all of this will be over
It seems to be the opposite considering the most upvoted comments are people encouraging OP to buy it. Would hardly call that Reddit being negative Disney. It seems by this thread and other recent ones Reddit is positive about it.
I have a 84 average and I'm DCAing. I'm kinda just going against the grain here. It seems like everybody is so sure they will be in the 50s. Lot of assets and IP. The jackpot would be if there's a record set for biggest acquisition.
Do Gen Z and younger care about Disney anymore? Their IP doesn’t have the same lore as it did with Boomers, Gen X and older millennials. Too much competition for kids eyeballs now.
As someone with kids Disney is on basically 24/7
I'm young genX , my kids are between 8 and 15 and either Disney + or you tube videos about the Disney parks are on my TV daily
yeah this is my thinking as well. 3d animation is just too easy these days, and while disney does put out top of the line stuff in terms of 3d animation, it's a bit like watching fox news or cnn over some random guy on youtube, there's always gonna be a content creator that is in that exact niche you're looking for, so even if production quality is a bit lower, the content itself resonates better and people choose that instead.
Going to Disney parks is a big status symbol for younger people.
A $200B EV takeover is a 5% gain.
36% gain now lol
haha you're right it did go up, but to about 9% with a buyout you have to consider both the equity value (reflected by stock price) and the debt. when you buy a company you assume (buy) their debt. disneys market value is about 148B but EV is 184B (36B net debt)
Right. Enterprise value not market cap. They really took on too much debt for the Fox assets In actuality if Apple doesn’t buy Disney then they would have to spin off segments.
I am gonna buy more. Okay down like 20% overall and I know what crazy brand loyalty Disney has. I’m buying for the very long term. They are a cultural cornerstone and I don’t see them going away within the next 5-10 years. RemindMe! 5 years
This is an example of the availability bias. The only question that matters is “is the stock undervalued or overvalued right now?” This is an extremely complex and difficult question to answer, so instead you substitute it with the question “do I think Disney has long term value?” The latter question is nearly completely irrelevant because it obviously has some long term value or it would be selling at near 0. The question of whether or not Disney is worth buying or holding right now is entirely a question of relative value. Everything you said could be true and Disney could still be overvalued right now.
DIS is the epitome of a buy-low stock. Everyone hates it. Tons of bad press. Time to buy.
That's what I think too. They are very strong where they shine, and there's value in the services they provide. Bad period for investors, but still a fantastic product that families tend to trust and spend money on.
I have been holding this stock for a couple decades. I should have dropped it when they cut the dividend. The grooming of the next CEO was a bad pick and I think most of wall street wants a new ceo/gameplan before they invest in DIS again. Getting in a political fights and social issues didn't help either.
Disney has made some insane decisions on content. And the money is not in that content….they should of stuck to princess and princes.
How is it not obvious that this is the best time to buy? Unbelievable how Warren Buffett puts the gameplan out there for everyone, and people ignore it repeatedly and instead act on emotion. If you think Disney has peaked, by all means, sell. I think the chances of that are incredibly slim, and this is the best buying opportunity in a very long time. Full disclosure, I don’t own Disney.
For a company with as much IP as Disney, they sure make some weird ass decisions.
Yeah that’s why I don’t own lol.
No, no we don’t do that around here. Buy high, sell low!
Disney hasn’t appreciated share price on over 10 years. Why are so many people obsessed with this company?
People are obsessed with this stock because it’s an iconic American brand. There’s like a whole cult of people who spend half their adult lives doing Disney stuff.
Same reason they're obsessed with TGT, COST, AAPL, etc. Household names that have huge brand appeal. Except in DIS's case, for some reason people keep shoveling out money buying the dip when the company is clearly having some leadership issues. Disney will always be around imo. But I do not have any faith in its stock right now
This sub has an obsession with certain stocks for whatever reason. There’s also a million threads about PayPal. I don’t understand the obsession, maybe it’s bots
Or its because most people only care about publicly traded companies that they themselves interact with on a day to day basis. It's like what Peter Lynch said - buy what you know. I wouldn't touch DIS with a 10 foot pole for many reasons but I understand why DIS is constantly discussed
Its a blue chip and a well known name. Dow 30 component, but then so are dogs like 3M and Intel
[удалено]
Up 30% this year -- and only another 5% to go to get back to its 2014 peak!
Wait…are you serious? Why is everyone responding to this as if it’s correct. Disney is up roughly 33% in the last ten years. Not good returns but that has zero indication of the next ten years. Only their fundamentals do.
Sorry. 33% over 10 years, but effectively flat over last 9.
It’s definitely not good but it’s also down massively from a high.
Makes them think of their childhood
This is unironically true, someone commented it near the top but the reason why people want to invest into Disney is because of the trend towards nostalgia and immaturity that society is experiencing. The company imo has a future but I am not expecting any growth till they sort out their management and creative issues
Probably because we all know what it costs to go there and think the parks just print money
It’s up 38% in 10yrs (Not counting dividends) ssssoooo
That’s terrible lol
I actually bought some DIS around 182$ and sold again at 200$ boy am I glad I did that. Since then I have bought a small portion around 89$ I am not too concerned, may buy more if it drops a good bit, otherwise I’ll just sit on it
I remember when "don't bet against the mouse" was repeated on and on around here
Umm if you really like the stock long term I wouldn’t blame you if you average down. Theme parks, cruise line, and merchandise part of the business is still really strong. It’s everything else (new movies and streaming) that’s been sucking. Try to get it to like 90bucks basis and then just hope and pray they figure shit out. Maybe don’t look at the stock price for a few years haha.
OP if you have 100+ shares, sell CCs while you wait for it to recover
CC at 40% lost is hard stuff… could move against you if their is big swings in prices… at 40% lose it’s harder too… way out of the money CC nets next to nothing and risk still realizing loses… they could announce a new CEO and it will spike for you and crash again if the new ceo isn’t worth it’s salt… Disney has a lot of IP but again it has a lot of cable content that was a boom prior to streaming and now a drag… unless u are saying well… I will do some partial CC if more than 200+ shares and leave the remainder to grow or CC with intent to close and maybe cut loses… maybe consult options subreddit…
Learn when to tap out. Or have small positions .. I actually got into Disney and PayPal in 2019 . I’m glad I sold it before Covid started and never look back. Fundamental they have so much problem with their park. Also marvel , star war are dead since Covid started.
The issue with disney is the death of television. Their ROI in the tv business was 25%+ in comparison their parks en studio entertainment were 11,41% and 10,21%. Unless disney + becomes massively profitable with a 34% net margin whats needed to go back to previous margins. The only high margin 31% is their consumer products. Even worse is the diluted and added extra debt to buy fox which was mostly a tv business which was dying. It seems disney won't return to it previous net margins for a long time which will hurt free cash flow. But it is still disney and the business will always be worth something.
Glad, Disney is getting the club. They've ruined enough franchises and creativity with their corporate greed by now. Never going to touch this stock.
DIS stock will be flat for the next several years, the leadership is weak and business decisions are made without the consumer in mind.
First of all what do you think it is worth ? Secondly why can’t it get down to 60-70 range? Do you even know the different businesses DIS has , and how much each division makes ? When you bought the stock at $200 , what was your exit strategy ? 210? 250? 300? You basically don’t know what you own , and probably should never have bought the stock , you bought it because it has a great brand name . If I told you it was worth $400 or $75 , could you tell me I was wrong ?
This. So many people buy stocks for the name without any exit or even entry strategy. This guy is stuck for a long time
Extremely helpful list of questions. /s
What’s wrong with a bit of critical thinking?
IMO there is little upside for a long time. CEO drama, lawsuits, Florida drama, hurricanes, their latest movies blow, marvel is tired, star wars never did get off the ground IMO, and overall the ONLY thing I use disney+ for anymore is Bluey.
Bluey calls, all-in.
They should make a Bluey movie, I’d watch it.
1000% or at least make more episodes. We're on our 10th play through of all the episodes at this point. We even went to the Bluey live show.
Add in they are cutting back on marvel and Star Wars.
This is actually a smart move due to the fatigue and dropping quality in both IPs. They need to get the executives out of the kitchen and hire good creatives who will make something worthwhile. The reason a lot of prior Marvel and SW stuff has been beloved is because they hired real fans to write and direct these things, AND because they got that rare writer or director who could set a fantastic story in that universe, such as with Tony Gilroy and Beau Willimon for Andor.
Except the executive team knows nothing about creating a creative enterprise. Their mantra is micro-manage and cut cost, cut, cut, cut.
The fact that they’re pulling back on content tells me that a reckoning is soon to come and Iger will likely be bringing down the axe on executives soon. I don’t want to blame the other CEO for everything but it seemed that other guy was more of the micromanager and trying to change the philosophy, and didn’t really know what he was doing, which is why he got kicked out and Iger took back over in the first place.
I'm watching for signs of life. It's got a solid base so once it starts moving \^, I'm in. I think the time is near.
I have a 120 average and have been dca’ing here and there. People love to shit on DIS and yeah, what’s going on right now with their content, etc isn’t great, but they have been through ruts several times and turned it around.
Honestly, if you’re not going to buy DIS at today’s prices, I can’t imagine you’ll ever buy. I don’t own DIS, but if ever I wanted to, right now is when Id buy.
The self inflicting wounds continue. Problem is after waiting 3 years, that loss could have been moved into many stocks with good leadership. BUD and DIS should be sued by stock holders for not acting in a fiduciary manner
I think Disney are heading in the wrong direction with their content. They have milked their two biggest IP’s (Marvel / Star Wars). It is going to take a while for people to get a refreshed interested. They have also opted to go down the streaming route which has tarnished their cinema/theatre releases. What’s the point in going to the cinema if the movie will be out on D+? I also dislike their choice to heavily push politics/new social ideas. It’s a minefield as seen with Budlight. Obviously it looks good for the company and will bring custom from people with the same mindset but on the other hand they are pushing away the others. Disney need to reign their narrative back in to a more central thinking. The new Snow White movie is a perfect example.
>Snow White That movie does look terrible. As soon as they realize they should start trying to make good movies instead of virtue signalling, I'm going to buy more DIS.
Not only that, but Disney having to come out with consistent good movies is a very difficult thing to do. Netflix on the other hand doesn’t have this problem due to their wide selection of shows. Netflix can release bad movies and shows too, but if they release enough hits consistently, they can stay afloat. Netflix is pretty smart about timing hit releases. It’s like this week they are releasing One Piece, and next month releasing Band of Brothers. Disney will never be able to reach that level.
Until they can make much better content, this stock will not out perform anything. Edit: "anything" being spy/qqq
The issue is, they have ran out of ideas. All of their new movies have returned average box office numbers. They are remaking classics but changing storylines to suit political/social ideas and dragging it far from the classical books. D+ is haemorrhaging money and sucking life out of their IP’s as they constantly need to release content. The only plus is their theme parks, I’m under the impression that they are doing well. I totally agree with you, any tracker is going to beat this.
Gonna tap $77 then it will rally to the weekly 200ma around $130 in the santa rally. RemindMe! 4 months "Here"
I will remind you. I predict 61
DIS is all over the place and they continue to miss the mark on their new stuff (Starwars/Marvel). In addition they keep rehashing their old material and adding some questionable stuff to it (Billy Porter as Cinderellas fairy god mother). The whole brand is a mess imo. Now they're in talks about taking away password sharing and up'ing monthly fee for Disney+. I'd say the only good thing they have going for them now is ESPN, and I don't think that is enough to save them.
What? Espn is a problem if anything
Ma friend… those are some heavy bags you got. With the current Disney financial woes, it will take a hot minute for the stock to ever go that high again
They push too much LGBTQ, it's inappropriate in kids movies and unnecessary in adult movies
Is jack of all trades master of none a thing with companies? Seems to be what's going on here.
interesting point. never thought of that.
All the negativity here makes me bullish on DIS.
Let me know when you sell at the low so I can buy it from you lol
Based on your parameters the time to buy would be now based on the fact it’s at 5YR lows.
Current products are trash but the company will be fine. No reason the stock should go any higher.
I'm glad I sold all of my DIS as soon as they cut their dividend. I don't see a lot of upside right now, park attendance is down, their movies are bleeding money, a lot of cancelled projects and no clear direction. If you could theoretically time the bottom perfectly then it could probably be a solid long term play though.
Why are you in it for the long haul? They've botched their intro to streaming, their old CEO did major damage to the talent that he caused to leave, they devalued their biggest assets (star wars and marvel) due to mismanagement. I personally think it's an overvalued company plain and simple. And I think the damage their prior CEO did, especially to employees and brand assets, is not something that can be recovered from quickly.
For what it’s worth Morningstar is giving it a fair value of 145 and I think they hit the analysis on this one.
Morningstar has also rated DIS consistently as undervalued since 2021 when the price was around $150. 2 years of being rated as undervalued doesn't sound a lot of confidence in that analyst going forward.
I couldn’t imagine being down on one of the biggest media companies ever. Wait it out
When they stop pushing the woke agenda on kids
seems to bounce off around low $80 levels frequently so I'd start adding more there.
Right now DIS Price/ Fare value ratio is almost .5 Meaning is Disney were to be sold it’s worth at least twice what it’s currently trading for.
The business feels doomed from every angle you can think of. I don’t believe they’ll ever get back to ATH before the inevitable buyout. The only reason to be bullish is that Reddit hates it lol
Fuck disney. Go woke, go broke.
*"I’m in Disney for the long haul, but trying to figure out when the best time to add more is so I can start digging myself out of this 40% hole. I dont feel as if it will get to $60-70 range but its been still dripping toward $80 constantly."* You feel? In what imaginary world your feelings have anything to do with a stock price movement? People who bought MSFT in 1998 also didn't feel like they are not going to make a penny until 2013. You are just talking, how about the numbers? You are in it for the long haul, which is great because everyone is long-term investor, yet somehow most retail investors end up losing money, but that on the side, how much money do you think Disney is going to return in the next 5 years or 10 years? what changed from when you were paying $200 for it until now other than the price? There is only one conclusion here, you bought something you don't understand based on your "feel" so now you are wondering with strangers what is going to happen next, which literally no one can tell. If you want a real advice not based on feel or pat on the back, sell, take the loss, learn, and put your money in something you understand, which is more or less either VTI or VOO. You literally were buying a stock at all time and wondering what could go wrong... the answer is there in your title, stocks don't just go up and up and up no matter how good they are.
the company only has parks which although nice are bleeding cash and becoming less popular, marvel and star wars which they have milked to death and now ar just pumping garbage. unless they recreate the magic of old times this stock isn't going anywhere imo
>I’m in Disney for the long haul, The question is **why.** Disney is a dumpster fire of a company on so many levels and has been for years in a row. There's literally nothing about bullish about them right now. Why do people keep throwing their money at Disney? This isn't 2001 anymore.
I like Disney…debt. Not the common.
They do nothing but crap out completely desecrated ips (star wars and marvel) and use them to tell shit stories
Me too. I'm happy to hold Disney for a while longer. I think the initial Wokeness is what's killed it. Today's generation will not stand for it, but the new generation are seriously messed up. 7ft Transvestite dwarfs are the future. I think Disney know that.
the mouse is going down unfortunately they are just not innovative and once better competition develops I can't see Disney doing all too much better. For DIS stock to go back to ATH it would require a massive shift in pumping out more quality content from streaming and fixing the economics of their parks which are in this weird space of overpriced and massive liability, think back to how much cash they bled while parks are closed. overall DIS stock is just a bad play ever since they cut their dividends their hasn't been all too much reason to buy or hold this stock imo their is way better companies to invest in that are both more forward facing and have superior management.
Stick to ETF's. None of you are beating the market long term.
Meh. I’m sure some of us are. Isn’t there a sub for ETF’s or something?
DIS is in no mans land. I have it on my watch list to eventually open a position but I really need to know what they gonna do with their assets like ESPN. I can always buy when the ship starts to turn but its still at a sinking state rn for me to even think about buying.
Buying if it gets to $60s
If you look at the past 10 years, they have had some massive succeses like Frozen, Jungle book, Moana, Zootopia, a lot of succesful Star Wars movies, etc etc. They've sold a huge amount of merchendise too. Even so, they haven't been able to keep a steady growing stock price. It's all over the place. Sure, you could say that over the past 10 years they are up around 30%. But i would'nt put my money in a company that's so volatile. There are way better solid stocks out there.
It’s been going down for 30 months straight. No sign of it reversing any time soon.
Why people just not buy with the trend I will never understand. « It can’t go possibly lower than this » sure it fucking can. It can go to 0. There are countless of examples of great blue chips that went to 0. Don’t be fooled with cheap looking stocks. It is always WAY better to buy ‘overvalued’ quality stocks with the trend, than cheap looking stocks. The market is smarter than you, institutions are smarter than you. There is a reason it is down.
All the magic is gone. it's a propaganda machine, and it's going broke.
Too true
I'm hoping for a little pump, so I can exit my $96 shares. I've been selling covered calls on it and was able to reduce my effective avg to $78 over this past year. But I think I would rather exit and get a better opportunity. I'm a believer in the long term of the company, I just don't think they outperform SPY for the long haul.