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  1. rael ramone

    Buying Disney stock

    Some people here are pro $DIS as an investment. Others are not. The most important thing if you want to buy $DIS (or any investment) is to do your own due diligence. You are the one that has to sleep at night with the decision. Realize a person can look at fundamentals and/or technicals and...
  2. rael ramone

    A Spirited 15 Rounds ...

    ....and this is why I commented on the business side here and not in the movie plot thread... Executives can 'sandbag' what various aspects of their business will do, but in the end, whether total (company wide) revenue is a success or failure is determined if it hits what the analysts say it...
  3. rael ramone

    A Spirited 15 Rounds ...

    Nobody 'should' expect it to do TFA business. The 1st of each trilogy did the best business. It's perfectly reasonable for those to expect it to do less business... I agree with all of that... And publicly they will be happy with it... But I strongly suspect, if it doesn't deliver what they...
  4. rael ramone

    Star Wars: The Last Jedi (Ep 8). SPOILERS. Plot points revealed and discussed.

    Thoughts: Did the film give me moments of entertainment? Do I find myself interested enough in it to post comments on a board about it? Do I want to see how the story finishes in two years? Was it an improvement over the last 'saga' picture? Am I willing to see it in the theater again if a...
  5. rael ramone

    A Spirited 15 Rounds ...

    I'm going to post my TLJ thoughts in the spoiler thread, but as far as the 'business' of TLJ... If it doesn't to TFA numbers (domestic and/or international) I strongly suspect they'll publicly say they were expecting a drop, but behind the scenes it will be a different story (why didn't higher...
  6. rael ramone

    News Disney and Fox come to terms -- announcement soon; huge IP acquisition

    This isn't my comprehensive thoughts, but here's a few: As far as the big screen goes I don't believe this is about getting more stuff out there - they don't need Fox to do that. I believe they want to reduce the competition for what they do put out. The (very) small screen - Die Hard the...
  7. rael ramone

    The Effects of Corporate Tax Rate cut at Disney World (No political talk allowed)

    I strongly suspect that whatever *extra* cash $DIS ends up from the change in tax laws will not find it's way to the parks in any way, shape, or form. With the potential deal to buy Fox Media assets (and supposedly being done with holders of $FOXA stock being given $DIS stock) I suspect there...
  8. rael ramone

    A Spirited 15 Rounds ...

    @WDW1974 question if you see this and have time.... The Florida Project - heard any thoughts from Burbank and/or TDO on this film?
  9. rael ramone

    CEO Bob Chapek?

    My Non Insider Spidey Sense thinks there is something to this..... Not that it's guaranteed to happen (or even will happen), but that someone out there wants to see if this trial balloon sticks, and I don't think it's Bloomberg News.... Chappies camp? Ike? Or other members of upper...
  10. rael ramone

    Disney launches new vacation gifting site

    Years and years ago a friend of mine at their wedding had a Disney 'Wedding Registry' where you could buy meals, drinks, etc for the couple. As far as this. This is a good way to increase revenue. Doesn't feel like a money grab. Doesn't monetize things that used to come with the high...
  11. rael ramone

    Bob Iger's contract is extended

    I'm thinking that they may have a more pressing concern coming up..... like, say..... next earnings.... (or a future earnings) One of the defenses people have about $DIS is that it's P/E is at a discount to the S&P 500. When I looked that up, what jumped out to me is it's Forward P/E. It was...
  12. rael ramone

    A Spirited 15 Rounds ...

    Here's a film coming out that $DIS might not be happy about... https://en.wikipedia.org/wiki/The_Florida_Project
  13. rael ramone

    A Spirited 15 Rounds ...

    I don't think so, I believe it was new to the 2016 version and maintained in the 2017 version. CORRECTION: New to 2017, maintained in 2018.
  14. rael ramone

    A Spirited 15 Rounds ...

    There's a good mini editorial in the last two Unofficial Guides (in the 'cost/money' section.... I can paraphrase points off the top of my head, but I think it's best to seek it out and read it for yourself.... You'll both cheer (that someone is saying it and putting it in print in a guidebook...
  15. rael ramone

    A Spirited 15 Rounds ...

    you mean a side of Cockerell Fries.... (I prefer Tater Tots myself....)
  16. rael ramone

    A Spirited 15 Rounds ...

    ....those Mommies & Daddies love their kids more than your Mommy & Daddy love you.....
  17. rael ramone

    A Spirited 15 Rounds ...

    I find IP (not named Figment) to be out of place at Epcot.
  18. rael ramone

    A Spirited 15 Rounds ...

    CNBC now. Les Moonves (CBS) said people don't want to pay for content they don't watch. CNBC a few minutes ago. Lowell McAdam (Verizon) said he doesn't want to buy $DIS.
  19. rael ramone

    A Spirited 15 Rounds ...

    Even before they had the Mouse Arrest Bands where you could use to buy stuff, they were selling 'gift cards' on a wrist wire to make it easier to buy more F&W, and the largest denomination you could get is $1500...
  20. rael ramone

    A Spirited 15 Rounds ...

    Thinking back to the Irma storm response. One would (and should) question having extra cast members on hand to add 'extra MAGIC' to resort guests when they should have been home with their families. But at the same time, look at the effect of those extra hands on deck had on resort guests...
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