A Spirited Dirty Dozen ...

[Rodan75]

Cast and Directors have pretty clearly said Moana is set in Polynesia so a country like French Polynesia, Niue, Samoa, or Tonga could reasonably host a Moana ride.

And a Polynesia pavillon would enable Drunky Town to sell high priced cocktails

 

[rael ramone]

My response would be - so? While I am firmly rooted in the doom and gloom column, this would make smart business sense. Smoke them out and then acquire the properties cheap. I mean, if DLR could take over that whole city block, I think it would be ideal for the fans. Capn Kidds Buffet? Really? No big loss.

The Harbor Ave eateries give a degree of leverage to the DL guest that the WDW guest doesn't have. (The WDW guest leverage is the hotel made bologna sandwich, not the same). Could be one of the reasons that DL quick serve is superior.

If guests are effectively blocked from the Harbor Ave eateries, it could result in:

1) longer lines for food and less incentive to correct that
2) higher prices for food
3) lower quality of food
4) all of the above (by far the most likely)

 

[MagicHappens1971]

*cough*

They'll probably go with your idea though. It's cheaper...

If the Frontierland expansion isn't happening I don't think this is either.

 

[truecoat]

The Harbor Ave eateries give a degree of leverage to the DL guest that the WDW guest doesn't have. (The WDW guest leverage is the hotel made bologna sandwich, not the same). Could be one of the reasons that DL quick serve is superior.

If guests are effectively blocked from the Harbor Ave eateries, it could result in:

1) longer lines for food and less incentive to correct that
2) higher prices for food
3) lower quality of food
4) all of the above (by far the most likely)

HoJo Anaheim has stated on their FB account that guests will still be able to cross the street and enter DL.

In case you haven't heard, the Carousel Inn will be closed within two months and torn down to begin the creation of the pedestian bridge over Harbor Boulevard. Here's what you should know about the project:

* Construction will be a bit crazy if you're staying at the hotels on either side of the Carousel Inn so maybe you should come and stay with us instead!

* Our guests at the Howard Johnson will still enter the park on foot along Harbor the same way you do now. That will not change.

* You CANNOT get on the pedestrian bridge from Harbor Blvd. This project is designed to get people off the northbound 5 freeway into a parking structure and to get them into the parks without using Harbor. The hope is foot and car traffic on Harbor will diminish.

* It will be pretty we think. They'll landscape the bridge much like Downtown Disney's bridge and make it nice looking so the Harbor pedestrians will get to walk under a (hopefully) Disney-esque bridge to build that pre-park excitement.

Edit #2

Disney met with us and said (contrary to this article) that there would be a Harbor entrance as there is today. Just reformed with a security check.

 

[rael ramone]

Picked up the Unofficial Guide 2017 today (figured either Amazon was wrong on release date or it could be early)...

Loved, Loved LOVED the Editorial on price increases (and cuts)...

Without mentioning names, basically compared $DIS with Valeant!!!!!!

I can picture the Weatherman doing that 'Martin Shkreli Smirk' while being questioned on the Hill about how Gouge Pricing is making families take their kids out school...

(and saw the @ParentsOf4 quote about how many of hours of minimum wage it takes to pay for a 3 day park hopper now and then)...

just from what i've seen so far good work Bob & @lentesta

Mandatory purchase folks...

 

[asianway]

The Harbor Ave eateries give a degree of leverage to the DL guest that the WDW guest doesn't have. (The WDW guest leverage is the hotel made bologna sandwich, not the same). Could be one of the reasons that DL quick serve is superior.

If guests are effectively blocked from the Harbor Ave eateries, it could result in:

1) longer lines for food and less incentive to correct that
2) higher prices for food
3) lower quality of food
4) all of the above (by far the most likely)

No Jack in the box or In n Out so Im good either way, lol

 

[asianway]

HoJo Anaheim has stated on their FB account that guests will still be able to cross the street and enter DL.



Edit #2

Isnt HoJo in a good spot to walk around the back side and access the Skybridge from there? Might be ok for them.

 

[lentesta]

Yeah, that chart on page 55 should be familiar to @ParentsOf4.

Thanks for reading the book.

Picked up the Unofficial Guide 2017 today (figured either Amazon was wrong on release date or it could be early)...

Loved, Loved LOVED the Editorial on price increases (and cuts)...

Without mentioning names, basically compared $DIS with Valeant!!!!!!

I can picture the Weatherman doing that 'Martin Shkreli Smirk' while being questioned on the Hill about how Gouge Pricing is making families take their kids out school...

(and saw the @ParentsOf4 quote about how many of hours of minimum wage it takes to pay for a 3 day park hopper now and then)...

just from what i've seen so far good work Bob & @lentesta

Mandatory purchase folks...

 

[Bocabear]

And a Polynesia pavillon would enable Drunky Town to sell high priced cocktails

Hey now...don't be hatin' on premium tiki cocktails

 

[stlphil]

For our parking garage enthusiasts, the new Disneyland Resort parking garage and transportation facility plans have been released by the OC Register.
http://www.ocregister.com/articles/disney-725346-parking-disneyland.html
View attachment 155376
View attachment 155375
Notables:

• No moving walkway or tram system to get guests from the new facility to the esplanade and back. The 1991 master plan for the Disneyland Resort, which featured a parking garage on this plot of land, had an elevated tram system. This decision is cheap, shortsighted and disrespectful to guests who will be paying $$$ to have the privilege to use this MAGICAL parking lot. One wonders if in making this decision, TDA will have to deal with rushes on Mickey and Friends because it will be the more convienent of the two garages.
• As reported by MiceChat, Disney will be forced to built this project around the DHS office building whose lease won't be for a number of years.
• Bag check will be placed before the walkway to the esplanade

Maybe the fee for using this garage will be much less than Mickey and Friends since it will be so much less convenient.

(Where's the sarcasm tag again?)

 

[rael ramone]

No Jack in the box or In n Out so Im good either way, lol

As good as In and Out was, I found Lee's Sandwiches to be better.

BBQ Pork, with pate of course. And hots.

 

[evilzorac]

Am I the only one who sees a new overlay for the Swiss Family treehouse?

Had same thought

 

[TeriofTerror]

And I thought it was mostly Hawaii.

Well, you know; it's a salute to all of Polynesia, but mostly Hawaii.

 

[Rodan75]

Hey now...don't be hatin' on premium tiki cocktails

Mess with Polynesia and she'll squeeze ya

I'm all for Tiki drinks at Epcot.

 

[admiral-ari-x]

This may be a dumb question, but can someone explain the concept of the buyback fund for me? I did my research on it, but the results didn't make sense to me at all I'm not good with business, lol!

 

[njDizFan]

This may be a dumb question, but can someone explain the concept of the buyback fund for me? I did my research on it, but the results didn't make sense to me at all I'm not good with business, lol!

If you are referring to companies with a stock repurchase program I can answer.

Bascially until the turn of the century very few companies bought their own stock and even then only under extenuationg curcumstances. It just was not a model for increasing shareholder value. But somewhere around 2004 this started to become more and more prevelant. Large corporations took excess capital and instead of returing that back to the shareholders in the form of dividends or putting it back into research and development of new products they simply bought their own outstanding shares. The logic being it would decrease the number of outstanding shares(possibly increase the value) and show strength that they valued the company enough to invest in itself. Prior to this corporations would give the funds back to shareholders in dividends, use the funds for research or give the employees higher salaries or invest and pension plans. Many compnaies do both, buy back shares and pay a dividend on each share but buybacks are outpacing the dividend.


The downside, which some propose including myself, is that all the money spent buying back their own shares could be spent elsewhere. The best case scenario is keep the dividends on a steady percentage of revenue but use the excess cash to actually create something new and make the copany stronger ibn the long term. Or increase salaries of the employees. Salaries have been stagenant going on a decade. With all this excess cash just be used to artifically inflate the stock price, none of that money is being put back into the company to expand and not being used for wage growth. There is evidence that the S&P 500 is on pace to spent almost 3/4 trillion dollars in 2016 to buy back their own stock. Imagine what that could do if put back into wages or future devlopement of technology. Corporate America is doing great but they are not sharing with the rest of us. And worse of all the 100 top companies with the largest buyback programs are actually fairing worse then the rest of the market. There is an EFT the holds the largest buyback companies and it is dramatically underperforming.

My bias opinion when it comes to TWDC specically(which is in the top 10 of largest share repurchase per revenue companies) is that money could be spent better elsewhere. By buying back billions of their own stock have they really increased stockholdr value? No they have underperformed. Imagine what they could do with the 30+ billion spent in buybacks over the last 6 years( almost 8 billion scheduled for 2016). I don't know rebuild WDW from the ground up 6 times, Give everyone of the CMs a healthy raise and provide them free healthcare. I know I'm a darm socialist...

 

[ford91exploder]

Picked up the Unofficial Guide 2017 today (figured either Amazon was wrong on release date or it could be early)...

Loved, Loved LOVED the Editorial on price increases (and cuts)...

Without mentioning names, basically compared $DIS with Valeant!!!!!!

I can picture the Weatherman doing that 'Martin Shkreli Smirk' while being questioned on the Hill about how Gouge Pricing is making families take their kids out school...

(and saw the @ParentsOf4 quote about how many of hours of minimum wage it takes to pay for a 3 day park hopper now and then)...

just from what i've seen so far good work Bob & @lentesta

Mandatory purchase folks...

IF one looks there are MANY parallels to Valeant's reporting and business practices at Disney, Too bad the dusters don't see them (or ordinary investors who think Today's Disney is simply a bigger one than the one they bought in the 80-90's).

Yes this is a mandatory purchase for serious Disney fans.

 

[admiral-ari-x]

If you are referring to companies with a stock repurchase program I can answer.

Bascially until the turn of the century very few companies bought their own stock and even then only under extenuationg curcumstances. It just was not a model for increasing shareholder value. But somewhere around 2004 this started to become more and more prevelant. Large corporations took excess capital and instead of returing that back to the shareholders in the form of dividends or putting it back into research and development of new products they simply bought their own outstanding shares. The logic being it would decrease the number of outstanding shares(possibly increase the value) and show strength that they valued the company enough to invest in itself. Prior to this corporations would give the funds back to shareholders in dividends, use the funds for research or give the employees higher salaries or invest and pension plans. Many compnaies do both, buy back shares and pay a dividend on each share but buybacks are outpacing the dividend.


The downside, which some propose including myself, is that all the money spent buying back their own shares could be spent elsewhere. The best case scenario is keep the dividends on a steady percentage of revenue but use the excess cash to actually create something new and make the copany stronger ibn the long term. Or increase salaries of the employees. Salaries have been stagenant going on a decade. With all this excess cash just be used to artifically inflate the stock price, none of that money is being put back into the company to expand and not being used for wage growth. There is evidence that the S&P 500 is on pace to spent almost 3/4 trillion dollars in 2016 to buy back their own stock. Imagine what that could do if put back into wages or future devlopement of technology. Corporate America is doing great but they are not sharing with the rest of us. And worse of all the 100 top companies with the largest buyback programs are actually fairing worse then the rest of the market. There is an EFT the holds the largest buyback companies and it is dramatically underperforming.

My bias opinion when it comes to TWDC specically(which is in the top 10 of largest share repurchase per revenue companies) is that money could be spent better elsewhere. By buying back billions of their own stock have they really increased stockholdr value? No they have underperformed. Imagine what they could do with the 30+ billion spent in buybacks over the last 6 years( almost 8 billion scheduled for 2016). I don't know rebuild WDW from the ground up 6 times, Give everyone of the CMs a healthy raise and provide them free healthcare. I know I'm a darm socialist...

Thank you so much, this is a great explanation! Now I can understand the concept enough to be angry about the rampant amount of money hoarding going on.

 

[KikoKea]

If you are referring to companies with a stock repurchase program I can answer.

Bascially until the turn of the century very few companies bought their own stock and even then only under extenuationg curcumstances. It just was not a model for increasing shareholder value. But somewhere around 2004 this started to become more and more prevelant. Large corporations took excess capital and instead of returing that back to the shareholders in the form of dividends or putting it back into research and development of new products they simply bought their own outstanding shares. The logic being it would decrease the number of outstanding shares(possibly increase the value) and show strength that they valued the company enough to invest in itself. Prior to this corporations would give the funds back to shareholders in dividends, use the funds for research or give the employees higher salaries or invest and pension plans. Many compnaies do both, buy back shares and pay a dividend on each share but buybacks are outpacing the dividend.


The downside, which some propose including myself, is that all the money spent buying back their own shares could be spent elsewhere. The best case scenario is keep the dividends on a steady percentage of revenue but use the excess cash to actually create something new and make the copany stronger ibn the long term. Or increase salaries of the employees. Salaries have been stagenant going on a decade. With all this excess cash just be used to artifically inflate the stock price, none of that money is being put back into the company to expand and not being used for wage growth. There is evidence that the S&P 500 is on pace to spent almost 3/4 trillion dollars in 2016 to buy back their own stock. Imagine what that could do if put back into wages or future devlopement of technology. Corporate America is doing great but they are not sharing with the rest of us. And worse of all the 100 top companies with the largest buyback programs are actually fairing worse then the rest of the market. There is an EFT the holds the largest buyback companies and it is dramatically underperforming.

My bias opinion when it comes to TWDC specically(which is in the top 10 of largest share repurchase per revenue companies) is that money could be spent better elsewhere. By buying back billions of their own stock have they really increased stockholdr value? No they have underperformed. Imagine what they could do with the 30+ billion spent in buybacks over the last 6 years( almost 8 billion scheduled for 2016). I don't know rebuild WDW from the ground up 6 times, Give everyone of the CMs a healthy raise and provide them free healthcare. I know I'm a darm socialist...

Interesting and simple explanation, but I'm not very knowledgeable and don't understand: If they buy their own shares, doesn't that money go back to TWDC and could be used to create upgrades, new attractions, increase wages, etc? And, that sounds like a perpetual motion machine...buy the shares, take the money used to purchase those shares and buy more shares, repeat....

 

[GregIsNewAroundHere]

Interesting and simple explanation, but I'm not very knowledgeable and don't understand: If they buy their own shares, doesn't that money go back to TWDC and could be used to create upgrades, new attractions, increase wages, etc? And, that sounds like a perpetual motion machine...buy the shares, take the money used to purchase those shares and buy more shares, repeat....

No, they're buying stock back from the public. Assume you own a few shares of Disney, and the price is looking good, so you're going to sell them. Who buys them? In the case of the a buy-back it could very well be Disney that buys them. They reduce the overall stock in circulation and increase the value of the remaining shares as a result.