lazyboy97o
Well-Known Member
A lifestyle center is going to have different price points as part of creating an image.
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A Spirited Perfect Ten
- Thread starter WDW1974
- Start date
ford91exploder
Resident Curmudgeon
Fair enough, What do you think is comparable in the Orlando market? - Next trip is in may so suggestions appreciated.
ford91exploder
Resident Curmudgeon
Goofyernmost
Well-Known Member
I'll bet to make matters even worse, you bought those cargo shorts at Wal*Mart. Uncool, really!
You have got to stop injecting reality into this. You are ruining the discussion!
ford91exploder
Resident Curmudgeon
Have fun and tell us what you think of the atmosphere and food!
ford91exploder
Resident Curmudgeon
As do I - but tend to wear cargo pants while hiking as up here the pricker bushes (and they are EVERYWHERE) are hard on unprotected skin.
xdan0920
Think for yourselfer
Citricos
Shula's(not a fan, but it's comparable)
Brown Derby (again, not a fan)
Cali Grill
Just a few in WDW. Comparable price wise, though I suspect The Boathouse will outstrip them all in quality.
I'll bet to make matters even worse, you bought those cargo shorts at Wal*Mart. Uncool, really!
Old Navy all the way.
Kingoglow
Well-Known Member
Although somewhat tangental, since we touch upon the subject of capitol expenditures often I though I would share this piece. BlackRock's Larry Fink wrote a letter to ALL CEOs in the US. In it, he urges them to reduce dividend increases and stock buyback programs and instead use that capitol for innovation and long term strategy.
BlackRock’s Chief, Laurence Fink, Urges Other C.E.O.s to Stop Being So Nice to Investors
BlackRock’s Chief, Laurence Fink, Urges Other C.E.O.s to Stop Being So Nice to Investors
Excitable Boy
Member
Don't forget that Fenway has a dress code....either Sox gear or a Yankees Suck t-shirt.
xdan0920
Think for yourselfer
Ok...
DisDan
Well-Known Member
Good read, thanks for posting that. Let's hope some C.E.O.'s might take that to heart, though I highly doubt it.
yep it does.
ParentsOf4
Well-Known Member
It's all in the title of the article:
Disney Stock Rises Ahead of Potential Record Setting Summer Blockbuster Season
Wise investors know that when everyone is talking about how great a stock is, then it's time for a "correction".
After a tremendous run-up in stock price, everyone is talking as if DIS has no place to go but up. The reality is that DIS is through the roof with sky-high expectations built into the price. Anything less than home runs by all divisions (and another $6.5 billion in stock buybacks
) will lead to a correction.DIS is due for a fall in the next 1-2 years. Not because the company did something wrong but because, as it always does, Wall Street can't control its "irrational exuberance".
Frankly, Disney's stock price is representative of why there will be another stock market crash sooner rather than later.
Even with last year's success of Guardians of the Galaxy, Frozen, The Winter's Solider, and Maleficent, Studio Entertainment generated only 12% of operating income. That was double the year before. However, you'd never know that by reading this article, which seems to be absolutely giddy that this year's films will lead to explosive growth in 2015. What about the other 88% of the company?
Yes, a successful movie has consumer tie-ins but, as Disney specifies, "Studio Entertainment segment revenues and operating income include an allocation of Consumer Products revenues, which is meant to reflect royalties on sales of merchandise based on certain film properties." In other words, much of the bump from tie-ins is already lumped into studio revenue and profits.
Again, what about the other 88% of the company?
Disney's challenge is that 2014 was an exceptionally successful year, and CEO Bob Iger exercised the stock options to prove it.
In order to justify the current stock price, Disney has to pile success on top of success. Blockbusters are already built into the price. Having to compete with last year's Frozen, Studio Entertainment revenue declined 2% for the first fiscal quarter of 2015, and that's taking into account home rentals and sales for Guardians of the Galaxy and Frozen. Revenue from theatrical distribution dropped 46%. Big Hero 6 is not going to have the same strong home rentals that Disney's earlier films did.
The run-up in stock price is not Disney's doing. With the exception of the ridiculous amounts being spent on stock buybacks, Disney's management is operating the company properly.
Wall Street is the one that's running up the stock price.
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ParentsOf4
Well-Known Member
Quoting in part from Mr. Fink's letter:
As I am sure you recognize, the effects of the short-termist phenomenon are troubling both to those seeking to save for long-term goals such as retirement and for our broader economy. In the face of these pressures, more and more corporate leaders have responded with actions that can deliver immediate returns to shareholders, such as buybacks or dividend increases, while underinvesting in innovation, skilled workforces or essential capital expenditures necessary to sustain long-term growth.
In 2014, dividends and buybacks in the U.S. alone totaled more than $900 billion, according to Standard & Poor’s — the highest level on record. With interest rates approaching zero, returning excessive amounts of capital to investors — who will enjoy comparatively meager benefits from it in this environment — sends a discouraging message about a company’s ability to use its resources wisely and develop a coherent plan to create value over the long term.
100% right.
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ford91exploder
Resident Curmudgeon
As does Yankee Stadium - the exact inverse of Fenway's gear, At least the Sox fans don't throw batteries and bottles at the Yankee fans...
ford91exploder
Resident Curmudgeon
The polar opposite of what's happening now.
Lord_Vader
Join me, together we can rule the galaxy.
Blackrock carries a lot of weight with executive management, their funds are the backbone of many 401k programs therefore invest a lot of money in companies. They have a vested interest in long-term gains with stability and don't worry as much about quarterly earnings.
mahnamahna101
Well-Known Member
Plenty of movies look awful...
But when you considering its tracking, the insane amount of trailer views, Adam Sandler's decent starpower (in the right film, he still gets people in the theater), Chris Columbus' success with broad family-friendly comedies (Home Alone 1-2, Mrs. Doubtfire, Night at the Museum trilogy as a producer) and tentpoles (Harry Potter 1-2, Percy Jackson to a much lower degree), the lack of anything family-friendly in August... I have a feeling this is the kind of nostalgic crowdpleaser that will take everyone by surprise.
Maybe not $240 million, but $160-180 million is reasonable. It's going to do $125 million DOM minimum, and that's only if it's a slight disappointment.
Similar to Horrible Bosses, no one asked for a sequel to this. The fact that a sizable portion of the original cast and Soderbergh are gone doesn't help matters either.
$55-65 million would be solid for this.
Magic Mike XXL isn't doing $100 million, let alone $240 million. They're both fine where they are.
WB will probably shift a few of their films to Fall 2015 or Winter 2016. Pan and San Andreas are set to bomb hard in their current spots.
I've always felt Hollywood should spread the tentpoles across the entire year. They seem to mostly be taking that advice for 2016. February-April is a fairly balanced, well-rounded slate. May isn't overcrowded. June-July is a huge mess, though: 6-7 movies need to move in order to avoid cannibalizing their potential audiences. August looks solid for once.
truecoat
Well-Known Member
I thought the point was that these bloggers are attending an invite only event and don't make an effort to dress up for the occasion. Rolling into said event with what they were wearing yesterday.