the stock price is obviously a direct reflection of how crowded WDW is. Raising the G+ prices today hopefully will help with record profits again. No need to do anything... they got this...everything is fine.
When you accept that they don’t have enough capacity to comfortably move crowds around - at any park on ANY day - as most of the old war horses around here have…the assessment completely changes
Dis stock is up 22% since Bob came back. The S&P is up roughly 29% over that same time so Dis is underperforming on that time scale but, over the last six months it is up 36.5% while the S&P is up 14%. Either way, I wouldn't say it is flat anymore.
How much of that is due to a stock buyback…which is LITERALLY money for nothing for brokerage houses?
It's part buybacks, part dividend and part the light at the end of the tunnel for D+ losses. How much of each is up for debate in my mind but regardless of how you rate them, all three of those are great for stockholders while only one of them is "good" for fans.
Since opening the day after the last call, it has gone up 4.9% compared to 2.4% for the S&P so not bad. Again, nothing to do with the quality of management from a fan perspective but if people want to argue stocks are a good measure (they aren't) then Dis is doing well right now or, at the very least, heading in the right direction.
The S&P500 has gone up 28% this past year, I believe.
As someone who is not a stockholder and is mostly a fan of the parks I could careless about the stock price or if D+ makes dollar 1
igerites (you may be one…but if you are I’d go ahead and jump off the wagon before the wheels come off)…are grasping to his five year old D+ comments in front of a captive audience
33ish% over the last year, unless you are talking calendar year 2023 and not the last 365 in which case it is just under 24%.
Anything Interesting happen in March 2020?
If you think increasing a dividend or cutting losses as much as they have in conjunction with D+ continually improving quarter after quarter has zero impact than sure, take those out. You would be wrong to think those things aren't considered by others but maybe that group is small enough to remove them. At that point your argument is what, that the entire gain only exists because of the buy back? Great, that still proves my point that you shouldn't use the stock as a measurement of management success, good or bad.
He listed a number that did not look correct so I put out the ones I see. What exactly about that is problematic or incorrect?
It’s a piddly dividend
The stock hung at the same
