The Disney Parks Value Story Just Got Stronger

[lebeau]

@Chef Mickey I apologize for the diversion!

Well, it's probably more on topic than discussing Disney stock, so...

 

[21stamps]

Totally agree about the checks. That's the kind of thing that can drive you crazy.

As a Gold Pass holder, you get early admission to Soak City. SC opens at 11 on Sunday, so if you can get there between 10 and 10:30, you should be able to get some prime ride time on Tropical Plunge. Hopefully the experience will be worth all the build-up!

Fingers crossed that we don't get all the way to the top and he chickens out. My niece did that.
I don't think it will happen, but he did chicken out the first time on the slingshot this year, once we were already strapped in..but then went on it a half hour later, and has been on 4 times since then. I still don't understand why. He LOVES the Slingshot in Orlando..at age 5...and that one is 100 ft higher than the one at KI, and not enclosed (with a lower height requirement which makes no sense).

We'll get there at 10 and be ready to run to the slide at 10:30.lol.

 

[TXDisney]

It's people who don't plan out there trips correctly normally who think WDW is ridiculously priced. Before I get into why... We are also kidding ourselves if we think WDW isn't an expensive vacation. We live in Dallas to flights are a must, but generally flights aren't that bad from Dfw to Mco. 2nd the longer your WDW trip is the more it's a bargain for your tickets. The difference between a 4 day ticket to an 8 day is not much. It almost cuts your average daily ticket down by 40%. We stay at deluxe or moderate resorts. Most the time the deciding factor is how far in advance we plan the trip. The further out we plan the nicer the resort we go to. We also don't eat big meals overalls much that are expensive throughout the day. We normally choose 1 meal a day to do a nice sit down meal at. I've never used the dining plan as my wife don't think it's worth it since we drink at meals and when it's just us do more table service meals. But the dining plan makes a trip more affordable for a family generally speaking. Leaving really just gifts and souvenirs as big costs once at WDW.

 

[danyoung56]

I studied business not English.... but hey if nitpicking English mistakes makes you happy feel free to follow me...

I make just as many misteaks as the next guy. But I'd make danged sure if I was bagging on someone else's education that my own message was error free.

Or they are posting from a smartphone which makes 'helpful' corrections to your typing many of which show complete ignorance of the English language conversational idiom and grammar.

Yeah, this always cracks me up. But in the defense of good grammar and cell phones, you can always make corrections before sending a message out.

 

[21stamps]

It's people who don't plan out there trips correctly normally who think WDW is ridiculously priced. Before I get into why... We are also kidding ourselves if we think WDW isn't an expensive vacation. We live in Dallas to flights are a must, but generally flights aren't that bad from Dfw to Mco. 2nd the longer your WDW trip is the more it's a bargain for your tickets. The difference between a 4 day ticket to an 8 day is not much. It almost cuts your average daily ticket down by 40%. We stay at deluxe or moderate resorts. Most the time the deciding factor is how far in advance we plan the trip. The further out we plan the nicer the resort we go to. We also don't eat big meals overalls much that are expensive throughout the day. We normally choose 1 meal a day to do a nice sit down meal at. I've never used the dining plan as my wife don't think it's worth it since we drink at meals and when it's just us do more table service meals. But the dining plan makes a trip more affordable for a family generally speaking. Leaving really just gifts and souvenirs as big costs once at WDW.

There is an exception with my upcoming trip though. I booked back in March which is by far the farthest in advance that I have ever booked a WDW vacation.
I'm sure some people may have switched their dates around or switched hotels...but if you want to stay at a Monorail Resort most dates at the end of November/beginning of December 2016..You are paying full rack rate, at higher per night prices than a lot of other times throughout the year. It's ridiculously priced, but should be "worth it".

 

[thomas998]

I assume your liquid net worth is over $2m? Any HBS guy would never let more than 5% of his net worth be in a single stock. Leaving "everything" in Disney was never an option.

I somehow doubt you even own 1,000 shares if you wanted them to ditch ESPN. You should know that's the golden goose and the reason the stock has been down the last several quarters.

Your statement was, "dump some of the pointless ventures they have like ESPN."

I can't think of a more ridiculous statement a DIS shareholder could make at the moment. ESPN is one of if not the most profitable network on TV and I think is worth around $50b alone. I no longer can take you seriously and it's not personal. You just lost credibility with your statement.

You can assume all you want... but when I bought in I paid a little over $16/share.... hardly a huge investment....

Not even sure where your 5% rule comes from, my only rule with stocks is never invest anything unless you can afford to lose it - period. But who am I to argue with your supposed Wharton training.

And I never said ESPN wasn't making money only that it was pointless and they should dump it. They should. Cable is in decline and about 60% of ESPN revenue is from cable subscriptions, they are in long-term contracts for a lot of their sports programming that won't have lower fees simply because they have fewer subscribers. On the NFL alone they pay almost 2 billion a year. ESPN is not going to get any better and they should dump it now while they can still get good money for it because if you wait until the decline in value really starts to show you won't get nearly as much for it.... As for any credibility with you... I won't be losing any sleep at night one way or the other.

 

[thomas998]

I make just as many misteaks as the next guy. But I'd make danged sure if I was bagging on someone else's education that my own message was error free.

Kudos to you then.... If I'm writing a report at work that actually matter I'll spend time proofreading... If I'm conversing some full of himself poster on the internet then I see no point in wasting time proofreading.... Because to be honest I'm pretty sure it wouldn't matter if I provided the most eloquent work known to man about why the person was full of it that it would change anything in their mind.

 

[danyoung56]

If I'm writing a report at work that actually matter I'll spend time proofreading...

I guess I rest my case right here.

 

[jloucks]

I guess I rest my case right here.

I think you just got trolled. Cleverly.

 

[danyoung]

I don't see it.