The Spirited 11th Hour ...

Nubs70

Well-Known Member
From a stock perspective, Disney is most definitely a "real loser" at this point.

However, this has nothing to do with Disney's actual financial performance.

Instead, it's a function of Wall Street irrationally running up the stock and then, just as irrationally, running it back down.
And making money but uphill and downhill.
 

seascape

Well-Known Member
From a stock perspective, Disney is most definitely a "real loser" at this point.

However, this has nothing to do with Disney's actual financial performance.

Instead, it's a function of Wall Street irrationally running up the stock and then, just as irrationally, running it back down.
The market has been crazy and that is why Disney should take the opportunity to use some of the 1.2 billion shares of Treasury Stock and buy another company. There are some wonderful opportunities out there with the way the market has fallen.

The could go several way. (1) Go after another media company and then offer an internet based bundle directly to consumers. That would bypass the cable companies and allow them to keep all the revenue and not share it with Comcast, Verizon and the other cable companies. There is one other thing to consider with this. The cable companies sell advertising on all the channels and if they were cut out Disney would get more in advertising and keep the entire subscription fee. (2) Go after Hasbro and build their own toys and also gain two major products and movie IP with Transformers and Magic Pony. There are lots of possibilities but whatever they do should be complementary to their existing businesses.

As for Parks and Resorts, we agree that its nice to see some of the current increased spending but they could do more and they need more capacity in the parks and hotel resorts.
 

tribbleorlfl

Well-Known Member
I'd suggest that the concerns of regional oil producing markets mean little to Wall Street.

Lower oil prices put more money in consumer pockets. Whether it's on vacations to WDW or new TV's, they are going to spend it somewhere.

Instead, I suggest that the bigger concern is with institutions that have made loans to oil companies, money that was used to invest in oil production. Those largely Wall Street based firms are panicking that those loans will be defaulted on, and are punishing companies like Disney (who might actually perform better with cheap oil) because of that panic.

For lack of a better word, Wall Street is always selfish. They don't care about you. They care about "me".

Essentially, cheap oil means more money in "your" pocket, less in "their" pocket .
Which is why I still remember my Macro teacher's words. She would start EVERY class with this mantra: "Repeat after me: The Stock Market is not an Economic Indicator."
 

willtravel

Well-Known Member
Having lived in Louisiana...cheap oil is slowing/stopping production which is putting a lot of folks out of jobs. It starts with the field folks but will start impacting office staff as well. Louisiana, Texas, Oklahoma, and the Dakota's are pretty heavily impacted.
In Dec 1998 a barrel of oil was 16.28 and from there a barrel of oil had risen to an all time high in June 2008 to 144.78 per barrel and has slid down to today's price on Feb 2016 at 27.18 per barrel. Now I don't want anyone to loose there job, but I personally find these fuel prices rather refreshing.
How many week's/year's I was paying anywhere from 2.75 to 4.30 per gallon. And every time there is a chance of bad weather, disruption in production or what ever , the price of a barrel of oil sky rocketed and slllooowwwllyy came down. And I even own some oil stock's. I think there is a happy medium in pricing but for right now I am taking my saving's (today I paid 1.26 per gallon) and investing my saving's. Personally I think a barrel of oil was just pushed up to a high price artificially but who knows.
 

Quinnmac000

Well-Known Member
I wouldn't so cocky with Disney box office this year. Domestically they will do fine but internationally it may be a problem. Warner Bros and Fox are being heavy hitters already making films based off Nostaglia like Independece Day, Ghostbusters, and all the other superhero films. Thanks to Wanda (AMC owners and the chinese company) merging with Legendary Universal has an even bigger upper hand when it comes to Warcraft and the other legendary films coming out this year.

Zootopia is safe as its the only mainstream kids movie for the next 14 days. The only other kid film that comes out that week is the beast and a boy but that's more a indie film and the kids film after it is the Little Prince by Paramount.

The Jungle Book is in a bad spot to be honest. It's between The Boss which comes out the week before and Barbershop 3. The Jungle Book may be Disney and such however due to the lack of animation may leave kids less desirable to go see that and more adults and teens to go so other films such as The Boss and more minority based crowds will go to Barber Shop 3. I also think the huge surprise may also go to the film Hardcore Henry with the gimmick of being the 1st POV mainstream action film and may have a paranormal activity size crowd and word of mouth that will pull from the jungle book.

Born in China is a documentary about Pandas. I doubt it will be successful against The Huntsman: Winter's War.

Captain America: Civil War is completely safe with no competition from the weak before or the week after. The only film it has going up against it is Going in Style.

Alice through the looking glass will flop and probably flop hard as it is up against X-men:apocalypse, Angry Birds from the week before, and Neighbors 2 from the week before and likely won't gain traction as summer blockbuster season starts the following week.

Finding Dory may do great in first week but expect to see a drop come second week with Warcraft coming out. With the Chinese company Wanda funding that, don't be surprised. The nerds will come. Then its another disney film with the BFG coming out in the third week

BFG should be okay as long as Finding dory doesn't pull from its numbers but it is also 4th of July weekend. However with huge teen/adult films coming out such Independence Day: Resurgence, The Purge:Election Year, and the Legend of Tarzan may pull people from seeing it and the Secret Life of Pets comes a week after BFG comes out.

Pete's Dragon is a weird one because there is not information about it to predict hit/flop

Doctor Strange is a weird one but it is up against Dreamworks Trolls which will pull some families.

Moana is in the worst of all movie situations. It will be this year's the good dinosaur as You have Fantastic Beasts come out the weekend before, The Great Wall which is Universal/China's hollywood pet project and Bad Santa 2. Internationally Fantastic beasts will surpass Moana mostly because its Harry Potter.

Rogue Ones is Star Wars so it will do well.
 
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Cesar R M

Well-Known Member
One would think that the Tourism segment would be boosted by the cheap gas. More people traveling, more disposable income being dumped into the economy.

I still cannot wrap my mind around the concept that cheap gas/oil is somehow bad for our economy when our economy runs on the premise of cheap energy costs.
In my opinion.. I think you're wrong in this aspect.
Since almost all worldwide currencies have lost purchasing power vs the USD... there will be less international tourists ( or less consumption in raw US currency).
So, the higher the american tourism for cheap oil.. the lower the international tourism for losing purchasing power of the other currencies.
Its a tradeoff Imho.
And probably most americans will want to expend their money elsewhere, like in my country. Where their USD is valued even more and they can have more for less.
 

FigmentForver96

Well-Known Member
I wouldn't so cocky with Disney box office this year. Domestically they will do fine but internationally it may be a problem. Warner Bros and Fox are being heavy hitters already making films based off Nostaglia like Independece Day, Ghostbusters, and all the other superhero films. Thanks to Wanda (AMC owners and the chinese company) merging with Legendary Universal has an even bigger upper hand when it comes to Warcraft and the other legendary films coming out this year.

Zootopia is safe as its the only mainstream kids movie for the next 14 days. The only other kid film that comes out that week is the beast and a boy but that's more a indie film and the kids film after it is the Little Prince by Paramount.

The Jungle Book is in a bad spot to be honest. It's between The Boss which comes out the week before and Barbershop 3. The Jungle Book may be Disney and such however due to the lack of animation may leave kids less desirable to go see that and more adults and teens to go so other films such as The Boss and more minority based crowds will go to Barber Shop 3. I also think the huge surprise may also go to the film Hardcore Henry with the gimmick of being the 1st POV mainstream action film and may have a paranormal activity size crowd and word of mouth that will pull from the jungle book.

Born in China is a documentary about Pandas. I doubt it will be successful against The Huntsman: Winter's War.

Captain America: Civil War is completely safe with no competition from the weak before or the week after. The only film it has going up against it is Going in Style.

Alice through the looking glass will flop and probably flop hard as it is up against X-men:apocalypse, Angry Birds from the week before, and Neighbors 2 from the week before and likely won't gain traction as summer blockbuster season starts the following week.

Finding Dory may do great in first week but expect to see a drop come second week with Warcraft coming out. With the Chinese company Wanda funding that, don't be surprised. The nerds will come. Then its another disney film with the BFG coming out in the third week

BFG should be okay as long as Finding dory doesn't pull from its numbers but it is also 4th of July weekend. However with huge teen/adult films coming out such Independence Day: Resurgence, The Purge:Election Year, and the Legend of Tarzan may pull people from seeing it and the Secret Life of Pets comes a week after BFG comes out.

Pete's Dragon is a weird one because there is not information about it to predict hit/flop

Doctor Strange is a weird one but it is up against Dreamworks Trolls which will pull some families.

Moana is in the worst of all movie situations. It will be this year's the good dinosaur as You have Fantastic Beasts come out the weekend before, The Great Wall which is Universal/China's hollywood pet project and Bad Santa 2. Internationally Fantastic beasts will surpass Moana mostly because its Harry Potter.

Rogue Ones is Star Wars so it will do well.

It will be tough but I feel some of these are off. Alice will probably do fine...nothing amazing but it wont flop I don't think. Angry Birds sure wont hold it back. Finding Dory is running on pure nostalgia from the old film and will do fine. Moana, being a princess flick will also be ok. Doctor Strange is Marvel and will do well. Jungle Book seems to be the one im concerned with.
 

Mike S

Well-Known Member
I wouldn't so cocky with Disney box office this year. Domestically they will do fine but internationally it may be a problem. Warner Bros and Fox are being heavy hitters already making films based off Nostaglia like Independece Day, Ghostbusters, and all the other superhero films. Thanks to Wanda (AMC owners and the chinese company) merging with Legendary Universal has an even bigger upper hand when it comes to Warcraft and the other legendary films coming out this year.

Zootopia is safe as its the only mainstream kids movie for the next 14 days. The only other kid film that comes out that week is the beast and a boy but that's more a indie film and the kids film after it is the Little Prince by Paramount.

The Jungle Book is in a bad spot to be honest. It's between The Boss which comes out the week before and Barbershop 3. The Jungle Book may be Disney and such however due to the lack of animation may leave kids less desirable to go see that and more adults and teens to go so other films such as The Boss and more minority based crowds will go to Barber Shop 3. I also think the huge surprise may also go to the film Hardcore Henry with the gimmick of being the 1st POV mainstream action film and may have a paranormal activity size crowd and word of mouth that will pull from the jungle book.

Born in China is a documentary about Pandas. I doubt it will be successful against The Huntsman: Winter's War.

Captain America: Civil War is completely safe with no competition from the weak before or the week after. The only film it has going up against it is Going in Style.

Alice through the looking glass will flop and probably flop hard as it is up against X-men:apocalypse, Angry Birds from the week before, and Neighbors 2 from the week before and likely won't gain traction as summer blockbuster season starts the following week.

Finding Dory may do great in first week but expect to see a drop come second week with Warcraft coming out. With the Chinese company Wanda funding that, don't be surprised. The nerds will come. Then its another disney film with the BFG coming out in the third week

BFG should be okay as long as Finding dory doesn't pull from its numbers but it is also 4th of July weekend. However with huge teen/adult films coming out such Independence Day: Resurgence, The Purge:Election Year, and the Legend of Tarzan may pull people from seeing it and the Secret Life of Pets comes a week after BFG comes out.

Pete's Dragon is a weird one because there is not information about it to predict hit/flop

Doctor Strange is a weird one but it is up against Dreamworks Trolls which will pull some families.

Moana is in the worst of all movie situations. It will be this year's the good dinosaur as You have Fantastic Beasts come out the weekend before, The Great Wall which is Universal/China's hollywood pet project and Bad Santa 2. Internationally Fantastic beasts will surpass Moana mostly because its Harry Potter.

Rogue Ones is Star Wars so it will do well.
Whatever nostalgia fuel Ghostbusters would have had has been soiled. I don't think I need to spell out why.
 

Kate F

Well-Known Member
Moana is in the worst of all movie situations. It will be this year's the good dinosaur as You have Fantastic Beasts come out the weekend before, The Great Wall which is Universal/China's hollywood pet project and Bad Santa 2. Internationally Fantastic beasts will surpass Moana mostly because its Harry Potter.
Frozen opened the week after Catching Fire, and I don't think we even need to mention how much money that made. Granted, Harry Potter is a more popular series than The Hunger Games, but it's the next princess musical, I don't know how you can expect it to not do well, and the other movies you mentioned aren't even really competition.
 

Kate F

Well-Known Member
The only Disney film this year that I see outright flopping is Pete's Dragon. I know we haven't really seen anything, but its probably the most unnecessary remake of them all, and I'm just not feeling good about it at the moment.

I think Jungle Book, Alice, and BFG could all go either way (Jungle Book especially), Civil War and Rogue One are guaranteed hits, and I'm not worried about any of the animated films.
 

Tigger1988

Well-Known Member
I wouldn't so cocky with Disney box office this year. Domestically they will do fine but internationally it may be a problem. Warner Bros and Fox are being heavy hitters already making films based off Nostaglia like Independece Day, Ghostbusters, and all the other superhero films. Thanks to Wanda (AMC owners and the chinese company) merging with Legendary Universal has an even bigger upper hand when it comes to Warcraft and the other legendary films coming out this year.

Zootopia is safe as its the only mainstream kids movie for the next 14 days. The only other kid film that comes out that week is the beast and a boy but that's more a indie film and the kids film after it is the Little Prince by Paramount.

The Jungle Book is in a bad spot to be honest. It's between The Boss which comes out the week before and Barbershop 3. The Jungle Book may be Disney and such however due to the lack of animation may leave kids less desirable to go see that and more adults and teens to go so other films such as The Boss and more minority based crowds will go to Barber Shop 3. I also think the huge surprise may also go to the film Hardcore Henry with the gimmick of being the 1st POV mainstream action film and may have a paranormal activity size crowd and word of mouth that will pull from the jungle book.

Born in China is a documentary about Pandas. I doubt it will be successful against The Huntsman: Winter's War.

Captain America: Civil War is completely safe with no competition from the weak before or the week after. The only film it has going up against it is Going in Style.

Alice through the looking glass will flop and probably flop hard as it is up against X-men:apocalypse, Angry Birds from the week before, and Neighbors 2 from the week before and likely won't gain traction as summer blockbuster season starts the following week.

Finding Dory may do great in first week but expect to see a drop come second week with Warcraft coming out. With the Chinese company Wanda funding that, don't be surprised. The nerds will come. Then its another disney film with the BFG coming out in the third week

BFG should be okay as long as Finding dory doesn't pull from its numbers but it is also 4th of July weekend. However with huge teen/adult films coming out such Independence Day: Resurgence, The Purge:Election Year, and the Legend of Tarzan may pull people from seeing it and the Secret Life of Pets comes a week after BFG comes out.

Pete's Dragon is a weird one because there is not information about it to predict hit/flop

Doctor Strange is a weird one but it is up against Dreamworks Trolls which will pull some families.

Moana is in the worst of all movie situations. It will be this year's the good dinosaur as You have Fantastic Beasts come out the weekend before, The Great Wall which is Universal/China's hollywood pet project and Bad Santa 2. Internationally Fantastic beasts will surpass Moana mostly because its Harry Potter.

Rogue Ones is Star Wars so it will do well.
Weren't you the one trying to tell us TFA was going to underperform? I feel like you post this same stuff for every Disney/Marvel film.
 

NobodyElse

Well-Known Member
And in other news
Star Wars prosecuted over Harrison Ford injury
"The Health And Safety Executive has brought four criminal charges against Foodles Production (UK) Ltd - a subsidiary of Disney."
 

the.dreamfinder

Well-Known Member
The market has been crazy and that is why Disney should take the opportunity to use some of the 1.2 billion shares of Treasury Stock and buy another company. There are some wonderful opportunities out there with the way the market has fallen.

The could go several way. (1) Go after another media company and then offer an internet based bundle directly to consumers. That would bypass the cable companies and allow them to keep all the revenue and not share it with Comcast, Verizon and the other cable companies. There is one other thing to consider with this. The cable companies sell advertising on all the channels and if they were cut out Disney would get more in advertising and keep the entire subscription fee. (2) Go after Hasbro and build their own toys and also gain two major products and movie IP with Transformers and Magic Pony. There are lots of possibilities but whatever they do should be complementary to their existing businesses.

As for Parks and Resorts, we agree that its nice to see some of the current increased spending but they could do more and they need more capacity in the parks and hotel resorts.
Three letters; H, B, and O.

Disney shouldn't buy a toy company. Disney is in a better position not owning a toy company than owning one to get a little more revenue, and some IP, because it can force companies to aggressively compete to get Disney's business. For a recent example of this, coincidentally involving Hasbro, see this longform piece from Bloomberg about the competition for the Disney Princess line.
http://www.bloomberg.com/features/2015-disney-princess-hasbro/
 

Wikkler

Well-Known Member
(2) Go after Hasbro and build their own toys and also gain two major products and movie IP with Transformers and Magic Pony.
That would mean the end of the... let's just say highly successful current My Little Pony series, and that would be... controversial.
 

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