The MK is one big construction site. DAK is too. As is WS, whereas at FW nearly every pavilion got a major overhaul the past decade and a bit. Only DHS is underinvested in, but there is a lit of movement behind the scenes, Disney apparantly unable to setle on any one of th many proposed plans. Meanwhile Disney Springs is a humongous cosntruction project, and DVC is built everywhere. Ride the monorail around Seven Seas Lagoon, the TTC's ferry dock is under construction, the Contemporary recently got an entire new tower, the entrance to the MK is a big construction site, as is the GF, and the Poly.
I would hardly call the MK a big construction site. They are building a kiddie coaster in the middle of what was a lagoon. What else? Walkway expansion because they have too many people (and way too many in ECVs and pushing double-wides)? A few buildings with scrims being rehabbed (stuff that used to simply happen and wasn't cause for celebration by fans)?
DAK? They are relocating a show that is closed now and not performing. They recently broke ground on Pandora. That's a big project, but still one that is largely out of view of guests.
FW? Energy is stuck in the 90s. WoL is DoA. Mission Space hasn't changed in 11 years. ... Seas got a cheap Nemo overlay. Land got redone for Soarin, almost a decade ago.Still showing a film from 20 years ago. Imagination? Do we want to go there.
TPFKaTD-MGMS? Nothing at all. Yep, lots of plans. Many thatcamethisclose to fruition, but nothing that has been given funding.
Disney Springs may be a construction project, but it's also just the latest incarnation of a shopping/lifestyle center. No one plans trips to visit. And traffic has turned locals off visiting as well.
DVC is quick easy money for Disney. SHould we be excited that they have so outpriced the market that adding DVC is the only way the deluxe resorts can survive without being a drain on the bottom line?
DL for it's part just emerged from a $1.5 billion overhaul.
And TDL makes the MK appear ghetto by comparison, but what's the point?
It is no wonder Wall Street was imploring TWDC to clamp down on investment and focus on exploiting current assets. The parks and resorts are seeing massive investments. It's just not the investents us foamers would like to see. Disney is less fun to visit than it is to own stock in and look at their price jump up every time you press the refresh button on your online investment program.
Nah. What Wall Street wants is to know when, where and how Disney expects the two billion dollar NGE boondoggle to pay off both now and down the line ... the questions that Bob Iger either can't or won't (my guess is a little of both) answer.
I own stock in the company. And I am making a pretty penny on it. Would have literally been able to live on what I could have made had I not had to sell off about 85% of what I owned in 2007 and held on and sold now. But I am not so much interested in the price of a share tomorrow as I am in the health of the company's fundamentals come five years from now and a decade from now. Rest assured, Iger, Rasulo, Staggs and Co. do not because they will all be long gone and have had the ability to sell their massive shares at massive profits well before.