News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

Sirwalterraleigh

Sirwalterraleigh

Premium Member
Good news…the market is BOOMING


 

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Sirwalterraleigh

Sirwalterraleigh

Premium Member
MR.Dis said:
You and Seymour Duck miss the point. No one on these forums wants Disney to fail. Most are big time fans and want the best. What is seen is a stagnation in the US parks. Not going to itemize the issues, easy enough to go thru this forum to read them. One of the big things Mr Duck does not mention is the 25% inflation in the last 4 years--is revenue and income up 25% in that time period?--Or even close?? Finally, let us all stop comparing Disney to Universal. Disney has always been the GOAT, so why should they be compared to second best. We should be comparing Disney to Disney--to its best measure of what it should be.
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…might want to change the channel with your clicker
 
Nubs70

Nubs70

Well-Known Member
Tha Realest said:
Other than a fleeting moment or two, the stock’s languished below the Chapek Line over the last month, down 2.8% over that time.

Over the last month, the DJIA is up 3.3%, Netflix is up 9%, and Comcast is up 1.7%.
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P/E is still a little high at 33. Stock price needs to drop a bit or increase earnings.
 
BrianLo

BrianLo

Well-Known Member
Nubs70 said:
P/E is still a little high at 33. Stock price needs to drop a bit or increase earnings.
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Or, third option, stop writing things off. That includes impairment charges in Q4 2023 and Q2 2024. The former we are lapsing shortly (content), the latter (Star India) is still a hot minute away. The P/E would technically currently be 20.4 with those accounted for.

The retort that they'll surely write more things down before Q2 2025, I certainly won't remotely stake my life against. But it is the third problem/pathway, for that one metric at least.
 
Nubs70

Nubs70

Well-Known Member
BrianLo said:
Or, third option, stop writing things off. That includes impairment charges in Q4 2023 and Q2 2024. The former we are lapsing shortly (content), the latter (Star India) is still a hot minute away. The P/E would technically currently be 20.4 with those accounted for.

The retort that they'll surely write more things down before Q2 2025, I certainly won't remotely stake my life against. But it is the third problem/pathway, for that one metric at least.
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So, if not for poor investment/acquisition strategy, $DIS is actually pretty healthy and fairly priced at a below par position?
 
BrianLo

BrianLo

Well-Known Member
Nubs70 said:
So, if not for poor investment/acquisition strategy, $DIS is actually pretty healthy and fairly priced at a below par position?
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Basically, on that one corrected metric at least. I’m not sure what impairments could rear their head moving forward. But the Q4 YoY lapse is definitely in their favour. Both between content impairment and the much stronger box office.

Though of course this is all priced in already. It’s DTC movement (or lack thereof depending on your beliefs) that’s really going to determine the companies moderate term course.
 

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