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  • Walt Disney: The Dividend Soldier [View article]
    You might be able to say that CMCSA is a better choice than DIS. That may be defensible. But understand that both those stocks have radically outpaced their peers over the last 7 years. Just check the market values. Both companies have extremely good management and extremely good prospects.

    The story of the 21st Century is going to be the worldwide growth of the middle class. DIS is going to benefit greatly from that over the next 50 years. I have no crystal ball for year-to-year, but when you're looking at decades, DIS is going to be a solid buy. I don't honestly care about Disney's dividends. I just want it to grow.
    Apr 12 01:27 AM | 1 Like Like |Link to Comment
  • Did Disney's Stock Get Ahead Of Itself? [View article]
    I'm just curious, what did you do 5 years ago when Disney was at $16?

    And 10 years from now, when DIS is trading at $300, how will you feel about not having bought any because you were trying to save 5 bucks.

    The way to play Disney is not to wait for a fall back but to slowly accumulate shares over time. Maybe you'll find your opportunity, maybe you won't.

    Also, DIS is always highlighted as one of the most shorted stocks. I think its been that way for decades. I haven't looked into the reasons for that, but it sure hasn't been a predictor of its overall stock performance.
    Mar 16 11:53 AM | Likes Like |Link to Comment
  • Disney moves theme park prices higher [View news story]
    What gives you the idea that staying in one of their hotels includes free admission? They used to offer free parking at the parks--and may still do--but that's it. And they do have hotel-ticket packages, but those are a higher price than just the hotel stay alone.
    Feb 24 02:49 PM | Likes Like |Link to Comment
  • Walt Disney: Strong Price Momentum Is A Warning Sign [View article]
    I don't think people are paying enough attention to Disney's potential for international growth.
    May 14 01:51 AM | 1 Like Like |Link to Comment
  • China increasingly becomes part of the matrix when evaluating future growth opportunities for Disney (DIS). Although the opening is over two years away, reports from Chinese media outlets indicate the buzz is already growing for the opening of Shanghai Disneyland. The most important new development is that the municipal government approved an extension of a rail line to Xujahui which puts millions more Chinese consumers within a subway ride of the amusement park. (Previous: China greenlights Iron Man 3[View news story]
    I have been told that over the next 30 years, China and India will add ONE BILLION new consumers to the middle class. Middle-class families are Disney's prime target. Disney is actively deveoping both markets.
    Apr 25 04:37 PM | Likes Like |Link to Comment
  • Disney (DIS) expects to cut 150 jobs at Walt Disney Studios after an internal review ordered up by CEO Bob Iger found a bit of fat. Last week, the company shuttered the LucasArts studio which it picked up in the acquisition of LucasFilm. [View news story]
    A lot of those folks are going to be people in Home Entertainment, where I know some of the workers. Those folks have been working their tails off for the last few years, having to work longer hours as the staff dwindled. If there's fat in there, I'm not aware of it.
    Apr 10 12:09 AM | Likes Like |Link to Comment
  • 10 Top Global Retail Brands: Should You Invest? [View article]
    I've got to question the idea that McDonald's should be ranked higher than Disney. If a brand is really strong, you should be able to charge a premium for it. Disney does. Apple certainly does.

    But do you think McDonald's could genuinely maintain its level of sales if it charged significantly more than its competitors?
    Oct 7 01:36 AM | Likes Like |Link to Comment
  • Dark Knight Index: Batman's Success Really Matters [View article]
    At the start of your fourth paragraph, you state that Walt Disney Pictures only retained 33.7% of "The Avengers" opening weekend box office, whie Warners kept almost all of the "Dark Knight Rises" money.

    You are misinterpreting the Box Office Mojo chart you reference. The 33.7% is not Studio to Total Weekend it is Total Weekend to Total Gross (207/615=33.7%). Naturally in TDKR's first week, this ratio would be over 90%.

    Believe me, Disney pocketed plenty of money on that first weekend.
    Jul 26 05:01 PM | Likes Like |Link to Comment