nysedis
With Walt Disney Co (NYSE:DIS) reporting its third-quarter earnings, below is a commentary from Disney’s Third Quarter EarningsDisney delivered a shockingly weak quarter with a big miss in subscriber growth additions standing out the most. Looking ahead, I believe that Disney will have to cut prices from current levels in an effort to stimulate demand and defend its market share in an increasingly competitive industry. The group’s Parks division put in a solid performance, although attendance trends are slowing as a result of price increases in key markets and a pullback in consumer discretion...
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Key Points Disney stock has fallen to a critical technical level, posing a significant discount to its 2021 highs. However, investors should know what will drive the price upward.Analysts see double-digit potential in the stock price, with top-side estimates pointing to a double—growing fundamentals with massive room to recover, which may be the drivers of these assumptions.As streaming segments take the bulk of investor attention, parks are growing rapidly, with a great way to go until they reach pre-pandemic levels. Streaming, however, will be another cash cow once stabilized.Looking at the ...
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In the realm of entertainment, Walt Disney Co (NYSE:DIS) stands out among the unrivaled pioneers boasting popular brands that have helped it record exponential growth in recent years. Behind the company’s growth is its advertising prowess which has consistently been allocated a significant budget. In 2021, the budget stood at $5.5 billion, and in 2020, the figure was $4.7 billion. Notably, the highest yearly growth rates occurred between 2018 and 2019, with a substantial increase of 53%. Interestingly, this upward trend in advertising expenses aligns with Walt Disney’s revenue growth. As of Q2...
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Disney CEO Bob Iger laid out a plan for the company that has activists standing down.The company plans to restructure and cut costs.The dividend may come back soon, another tailwind for the price action.5 stocks we like better than Walt DisneyShares of The Walt Disney Company (NYSE:DIS) have been on a roller coaster ride for the last few years, leaving investors less than enthused. The latest twist in the ride, however, included the renaming of Bob Iger to the helm, a move that is getting lots of positive attention. Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset a...
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In hisDaily Market Notes report to investors, Louis Navellier wrote: Range TradingStocks are in a trading range as earnings season motors on. The S&P 500 has managed to stay above 4,100 but seems to have resistance at 4,150. Likewise, the NASDAQ keeps punching above 12,000 but then pulls back to 11,900. The Dow and Russell are also trading in a relatively narrow range this week, as the winners and losers of earnings season are steering things more than macro considerations, typical during earnings. Q4 2022 hedge fund letters, conferences and more Cost Cutting Wins At Disney The common theme we...
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Media and entertainment giant Walt Disney Co (NYSE:DIS) is attempting to prevent activist investor Nelson Peltz from joining the company’s board, after his asset management firm Trian Fund Management nominated him. Q4 2022 hedge fund letters, conferences and more Peltz Ups the StakePeltz’s move comes less than two months after the Wall Street Journal reported that Trian built a stake worth over $800 million in Disney in an attempt to win a board seat. The stake is now valued at around $900 million with Peltz reportedly looking to further increase his Disney holdings. The asset manager is looki...
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Trian believes that Disney is in crisis, with challenges such as poor corporate governance, poor strategy and operations, and poor capital allocation weighing on investor sentiment. Trian Fund Management, an investment firm whose funds collectively own approximately 9.4 million shares of Walt Disney Co (NYSE:DIS) valued at roughly $900 million, has announced that it will file a preliminary proxy statement with the Securities and Exchange Commission for the election of Nelson Peltz, Trian’s CEO and Founding Partner, to Disney’s Board of Directors at the 2023 Annual Meeting of Shareholders. Q4 2...
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Your kids might not appreciate them immediately, but dividend stocks are gifts that can offer big payouts in the future. Better yet, gifting young kids dividend stocks when they’re young can help lead to a better financial footing as they grow older. Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorFinding a qualified financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best ...
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Comcast is an asset bonanza with 51% broadband footprint in the U.S.Comcast loses cable TV customers, but gains on the broadband, streaming and advertising businessShares are trading at historic lows of 9X forward earnings with 3.33% dividend yieldGlobal media and communications company Comcast (NASDAQ:CMCSA) stock is down (-37%) on the year and testing its pandemic lows. Despite the cord cutting trend that is killing its legacy cable video tv business losing (-521,000) customers in Q2 2022, the Company is still showing strong profits. Q2 2022 hedge fund letters, conferences and more Find A Qu...
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Following are excerpts from the unofficial transcript of a CNBC exclusive interview with Walt Disney Co (NYSE:DIS) CEO Bob Chapek on CNBC’s “Squawk on the Street” (M-F, 9AM-11AM ET) today, Thursday, September 15. Disney CEO Bob Chapek On Rising Operating Costs, Activist Investor Dan LoebDisney CEO Bob Chapek: ESPN Will Not Be Your Father’s Old Sports ExperiencePart IDAVID FABER: Yeah, it was an interesting conversation with Bob Chapek. Obviously, it came after his appearance at the Communacopia event not far from here where any number of both tech and media CEOs were speaking or at least quest...
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