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Risk Gauges Retreat Despite Rally
Article By: Keith Schneider
Sunday, November 11, 2018 3:25 PM EST
Despite the pre and post-election rally that resulted in three out of the four key US stock market indexes gaining nicely for the week, our risk gauges thought otherwise, slipping back to neutral territory.
In this article: DIS, QQQ
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Disney's (DIS) Q4 Earnings, Revenues Beat Estimates, Up Y/Y
Article By: Zacks Investment Research
Thursday, November 8, 2018 11:00 PM EST
Disney DIS reported fourth-quarter fiscal 2018 adjusted earnings of $1.48 per share that comfortably beat the Zacks Consensus Estimate of $1.31 per share. The figure increased 38% from the year-ago quarter.
In this article: DIS Also: AMZN, NFLX, FOXA
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Disney CEO Bob Iger On Earnings: ESPN Had Its Best Quarter In Quite A While
Video By: CNBC
Thursday, November 8, 2018 5:23 PM EST
Disney earning per share beat expectations.
In this video: DIS
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EC Earnings Estimates Coming Down
Article By: Sheraz Mian
Saturday, November 3, 2018 7:16 PM EST
There is plenty to like in the picture emerging from the Q3 earnings season, but some areas of weakness have emerged as well.
In this article: TXN, XOM, LLY, MMM, RL, CVX, DIS, KORS, CAT, AAPL
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Bespoke Brunch Reads: Oct. 28
Article By: Bespoke Investment Group
Sunday, October 28, 2018 10:25 AM EST
Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read over the past week.
In this article: OZK, DIS, AAPL
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Disney Disappoints: ETFs to Watch
Tiffany Jackson 8/12/2018 12:00:23 PM

$DIS did not disappoint.....ESPN did.... they need to dump that lead weight.

Disney Trying To Woo Fox - Technology Stocks
Ayelet Wolf 5/24/2018 4:30:45 PM

Unless #Disney terminates it's agreements with other streaming providers like #Amazon and #Netflix, I don't see the value in having a standalone product featuring their films. Most are already available elsewhere, why would I sign up for yet another service $DIS

Disney: Fox Acquisition, Streaming and Tax Reform
Bruce Powers 2/21/2018 5:20:47 PM

Great article. $DIS is going to keep going up.

Disney: Fox Acquisition, Streaming and Tax Reform
Beating Buffett 2/20/2018 8:52:29 PM

Yes, I recently read that about Blank Panther. I believe $DIS is unstoppable at the moment and that it wil only get better.

Disney: Fox Acquisition, Streaming and Tax Reform
Craig Newman 2/19/2018 2:46:35 PM

Lately #Disney has been making all the right moves. Bullish on $DIS

Netflix’s Price Increase Signals Original Content Isn’t Enough
BreakingBad News 10/9/2017 7:53:55 PM

Good comment thread. Yes, #Netflix has much to offer and a rabidly loyal customer base. But the financials can't be ignored either. And unlike TV networks, they can't make up additional revenue in advertising without alienating the very customers whose loyalty the company relies on to survive.

I believe the solution is to take a page from #Disney's book and focus more on licensing. Sure Disney made billions of people paying to see it's lovable princesses, and other cartoon characters, not to mention the Star Wars franchise. But they've many more billions off the licensing of these characters.

Netflix has come up with some really top tier original content for both adults and kids. Not to mention brought over some cancelled shows which already had cult followings. They should leverage these character with licensing opportunities and bring a much needed additional revenue stream. $NFLX $DIS

Here’s Why Apple Should Buy Disney
Carl Schwartz 9/29/2017 12:16:56 AM

Good acquisition target for $AAPL that I hadn't thought of. $DIS

Disney’s ESPN Continues To Struggle With Lost Subscribers
Mike Nolan 5/10/2017 5:37:01 PM

I never understood the value proposition of #Disney buying #ESPN in the first place. Can someone explain to me why this made sense in the first place? Where are the synergies? $DIS

Disney, Weighed Down By ESPN, Should Consider Sale Or Spin-Off, RBC Says
Harry Goldstein 12/5/2016 8:36:41 PM

Never understood the value proposition for #Disney acquiring #ESPN. A divestment or spinoff would be a good idea. $DIS

Disney, Weighed Down By ESPN, Should Consider Sale Or Spin-Off, RBC Says
Sam Anwar 12/5/2016 7:24:00 PM

I feel that a #Netlfix acquisition would be a smart decision. Given the fact that they have the content and infrastructure in place to support the high demand and traffic for #Disney's content. $DIS $NFLX

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