Article By:
David Templeton
Tuesday, May 7, 2024 8:40 PM EDT
May's FOMC meeting left the Fed Funds Rate unchanged. JOLTS showed fewer job openings with increased layoffs. April's job report disappointed, adding only 175k jobs and seeing higher unemployment. Consumer confidence sharply dropped to 97 in April.
In this article: AMD, DIS, MCD, O, SPG, YUM, AAPL, AMZN, MCHP, NXPI, QCOM, VRTX, ANET, ON, UBER, ABNB, DUK, SBUX
Disney Clash With Activist Peltz Will Have Sequel
Interesting article on $DIS, but it's not like Peltz has this amazing track record:
https://insights.som.yale.edu/insights/activist-investor-nelson-peltzs-track-record-doesnt-back-up-his-bluster
Netflix Vs Disney: Who’s Winning The Streaming War?
I've been surprised to say that Disney does seem to have taken very little time to reach Netflix's numbers. $DIS $NFLX.
Disney Soars After Smashing Subscriber Expectations, Hikes Streaming Price By 38%
Agreed. Disney Plus now has more subscribers than Netflix! Acquisitions like Marvel and Star Wars are going to fuel tremendous growth. And not just in movies but merchandizing, theme parks, licensing, etc. $DIS $NFLX
Disney Soars After Smashing Subscriber Expectations, Hikes Streaming Price By 38%
I think #Disney has become too woke for a lot of people to support their offerings. $DIS
Everything Is Market Manipulation
$DIS and $TWTR manipulated their own downfall?....You're right they did!
AT&T And Discovery Mega-Merger: What’s The Outlook For Discovery?
How do you think #Disney's fight with the state of Florida will affect the $DIS stock price?
Stocks Drop On April 20 As Stay-At-home Names Get Crushed
I've often wondered the same. Probably because of Disney+ streaming service. But if anything, as more and more people start travelling, I expect their theme parks and movies to do quite well. $DIS
Stocks Drop On April 20 As Stay-At-home Names Get Crushed
How is $DIS consistently considered a stay at home stock? The bulk of #Disney's revenue is the complete opposite of stay at home.
Despite Short-Term Challenges, Disney Appears To Be Moving In The Right Direction
Covid has been challenging for Disney in some ways (amusement parks) and a boon in others (Disney+ streaming). Once Omicron burns out, I think $DIS will explode. For most families I know, a Disney park will be their first stop!
Is Walt Disney's Stock Overvalued Or Undervalued?
$DIS is fair value now. Overvalued at $250. As the COVID become less dangerous, which is is under O variant. People will stampede back to the park.