DIS

NPRjunkieDC

PE is not what I look at . P/FCF + PEG + Low debt Index is P/(sales/outstanding shares) UNFI is a 2B company with 28B in sales . TITN almost 4x sales, huge earnings growth . Along the same lines DIS + UPST + TSLA + NVDIA are the worst stocks in value terms .

Tiktoor

Wonder how much DIS will benefit

Hacking_the_Gibson

Better move is DIS calls a couple of years out. I don't think hundreds of thousands of new customers are priced in.

TechyGuy31

https://www.macrotrends.net/stocks/charts/DIS/disney/pe-ratio Their P/E clearly spkied because of Covid related issues. This is pretty obvious. I'm not saying they are a great investment but a P/E ratio isn't a true reflection of their current business. No one actually thinks they are a growth company and should be priced like this.

friendofoldman

I’d invest a percentage that you can afford to lose. I probably have less the 1% of my portfolio in individual stocks. They are in a taxable account. I also tend to buy and hold. I’m glad it’s a small percentage compared to index funds. Because while I pick stocks that grow timing the sale is the hardest thing. DIS for example I considered selling when it hit 200. I hesitated. I could now own twice as many shares because the price halved if had sold and gone to cash.

Zfein1989

AMZN considering they could buy DIS.

capper78

BONUS, another bullish bulletpoint is that the it appears that the entire Communications Services sector could get a bounce which NFLX is part of. \- GOOGL is splitting which the apes will buy into. \- DIS and META both have hammer candles for the week so appear to be bottoming, and while most of the QQQs have made their run this week, these guys are just getting started and have plenty of fuel technical wise.

capper78

Added META DIS and INTC calls for next week also bought some JPM Holding off on buying puts on healthcare until the VIX comes down, slightly underwater on a few LLY puts for AUG but that move today looks like an exhaustion gap to me

AmericaFuckYeah100

DIS wants 100.00 EOD show me the mouse 🐭

martlucky69

bulls be like: SPY 400 on monday BRUH DIS MARKET BEEN FLAT FOR ALMOST 5 HOURS NOW

djshotzz504

DIS, let’s just go -6% on the 5Y chart.

Cactuscouch757

Man DIS bears are creepy as fuck. No matter what board it is they are all reading the same script.

Hang10Dude

I am not an expert at all. And I realize that DIS is low and had potential to make big gains. But personally I'm staying far away from it. I would be more likely to short DIS at this point than buy.

AP9384629344432

"PINS DKNG DIS are my picks" [Comment](https://www.reddit.com/r/stocks/comments/vi15yl/rstocks_daily_discussion_wednesday_jun_22_2022/idcjjnm/)

Cactuscouch757

What is up with DIS

spideyboy2023

Recession? Mouse go up. Vaccines? Mouse go up. Vaccine deemed its useless? Mouse go up. Y’allQeada coup attempt? Mouse go up. Everything back to normal? Mouse go up. DIS $1 billion calls jun 6

PennystockFarmer

just limit down, when you take 36 bucks and buy more of your DIS calls you can ‚cut‘ your loss in half.. a bit risky but you still have a lot of time tho

Tayfunc

DIS! You fucking slow cunt

AustinLurkerDude

I'm VERY bullish on DIS, but don't hold much of it (but I think I should). Disney parks have amazing attendance pre-covid: [https://disneynews.us/disney-parks-attendance/](https://disneynews.us/disney-parks-attendance/) I think the reason their attendance is starting to flatline is because their parks are full, they need to double their fees to reduce attendance. There's just too many ppl there, its too crazy. ​ The streaming service is starting to have poor growth, hence the massive drop in stock price. However, they have a huge back catalog so they'll continue to grow and generate massive revenue. Their IP is insane, can't mess with the mouse.

geniusmanchild

Just graduated from grad school. I start work next month. These are on my shopping list: AAPL AMD AMZN CRM CRWD DIS LULU WDAY I’m sure there’s more good deals out there. Need to look into Alphabet too

RockChalkWalk

I'll just comment on your pick of NFLX. NFLX's stock drop has been brought up as a 'sign' so often M. Night Shyamalan should look into copyright infringement. Particularly in relation to mega-tech. NFLX got wrongly associated as a tech-giant with the likes of AAPL simply from an off-handed initialism grouping by Jim Cramer. The subscriber wall NFLX hit was beyond foreseeable, e.g. success/competition by DIS+, Paramount+... and every '+' by nearly all media conglomerates with access to the Internet. We as an informed investment group have to let the meteoric rise/pricing of NFLX stock go. NFLX's price drop was justified & shouldn't saddle other companies by simple associations.

xmustangxx

So I’ll just buy ROKU PYPL PENN and DIS now and dramatically outperform you

FiddleTheFigures

My $DIS calls just expired…

moonordie69420

you were bullish on DIS? hahahahahaha

domandthat

Hold PYPL & DIS. They're still great companies & will recover

imsilver4fukyou

think DIS owns it

ninkorn

Just when you thought ESPN couldn't get any worse, they are doing a Red Carpet Special for the NBA Draft tonight. 🤦‍♂️ Puts on **DIS**

G0RD0N_CLARK

I've got DIS leaps that go down big on red days and go down small on green days ... regardless ... they only go down. 🤢

BluntsVideoDump

Literally exact same thing happened to me on my DIS puts. Oof

ProtectMeAtAllCosts

DIS at pandemic levels seems insane to me. The company isn’t going anywhere. Seems time to maybe dca?

AbuSaho

OP was down 50% or more on DIS/PYPL. Are you down that same amount. Or are you buying at the current price. Because that is a major difference and probably why OP panic sold.

NPRjunkieDC

TSLA NVDIA DIS UPST are the 4 worst value stocks (they can't be called value).

NPRjunkieDC

P/(sales/outstanding shares)= X DELL (0.35) HPQ/HPE (0.61/0.64) .These are great value stocks cuz also low debt + PE/PEG/ P/FCF IBM (2.11) AAPL (6.50) MSFT 10.59. DIS 54 TSLA 83 NVIDIA 181

BluntsVideoDump

Oh come on, how the hell did DIS recover already. I have one damn meeting and completely reverses.

V41K4R13

I hope you didnt buy DIS, the suite level is destroying the company with piss poor decisions and their movies are getting bad. People are getting sick of disneys wokeness regardless of what political aisle they align with.

zg44

My DIS "investment". 6 years. 0% change in price. -30% in inflation adjusted terms. Not gonna sell, but this is definitely going to be red a while I assume.

fuscosco

So I go over to DIS thinking, surely with the Buzz Lightyear thing out of the way and Summer swinging up they'll be in a buying position? 52wk lows

RomeroXi

Hi everyone, any thoughts on DIS (Disney)? I was thinking about buying since it's pretty low tbh, but still unsure.

AluminiumCaffeine

I think the streamers all just got rerated as trad media vs the kinda tech multiples they were previously getting. PARA/WBD super cheap and DIS/NFLX got seriously pounded down

BluntsVideoDump

DIS 93$ support is unreal. It wants to dump so bad but refuses to break past 93

Viking999

Anything exposed to the consumer is going down while people wait to see whether there's a recession and how long it lasts. Why do people STILL not understand this? If you're expecting it or anything else consumer related to go up in the short-term you're delusional. There are an endless number of comments like this about DIS. The forward PE is 16. That doesn't mean you should buy, IDK, but people continue to just whine and quote the wrong numbers.

blorpianblorp

Not COVID, just overpriced streaming service for limited content. DIS streaming service expected 9 million new subscribers but only saw 2 million. Their parks and other experiences saw 99% increase from the last years quarter. In fact everything saw an increase in revenue except streaming. https://www.investopedia.com/disney-falls-after-disappointing-earnings-5209283

98Saman

I still remember Disney $DIS was like a god to folks in this subreddit last year. I constantly heard folks say never bet against the Mickey mouse. Now that I look at the price of Disney I see all of them aren't having a good time with their bets. Even on days when the market bounces, Disney continues the dump. It's down more than 50 percent since last year and it's trading at 60PE and they don't pay any dividends anymore. Definition of trash stock.

Olthar6

I exited my DIS longs last week. But it can't possibly drop that much. Kathy Wood exited it this week and she always sells the bottom. Therefore, the bottom must be in

BluntsVideoDump

Ok DIS, it's time to start your drill to 80$

Yodaatc

Selling LLY at $175, buying STNG at $20 and selling at $16, buying DIS at $120.

AuthenticIntegrity

DIS is going to get smacked down on the woke stuff. They have to realign their theming to maximize profits…are they a corporation or social engineering?

NextTrillion

I’m quite iffy on PYPL. Watching DIS though. Debt seems a bit high, so I haven’t started a position yet.

Rymasq

if you lost 70% of your account value hopefully you learned something. that is an absurd amount of value to have lost. The S&P 500 is down 11% from the last year. Basically to be that bad you have to have really tried to invest in speculation only, non recognizable stocks, meme stocks, etc. You have to recognize when something is a lost cause and cut the losses before it's too late. The red flags usually show waaaay in advance but here's some general advice. First of all, do you actually understand what the company you invested in does? Like TRULY understand what the company does, not just "oh well they do this" and you can't describe what the thing they make is or how it's useful? It really has felt like a ton of people who don't understand tech started overrating stocks without even understanding what the company actually does. A great example is the recent Snowflake IPO. This company was HEAVILY overvalued and I knew it when it went public. That's because it had a ton of buzzwords around what kind of company it was, what it did, people didn't understand though. They saw "cloud data company" and assume "oh this must be a good company". But what even is a "cloud data company"? First of all Snowflake likely doesn't even have their own cloud, they probably use Amazon's or Microsoft or someone else's. Second of all, as someone that actually worked with Snowflake in a professional setting, like actually met with one of their engineers and worked with a customer that was looking to integrate Snowflake with my company's product at the time. Snowflake is literally a database. Now in what world is a company that solely makes a database worth the insane evaluation that it was given when it IPO'd? Then you have to look at what happened since, well it went up with everyone else and now it's down to half the value that it IPO'd for. So once again take a chance to really understand what the company you invested in actually makes, understand what their true value added to society is. Take a second to think about, who is their primary target consumer, are they B2B, are they retail, what is their primary subsection of the market they target? Don't invest too much into a single sector of the market, don't over invest in tech or retail or food services, find a way to spread to multiple sectors. Also look at the historical data of the company, see how it has grown over the last few years and truly understand if the growth makes sense. I will say though, of the stocks you picked I would've held onto DIS and not pulled out so quickly. If you look at DIS historical evaluations they have essentially topped what their current stock value is in more normal market settings. I never liked PYPL, their product just seems too easy to replicate and has too many competitors. They're essentially competing with banks. They're just the middle man to me, not worth investing in. PENN, never invest in gambling stocks, these guys literally want to profit off other people's addiction and stupidity, you probably would've been better off taking the money you put into the stock and putting into bets on their platform. ROKU, this company has been around for years and I've seen their product and always thought it was a piece of trash, always felt like Amazon and Google had released better products to compete in their area. They always felt like an "RC Cola" type of company. Obvious hype machine stock that really you should've avoided and hopefully you understand why.

Dr_Edward_Laurence_A

Why would you realise a DIS loss when the price is targeted at [$143?](https://www.barrons.com/market-data/stocks/dis) Even if you bought at peak (around $197) you could still expect to realistically recover much of this. Right now seems like the absolute worst time to sell honestly.

whistlerite

DIS is at 2015 levels. Many companies have rolled back several years in this recent decline to much more attractive prices.

therinlahhan

What does DIS have that you see upside in? Not saying they'll bankrupt or anything but with the MCU being a shadow of its former glory, Star Wars being far less popular, park attendance going down due to politics, inflation and potential recession, I can't see much upside. Feather in the hat is definitely Disney+ but it's expensive to make content, and the minute they fail to increase sub count you're going to see the stock fall hard.

sablack422

Came here to say this. I can see selling ROKU and PENN but I’m loading up on DIS and PYPL now

Mendocino369

I am buying DIS now. I think it is undervalued.

SmackEh

Haven't had a margin call in days... so like a true degenerate, I loaded up on calls! Where my bulls at?? Position: BABA $103c 6/24 DIS $105c 10/21

CoffeeAndDachshunds

DIS was a bad sell. The mouse isn't going anywhere.

A55_Cactus

WHOOP WHOOP WHOOP DIS IS da POPO! COME OUT WIT YO HANDS UP

butts____mcgee

Why on earth did you sell your DIS and PYPL?

FloridaBoyyyyy

I think DIS is bottoming soon.

investortrade

So you think it would be better for me to wait the 30 days and then buy back into ROKU, PYPL, and DIS instead of staying in the ETF’s because they have likely already bottomed, and should go up quicker than the ETF’s? That’s the decision I’m trying to make really. To stay in the ETF’s for the ride back up, or get back into those growth names. And, I used margin on the way down, so to recover as quickly as I dropped, I should probably use margin on the way back up also. The covered calls I do are normally safe because I saw them with a strike price over my cost basis. And what I make from the covered calls normally pays for my margin interest, so I’m getting to use the margin for free.

investortrade

Spy 40% VTI 30% VYM 20% TARK 10% I just switched to this portfolio construction after losing about 70% of my account value in the last 8 months from holding ROKU, PYPL, PENN, and DIS. I finally realized the losses in those this past week, and switched to the above setup.

gizamo

Yeah, in terms of NASDAQ declines, 2022 has almost caught up with 2007/8. Lol. The S&P and Dow were hammered much less, except some stocks, e.g. DIS.

fumbled_testtubebaby

DIS+ is cancer. Ruined MCU. Gave people false hope that there was good Star Wars after RoTJ. Utter crap.

BluntsVideoDump

Was it slammed? How busy we talking here?! Got about 40 7/8 DIS puts myself I'm trying to get some profits from to buy more DIS shares on the way down.

Fck_aaada_you

Reeeeeeeeeeeeee - 9 year olds at $DIS

WombatCum

My portfolio can’t handle another shitty DIS movie… they massacred my Buzz

Lildrew8

PINS DKNG DIS are my picks

Fragrant_Analyst_640

if you Bought DIS 5 years ago you'd be down 10%. but I guess you'd get Dividends.

its_me_cindy

I’m still so bullish on DIS and just keep buying it down. Every single news story I see is negative. Disney at $93 … 100% buy

BluntsVideoDump

Triple downed on DIS 7/8 90$ puts 🖕🖕 not buying into this fake pump

BluntsVideoDump

I will not sell my DIS puts dammit 😡

BluntsVideoDump

Awwwww man he was even able to make DIS go green? What a gangster ol JPOW is huh

Odd-Measurement7706

DIS, PYPL looking for new ATLs.

BluntsVideoDump

Die DIS die! 🔪 🐀🩸

Odd-Measurement7706

Isn't DIS a beautiful thing. Look at it will ya.

yibbyooo

DIS? They were red yesterday too.

BluntsVideoDump

A solid red day will result in the KO to DIS. I can easily see this hitting mid 80's by end of week. 75 in next 3 weeks

Sarge6

PYPL - Most used fintech app w/ Venmo and integrated through many businesses as the perfected method of payment. Still has growth ahead with the best chance at their super app being a success. BA - they may be 2nd but they will inevitably come back as the industry is a duopoly. META - who gives a shit about the metaverse is right but their advertising model prints. Buying a platform that so many people use EVERYDAY with more room to monetize on the user trading at 13 times earnings is a STEAL. DIS - by far the best entertainment company in the world with one of the best moats in the market. Not gonna let the a guy who clearly “trades” (assuming based on username) shit on quality long term investments on VALUE.

lipmanz

If any other fund manager sold I might worry about my DIS but Cathie’s not just any other fund manager

CGPictures

They love to troll the $DIS page. It's a comment cesspool since FL's don't say gay bill.

Jerk_of_all_trades69

1) Paypal has no business model that would justify its price anymore, times have changed (other services, and no more need for buyer protection because of established ecommerce) 2) BA is so much worse than Airbus 3) Meta's gamble with the Metaverse is not the way to go, imo 4) DIS OK as I said, but they push it too far in terms of prices (parks) and have a lot of competition. also, their trademarks are running out.

Jerk_of_all_trades69

Should give you something to think about. In my book, all 4 of those are trash - ok, DIS is kinda OK, but the others are down for a reason.

__Captain_Yolo__

Thoughts on $DIS leaps?

Sarge6

Lol I own META, DIS, PYPL, and BA. Fuck today so hard.

lipmanz

Well if you thought DIS was woke now, just wait for Abigail Disney’s reign...personally I’m all for it

No-Improvement3164

Are DIS and META dead?

BlackScholesDeezNuts

For black swan traders looking to add more high risk high reward options to your balance sheet, $DIS $115 calls for 11/19 are $2 right now. If there’s no recession that’s a ten bagger. Market is pricing recession like a 10 to 1 certainty. Probably lots of medium term options if you like assembling fat tail portfolios.

Cactuscouch757

OTM DIS calls