Walt Disney Company
$0.17 (0.17%) Today
52 Week High
52 Week Low
7 Days Mentions
I cannot think of a more deserving U.S. stock to short than DIS (Disney) which will be tanking shortly when parent groups file class action suits regarding their "grooming" of young children as members of their executive staff have covertly been doing. I personally dumped my 425 DIS shares today
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 .
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.
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.
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.
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
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.
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
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.