Aluminum Falcon
DIS Veteran
- Joined
- Aug 9, 2021
So much for everyone wanting Chapek out. No shot now
TWDC Q1 FY 22 earnings report
2nd best parks quarter ever - just incredible!
2nd best parks quarter ever - just incredible!
So much for underperforming ehhFor all the cutbacks and price increases it better have been! lol
It is the busiest I have ever seen it (and I have gone 4 out of the past Dec Holiday Seasons).2nd best parks quarter ever - just incredible!
Agree! And I'm both a lifelong fan ('72 1st visit) & a stockholder for 35 yrs.it makes me sad, and here's why.
The direction things are going in appear to be great for disney stockholders, they're making money. Awesome, fantastic, thats great for them.
For me as a consumer, it makes me sad. I fell in love with vacationing at Disney because it was so different than everywhere else, now its just like everywhere else. We're middle income Americans that make decent money, but our family is being priced out of these trips now. We can afford them, but i'm not going to break the bank to make it happen. I see our days of disney vacations getting less and less and maybe even going away. This to me is clear that Disney has permission to make more cuts and increase prices even more. With that, it'll push us out. It's sad.
Earnings aside. The Market is crazy right now, I don’t know how anyone could get a real feel for where they’re headed right now.Stock has rose after the earnings report...but how high will it go?
March is the shareholder meeting, so stock may fluctuate after it?
it makes me sad, and here's why.
The direction things are going in appear to be great for disney stockholders, they're making money. Awesome, fantastic, thats great for them.
For me as a consumer, it makes me sad. I fell in love with vacationing at Disney because it was so different than everywhere else, now its just like everywhere else. We're middle income Americans that make decent money, but our family is being priced out of these trips now. We can afford them, but i'm not going to break the bank to make it happen. I see our days of disney vacations getting less and less and maybe even going away. This to me is clear that Disney has permission to make more cuts and increase prices even more. With that, it'll push us out. It's sad.
Agree! And I'm both a lifelong fan ('72 1st visit) & a stockholder for 35 yrs.
I started with one share when my son was born.
I did it bc I believed in the Company & wanted to help it deliver its magic for years to come.
Never before have I considered selling it all.
I don't want to invest in a company that is surrendering its business model that had always brought so much joy to so many.
400% growth over the last 10 years isn’t good enough?, and I wouldn’t consider them a growth stock in the traditional senseGentlemen I am with you 100%. But here's the part that I've been harping on...all these cuts and less magic and what have we as shareholders really reaped? If this was Amazon-esque...where we bought the stock for 50 bucks let's say years ago and it's now 3000...well...for that I'd say who cares about theme park magic! But considering right now the price is exactly at the high from right before COVID AND the magic is waning...well that is what makes me sad and not as proud and in love with Disney as I used to be. Also I know if we had a rally type day today we'd probably be in the 160s but that's neither here nor there. We got hit hard by Covid and never truly participated in the V rally starting in April 2020. 200 as an ATH was nice but so many "peers" left us in the dust. Now with the pullback we just got smacked harder than most others. Disney park fans are disappointed in the direction the company has taken and as shareholders we have an additional disappointment. Let's see what the next few months brings for the company and the stock. I hate Disney's leadership decisions and direction but I love the company. I only hope it can right the ship before too many people jump off.
Depends on when each person invested.400% growth over the last 10 years isn’t good enough?, and I wouldn’t consider them a growth stock in the traditional sense
The company isn’t struggling, the proof is in the “profits”. I understand so many want Disney to fail to “turn them around”, but their leadership has been successful, (I know that word hurts).
Curious what “peers” you’re referring to
My mistakeDepends on when each person invested.
I’m seeing 267% growth over the last 10 years. S&P over that time is 237% growth. So over the last 10 years it’s done pretty well relative to large caps.
At 5 years it’s 39% for DIS compared to 94% for the S&P which would make it a relatively poor investment.
At 2 years it’s 8% for DIS compared to 34% for the S&P, once again making it a relatively poor investment.
So if you’re someone who didn’t get in until 2015 or so, then you haven’t really had a nice return and no dividends for a couple years now.
that was an error on my end, it should have said 20 yearsDepends on when each person invested.
I’m seeing 267% growth over the last 10 years. S&P over that time is 237% growth. So over the last 10 years it’s done pretty well relative to large caps.
At 5 years it’s 39% for DIS compared to 94% for the S&P which would make it a relatively poor investment.
At 2 years it’s 8% for DIS compared to 34% for the S&P, once again making it a relatively poor investment.
So if you’re someone who didn’t get in until 2015 or so, then you haven’t really had a nice return and no dividends for a couple years now.