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DIS - The Walt Disney Company (NYSE)

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Thank you very much for your responses that was very kind of you to get back to me and very helpful.

Value Collector i appreciate you mentioning the thread regarding Walt Disney, which is very interesting reading, so thank you very much for sharing this. Very important of you mentioning that in additional to Disney+, they also own ABC broadcasting network, Hulu and ESPN sports networks.

I will evaluate this stock further and see whether it would be worth buying in 2023. Enjoy your day and take care. Many thanks again for your kind support and sharing your thoughts.
 
robertbanking said:
Thank you very much for your responses that was very kind of you to get back to me and very helpful.

Value Collector i appreciate you mentioning the thread regarding Walt Disney, which is very interesting reading, so thank you very much for sharing this. Very important of you mentioning that in additional to Disney+, they also own ABC broadcasting network, Hulu and ESPN sports networks.

I will evaluate this stock further and see whether it would be worth buying in 2023. Enjoy your day and take care. Many thanks again for your kind support and sharing your thoughts.
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No problem, when it comes to picturing the Walt Disney company in my head, I generally think of it as being 4 distinct business groups.

1, Studio Business (responsible for making content eg, movies, TV shows, music)

2, Theme parks and resorts (responsible for operating the Parks, Hotels and leisure businesses)

3, Consumer Products (responsible for licensing or manufacturing the merchandise eg Clothes, Toys, books etc etc)

4, Media Networks (responsible for distributing Disney owned content + plus content generated by other production companies)


At the moment the 2 and 3 are performing strongly, with the parks now basically fully recovered from the covid lock down.

However the studio business is still recovering with the cinemas which were traditionally a huge part of recovering the costs of film production are taking longer than expected to come back, although Avatar is performing well and might help bring cinema attendance back.

Media networks are in a period of transition, with Disney + having strong growth, but still producing losses due to large spending on content production and adverting.

Hopefully Disney plus eventually becomes a major source of cash flow once

1, advertising spending normalise
2, content production costs normalise
3, pricing rises to a sustainable level
 
In addition to the points I mentioned above, Disney also took on a huge amount of debt to buy 20th century fox before the pandemic, it’s going to take them some time to pay this down. But as they do interest payments will go down and equity per share will rise.

So over all my opinion is that covid caused some damage to Disney, and Disney + ramp up is creating some losses, but over all I believe that once all that 4 profit centres I mentioned above begin firing again, todays share price will seem very cheap.
 
Thank you very much for your response Value Collector that was really kind of you and you provide some very helpful information, which i am thankful you provided.

I like how you break down the profit generation of Walt Disney, i think thats something to incorporate when evaluating any investment. It keeps things more clear and then you can research each profit generation avenue. I believe with such a strong economic moat that Disney will recover once the Studio Business and Media Networks start showing profits. It has been a difficult time for this company, but overall i believe it will pull through. Can i kindly please ask lastly i know alot of people have stated this stock has bottomed, how is this usually identified, once there is a turnaround with more buyers than sellers for a period of time please? Further do you kindly know any good software please that analyses things like volumes and the chart of stocks please?

Thank you again for your support, i love learning and i think this forum, with the amazing intelligent posters like yourself, really helps people when evaluating investments, as a small part of doing your own research. Enjoy the rest of your day and all the very best.
 
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jog on
duc
 
It’s been Long road since Covid caused Disney to cut its dividend and cease its share buy back program, but dividends and share buy backs are back at Disney 😊

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Value Collector are you worried yet about moronic woke management destroying the company? They are losing huge amounts of customers due to constantly pushing DEI wokeness into their movies. The share price is now trading at the same level it was at the end of August 2014.
 
Is Disney not one of the biggest beneficiaries of Generative AI?

Will this not boost there productivity substantially reduce the overhead in creating animations?

Looking at big media companies (same would apply to SONY). Anyone have any thoughts on this?
 
Value Hunter said:
Value Collector are you worried yet about moronic woke management destroying the company? They are losing huge amounts of customers due to constantly pushing DEI wokeness into their movies. The share price is now trading at the same level it was at the end of August 2014.
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Where are they losing customers?

The theme parks are packed, the hotels are pretty much full capacity, the cruise ships are fully booked, Disney + is growing profitability and the box office is going great.

The pandemic and the move to Disney + held back profitability for a while, but they are starting to fire on all cylinders again
 
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