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Old 06-27-2016, 11:23 AM  
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Old 03-29-2020, 03:30 PM   #4321
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What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last
I like Disney long term. Great company. Was near $150 and could have recently had at $90.
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Old 03-29-2020, 03:46 PM   #4322
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Originally Posted by scho63 View Post
What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last
What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.
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Old 03-29-2020, 03:56 PM   #4323
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Originally Posted by scho63 View Post
What's everyone's feeling on Disney?

What do we think will be the first industries to get back to full operations?

Gyms, movie theaters, airlines and cruise companies will probably be the last
It was one of the three stocks that nearly gave me a heart attack on March 18th at 2pm. I have a rather large nut riding on it and because of that I wasn't brave enough to buy more when it dipped a few days later.
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Old 03-29-2020, 03:59 PM
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Old 03-29-2020, 04:01 PM   #4324
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Originally Posted by Rain Man View Post
What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.
Reminds me a lot of 9/11 when people didn’t go to their parks for awhile bc they were scared.

I think Disney is a great long term buy
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Old 03-29-2020, 04:28 PM   #4325
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I like Disney long term. Great company. Was near $150 and could have recently had at $90.
Look forward to entertainment company consolidations. Disney has the funds.

Good call dog. Expand your mind and look for other consolidations. There will be many.
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Old 03-29-2020, 06:21 PM   #4326
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Look forward to entertainment company consolidations. Disney has the funds.

Good call dog. Expand your mind and look for other consolidations. There will be many.
This. The have the funds and already have shown smarts in their expansion.
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Old 03-30-2020, 07:29 AM   #4327
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Market looks OK today so far.
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Old 03-30-2020, 08:34 AM   #4328
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Market looks OK today so far.
You have any more hot stock tips I can ignore?
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Old 03-30-2020, 08:37 AM   #4329
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Big bounce on stimulus news

I have strong feelings about them and other commercial aircraft manufacturers. They are in big trouble. Boeing in particular because the 737 Max nightmare has yet to be resolved. Lots and lots of aircraft folks being layed off here in Wichita.

I've never traded options before but have considered buy some longer term puts on Boeing.
BA down $20 a share today right out the gate. Even with bailout these guys are F'd in the A for the foreseeable future.
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Old 03-30-2020, 08:58 AM   #4330
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Originally Posted by Rain Man View Post
What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.
Someone correct me, but I believe their parks revenue makeup is 40%, their video entertainment is about 30%, and I have no clue about the rest (assume merchandise and other).
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Old 03-30-2020, 09:13 AM   #4331
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Old 03-30-2020, 09:20 AM   #4332
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You have any more hot stock tips I can ignore?
If you have any big pharma stocks I think it might be time to dump them. We got this thing beat due to Vlad Zelenko's miracle cure.
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Old 03-30-2020, 09:25 AM   #4333
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I do not understand why SPY is at 260.

This market is fraudulent. Abso-****ing-lutely fraudulent.
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Old 03-30-2020, 09:32 AM   #4334
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I do not understand why SPY is at 260.

This market is fraudulent. Abso-****ing-lutely fraudulent.
140 any day now chicken little
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Old 03-30-2020, 09:33 AM   #4335
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Someone correct me, but I believe their parks revenue makeup is 40%, their video entertainment is about 30%, and I have no clue about the rest (assume merchandise and other).
Wow, seriously? I lose track any more of who owns what, but I assumed that their video and movies and stuff would be far bigger than their parks. But that was just guessing. I've never tried to look it up.
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