Investment BS Thread - Stocks/Futures/Mutual Funds/Bonds/Commodities/Options/ETFs/401ks/Etc

Thoughts on Disney? I don’t like the dividend ratio I saw however I just watch the Avengers with my kids. Theater reaction was strong and Then there is the pipeline trailers...Starwars, Lion King, Aladdin and yet another Marvel movie ..this summer. Toy Story 4- Frozen 2 coming this year. Looking past the lack of original content but these look like strong franchise hit that will draw. Anyone else think Disney stock can move higher?

 

I’m up 50% on Disney options right now. So I’d say it’s a pretty good buy. I got in a little late though

 

Does anyone have an opinion of LB, (L Brands, the parent company of Victoria's Secret and Bath and Body Works)? Per the CNBC app, they have a price to earnings ratio of 11.34 and a dividend yield of 4.59%. The next ex dividend date should be around May 21st.

 

The 20 year chart isn’t pretty, but that doesn’t necessarily matter. I’d rather see a steady up trend than what it shows. It had a big peak in 2015 and then a big drop ($100 down to less than $25 and it wasn’t a split). Nice dividend though.

 

I agree with you about the dividend. My other concern would be that they are trading near their 52 week high.

 

Well I jumped in with the little free cash i had- purchased shares at $142, just seeing if the stock will bounce up farther over the next couple of weeks and jump out. The amusement ride has already started downt 139.60

 

D'oh, just when I was up a significant amount on UWT, Trump tweets something about oil and it drops 9% in a day. Now I'm only up 8%.

 

Quoting this because inflation (or lack thereof) is the hot topic right now. See page 42 of this thread or thereabouts.

If this is the case, we won't see any more rate hikes. If the trend continues, we may have a deflation problem. Then there'll be talk of rate cuts

 

By the way, if you look at the flattest line on the chart from my previous post and look at April 1st's.... LOL.






Apr 2019 makes Jan 2018 look like Mt Everest! No wonder the Fed is dovish.

 

J.P. Morgan still has faith in DIS. Per CNBC today: “Disney shares rose as much as 1.8% after J.P. Morgan hiked its price target on the media giant's stock to $150 per share from $137. The new price target implies a 7.2% upside from Friday's close of $139.92. J.P. Morgan cited the strong performance of Marvel's "Avengers: Endgame" movie for the price-target increase, among other factors.”

 

Streaming services are starting to get a little ridiculous. There must be 50 of them now (Netflix, Amazon Video, Hulu Live, Sling TV, DirecTV Now, Playstation VUE, YouTube TV, Disney, Apple, NBC, and there are a whole lot more). I think it's going to drive people back to cable. I only have cable TV, Xfinity, which is also a streaming service when you're away from the TV and on a phone. I just don't see new streaming services in such a saturated market moving the stock price much.

 

I am shocked that Pinterest is up 30% since IPO. But how do they make money??

 

Easy way around this - make it communal. I don't pay for Netflix, HBO, ESPN, and I pay for Hulu. Basically many of us share passwords.. it's the only way to really get around the overloading of subscription costs.

 

I'm not saying I can't use them, just that I don't pay. Yea, I can log into some of them lol

I am just saying, from a business standpoint, I don't think these "new" streaming services are going to move stock prices much. Maybe DIS if it has some kind of original content, or AAPL if they can pull that off as well. But overall, these things are going to be flops in my opinion.

 

I could see NFLX and DIS (for the reasons you stated) surviving for the next decade while many of the others sink. We'll see if AAPL can survive, they have the capital to create original content, so maybe they'll do ok as well. It's just getting out of hand with all of the services lol