Originally Posted by scho63:
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. [Reply]
Originally Posted by scho63:
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. [Reply]
Originally Posted by Rain Man:
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.
Originally Posted by shitgoose:
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. [Reply]
Originally Posted by Rain Man:
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). [Reply]
Originally Posted by BigBeauford:
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. [Reply]
