Investing Thread

[Uncle Rico]

There are always coal mines, railyards and the docks.

People in the 1880's had it made

[The Sultan]

People in the 1880's had it made

Send your kid off to the mine while you strengthen your immune system by contracting smallpox. What's not to like?

[Uncle Rico]

Send your kid off to the mine while you strengthen your immune system by contracting smallpox. What's not to like?

Unions starting up is about it.  They ruined child labor.  Kids could be used to make iPhones instead of cheap labor in China but no, the woke mob put an end to that.

[MU82]

Getting back to investing ...

The White House occupant told reporters today:

"We're going to have a very, very big announcement to make. Like, as big as it gets, and I won't tell you on what, and it's very positive. It is really, really positive, and that announcement will be made either Thursday or Friday or Monday. ... But it'll be one of the most important announcements that have been made in many years, about a certain subject, very important subject. ... I'm not saying. I don't want you to think it's necessarily on trade."

https://seekingalpha.com/news/4442168-trump-teases-very-very-big-announcement-says-not-necessarily-on-trade

All three stock market indexes, which already had been in the red, ended up going a little lower.

I bought a little Amgen (AMGN), one of several pharmaceutical stocks that were down today on tariff threats and other industry headwinds.

[Jockey]

F'ing moron.

His ego is so fragile that he has to purposely manipulate the Markets to feel fulfilled.

[Jay Bee]

Tell me some good stocks to short and what option chains I should be looking at.

[Spaniel with a Short Tail]

There are always coal mines, railyards and the docks.

[MU82]

In today's most anticipated earnings report, Disney (DIS) scored impressive beats on both the top and bottom lines. It also added more subscribers than expected to its streaming platforms in Q2 and issued strong full-year guidance.

DIS is up about 10% as I write this.

The sports business saw 5% revenue growth, in which domestic ESPN grew 7% and international ESPN was up 11%.

In Q2, total Disney+ subscribers were up 1.1% from Q1 at 126M, ahead of the 123.34M estimate. Total Hulu subscribers were up 2.1% from Q1 at 54.7M and beat the estimate of 54.22M.

Revenue from parks and experiences saw a growth of 6%, where domestic was up 9%, international fell 5%, and consumer products were up 4%.

On a per-share basis, the company earned $1.45, beating the average analyst estimate of $1.20.

Revenue rose nearly 7% to $23.6B and was ahead of the $23.02B estimate.

For the full year, the company expects adjusted earnings per share of $5.75 and cash flow from operations of $17B. The Bloomberg consensus estimate for adj. EPS is $5.44, and cash flow is $14.8B.

[Shaka Shart]

In today's most anticipated earnings report, Disney (DIS) scored impressive beats on both the top and bottom lines. It also added more subscribers than expected to its streaming platforms in Q2 and issued strong full-year guidance.

DIS is up about 10% as I write this.

The sports business saw 5% revenue growth, in which domestic ESPN grew 7% and international ESPN was up 11%.

In Q2, total Disney+ subscribers were up 1.1% from Q1 at 126M, ahead of the 123.34M estimate. Total Hulu subscribers were up 2.1% from Q1 at 54.7M and beat the estimate of 54.22M.

Revenue from parks and experiences saw a growth of 6%, where domestic was up 9%, international fell 5%, and consumer products were up 4%.

On a per-share basis, the company earned $1.45, beating the average analyst estimate of $1.20.

Revenue rose nearly 7% to $23.6B and was ahead of the $23.02B estimate.

For the full year, the company expects adjusted earnings per share of $5.75 and cash flow from operations of $17B. The Bloomberg consensus estimate for adj. EPS is $5.44, and cash flow is $14.8B.

Curious how the decline of global tourism to the US will affect Disney parks. Not sure that decline will offset domestically with more people staying closer to home?

[MU82]

2,300 employees of the Federal Deposit Insurance Corp., the Office of the Comptroller of the Currency, and the Securities and Exchange Commission - all of whom monitor the banking industry for signs of trouble - are about to be fired.

History has shown that banks will regulate themselves in an effective manner while lending responsibly, so what could possibly go wrong?

[JWags85]

Curious how the decline of global tourism to the US will affect Disney parks. Not sure that decline will offset domestically with more people staying closer to home?

Take this with a grain of salt and YMMV, but speaking to someone here in Florida who used to be involved in tourism in the Orlando area, they mentioned that DisneyWorld/Disney Florida properties often were unrelated to overall US travel for Europeans/South Americans/Canadians.  Sort of the thought isn't "we're going to holiday in the US" and more like "we're going on holiday to Disney". 

How much that would play with people not wanting to visit the US for CBP/Customs worry issues, I'm not sure.  But more along the lines that its a different demographic and planning compared to the people that say "we were planning a spring/summer trip to the US and now we're not going to the US".  Those people aren't usually going to NY/Miami/(insert popular US destination) and then adding Disney as a stop.

Similarly, I don't know about you guys, but despite always joking that you can have a great Euro vacation for the cost of a week at DisneyWorld, Ive never known anyone who had the pair as a consideration set together.  But who knows.

Funny enough, all that being said, I have friends from Indonesia who have already planned a trip in 2026 to the US for the World Cup...and also going to DisneyWorld 

[Hards Alumni]

Take this with a grain of salt and YMMV, but speaking to someone here in Florida who used to be involved in tourism in the Orlando area, they mentioned that DisneyWorld/Disney Florida properties often were unrelated to overall US travel for Europeans/South Americans/Canadians.  Sort of the thought isn't "we're going to holiday in the US" and more like "we're going on holiday to Disney". 

How much that would play with people not wanting to visit the US for CBP/Customs worry issues, I'm not sure.  But more along the lines that its a different demographic and planning compared to the people that say "we were planning a spring/summer trip to the US and now we're not going to the US".  Those people aren't usually going to NY/Miami/(insert popular US destination) and then adding Disney as a stop.

Similarly, I don't know about you guys, but despite always joking that you can have a great Euro vacation for the cost of a week at DisneyWorld, Ive never known anyone who had the pair as a consideration set together.  But who knows.

Funny enough, all that being said, I have friends from Indonesia who have already planned a trip in 2026 to the US for the World Cup...and also going to DisneyWorld 

Parks will always be fine, plus they'll see an uptick this summer with Epic Universe opening a few miles down the road.

They will learn that they can't milk their repeat customers forever, and that a lot of new customers have bad experiences because you have to do homework before you ever go to the parks.  You can't just wing it and expect to have a good day.