Dan1192
2022-12-17

$Walt Disney(DIS)$ economy reopening in more countries. expect it to return to 100 by late quarter three to four in year 2023. the inflation will likely plateau sometime in early 2023 where we will tip into deep recession and then start our recovery phase. in the same vein, I will also expect this counter to continue dipping by another 15-20%.


for options players, I will go for a short put or long call at the current price.


let me know what you think.


cheers, dL

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Comments

  • nimbly
    2022-12-18
    nimbly
    Disney is losing massive amounts of cash at the Theaters and Streaming. No Dividend and no movement upwards anytime soon
    • Dan1192
      good point. this is something that many people didn't notice. Disney did many blockbuster acquisitions but are they really profitable.
  • wigglyz
    2022-12-18
    wigglyz
    Disney ain’t going anywhere. Historic buying opportunity unless you’re in retirement. Then what you should be looking to get into…
    • Dan1192
      Disney is a borderline luxury business. can the mass consumers really keep up with the spending?
  • pixiezz
    2022-12-18
    pixiezz
    More bad news for Disney, Avatar 2 is underperforming in opening weekend. Estimates have dropped from as high as 200M to just 130-140M for opening weekend
  • Dan1192
    2022-12-17
    Dan1192
    let's discuss if you have any questions
  • Cvt
    2022-12-17
    Cvt
    Just wait for2023 and hope its a good year🤞
  • TKPK
    2022-12-17
    TKPK
    thanks for sharing
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