DIS News and Press, The Walt Disney Company From 12/14/23

2023-12-14 10:15:00 ET The good news is that Walt Disney (NYSE: DIS) is no longer trading lower this year. The bad news is that shares of the entertainment giant are only 7% higher in 2023 through Wednesday's close, still losing sorely to the bubbly market. Investors aren't exac...

2023-12-14 07:27:41 ET Summary Roku stock has been a strong performer since the 2022 tech crash. The company has seen accelerated revenue growth, finally returning to positive adjusted EBITDA generation. Consensus estimates of 13% to 15% revenue growth for Roku look aggressive...

2023-12-14 06:10:00 ET Summary As interest rates level off, the portfolio should perform better. We added to our BAM position once again this month. Bitcoin continues to tear things up, up 20% year-over-year compared to last month. While the income is lower, we put a lot o...

2023-12-13 20:16:43 ET Summary Coatue Management's 13F portfolio value decreased from $20.41B to $19.71B in Q3 2023. The largest five stakes in the portfolio are Nvidia, Meta Platforms, Amazon.com, Advanced Micro Devices, and Microsoft. New stakes include Shopify, Maplebear In...

2023-12-13 19:25:14 ET Summary Disney has a significant library of high-quality IPs in its portfolio; this gives them a rather impressive moat. The company is still trying to recover from the devastating margin contraction that occurred as they joined the streaming wars. Their...

2023-12-12 10:29:05 ET Summary Investors should not view AMC's excellent FQ3'23 results through rose-colored glasses, since the Barbenheimer effect is unlikely to be replicated by Taylor Swift's Era tour. The management also recently signed additional operating lease agreements wo...

2023-12-12 08:00:11 ET More on Disney A Magical 2024 Awaits For Disney Disney: House Of Mickey Mouse Didn't Disappoint As Shares Surged (Rating Downgrade) Disney: No, The Dividend Doesn't Matter ESPN Bet may be off to an even hotter start than anticipated ...

2023-12-12 02:09:41 ET Summary The Walt Disney Company has shown a promising reversal in profitability in the last quarter. Disney's segments, particularly the "Experience" segment, have performed well, generating significant revenue and operating income. The company has a cle...

2023-12-11 18:00:00 ET Summary Paramount Global's Q3-2023 results showed strong revenue growth in its direct-to-consumer area but advertising continued its weak trend. Peak losses was one of the reasons the stock rallied hard. We tell you what stands in the way of achieving a ...

2023-12-11 13:30:00 ET Summary Disney's stock has experienced a sharp recovery, outperforming the S&P 500 with a gain of over 22% from its October low, as the market turned too pessimistic in October. The company's fourth fiscal quarter results showed strong performances in Pa...