DIS News and Press, The Walt Disney Company From 01/03/24

Investment Firm Will Support the Disney Board’s Slate of Director Nominees at 2024 Annual Meeting The Walt Disney Company (NYSE: DIS) and ValueAct Capital Management, L.P. have entered into a confidentiality agreement that enables the company to provide information to the investm...

2024-01-02 18:05:59 ET Summary It's imperative to keep track of what works and what doesn't work in investing, just as it is in chess. In 2023, I rated 39 companies as "strong buy," but only 48.7% outperformed the S&P 500. Even so, investing in the author's "strong buy" ca...

2024-01-02 13:41:27 ET More on Disney Disney: 2024 Will Decide Everything Disney: This Could Be A Buying Opportunity Disney: Direct-To-Consumer Is On The Path To Generate Profitability. Time To Buy Disney and Reliance Industries merge Indian businesses ...

2024-01-02 09:40:57 ET More on Netflix Netflix: Upside Potential Remains But Reduced By Strong Rebound Netflix Releases Useless Data, But Still Considered The Gold Standard Netflix: Disciplined Content Spending Drives Margin Expansion; Upgrade To 'Buy' Amazon...

2024-01-01 20:34:00 ET Communication Services Select Sector SPDR Fund ETF ( XLC ), which tracks S&P 500 Communication services sector, made a comeback in 2023 with a gain of 50%, compared to over 30% decline in 2022. The communication services sector, which consists of stocks in...

2023-12-31 10:50:00 ET Summary Disney's CEO Bob Iger is turning the business around, with recent earnings results indicating a path to recovery. The streaming business is showing signs of improvement, with subscriber count increasing and potential profitability by 2024. Risks ...

2023-12-30 08:54:33 ET Summary FUN and SIX are merging. Their joint Form S-4 proxy statement reveals management is targeting $1.5 billion of EBITDA in three years. A failed transformation at SIX, and lackluster performance at FUN, has left investors disenchanted, but a turnaround ...

2023-12-30 07:48:31 ET Summary In 2023, my portfolio achieved an overall return of over 29%, outperforming the S&P 500 by over 5%. I review my sell decisions, including one big mistake. I survey my current holdings and discuss my strategy for 2024. This year, I grew ...

2023-12-29 13:55:43 ET Summary Despite a low valuation rating, Disney could be a compelling investment due to its other positive factors relative to peers. Disney's stock price has declined significantly but could be undervalued considering its revenues and margins. The return...

2023-12-28 20:24:02 ET Summary Linear TV advertising is expected to hold steady at $66 billion despite the decline in linear TV viewership and the rise of streaming, a fundamentally irrational allocation of marketing funds. Fox is most exposed to a sudden correction towards ration...