DCWD40’s Activity

Thu Dec 11

NL

Boards Post

DCWD40 posted to the Disney board. 9:57 AM

Sony Hack

I wonder what would be found if Disney was hacked? The Sony situation is getting way out of hand and, now, the word "reputation" appears in all the daily stories:

The hack of Sony Pictures Entertainment has escalated into a [more]

Wed Dec 10

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Boards Post

DCWD40 replied to the Disney board. 9:03 AM

Re: How Profitable Are Movies

I also wouldn't put too much stock in the leaked Sony documents. First, they can't be authenticated and as you suggested, are being selectively released in order to damage Sony and the Hollywood movie industry.

This Variety story does [more]

Tue Dec 9

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Boards Post

DCWD40 replied to the Disney board. 3:36 PM

Re: Disney Makes Top 20

W.D., I too have thought about debt reduction. Here's question, though.

In the past, you have praised Iger for being a smart contrarian by spending/borrowing money during downturns (thus taking advantage of a less-expensive environment)
[more]

Mon Dec 8

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Boards Post

DCWD40 posted to the Disney board. 3:43 PM

Disney Makes Top 20

Yes, our Disney is now in the Top 20. Of what you say?

So who are the most glaring offenders of engaging in what James Montier calls the "World's Dumbest Idea", i.e., maximizing shareholder value almost entirely through [more]

Sat Dec 6

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Boards Post

DCWD40 posted to the Disney board. 2:20 PM

How Profitable Are Movies

When we wonder what it costs to make a movie, is it because we as shareholders think that keeping costs down will allow productions to be more profitable? The recently released Sony confidential files shows this:

“Currently, approximately [more]

Thu Dec 4

NL

Boards Post

DCWD40 posted to the Disney board. 7:55 PM

Flamingo Bay

Recently I posted a lament that Disney was going to be selling land (not leasing it) along the western edge of WDW. Now, that concern may have been erased by having all the facts. Anyone here hear this anywhere?

Luckily for us, [more]

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Boards Post

DCWD40 posted to the Disney board. 7:18 PM

Volcano Bay Coming?

There is a lot happening in the theme pool area. First, the news:

Late last month, Universal Orlando quietly held a changing of the guard across the street at Wet ‘n Wild – The Orlando Sentinel has reported the addition of two seasoned [more]

NL

Boards Post

DCWD40 replied to the Disney board. 6:37 PM

Re: Dividend +34%

Maybe shareholders should email investor relations and ask if it could be switched back to quarterly.

The size of the dividend and the annual payment were always topics during Q&A at shareholder meetings. Now that the dividend is [more]

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Boards Post

DCWD40 posted to the Disney board. 11:16 AM

Dividend +34%

I like Mr. Iger's comments about the dividend.

Disney delivered the highest results in its history in Fiscal 2014, reflecting the extraordinary quality of our creative content and the unparalleled strength of our brands. We achieved [more]

Wed Dec 3

NL

Boards Post

DCWD40 replied to the Disney board. 4:36 PM

Re: Photo Maker Package +$20

Rapid transit from where?

I have proposed on this board a 20-mile route that would connect all the resort hotels, all the theme parks, ticketed pools, Key West, and Downtown Disney (soon to be the Springs). The best way to see how [more]

NL

Boards Post

DCWD40 replied to the Disney board. 1:58 PM

Re: "Toy Story" special

And special it was. Title: Toy Story That Time Forgot.

No spoiler alert required. You can't discuss the plot (a Christmas play date) without giving away too much of the content. But, this is a great Pixar story, told using fantastic Pixar [more]

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Boards Post

DCWD40 posted to the Disney board. 12:39 PM

Photo Maker Package +$20

Just in:

The price for pre-purchasing the Memory Maker photo package has increased today from $149 to $169. The non advance purchase pricing remains unchanged at $199.

The PhotoPass Memory Maker package has undergone a number of
[more]

Sat Nov 29

NL

Boards Post

DCWD40 posted to the Disney board. 11:42 PM

Movie Theater News

Disney is testing something that makes no sense to me. In my theater, they toss people out for having their cell phone screens on during a movie.

Disney over the last two years has conducted theatrical testing of an initiative it calls [more]

NL

Boards Post

DCWD40 posted to the Mining and Metals board. 2:36 AM

Gold Forward Offer Rate (GOFO)

It has been a long time since there has been something new that is data-based to drive gold bull hearts -- until now.

The only other time when both 1M and 3M GOFOs were both negative or almost so (3M touched on 0.05%) was in the aftermath [more]

Fri Nov 28

NL

Boards Post

DCWD40 posted to the Disney board. 1:44 PM

Broadcast TV Dead by 2030?

Netflix CEO speaks out:

If you checked Nielsen Ratings, you’d think that the only people watching TV were age 54 and older (and you’d be right), and that Millennials are a black hole of immeasurable Internet content consumption—that is, [more]

Wed Nov 26

NL

Boards Post

DCWD40 replied to the STMicroelectronics board. 1:09 AM

Re: Purchased this yesterday

Any idea why the stock seems to stagnate?

STM's stock peaked in July. Up to that point, if you had purchased the shares at any time in the previous 2 1/2 years, you would have made money. So, stagnate is just a view of where you are [more]

Fri Nov 21

NL

Boards Post

DCWD40 posted to the Alyce Lomax board. 9:01 PM

Time to Sell Solazyme

"Time to Sell Solazyme" is the title of the Forbes article that is at the top of the Yahoo Home Page as I write this. It can be found here:

[more]

Thu Nov 20

NL

Boards Post

DCWD40 replied to the Disney board. 9:27 AM

Re: Skyplex's Skyscraper

Here are some more drawings of what is planned.

http://www.clickorlando.com/news/local-6-theme-world-recordb...

What I find [more]

Tue Nov 18

NL

Boards Post

DCWD40 posted to the Disney board. 4:13 PM

Cold! Yet, another sell out

It's so cold here that Blizzard Beach has been closed. LOL ...but true.

The water park is closed today, with temperatures in the 40s. Typhoon Lagoon is closed as part of its annual refurbishment.

But, just hours ago, it was [more]

NL

Boards Post

DCWD40 posted to the Disney board. 2:46 PM

Skyplex's Skyscraper

Coming to International Drive in Orlando:

Skyscraper, the world's tallest roller coaster, will tumble, twist, loop and dive from more than 500 feet above International Drive when it opens in 2017, according to the track design unveiled [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6866
Recs Received 11857
People who have rec'd these posts 2010
Recs to Posts Ratio (last 30 days) 2.20
Threads Started 2718
Threads Started Percentage 39.59 %
Most Frequent Board Disney
Very First Post It's time will come (3/25/1999)
Percentage of Posts Rec'd 58.00 %
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