DCWD40’s Activity

Tue Feb 24

NL

Boards Post

DCWD40 posted to the Disney board. 11:54 PM

Dreamworks Animation Problems

The bad times at DreamWorks Animation continue.

DreamWorks Animation took a $57.1 million write-down primarily on the lackluster performance of Penguins of Madagascar as well as Mr. Peabody and Sherman, the beleaguered film studio [more]

Mon Jan 26

NL

Boards Post

DCWD40 replied to the Disney board. 12:45 PM

Re: Disney's first miss of 2015

The news this weekend was that the box office boomed while Disney had a bomb... and a continued success.

From BoxOfficeGuru.com:

The top ten films grossed an estimated $137.1M which was up [more]

Fri Jan 23

NL

Boards Post

DCWD40 posted to the Disney board. 2:28 PM

DreamWorks Animation Probems

It is rare to see executives let go but DWA did that and much more. Of interest to Disney shareholders is DWA's desire to reduce production costs to $120 million a film. That is well under Pixar's costs and probably a sign that Pixar may have no [more]

Thu Jan 22

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 3:40 PM

$2.06 Dividend

The results were flat in the just reported Q3 but the company has embarked on an effort to return cash to shareholders. The first dividend is a whopper at $10 million ($2.06 a share) but the company plans on $3 to $5 million dividends in following [more]

Mon Jan 19

NL

Boards Post

DCWD40 posted to the Disney board. 10:49 PM

ABC Goes to Marvel

Did anyone read this?

It was announced in spring 2014 that a Revenge graphic novel was in the works, published by Marvel Comics. It will explore the origins of Emily Thorne and was released on September 3, 2014.

I had never [more]

Tue Jan 6

NL

Boards Post

DCWD40 posted to the Disney board. 11:15 AM

$5.5 Billion Target

I was amused this morning to read that 20th Century Fox broke Paramount Pictures full-year revenue record.

Film studio 20th Century Fox movies grossed $5.5 billion in global ticket sales in 2014, breaking the record previously held by [more]

NL

Boards Post

DCWD40 replied to the Disney board. 1:01 AM

Re: Disney stock

I think the real test for 2015 was announced today. For $20 a month to DISH, you can get a basic package that includes ESPN. This price point tests if people will pay a good price for live sports away from home. It also does not disrupt the current [more]

Mon Jan 5

NL

Boards Post

DCWD40 posted to the Disney board. 8:54 AM

Disney on Top for 2015

According to a poll by the ticket seller Fandango, the most anticipated movie of this year is Star Wars: Episode VII – The Force Awakens followed by Avengers – Age of Ultron.

[more]

Wed Dec 31

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 10:59 AM

Re: PVG: China's Zijin Mining Takes ~10% Stake

The deal is at $6.30 a share -- a premium to the current share price. Analysts may not like the dilution but $80.87 million is in the bank to fund mine development. There are still going to be near-term financing needs since the pre-production costs [more]

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

NL

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

NL

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

NL

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

NL

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]

NL

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]

NL

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 Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6878
Recs Received 11871
People who have rec'd these posts 2011
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2726
Threads Started Percentage 39.63 %
Most Frequent Board Disney
Very First Post It's time will come (3/25/1999)
Percentage of Posts Rec'd 58.04 %
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