esxokm’s Activity

Today

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esxokm replied to the Disney board. 2 hours ago

Re: 365 Days And Counting

Made a mistake in my post, as I was talking first about "Into the Woods" and then switched to "Star Wars." So the second part about selling more merchandise during Christmas as opposed to May referred to the new "Star [more]

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esxokm posted to the Stock Advisor boards. 3 hours ago

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esxokm posted to the Disney board. 3 hours ago

Question about "Big Hero 6"

Why does "Penguins of Madagascar" have a bigger foreign take at this point in its release compared to "Big Hero 6?" Is it because of the releasing pattern? If so, why is the former and the latter being released in such patterns?

Yesterday

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esxokm replied to the Disney board. 4:50 PM

Re: 365 Days And Counting

I am really hoping "Into the Woods" is a blockbuster. As much as owning Disney stock is a thesis about the big stuff, we need all this non-franchise stuff to work spectacularly well to truly amp the total return. This is why I was somewhat [more]

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esxokm replied to the Stock Advisor boards. 4:29 PM

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esxokm replied to the Stock Advisor boards. 3:22 PM

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esxokm replied to the Stock Advisor boards. 3:17 PM

Tue Dec 16

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esxokm replied to the Stock Advisor boards. 5:31 PM

Sat Dec 13

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esxokm replied to the Stock Advisor boards. 3:10 PM

Thu Dec 11

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esxokm replied to the Stock Advisor boards. 2:06 PM

Tue Dec 9

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esxokm replied to the Stock Advisor boards. 2:43 PM

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esxokm replied to the Disney board. 5:10 AM

Re: Just got in at $93

Disney is definitely worth buying and then dollar-cost-averaging if it comes to that. What is your time horizon?

Mon Dec 8

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esxokm replied to the Disney board. 7:50 PM

Re: Disney Makes Top 20

One other thing: I wouldn't want Disney to necessarily emulate Jobs' ideology on cash -- he turned Apple into too much of a bank. I'm not sure Disney would have listened to him on that count, anyway, as Iger seems to have a very specific idea about [more]

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esxokm replied to the Disney board. 7:41 PM

Re: Disney Makes Top 20

Great post. And I will try to make time later to read that essay about shareholder value; I read the beginning of it, and it seems extremely interesting.

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

In the [more]

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esxokm replied to the Stock Advisor boards. 1:57 PM

Sun Dec 7

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esxokm replied to the Disney board. 3:20 PM

Re: Dividend +34%

I'll start that rumor with you, W.D., and hope it comes true.

To be honest, I'm not sure how much influence the Disney board has over Disney. Since the CEO is also the chairman, and since boards tend to approve whatever the CEO wants, I'm [more]

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esxokm replied to the Disney board. 3:07 PM

Re: How Profitable Are Movies

RH, from what I've read, you are 100% correct. Even if studios did honestly share the numbers -- which, as Fuskie implied, I assume the big agents/managers do somehow find out, and then there are the behind-doors lawsuits that I'm sure have revealed [more]

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esxokm replied to the Disney board. 3:39 AM

Re: How Profitable Are Movies

I unfortunately, for obvious reasons, have to say this is an excellent article with some great information (thanks W.D. for highlighting it, I did not catch it). The thing that's sad is that we get this info in this manner. Profits on films should be [more]

Sat Dec 6

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esxokm replied to the Stock Advisor boards. 2:34 PM

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esxokm replied to the Stock Advisor boards. 2:49 AM

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Big red star, 1000 posts Old School Fool
Board Posts 1565
Recs Received 609
People who have rec'd these posts 132
Recs to Posts Ratio (last 30 days) 1.50
Threads Started 393
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Most Frequent Board Disney
Very First Post Re: Disney's Disappointing Dog (3/14/2006)
Percentage of Posts Rec'd 25.56 %
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