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#2,351
#2,351
Thunder Good-Oil said:
DIS has real assets. Pretty much Netflix's only asset is their subscriber base and they have to keep spending a fortune to support the count. Disney wins in the long run whether they grow their streaming subs on their own platform or pick up Netflix from the scrape heap several years out. Content is King and Disney owns theirs while Netflix rents theirs.
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Netflix has poured billions into original content the last few years, I wouldn't say they "rent" as much any more.
 
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#2,352
#2,352
Thunder Good-Oil said:
DIS has real assets. Pretty much Netflix's only asset is their subscriber base and they have to keep spending a fortune to support the count. Disney wins in the long run whether they grow their streaming subs on their own platform or pick up Netflix from the scrape heap several years out. Content is King and Disney owns theirs while Netflix rents theirs.
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I'd say DIS is paying a pretty penny to rent NFL, CFB, MLB, and NBA rights that they may not be able to monetize. I do agree DIS will do well streaming since they own a lot of their (non-sports) content. It should be noted that NFLX has developed a ton of content; however, they will have to continue to spend in the future to develop new content...
 
#2,353
#2,353
Orange_Vol1321 said:
Thanks. I bought AAL because of price. I haven't even had my account setup a week. I missed the crash of everything in March. I need to roll what I have in my account a few times and get use to everything before buying $33 stock.

What companies would you call low cost carriers?


Any suggestions or tips are welcome.
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If you are looking to make quick trades, I'd look to @VolAllen or some of the other posters on here since that's not my strongsuit. He likes SAVE (Spirit Airlines). I know when we first discussed it, it was in the $12-$13 range and it fell to about $7 and he pounced on it there. I like Spirit at $13 more than I like American at $13 but I just don't love the industry long-term.

Again, I'd take a look at the Company's financials and make your decision based on your own research and not the thoughts/opinions of a guy on a message board with an elephant butt avatar. One of my investing rules is don't invest in airlines so I may not be the most unbiased person when analyzing airline stocks.
 
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#2,354
#2,354
Just curious here what everyone thinks:

Roth, Traditional IRA, or Backdoor Roth IRA?

Do you have Roth 401k at your work? Or just Traditional? If you have both, what do you choose?
 
#2,355
#2,355
We are phased out of IRA now that my wife’s work has a retirement plan. We contribute the $6k per year but that is a measly sum. I still use the traditional 401k at work though we do have a Roth option. My mindset is why give the government tax any earlier than you have to. I also don’t trust them to honor tax treatments down the line, perhaps means testing or offering “amnesty” on Roths before making some part of them taxable.
 
#2,356
#2,356
bignewt said:
Netflix has poured billions into original content the last few years, I wouldn't say they "rent" as much any more.
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No, they're renting them. The rights have been reverting to the producers after the initial runs of a couple of years. They've commissioned billions of new programming that they don't own. So they have to keep pouring billions into content to keep titles in their library.
 
#2,357
#2,357
BigOrangeMojo said:
I'd say DIS is paying a pretty penny to rent NFL, CFB, MLB, and NBA rights that they may not be able to monetize. I do agree DIS will do well streaming since they own a lot of their (non-sports) content. It should be noted that NFLX has developed a ton of content; however, they will have to continue to spend in the future to develop new content...
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Developing content and owning the titles are 2 different concepts. They hire producers to create programming and Netflix has the rights initially. But after a couple of years the rights go back to the producers. Disney owns their content.
 
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#2,358
#2,358
I've read the SEC filings by Netflix. It was very deceptive how they described their programming strategy. They pump the subscription fee revenue back into creating programming, but it rolls out of their library after a couple of years. They also don't have advertising revenue. And they have massive competition from Google, Amazon, DIS, AT&T/TW, Microsoft, and CBS/Viacom. Disney also owns some football bowl games and basketball tournaments. Disney has diverse sources of revenues and fantastic assets. When they have the same market cap and with Disney streaming in the early, developmental stage I like DIS.
 
#2,360
#2,360
UTSuave’ said:
You did say that was going to be announced in September right?...should I wait closer to September and buy? Or buy now and hold until then?..
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They have until September, but I don’t think they’ll wait that long. I’ll have to look at their earnings dates and a few other things to time it right. I’d expect a pop sometime in June, so it may not be a bad buy right now. With their super high float, they really have no choice but to RS if they want to stay over $1
 
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#2,361
#2,361
VolAllen said:
They have until September, but I don’t think they’ll wait that long. I’ll have to look at their earnings dates and a few other things to time it right. I’d expect a pop sometime in June, so it may not be a bad buy right now. With their super high float, they really have no choice but to RS if they want to stay over $1
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How do you make money on a 12 cent stock waiting on the RS?
 
#2,362
#2,362
Orange_Vol1321 said:
How do you make money on a 12 cent stock waiting on the RS?
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From my experience, they have to announce a RS prior to performing one. They wouldn’t announce a RS without some sort of “pump news” first. So they may come out tomorrow morning and say they’ve secured a deal with such and such, and the future looks great, yada yada. The price will jump 20% or better. Then bet your ass later that afternoon or the next morning they’ll announce plans to RS, sending the price right back down. But you’ll see people saying the stock is going to $1 organically after that spike from .13 to .17 or .20 or whatever it goes to. But that rarely ever happens. Especially with a Greek shipping company lol.
 
#2,365
#2,365
Thunder Good-Oil said:
No, they're renting them. The rights have been reverting to the producers after the initial runs of a couple of years. They've commissioned billions of new programming that they don't own. So they have to keep pouring billions into content to keep titles in their library.
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I think you are wrong. They would not invest that much to not keep the rights. Regardless I made a crap ton of money in Netflix never would have come close to that with Disney's bloat.
 
#2,366
#2,366
bignewt said:
I think you are wrong. They would not invest that much to not keep the rights. Regardless I made a crap ton of money in Netflix never would have come close to that with Disney's bloat.
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I think he might be right with that. I’ve read that before.
 
#2,367
#2,367
VolAllen said:
I think he might be right with that. I’ve read that before.
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I'm sure each development deal is different. Some may be shorter term some may be longer, either way I laughed all the way to the bank. I never was going to keep it long term, I held for about 5 years and sold a month ago. Disney will never in a million years get you a return like that.
 
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#2,368
#2,368
bignewt said:
I think you are wrong. They would not invest that much to not keep the rights. Regardless I made a crap ton of money in Netflix never would have come close to that with Disney's bloat.
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They invest that much for exclusive, first run rights. They must keep spending. And they have a single revenue stream.

Disney has multiple revenue streams... advertising sales, theme park tickets, hotels and cruise ships, restaurants, theatrical movie releases, and now streaming. NFLX has subscription revenue and is competing with huge companies. Netflix seems expensive when it's the same price as Disney while Disney has massive real estate holdings, amazing studios and technology, a huge library of films, extremely valuable brands, and the most valuable TV broadcast frequencies anywhere.
 
#2,369
#2,369
bignewt said:
I'm sure each development deal is different. Some may be shorter term some may be longer, either way I laughed all the way to the bank. I never was going to keep it long term, I held for about 5 years and sold a month ago. Disney will never in a million years get you a return like that.
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15-20% a year for a decade or 2 will make a ****load of money.
 
#2,370
#2,370
VolAllen said:
From my experience, they have to announce a RS prior to performing one. They wouldn’t announce a RS without some sort of “pump news” first. So they may come out tomorrow morning and say they’ve secured a deal with such and such, and the future looks great, yada yada. The price will jump 20% or better. Then bet your ass later that afternoon or the next morning they’ll announce plans to RS, sending the price right back down. But you’ll see people saying the stock is going to $1 organically after that spike from .13 to .17 or .20 or whatever it goes to. But that rarely ever happens. Especially with a Greek shipping company lol.
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Thanks for the info. You still doing doorlocks? I think we were talking about Stanley Wi-Q at one time when I installed a bunch.
 
#2,374
#2,374
bignewt said:
I'm sure each development deal is different. Some may be shorter term some may be longer, either way I laughed all the way to the bank. I never was going to keep it long term, I held for about 5 years and sold a month ago. Disney will never in a million years get you a return like that.
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Actually, from the date I got Disney stock as part of the Marvel transaction (Sept. 09) through the middle of 2015, the stock went from $26 to $120. Add in the DRIP and that was a hell of a return.

Of course, the next 4 yrs stunk (flat) until it made a run at end of last year. Finally sold when I realized Disney's valuation was of a streaming play more than anything else and that's outside my wheelhouse.
 
#2,375
#2,375
BigOrangeMojo said:
Actually, from the date I got Disney stock as part of the Marvel transaction (Sept. 09) through the middle of 2015, the stock went from $26 to $120. Add in the DRIP and that was a hell of a return.

Of course, the next 4 yrs stunk (flat) until it made a run at end of last year. Finally sold when I realized Disney's valuation was of a streaming play more than anything else and that's outside my wheelhouse.
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I had Marvel too I held the Disney for a while it didn't do much so I sold and bought NFLX.
 
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