Disney (DIS) 🐭 - Share Chat

They are also raising prices for the subscription

Yeah with the Disney+ Star expansion I’m really not surprised, this was the game all along and with Netflix at 9.99 there’s room for even more price hikes.

If we take Disney’s new lower estimate of 230m by 2024 at the new higher average subscription price of ~$8.50 we get about $23.5bn annually (more than the entire studio division) and Disney plans to invest $15bn in content by that year so with the other ~$5bn OpEx thats $3.5bn in profit, more than 75% greater than Netflix’s expected FCF for 2020 with not that much more subscribers.

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Hi guys, hope you’re all well?

Admin please remove if not ok.

I’m pretty new to investing, just set up my FreeTrade account and im actually really excited to get stuck in and learn!

Ive read all the above(lol) and Disney looks really promising. With the current price, would it be worth investing into or waiting for the dip?

Im only going to be starting with fractional shares for the time being

Hopefully can get some good feedback or advise etc! :slight_smile:

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Welcome Paul :raised_hands:

If I were you I would use a dollar cost average method when starting to invest. This basically means you split your investment across multiple weeks or months, buying X amount every Monday for example.

After a while you will build a level of confidence as to what a good entry point into a stock may be.

I made some profit on Disney earlier in the year and cashed out, but I’ve decided to buy back in with a small position earlier today.

Hope that helps!

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We can not give advise but if investing fractional shares, should you go £5, £5, £5 and then if there is a dip, you can average down on the dip and go £10, £10… and then back to your £5…

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Thank you @hookedinvesting & @101

Understand if you can give advise etc.

I think my plan was to invest little by little each week like Hooked has mentioned. Learning the the levels on how stocks rise and fall and when is the best entry point etc.

I’ve also wish listed Disney as I think it could be one to watch if and when it dips. Do we reckon it will dip or will it rise because of the above topics on subs. new films, streams etc?

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*if you cant give advise.

Dollar cost averaging is a good idea to consider, you’ll avoid massively overpaying if the price fluctuates.

We can’t advise on buying or selling stocks but here’s a few things to consider:

  • This is the highest price Disney has ever been
  • Lots of Disney’s revenue is tied to it’s parks, cruises and theatres which are heavily impacted by the virus
  • Disney+ growth although impressive wont be free additional revenue, it’s going to come at some cost to traditional monetisation of Disney content

On the positive side:

  • Disney+ looks like it’s going to have extremely aggressive growth now they are committed to producing content for it
  • Once vaccines are out there is going to be a lot of deferred demand for parks
  • Disney has accumulated a huge amount of IP and now has a diverse range of content, including Fox and sports

The next thing to start reading would be Disney’s investor / earnings reports, you can start to get an idea of where they make money and what some of the risks are.

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The markets can stay irrational longer than we can stay solvent (is a good quote).

It’s best to look further out with individual shares. If you see Disney being a Goliath in 2025/2030 and pumping out family dreams and being popular and relevant then the price today is desirable.

There is always a time and a place to buy into individual companies, if the momentum and brand is there and it’s poised to continue being relevant, has great cash flow etc… then it’s not a bad shout.

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Reading all the responses to @PeakPaul post is why I love this forum and this app!

Investing should be for the masses and this forum and Freetrade are breaking down the barriers

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@Jonny You’re so right! I was expecting to get trolled or shutdown instantly but im actually really shocked at how amazing this forum is responding! From my current experience and I’m guessing most people starting its very daunting setting up, not getting scared, trial and error etc.

So far, really happy with the input everyone has given so thanks! If I ask questions feel free to tell me too chill haha!

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Glad to hear it, welcome to the community Paul!

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Hi all first time post. My wife is a Disney nut and I want to buy her a share in Disney is this free trade app ligit? Thanks in advance

Of course it’s legit, its an FCA registered stockbroker

https://register.fca.org.uk/s/firm?id=001b000003rtZg9AAE

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Does anyone know if you buy a share through freetrade if we can get a SRN ?

Same here surprised they haven’t done better I thought their streaming service was doing well?

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I’m hoping that once the parks reopen and we are “back to normal” the price will shoot back up, surely the fundamentals are sound for this one?

@NeilB will be happy

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