Walt Disney Company (DIS)

137.57
0.19 0.14
NYSE
Prev Close 137.38
Day Low/High 129.26 / 137.68
52 Wk Low/High 136.63 / 203.02
Exchange NYSE
Shares Outstanding 1820.47B
Market Cap 250.10B
P/E Ratio N/A
Div & Yield N.A. (N.A)

Change in Plans

I had planned to write a lengthy treatise on why the markets are not paying attention to China's economic plight - but it might be too late.  I was also going to deliver why I am taking Disney off of my Best Ideas List - where it has resided for yea...

I Am Fading the Disney Rally

Shorting Disney at $175.91 now.  Analysis delivered tomorrow.

DIS Short

I just took the +$4/share trade in my Disney short from Friday evening. Covered at $173.60.

The Merck COVID Pill

The reopening trade equities (hotels, airlines, etc.) profited greatly on Friday in large measure because of the Merck  COVID pill announcement.  However, it should be noted that the availability of the pill will be light for months to come.  I have...

The More I Know, the Less I Understand

The More I Know, the Less I Understand

Can you please name me an industry that isn't impacted by this inflationary monster?

Jim Cramer: If You're a CEO, Be a CEO, and Not a Weatherman

Jim Cramer: If You're a CEO, Be a CEO, and Not a Weatherman

And end you're obsession with the calendar.

Housekeeping Item

I have just sold ($174) my Disney position for a small gain from yesterday.

Fed Day, DC Budget, Evergrande Update, Disney Discount, Trading FedEx and Adobe

Fed Day, DC Budget, Evergrande Update, Disney Discount, Trading FedEx and Adobe

Like spilled milk, there is no use in crying over lost monetary opportunity that only increases economic risk at a bad time fiscally now.

Subscriber Comment of the Day (Part Trois)

The problem at Disney seemed to be, in part, production delays related to COVID.  I stepped up my DIS buys. Thomas C  Disney CEO says Disney+ subscriber growth to slow in current quarter Walt Disney Co. Chief Executive Bob Chapek said Tuesday that t...

Lang on Disney

I bought small Disney at $172, in part based on Bobby Lang's technical review, below. From my pal Bob Lang: Tough day at the 'House of Mouse' where the stock has fallen sharply on strong turnover following some perceived negative comments by the CEO...

Disney Falls on CEO's Comments at the Goldman Sachs Conference

Disney's "choppiness" comment regarding 3Q streaming sub adds at the Goldman Sachs conference has put a pall over the stock and others.  Remember, in late August I took off my position - I was short puts and covered for a small profit - when the sto...

Jim Cramer: Here's My List of 15 Positives That Must Pan Out

Jim Cramer: Here's My List of 15 Positives That Must Pan Out

Let's look at how we can go higher and what must go right before the advance has staying power.

I Am Guilty of Premature Elimination of Disney!

As part of my "retrenchment" I recently covered my short put position in Disney for a small gain.  Bobby Lang passed on this analysis which suggests, based on the technicals, that I was guilty of premature elimination -- it certainly feels that way ...

Here's Where I Start Paying Attention to CrowdStrike Shares

Here's Where I Start Paying Attention to CrowdStrike Shares

My first thought is to stay long cybersecurity, as this is the one slice of the software industry, no make that the entire economy, that bears almost inelastic demand.

Short Disney Put Profit

As part of my "retrenchment", and reducing/closing out many of my positions, I have taken my small profit in my short Disney put position after the sports betting story ramp.

Disney's Next Deal?

Disney is ramping based on a WSJ story that the company is looking for a sports betting deal.

Jim Cramer: Why Hasn't the Government Pushed for Mass Vaccination?

Jim Cramer: Why Hasn't the Government Pushed for Mass Vaccination?

Incompetence, omissions and even outright lies have categorized this federal attempt to 'stem' the pandemic.

My Disney Strategy Just Got a Plot Twist

I just sold my Disney common, and I have replaced it with more November $180 puts (short).

Today's Trades

* Added to at $16.06 and at $12.40.. * Shorted more at $445.67. * Shorted at $399.80 and at $102.05. * Added to short puts.

Jim Cramer: One Thing Is Clear, It's Not the End of the World

Jim Cramer: One Thing Is Clear, It's Not the End of the World

Here's why as the market gets more and more hideous, you should get more and more interested in doing this.

More Disney and Discovery

Adding further to Disney and Discovery longs.

Disney Short

I shorted more Disney  $180 puts for November just now.

SPY, DIS Moves

Selling short October $400 puts above $3.20, and adding to my short put position in Disney (getting longer).

Selling Some Disney Puts and Getting Longer

I just sold some more Disney  November $180 puts at about $10.50.

For Those That Count

I have a lot more November $180 puts (short) than I own in the common shares of Disney.

Streaming Adds

I am surprised other streaming companies (e.g., Viacom and Discovery ) are not benefiting from Disney's big subscriber beat. I continue to add to these large positions. Thus, I just bought small Disney at $184.23 and I am now selling November $180 p...

The Mouse Roars

Disney delivered a $200 million beat to the top line last night and, impressively, streaming subscribers (and ARPU, up for the first time in five quarters), and parks margins were well ahead of consensus.  August 2021: 116 million April 2021: 104 mi...

My Plan for Disney Will Surprise You

My Plan for Disney Will Surprise You

I like Disney, and here's what I want to re-establish.

Disney Gets Storybook Wings That Will Give Its Charts a Boost Post Earnings

Disney Gets Storybook Wings That Will Give Its Charts a Boost Post Earnings

The entertainment giant delivered stronger-than-expected third-quarter results.

The Band Plays On, Risky Business, Keep Your Eyes Open, Down Memory Lane

The Band Plays On, Risky Business, Keep Your Eyes Open, Down Memory Lane

Plus, a look at what's going on inside the trader's brain as he looks at Walt Disney, Airbnb and SoFi Technologies.