Active accounts declining and merchant loan risk increasing. 5 and 10 year outlook according to analysts is still rosy for the business, despite the chart looking bad.
What are your thoughts on DIS? Right now sitting on a multi year low right before earnings. I’m thinking of getting my feet in with a first position.
optionfarmers
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@luxerich, theres a lot of interest in disney lately, a few of my friends have brought it up (1 bull , 1 bear). my math shows its expected to grow earnings at 12% per year and about roughly fairly priced for this year. they have debt though, so the tru cost per share is higher (enterprise value)
optionfarmers
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@optionfarmers, i checked again, and it looks like the earnings expected to grow closer to like 20% thru 2027, so will be interesting to see any updates on wednesday aug 9 when they report.
luxerich
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@optionfarmers, yes high in debt and workforce. Maybe not the right business to stick with it right now. Better pick up only if it got smashed to 50 or to big support at 40 USD.
optionfarmers
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@luxerich, yeah that would make it more interesting, only yields 4.4% eps/market cap, and its even lower compared to enterprise value. with debt enterprise value is around 107 per share.
AMIT-RAJAN
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Great video idea shared thank you
optionfarmers
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@AMIT-RAJAN, thank you for the comment and feedback, cheers!
luxerich
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Yeah, sick reaction on good earnings. SQ the same. Will hold my position and when it eventually reach $40 I will buy some more.
optionfarmers
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@luxerich, yeah still has a high earnings power, earnings were in line. sq is another good one too for growth, but isnt as cashflow strong as paypal. sq has higher growth potential if i recall. even if we get a slow down/recession, companies with earning power are better than many other speculative non earning stocks, or stocks with heavy debt.
I’m thinking of getting my feet in with a first position.