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hopemax
08-24-2001, 06:05 PM
CNBC (http://moneycentral.msn.com/content/CNBCTV/Articles/Dispatches/P5176.asp)

The first stock listed, Disney.

Disney’s (DIS, news, msgs) return on invested capital has dropped to 0.7% for the last 12 months-that’s way below the 5.7% average of the last five years. In the short term, the company’s problems are a sagging advertising market for its ABC TV network and a downturn in attendance at its theme parks.

But long-term buy-and-hold investors should be more concerned with Disney’s inability to hold on to its audience as it ages. Pre-schoolers love the mouse and pooh bear but older kids move onto to Viacom’s Nick and MTV brands. The stock’s troubles aren’t recent-shares have been stuck in a trading range between $25 and $43 since the summer of 1997.

Peter Pirate
08-25-2001, 09:01 AM
See, now this type of article bothers me because it cuts to the heart of the business and indicates how close Disney could be to losing its independence, IMO.

The only silver lining is that this is the type of thing that usually motivates Eisner...
:cool: :cool: :bounce: :cool: :cool:

AKemel
08-25-2001, 09:35 AM
When a company is number one, the only way for it to go is down, so to make prediction that the company will go down is easy- there is no way to go up. Jim Jubak has been around for a while, but IMHO you will do better with your stock if you flip a coin. Read some of his older articles.
BTW, this list sounds like all blue chips. Who does not have stocks in several of those companies? People like him get your attention with their speculations, and then their job is done.

fkj2
08-26-2001, 05:01 PM
Yeah, in the early 90's, people were ready to bury Westinghouse and IBM. The former went down to nine and change and IBM hovered between 40-50. CBS was bought by Westinghouse who adopted the CBS name and it since has traded into the mid 50's when it was taken over by Viacom. And IBM several splits later trades low 100s.

Conversely, the market evidently has forgotten the new paradigm and those stocks that traded at hundreds of times their PE are now in the toilet.