Originally Posted by Discuss Thrower:
Not that I think anyone will be buying houses who aren't already in the position where they are immune from the depression, but it's looking likely mortgage rates will go up as lenders raise minimum FICO scores and thus will need higher yields to meet the bottom line.
Wouldnt this decrease demand for mortgages (and therefore, keep rates same or lower)?
Mix in the tremendous amount of people who have lost their jobs - and the market for people who can qualify for a loan has drastically decreased over the past few weeks....... [Reply]
Eyeballed Boston Beer Co a week ago and they've been on a come up. Feel covid could burst the craft bubble and beer drinkers could retreat back to more competitively priced national brands. Plus they're heavily invested in hard seltzer with Truly. While not the cult brand White Claw is, they still seem to be ahead of ABInbev and Constellation in that space. [Reply]
Originally Posted by scho63:
What's everyone's feeling on Disney?
What do we think will be the first industries to get back to full operations?
Gyms, movie theaters, airlines and cruise companies will probably be the last
What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious. [Reply]
Originally Posted by scho63:
What's everyone's feeling on Disney?
What do we think will be the first industries to get back to full operations?
Gyms, movie theaters, airlines and cruise companies will probably be the last
It was one of the three stocks that nearly gave me a heart attack on March 18th at 2pm. I have a rather large nut riding on it and because of that I wasn't brave enough to buy more when it dipped a few days later. [Reply]
Originally Posted by Rain Man:
What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.
Reminds me a lot of 9/11 when people didn’t go to their parks for awhile bc they were scared.
Originally Posted by shitgoose:
Big bounce on stimulus news
I have strong feelings about them and other commercial aircraft manufacturers. They are in big trouble. Boeing in particular because the 737 Max nightmare has yet to be resolved. Lots and lots of aircraft folks being layed off here in Wichita.
I've never traded options before but have considered buy some longer term puts on Boeing.
BA down $20 a share today right out the gate. Even with bailout these guys are F'd in the A for the foreseeable future. [Reply]
Originally Posted by Rain Man:
What percent of Disney's revenues is from parks as opposed to streaming, movies, product licensing, etc.? I figure it's low. Plus, I have the feeling that the parks will recover pretty quickly since a lot of people won't be cautious.
Someone correct me, but I believe their parks revenue makeup is 40%, their video entertainment is about 30%, and I have no clue about the rest (assume merchandise and other). [Reply]