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From full global headquarters, this is Motley Fool Money.

It's the Motley Fool Money radio show. I'm Chris Hill joining me this week's senior analyst Emily Flippin and Jason Moser. Good to see you both.

We've got the latest on housing, retail, entertainment and more rule-breaking investor David Gardner is our guest and as always we've got a couple of stocks on our radar.

But we begin with the Magic Kingdom. Shares of Disney hit an all-time high on Friday after the company's first quarter report was highlighted by the news that the Disney Plus streaming service now has 95 million subscribers.

Jason, when they launched Disney Plus, the company said that they were projecting they'd hit 90 million subscribers by the end of 2024.

It's nice to see them get there a little early.

I was going to say, let me check my watch here. I think it's 2021, right?

Listen, I mean, much like the content that they produce so well.

I think Disney is doing a really, really good job of telling the story here because it is, it's kind of a tale of two Disney's right now. It's subscribers versus the actual business.

So you mentioned the subscribers, but look at the actual business. I mean revenue was still down, 22%.

Adjusted earnings still down 79% and yet the stock is up 34% over the last 12 months.

And so I think a lot of that really boils down to that number that you just quoted in regard to subscribers. And that makes a lot of sense.

I think that given the pandemic, given everything that we've seen in regard to entertainment in general, I mean clearly we're not fully back open.

Disney World traffic is coming around. They noted, but they did quantify the park's segment of the business has been hit to the tune of about $2.6 billion in operating income for the quarter.

And it doesn't look like we're going to see any real relief in the near term. They're hoping to see Disneyland, Disneyland, Paris, open up in the back half of the year, but they anticipate those parks will be closed for the second quarter, hoping to see Hong Kong Disneyland reopen later during the quarter as well.

But again, it just boils down to the story that they're telling in regard to this move to over the top, the subscriber growth. And I think that is really what's keeping this stock where it is today because if that story, if that narrative didn't exist right now, I think we're looking at a substantially different story in regard to the stock price.

Do you think they hold off a while before really starting to pull the lever on the subscription cost to Disney Plus? You know, as soon as I say they probably will hold off for a while, they're going to start throwing throwing through some price increases. I actually wouldn't be surprised to see them.

Nudge through a couple of price increases here sooner rather than later because they did such a good job pricing them so low. It did the very beginning, right? I mean, they they price them so low, they're virtually forgettable price points.

And then they offered a pretty compelling bundle valuation there. We've seen them already bump up the pricing on that Hulu product, particularly the Hulu live product.

And that seems to be going through without too much friction whatsoever. I don't think they would have nearly as hard of a time doing that, particularly with Disney Plus.

So as we see that that service continue to roll out to the rest of its international markets here over the rest of 2021. Yeah, it wouldn't shock me at all to see him maybe flex that pricing power muscle just a little bit.

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