Wall Street’s Problem with Disney

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4.7 • 1.7K Ratings

🗓️ 9 May 2018

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Disney reports better-than-expected earnings but shares slip. Why are investors not feeling the Disney magic? Analysts Matt Argersinger and Andy Cross tackle that question and talk about the latest from Trip Advisor, Electronic Arts, and Walmart.

Transcript

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0:00.0	It's Wednesday, May 9th.
0:03.4	Welcome to Market Fulroy.
0:04.7	I'm Mac Greer and joining me in studio, we have Motley Full analyst, Andy Cross, and
0:08.9	Matt Arger Singer.
0:09.9	Guys, welcome.
0:10.9	Hey, thanks, Mac.
0:11.9	Thanks, Mac. How you feeling? Good. Good. Okay, Mac. Thanks, Mac.
0:13.0	How you feeling? Good.
0:14.0	Good.
0:15.0	Okay, well we're going to talk some TripAdvisor, some electronic arts, and some Walmart slash Flipcart.
0:20.4	The deal finally getting done. We've been talking about these rumors for a while.
0:24.7	Yeah, it's like it's Walmart plus Flipcart.
0:26.7	Walmart yes, Walmart Plus. Yeah, no slashing. Sorry. Walmart Plus Flipcart.
0:31.3	But guys, let's begin with Disney, which reported better than expected earnings after the market closed
0:36.2	on Tuesday.
0:37.8	Now, Matt, I look at these numbers.
0:39.6	Studio revenue up 21% thanks to Black Panther in Disney's biggest division, its media
0:44.8	networks, beat expectations, its second biggest divisions, which is its parks
0:49.3	and resorts beat expectations. And so I quote the stock this morning because I'm excited because I'm a Disney shareholder and the stock
0:57.0	is down.
0:58.9	What gives?
0:59.9	Mac, everyone loves Disney except for investors apparently I'm also a shareholder
	...

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