rocketchoo2
2021-11-19
Holding on....especially with the opening of themeparks in the near future.
Disney Stock: Jim Cramer Says Selling Now Is Shortsighted<blockquote>迪士尼股票：吉姆·克莱默表示现在出售是短视的</blockquote>
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Investors seemed disappointed in last quarter’s results, particularly regarding the addition of Disney+ subscribers.On the day after the earnings report, share price fell 7%.</p><p><blockquote>市场继续见证迪士尼股票的疲软。投资者似乎对上个季度的业绩感到失望，特别是对于Disney+订阅者的增加。财报发布后的第二天，股价下跌7%。</blockquote></p><p> At the same time, other investors have remained optimistic about the company. One such example is CNBC’s Jim Cramer, host of Mad Money, whoseesreasons to bet on DIS for the long term. Among them are (1) the company's new content investments, (2) the reopening of the parks and (3) the contrarian view in the face of so much negative sentiment.</p><p><blockquote>与此同时，其他投资者也对公司保持乐观态度。CNBC的《Mad Money》主持人吉姆·克莱默(Jim Cramer)就是这样一个例子，他认为有理由长期押注DIS。其中包括（1）公司的新内容投资，（2）公园的重新开放，以及（3）面对如此多的负面情绪时的逆向观点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43949a100665b5ceb4b8a647ee6f93\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: CNBC's Jim Cramer, host of Mad Money.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：CNBC的Jim Cramer，《Mad Money》主持人。</span></p></blockquote></p><p> <b>New content</b></p><p><blockquote><b>新内容</b></blockquote></p><p> One key criticism of Disney’s streaming business model are the high costs. The DTC (direct-to-consumer) approach entails large expenses with the production of exclusive content, which is arguably key in attracting and retaining the platform's subscribers.</p><p><blockquote>对迪士尼流媒体商业模式的一个关键批评是高成本。DTC（直接面向消费者）方法在制作独家内容方面需要大量费用，这可以说是吸引和留住平台订户的关键。</blockquote></p><p> But Cramer does not seem to view this as a problem, rather as a long-term investment that the market still misunderstands. Disney and peers like Netflix spend a large chunk of their operating income on content production, which often scares off investors and sends them to the exits. But after the content is available and it helps to drive new subscriptions, investors return to buy back the shares when the herd chooses to do the same.</p><p><blockquote>但克莱默似乎并不认为这是一个问题，而是一项市场仍然误解的长期投资。迪士尼和Netflix等同行将营业收入的很大一部分用于内容制作，这往往会吓跑投资者并迫使他们退出。但在内容可用并有助于推动新的订阅后，当投资者选择这样做时，投资者会回来回购股票。</blockquote></p><p> Therefore, by focusing on the short term and ignoring the long term, many investors continue to buy high and sell low – a recipe for disaster over time.</p><p><blockquote>因此，通过关注短期而忽视长期，许多投资者继续高买低卖——随着时间的推移，这将导致灾难。</blockquote></p><p> <b>Theme parks</b></p><p><blockquote><b>主题公园</b></blockquote></p><p> With the reopening of Disney's parks, the company’s financial results should start to resemble those of the pre-pandemic period. Therefore, looking only at the new streaming segment is a bit narrow, as it still represents a small slice of Disney’s revenue – although probably the fastest growing over the long haul.</p><p><blockquote>随着迪士尼乐园的重新开放，该公司的财务业绩应该会开始类似于大流行前的时期。因此，仅关注新的流媒体细分市场有点狭隘，因为它仍然只占迪士尼收入的一小部分——尽管从长远来看可能是增长最快的。</blockquote></p><p> <b>What analysts say</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> While many investors remain pessimistic about DIS, many investment banks continue to view the company's long-term growth potential as appealing. This is the case of Morgan Stanley, which reiterated its “overweight” rating of Disney:</p><p><blockquote>尽管许多投资者仍对DIS持悲观态度，但许多投行仍认为该公司的长期增长潜力具有吸引力。摩根士丹利就是如此，摩根士丹利重申了对迪斯尼的“跑赢大盘”评级：</blockquote></p><p> “We continue to believe its guidance is achievable, that with streaming scale comes substantial earnings power, and that success is not priced in.” <b>Our view</b></p><p><blockquote>“我们仍然相信其指导是可以实现的，流媒体规模带来了巨大的盈利能力，而且这种成功并未被定价。”<b>我们的观点</b></blockquote></p><p> We believe that Disney is still a major player in the so-called streaming wars, and one of the few that can effectively compete for market share with companies like Netflix and Amazon. Therefore, a smaller-than-expected addition of users in a single quarter, especially at an inflection point in the COVID-19 crisis, should not be extrapolated too far out into the future.</p><p><blockquote>我们认为，迪士尼仍然是所谓流媒体战争中的主要参与者，也是少数能够与Netflix和亚马逊等公司有效争夺市场份额的公司之一。因此，单季度用户增长低于预期，尤其是在新冠肺炎危机的拐点，不应外推到太远的未来。</blockquote></p><p> In our view, one must wait for a series of quarterly reports to understand how Disney+ may fare against its peers. Growth concerns should only come, if at all, after careful analysis of the longer-term trend.</p><p><blockquote>我们认为，必须等待一系列季度报告才能了解Disney+与同行相比的表现如何。只有在仔细分析长期趋势之后，才会出现对增长的担忧。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Stock: Jim Cramer Says Selling Now Is Shortsighted<blockquote>迪士尼股票：吉姆·克莱默表示现在出售是短视的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Stock: Jim Cramer Says Selling Now Is Shortsighted<blockquote>迪士尼股票：吉姆·克莱默表示现在出售是短视的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-19 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For CNBC’s Jim Cramer, investors are buying high and selling low by focusing on Disney’s short-term woes rather than on the company’s long-term potential.</p><p><blockquote>对于CNBC的吉姆·克莱默(Jim Cramer)来说，投资者通过关注迪士尼的短期困境而不是该公司的长期潜力来高买低卖。</blockquote></p><p> The market continues to witness softness in Disney stock. Investors seemed disappointed in last quarter’s results, particularly regarding the addition of Disney+ subscribers.On the day after the earnings report, share price fell 7%.</p><p><blockquote>市场继续见证迪士尼股票的疲软。投资者似乎对上个季度的业绩感到失望，特别是对于Disney+订阅者的增加。财报发布后的第二天，股价下跌7%。</blockquote></p><p> At the same time, other investors have remained optimistic about the company. One such example is CNBC’s Jim Cramer, host of Mad Money, whoseesreasons to bet on DIS for the long term. Among them are (1) the company's new content investments, (2) the reopening of the parks and (3) the contrarian view in the face of so much negative sentiment.</p><p><blockquote>与此同时，其他投资者也对公司保持乐观态度。CNBC的《Mad Money》主持人吉姆·克莱默(Jim Cramer)就是这样一个例子，他认为有理由长期押注DIS。其中包括（1）公司的新内容投资，（2）公园的重新开放，以及（3）面对如此多的负面情绪时的逆向观点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43949a100665b5ceb4b8a647ee6f93\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: CNBC's Jim Cramer, host of Mad Money.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：CNBC的Jim Cramer，《Mad Money》主持人。</span></p></blockquote></p><p> <b>New content</b></p><p><blockquote><b>新内容</b></blockquote></p><p> One key criticism of Disney’s streaming business model are the high costs. The DTC (direct-to-consumer) approach entails large expenses with the production of exclusive content, which is arguably key in attracting and retaining the platform's subscribers.</p><p><blockquote>对迪士尼流媒体商业模式的一个关键批评是高成本。DTC（直接面向消费者）方法在制作独家内容方面需要大量费用，这可以说是吸引和留住平台订户的关键。</blockquote></p><p> But Cramer does not seem to view this as a problem, rather as a long-term investment that the market still misunderstands. Disney and peers like Netflix spend a large chunk of their operating income on content production, which often scares off investors and sends them to the exits. But after the content is available and it helps to drive new subscriptions, investors return to buy back the shares when the herd chooses to do the same.</p><p><blockquote>但克莱默似乎并不认为这是一个问题，而是一项市场仍然误解的长期投资。迪士尼和Netflix等同行将营业收入的很大一部分用于内容制作，这往往会吓跑投资者并迫使他们退出。但在内容可用并有助于推动新的订阅后，当投资者选择这样做时，投资者会回来回购股票。</blockquote></p><p> Therefore, by focusing on the short term and ignoring the long term, many investors continue to buy high and sell low – a recipe for disaster over time.</p><p><blockquote>因此，通过关注短期而忽视长期，许多投资者继续高买低卖——随着时间的推移，这将导致灾难。</blockquote></p><p> <b>Theme parks</b></p><p><blockquote><b>主题公园</b></blockquote></p><p> With the reopening of Disney's parks, the company’s financial results should start to resemble those of the pre-pandemic period. Therefore, looking only at the new streaming segment is a bit narrow, as it still represents a small slice of Disney’s revenue – although probably the fastest growing over the long haul.</p><p><blockquote>随着迪士尼乐园的重新开放，该公司的财务业绩应该会开始类似于大流行前的时期。因此，仅关注新的流媒体细分市场有点狭隘，因为它仍然只占迪士尼收入的一小部分——尽管从长远来看可能是增长最快的。</blockquote></p><p> <b>What analysts say</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> While many investors remain pessimistic about DIS, many investment banks continue to view the company's long-term growth potential as appealing. This is the case of Morgan Stanley, which reiterated its “overweight” rating of Disney:</p><p><blockquote>尽管许多投资者仍对DIS持悲观态度，但许多投行仍认为该公司的长期增长潜力具有吸引力。摩根士丹利就是如此，摩根士丹利重申了对迪斯尼的“跑赢大盘”评级：</blockquote></p><p> “We continue to believe its guidance is achievable, that with streaming scale comes substantial earnings power, and that success is not priced in.” <b>Our view</b></p><p><blockquote>“我们仍然相信其指导是可以实现的，流媒体规模带来了巨大的盈利能力，而且这种成功并未被定价。”<b>我们的观点</b></blockquote></p><p> We believe that Disney is still a major player in the so-called streaming wars, and one of the few that can effectively compete for market share with companies like Netflix and Amazon. Therefore, a smaller-than-expected addition of users in a single quarter, especially at an inflection point in the COVID-19 crisis, should not be extrapolated too far out into the future.</p><p><blockquote>我们认为，迪士尼仍然是所谓流媒体战争中的主要参与者，也是少数能够与Netflix和亚马逊等公司有效争夺市场份额的公司之一。因此，单季度用户增长低于预期，尤其是在新冠肺炎危机的拐点，不应外推到太远的未来。</blockquote></p><p> In our view, one must wait for a series of quarterly reports to understand how Disney+ may fare against its peers. Growth concerns should only come, if at all, after careful analysis of the longer-term trend.</p><p><blockquote>我们认为，必须等待一系列季度报告才能了解Disney+与同行相比的表现如何。只有在仔细分析长期趋势之后，才会出现对增长的担忧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/jim-cramer-it-is-shortsighted-to-sell-disney-stock-now\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/jim-cramer-it-is-shortsighted-to-sell-disney-stock-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157818316","content_text":"For CNBC’s Jim Cramer, investors are buying high and selling low by focusing on Disney’s short-term woes rather than on the company’s long-term potential.\nThe market continues to witness softness in Disney stock. Investors seemed disappointed in last quarter’s results, particularly regarding the addition of Disney+ subscribers.On the day after the earnings report, share price fell 7%.\nAt the same time, other investors have remained optimistic about the company. One such example is CNBC’s Jim Cramer, host of Mad Money, whoseesreasons to bet on DIS for the long term. Among them are (1) the company's new content investments, (2) the reopening of the parks and (3) the contrarian view in the face of so much negative sentiment.\nFigure 1: CNBC's Jim Cramer, host of Mad Money.\nNew content\nOne key criticism of Disney’s streaming business model are the high costs. The DTC (direct-to-consumer) approach entails large expenses with the production of exclusive content, which is arguably key in attracting and retaining the platform's subscribers.\nBut Cramer does not seem to view this as a problem, rather as a long-term investment that the market still misunderstands. Disney and peers like Netflix spend a large chunk of their operating income on content production, which often scares off investors and sends them to the exits. But after the content is available and it helps to drive new subscriptions, investors return to buy back the shares when the herd chooses to do the same.\nTherefore, by focusing on the short term and ignoring the long term, many investors continue to buy high and sell low – a recipe for disaster over time.\nTheme parks\nWith the reopening of Disney's parks, the company’s financial results should start to resemble those of the pre-pandemic period. Therefore, looking only at the new streaming segment is a bit narrow, as it still represents a small slice of Disney’s revenue – although probably the fastest growing over the long haul.\nWhat analysts say\nWhile many investors remain pessimistic about DIS, many investment banks continue to view the company's long-term growth potential as appealing. This is the case of Morgan Stanley, which reiterated its “overweight” rating of Disney:\n\n “We continue to believe its guidance is achievable, that with streaming scale comes substantial earnings power, and that success is not priced in.”\n\nOur view\nWe believe that Disney is still a major player in the so-called streaming wars, and one of the few that can effectively compete for market share with companies like Netflix and Amazon. Therefore, a smaller-than-expected addition of users in a single quarter, especially at an inflection point in the COVID-19 crisis, should not be extrapolated too far out into the future.\nIn our view, one must wait for a series of quarterly reports to understand how Disney+ may fare against its peers. Growth concerns should only come, if at all, after careful analysis of the longer-term trend.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1775,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":65,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/876551023"}
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