YCTye
2021-11-20
I believe investors are looking at the long term potential but many speculators are not..
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价疲软。投资者似乎对上一季度的业绩感到失望，尤其是在增加 Disney+ 用户方面。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，其他投资者对该公司保持乐观。CNBC 的吉姆-克莱默（Jim Cramer）就是这样一个例子，他是《疯狂金钱》（Mad Money）的主持人，他认为有理由长期押注 DIS。其中包括（1）公司新的内容投资，（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 的吉姆·克莱默，《疯狂金钱》的主持人。</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主要批评是成本高昂。DTC（直接面向消费者）方法需要大量的独家内容制作费用，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 等同行将很大一部分经营利润用于内容制作，这往往会吓跑投资者并让他们退出。但在内容可用并有助于推动新的订阅后，当牛群选择回购股票时，投资者就会回购股票。</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，这是灾难的根源。</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与大流行前相似。因此，只看新的流媒体业务有点狭隘，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>尽管许多投资者仍然对 DIS 持悲观态度，但许多投资银行仍然认为该公司的长期增长潜力具有吸引力。摩根士丹利就是这种情况，它重申了对迪斯尼的 “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>“我们仍然相信它的指导是可以实现的，流媒体规模带来了巨大的盈利能力，而且成功是没有定价的。”<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，也是少数几个能够与 Netflix 和亚马逊等公司有效争夺市场份额的公司之一。因此，单季度用户新增量低于预期，尤其是在新冠肺炎危机的拐点，不应推断到未来太远。</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，我们必须等待一系列季度报告才能了解 Disney+ 与同行的表现如何。如果有增长担忧的话，也应该在仔细分析长期趋势之后出现。</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，投资者关注的是迪士尼的短期困境，而不是公司的长期潜力，从而高买低卖。</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价疲软。投资者似乎对上一季度的业绩感到失望，尤其是在增加 Disney+ 用户方面。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，其他投资者对该公司保持乐观。CNBC 的吉姆-克莱默（Jim Cramer）就是这样一个例子，他是《疯狂金钱》（Mad Money）的主持人，他认为有理由长期押注 DIS。其中包括（1）公司新的内容投资，（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 的吉姆·克莱默，《疯狂金钱》的主持人。</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主要批评是成本高昂。DTC（直接面向消费者）方法需要大量的独家内容制作费用，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 等同行将很大一部分经营利润用于内容制作，这往往会吓跑投资者并让他们退出。但在内容可用并有助于推动新的订阅后，当牛群选择回购股票时，投资者就会回购股票。</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，这是灾难的根源。</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与大流行前相似。因此，只看新的流媒体业务有点狭隘，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>尽管许多投资者仍然对 DIS 持悲观态度，但许多投资银行仍然认为该公司的长期增长潜力具有吸引力。摩根士丹利就是这种情况，它重申了对迪斯尼的 “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>“我们仍然相信它的指导是可以实现的，流媒体规模带来了巨大的盈利能力，而且成功是没有定价的。”<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，也是少数几个能够与 Netflix 和亚马逊等公司有效争夺市场份额的公司之一。因此，单季度用户新增量低于预期，尤其是在新冠肺炎危机的拐点，不应推断到未来太远。</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，我们必须等待一系列季度报告才能了解 Disney+ 与同行的表现如何。如果有增长担忧的话，也应该在仔细分析长期趋势之后出现。</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":3010,"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":75,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/876700718"}
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