Disney’s Dinosaur Problem: Iger’s Fixes Miss The Big Picture

Summary:

  • Disney CEO Iger’s fixes and tweaks are winning over some fans, signaling a possible creep up for DIS shares. But, over time, it won’t happen outside the narrow range it now trades at.
  • Positive reports highlight major progress by Iger, transforming Disney into a strong buy story for true believers. But facts ahead still roil.
  • Iger’s moves tweak and shift, but in the end are small potatoes next to what really needs to be done.
  • Massive issues remain, but recent efforts by Iger and team show no real moves to transform business model for more viable stock performance.

Dinosaur

tobyfraley

Above: Mr. T. rex couldn’t survive because it was too big, clumsy, and slow to adapt-just like the challenges facing showbiz today.

Premise: Investor confidence grows as Disney (NYSE:DIS) CEO Bob Iger’s fixes and tweaks are


Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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