저자: 짐크레이머 · 외국인
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디즈니 주가는 스트리밍 서비스 디즈니 플러스 가입자 1천만 명 돌파 소식 이후 크게 오른 상태에서도 추가 상승 여지가 있다고 봄. 크레이머는 브랜드와 검증된 경영진을 중시하며, 밥 아이거 CEO의 리더십과 디즈니 브랜드에 대한 신뢰를 강조함. 디즈니 플러스는 예상보다 훨씬 많은 가입자를 모았고, 과거 가입자 이탈 우려에도 아이거가 스트리밍 전환을 밀어붙인 것이 옳았다고 평가함. 주가는 과거 하락 시마다 매수 기회로 봤으며, 1~3개월 단기 가격 목표는 제시하지 않음. 다만 맹목적 믿음은 경계해야 하고 회의론과 신념의 균형이 필요하다고 언급. 애보트 래버러토리 CEO 마일스 화이트의 은퇴와 후임 체제를 긍정 평가하며, 애플 주가 신고가 흐름도 언급. 맥도날드는 실적 미달과 CEO 교체 이후에도 배당 수익률 2.5%와 양호한 재무구조로 매수 가능성을 열어둠. 노턴라이프락은 훌륭한 브랜드와 CEO로 긍정적으로 언급. 반도체 장비 관련 테스트 기업을 오래 보유해 온 사례를 들며 반도체 업종을 긍정적으로 평가. 과거 추천 종목 사례로 테라딘의 장기 보유 수익을 소개하며 원금 회수 후 이익 보유 전략을 권함. 영상 내 다른 종목 언급은 향후 방향 예측이 명확하지 않아 제외.
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pay America goober and teach Jim Kramer whenever you buy a stock you need to exercise a certain amount of skepticism investing an economy requires multiple leaps of faith will the business perform as expected well the market behave yourself well the economy do what you thought it would do so how do you minimize the risk of disappointment after solid a gal gain ninety two points as to be advanced point oh seven percent that's actually climbed point only five percent let me tell you one trip I have learned in forty years of investing for Mubarak I like to rely on a brand and more importantly on proven management when you end when you have a CEO who implicitly represents a pristine enterprise you dramatically increase your chances of a successful investment maybe even a major squirt today we witness the best example in the living memory of how things tend to shake out when you combine an amazing brand with a tremendous leader we saw what happens when you put your faith in the Walt Disney Company and its CEO the always bankable Bob Iger we learned their new streaming service Disney Plus the one that once yesterday already has more than 10 million subscribers and that sent the stock up soaring more than seven percent ever since I first met Bob Iger back when I was a lonely business commentator for Good Morning America some 23 years ago I recognized his leadership creativity and inspiration he was very helpful to me when he took over as CEO of Disney in 2005 right we made money this show be in I became a wholehearted supporter of the stock Disney is one of the first stocks we recommend on the show and it was the also the very first stock I told you to buy and hold for your kids to learn how to teach to get them to understand the stock market over time there were plenty of moments that challenged the faithful there's an arrant movie now and then a some theme park week.this me know that and then of course the big one the decline in ESPN subscribers but that's when you had to put your trust in augurs leadership it's when you had to say you know what this is merely a bump in the road Disney such a fantastic brand that it's worth buying into weakness which is what we did incessantly for my Chapel Trust which you can follow along all our moves before we make them by joining the actual or sports.com Club now if you believed in Disney you have been amply rewarded and you know what I bet it's got even more upside even if your today's phenomenal run a lot of priced target bumps we get some catch some hold device but that's it I'm not calling for blind faith here that would be terrible terrible way to manage money you need the right mix of skepticism and belief enthusiasm and caution you should certainly never be on autopilot because things do go wrong but when our told us he had to take bold action to leverage Disney's incredible franchises then it was time to go toe-to-toe with the Netflix's of the world and wrought his own steaming streaming service I said now there's a chance to get a new group of people and on the ground floor of the Disney skyscraper at the time that's kept it for everyone again and again I heard that there was no way the new streaming bundle could make up for his pants subscriber losses they were too steep I told you at least wait and see latency what what the service looked like forever sake before but then it was probably worth owning especially every time the stopped rained down to the 198 level I said Nana to C's analyst meeting April agar laid it all out you could get a huge library of content for $6.99 a month stock instantly water from 116 to 130 then look this way Oh F 147 July before the skeptics once again took over and pulled the darn thing so so so back to 128 but while Disney stock was getting hammered I was reading Agra's autobiographies book called the ride of a lifetime and you know what it made it made me realize that you absolutely had to own this stock going into Disney Plus you had to only ahead of a launch great brand hard-charging CEO I figured the new services bound to be a hit yesterday morning it finally launched and most of the chatter revolved around the fact that the site keep going down I told you this was what I call a high quality problem it meant Disney was seeing a lot more traffic than they'd expect an informal poll people I associate with I peg the demand at maybe 5 million signups today we got the real number it's more than 10 million it's double my prediction and I was one of the biggest polls out there how did Disney do it when I checked in with our today he was ridiculously self-effacing as usual he cited the company the product in Kabul brands as the reasons they could hit that 10,000,000 number he said the signups quote would speak volumes about the brand adding that it stunning he did say it's stunning yep even the CEO was shocked by the performance when pressed though he emphasized again and again the power of Disney's brand there's no doubt that their programming is a huge part of the streaming success right the surf that's what's driving the service and that success is extraordinary as much as I admire Irish humility though I don't want to lead you astray so let me set you straight first the Disney Plus bundle it was never a gamble either explained to me that the real gamble would have been to just keep doing the same thing letting us p.m.
bleed off subscribers while releasing mega hit after mega hoping that one day his company would get this I don't know benefit of that maybe licensing some of the content the library better than just try to make each court know it's better to cut out the middleman monetize it directly second only someone with the confidence of Uyghur would have seen around the corner to get this done when BAM tech unveiled mlb.com right here on the show I was pulling away by the technology at last had a way to watch out all market games and talk to my dad every time Ryan Howard or Chase Utley hit a dam for the Phillies ban text technology was so special to Bob Iger realized it could let him build an elegant exciting streaming service to compete with a license that Netflix is an Amazon so we've got the mtech lock stocking down third the only skepticism I had about Disney Plus was whether I need the service myself now that my kids are all grown up wrong if anything it's adults who are doing most of the raving it's just like when I used to go to the Magic Kingdom alone when I lived in Florida as a young man I've been there ten times by myself and another five times but with my kids pretty much every time they got a new ride one of the best times ever happens when pop and mom took me my sister nan the Disney World when we were in our 20s it was hysterical this is Plus kind of the same deal you know of course there plenty of other phenomenal SEOs out there and I want to applaud them too today miles White the incredible CEO of Abbott Labs announced this retirement after 21 years running the business the second longest tenure for non founder in today's SMP during that time this guy created 220 billion in shareholder value that's a total return of more than five hundred seventy five percent holy cow Myles white gold standard like just like I got Myles white repeatedly reinvented a bit over the years he's leaving the business in the hands of a worthy successor Robert Ford oh and my with Apple rally again on it don't trade it new all-time high up nearly 70 percent for the year would be churlish time to mention everything CEO Tim Cook has done for this great brain but the bottom line this is Bob iger's day this is a day where all of us who believe that uyghurs leadership and Disney's amazing brands made out like bandits not long ago I Gert told me we're just getting started and I say it's still not too late to join him on his ride of a lifetime let's go to Jamie and Massachusetts Jamie hey Jim booyah booyah hey my Dodge's McDonald's we missed quarter three estimates and had to part ways with a great CEO its trading at twenty five times earnings is it still considered overvalued or is now a good time to ask I think mr.
Seabrook didn't leave I think that the company with a two point five percent yield a good balance sheet and a terrific I bet tempting little pension ski I've only email back and forth I don't I want him on the show very badly probably not the first time not the time yet but I love him to come one I think he's part of a good bench I think you really understood the technology that were worried about he understands the America's gonna do mourns around the world that's a body okay it's a biases here of gross stock that's a buy let's go to Steven in New York Steven yeah hi Jim alright with the service of man tech enterprise software and its name I'm now a holder of Norton LifeLock right no no it's real good I think it's an incredible franchise the CEO is dynamite I mean really one of the smartest people around in the valley and I look forward to having them without mountain view because they are doing such a great job that is a great consumer for a brand Norton LifeLock a great brain let's go to whim in Connecticut William hi Jim Cramer all right let's go back about seven years ago 2012 all watching yourself like I do every night and you were cooking some stocks and you've mentioned Terra dine at a civil ter it was seven dollars and change and you recommend it highly he said this talk is very low I like it the dull up in the twenties maybe in time so I ended up that day buying it for seven dollars and 26 cents today it was a forty eight cents to sixty-five dollars and sixty six cents and now it pays a dividend the first three or four years I had it it didn't pay a dividend now it pays a dividend I didn't do a thing I bought it I held it for the seven years and I got the dividends now and I bought a pretty good amount or I should I do I never took anything it's such a good company it is so good now my disciplines says that you have to ring the register and something why don't do this why not take your clothes paces out play with the houses money it's a remarkable test and measurement company for a great industry the semiconductor stocks semiconductor business I think it's fantastic I've done it for ages and ages and ages just take your cost basis out let the rest run it's really good ok it pays to be skeptical where but I believe the best way to minimize risk and maximize reward that's the crucial part of investing is to rely on a brand and the person who stores the brand just I put my money tonight shares and XCOM just chopped in the move it to reporting a solid quarter last week is this 30 percent move just to beginning I've got the exclusive of the CEO to find out then I'm pitting the world's most expensive clothing rack whoa sorry Lisa against one of the cheapest gyms peloton versus Planet Fitness may the best growth play win and is there a bull market in the hospitality business I'm finding out from the CEO of a company that has a very high yield gursha hospitality
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