Student Lounge GOOG & DIS – buy or fly?

GOOG & DIS – buy or fly?

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    • Avatar of hairyfairyhairyfairy
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        I’m currently invested in DIS, and it’s a pretty good investment at this point, thinking of selling, but they have a very strong movie lineup still, and most of their acquisitions have been great (fan reactions aside…). What do you think – sell or hold?

        Also, GOOG. rising pretty strongly recently, with new ‘moonshot’ products coming up in the horizon, but how high can this one go? I’m not invested but thinking if it’s not too late to plunge in. Buy or not?

      • Avatar of tachemantacheman
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          On a serious note, DIS’s lineup of movies look very strong this year, but movie revenues take a loooooong time to register in share price for some reason.

        • Avatar of tachemantacheman
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            As the company that owns Stark Industries, SHIELD, Oscorp, not to mention the fricking death star itself, I’d rate it a buy.

          • Avatar of policedogpolicedog
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              Never thought of buying DIS – good call.

            • Avatar of policedogpolicedog
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                Breaking through the $1000 barrier? http://www.cnbc.com/id/100537856

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                I’m long GOOG as well…. since $586 a share 😀

              • Avatar of tachemantacheman
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                  Numbers are irrelevant when your employee roster includes THE HULK.

                • Avatar of hairyfairyhairyfairy
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                    GOOG down about $7-8 since Tuesday due to Andy Rubin stepping down… opportunities abound

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                    surely we need to look at some numbers here in the analysis? 😀

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                    GOOG and DIS are just so far removed from financial analysis that it’s not easy to predict its trajectory (is it ever easy?). GOOG never reveals it’s long term strategy, and DIS monetization isn’t clear to me…

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                    At my firm we issue a recommendation on GOOG like 6 months ago, and still going strong. DIS we recommended it about 3 months ago, a lot of good stuff in their numbers and future.

                  • Avatar of hairyfairyhairyfairy
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                      Just added a bit of GOOG to my portfolio today…

                    • Avatar of Maroon5Maroon5
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                        I don’t understand GOOG (or tech) enough to comment! But DIS sounds like a good buy, strong brand

                      • Avatar of ReenaReena
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                          Nah, its all about cashflow. The problem lies in estimating the future ones, especially for such fast moving ones!

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