If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company,
I think they need to go outside the company and bring in some fresh blood. It's time to move to a new era,
We've owned the stock for over six years. It's a really great company and we love it a lot.
Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
A company that comes out and actually ups their dividend like Microsoft just did is signaling to the market that they have better financials. Investors see dividends as something that will be permanent,
I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback.
I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,
The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward,