Disney Predictions and More
View original at nasdaq.comDisney Predictions and More On this Motley Fool Money, Motley Fool analyst Nick Sciple and contributors Rick Munarriz and Jon Quast dive into the investing implications of the ouster of Venezuelan President Nicolás Maduro…
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Market relieved to see operation was one-directional without significant crossfire, suggesting end of conflict
80% confidenceVenezuela has more proven oil reserves than Saudi Arabia yet produces less than 1% of global supply today
80% confidenceStock Advisor total average return is 952% vs 195% for S&P 500
80% confidenceWould expect Disney to be seller of assets, potentially spinning out ESPN
80% confidenceTake the long view on Duolingo competitive position
80% confidenceIf Venezuelan production returns, it would be direct competition for Canadian oil producers
80% confidenceAny realistic timeline for meaningful Venezuelan production increases would be 3-5 years
80% confidenceDisney will stay out of media buying frenzy in 2026
80% confidenceMany reasons Duolingo can bounce back in 2026
80% confidenceDisney will have this year's biggest movie with Avengers: Doomsday, almost a lock like Avatar in 2025
80% confidenceThe Odyssey trailer wasn't great and doesn't see much buzz for it to challenge Avengers
80% confidenceLululemon attractively priced after markdown and will bounce back in 2026
80% confidenceCanadian oil exports to US increased from 2.7 million barrels per day in 2013 to 4.4 million in 2024
80% confidenceDisney will beat the market in 2026 despite losing in 4 of last 5 years
80% confidenceHead of Disney Parks division appears in pole position for CEO role
80% confidenceLululemon revenue still at all-time high with 22% operating margin, not indicative of business losing brand power materially
80% confidenceLululemon concerns are overblown, not losing brand power materially yet
80% confidenceAmerican Express Lululemon credit could help company, mind changed from bearish to bullish
80% confidenceArrow pointing in positive direction for various perspectives but premature to say stabilization already achieved
80% confidenceDisney will announce internal CEO in 2026 despite stock underperformance because company still doing well and is complicated
80% confidenceDisney doesn't need more acquisitions given vast IP library
80% confidenceVenezuela economy getting back on track is huge opportunity for MercadoLibre and e-commerce players
80% confidencePersonally lukewarm on Disney stock outlook but sees point about margin improvement driving returns
80% confidenceOne of big reasons MercadoLibre struggled in Venezuela is currency debasement
80% confidenceLululemon Athletica Inc. not among 10 best stocks identified by Stock Advisor analyst team
80% confidenceVenezuela oil production declined 70% from 3.5 million barrels per day in late 1990s to under 1 million today
80% confidenceDisney Parks is example of company with almost infinite pricing power
80% confidence