Fair Price
Profile
Feed
📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
Read more
📺 Disney gets full control of Hulu!
After years of legal, financial, and strategic negotiations, it's clear: Disney $DIS is completing its takeover 100% stake in streaming platform Hulu, ending one of the last chapters of the older model of shared media ownership. The company will pay NBCUniversal (Comcast)$438.7 million to become the sole owner of the long-growing platform.
...Read more
Zobrazit další komentáře
I had the stock in my portfolio, but I sold it because it was no longer interesting to me.
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
...Read more
Zobrazit další komentáře
The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
Read more
Zobrazit další komentáře
📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
Read more
Zobrazit další komentáře
There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
Disney and fuboTV partnership: combining Hulu + Live TV with new capabilities
- Expanded reachDescription : Partnership connects Hulu + Live TV s fuboTV, together reaching 6.2 million subscribers.
- Shares: Disney $DIS acquires a 70% ownership stake, while fuboTV $FUBO retains management control of day-to-day operations.
- Strategic advantagesA: Disney support increases credib...
Read more
Zobrazit další komentáře
That's great for me. I have a few shares of $DIS and will continue to hold them.
Disney's expansion in the cruise ship segment: Potential to double revenue by 2027
Company The Walt Disney Company $DIS plans to significantly expand its cruise fleet and double revenue from this segment by 2027. Cruises are becoming a key part of the company's growth strategy, with the goal of competing with flagship segments such as ESPN.
Key expansion points:
1. Rapid fleet...
Read more
Zobrazit další komentáře
Disney could grow again now. I have a smaller position in the portfolio and have long-term confidence in the company, so we'll see how the company does in 2025.
I will be interested in the results of $NVO, $PFE and $O. So far the results season has been pretty positive, so hopefully that will continue.