Squawk on the Street Cramer's Morning Take: Disney 8/6/25
7 snips
Aug 6, 2025 A media giant is presented as a fantastic buying opportunity, stirring excitement among investors. The discussion centers on the current earnings season, with a special highlight on Disney's impressive performance. Market insights flow as strategies for stock positioning are shared, backed by recent trends and analyst predictions. Listeners are encouraged to engage further for a deeper investment perspective.
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Market Oversold, Look Beyond Hottest Stocks
- The market is oversold, and there's been a rush to invest in the hottest stocks like Palantir and Shopify.
- Stocks left behind by this rush may present good opportunities for investors to explore.
Disney's Strong Quarter Highlights
- Disney reported a strong quarter with a 14-cent EPS beat and positive streaming operating income.
- Theme park attendance was flat but customer spending increased, lifting overall results.
Cramer's Talk with Ex-Pepsi CFO
- Jim Cramer discussed Disney's performance with former PepsiCo CFO Hugh Johnson, noting a similar pattern of strong quarters but stock falling.
- They marveled at how the market struggles to appreciate good news until key deals like NFL rights are fully understood.