E=MC Squared...and So Is Disney Stock: A Genius's Take on Hulu's Fate

Relativity and Revenue: Disney's Hulu Hypothesis

My dear colleagues as I once said "The important thing is to not stop questioning." And today I question the market! Word on the street or rather on CNBC is that Disney has snapped up the rest of Hulu like a hungry theoretical physicist eyeing the last strudel at a conference. John Creekmur a fellow thinker in the realm of finance believes this is a 'strong move.' Frankly it reminds me of my own theories – initially perplexing but ultimately revealing the underlying elegance of the universe… or at least Disney's streaming empire. This merger like the bending of light around a massive object warps the investment landscape in an interesting way. It seems Disney now holds the keys to more universes than I ever dreamed of when pondering spacetime.

To Buy or Not to Buy: That Is the Disney Question

Creekmur suggests a price target of $133 for Disney which according to my calculations (using a very complex equation involving ice cream consumption rates) represents a rather tasty upside. As I always say "Strive not to be a success but rather to be of value." And it seems Creekmur values Disney’s strategic move quite highly. I must admit a unified streaming front does seem… well relatively intelligent.

Taiwan Semiconductor: A Chip off the Old Block?

Now let’s turn our attention to Taiwan Semiconductor. Creekmur thinks it's due for a 'pullback' after a June rally. Essentially the stock market is doing the tango – two steps forward one step back. He suggests waiting for a dip before diving in. It reminds me of trying to explain relativity to my barber: patience is key. 'A pullback to that $192 to $195 range,' he says. Only time will tell if the market dance leads us there. However I must caution if you can't explain it simply you don't understand it well enough – which in this case might apply to understanding the complexities of chip manufacturing.

J.M. Smucker: A Sticky Situation

Ah J.M. Smucker. Here Creekmur's opinion is less enthusiastic. He's 'sour' on the stock citing rising costs and 'inelastic pricing.' This sounds less like physics and more like my attempts at baking – a delightful idea that often results in a sticky slightly burnt mess. Sometimes even the best intentions (and the finest peanut butter) can't overcome the forces of economic gravity. Much like absolute time it is not always a good idea to stay with a company that has inelastic pricing; time will pass you by.

E=MC(Maybe Buy More Disney)

So to recap: Disney potentially a bright spark in the investment cosmos; Taiwan Semiconductor a bit of a cosmic dance; and J.M. Smucker… well perhaps best left on the shelf for now. But remember as I always say “Imagination is more important than knowledge.” Use your imagination do your research and maybe just maybe you'll find your own theory of relativity in the stock market. And don't forget: 'The definition of insanity is doing the same thing over and over and expecting different results.' So diversify!

A Parting Thought: Relativity and Returns

In the grand scheme of things the stock market like the universe is a complex and ever changing entity. Just remember to keep an open mind a healthy dose of skepticism and perhaps a good strudel to contemplate it all. After all 'Anyone who has never made a mistake has never tried anything new.' Now if you'll excuse me I have some equations to ponder... and perhaps a Disney+ subscription to explore.