THAT'S MY NAME FOR MY FIVE

FAVORITE STOCKS FOR THE DOW

JONES INDUSTRIAL

I HATED THE DOGS OF THE DOW

WHICH IS THE PHILOSOPHY OF

BUYING THE WORST PERFORMERS OF

THE DOW BETTING IT WILL PRODUCE

SUPERIOR PERFORMANCE GOING

FORWARD THE NEXT COUPLE DAYS

PURE AUTO PILOT ANALYSIS AND I

PREFER TO ADD BRAINS TO THE

OPERATION.

SO WHAT ARE THE BEST OF THE

WORST IN THE DOW

I'LL SAY THIS.

IT'S A LOT MORE COMPLICATED THAN

PICKING THE BEST OF THE BEST

LET'S START WITH DISNEY.

HERE IS A FRANCHISE THAT HAS SO

MUCH GOING FOR IT YOU WOULD

THINK THE STOCK WOULD BE 40

POINTS HIGHER.

IT DID HAVE A GREAT START

RALLYING $2 BUT BEEN HURT BY THE

WEAKNESS IN ADVERTISING WITH

CORD CUTTING IN CABLE.

THEME PARK CLOSURES FROM COVID

CHARITABLE BALANCE SHEET FROM

THE FOOLISH FOX ACQUISITION THAT

PAID TOO MUCH.

DISNEY HAD BAD LEADERSHIP.

INITIALLY I WAS A BELIEVER IN

THE OUSTED CEO THAT DID A GREAT

JOB RUNNING THEME PARKS AND

FIGURED HE COULD EXTEND THAT BUT

IN THE END A DISMAL FAILURE.

THEY ALIENATED EVERYONE AND

DIDN'T ADDRESS THE BALANCE SHEET

ISSUE.

THE LAST CONFERENCE CALL COULD

HAVE BEEN A RIDE AT DISNEYLAND

HE HAD TO GO

ALTHOUGH, I'M NOT THRILLED WITH

THE PRESS REPORTS THAT SUGGEST I

PLAYED ANY ROLE HERE AT ALL.

NO MORE THAN A SPORTS CALLING

FOR THE HEAD OF A FOOTBALL COACH

TO BE BLAMED WHEN THE COACH IS

FIRED.

JPEX HAS BEEN REPLACED BY HIS

PREDECESSOR BOB TIIEG IGER

IN A WAY, THAT'S THE PROBLEM

I HAVE NO IDEA WHAT HIS PLAN

COULD BE

MAYBE THAT'S WHY ALL DISNEY IS

TRADING IN THE 80s AND NOT 120