The Walt Disney Company (NYSE:DIS) is one of the stocks on Jim Cramer’s recent game plan. Cramer started the game plan with Disney stock, as he said: When we come in on Monday, we’ll be facing the earnings of Walt Disney Corporation. We used to own this stock for the Charitable Trust and left it because it just couldn’t seem to get any traction. There was always some division that held it back. I don’t know which it is this time; you never do. Now, the Journal this very evening said that we might find out ...

Group 1 - The Walt Disney Company (NYSE:DIS) is perceived to have underlying value despite stagnant share performance, with potential for future appreciation [1][2] - Jim Cramer expressed a belief that Disney's stock price should reach $120, indicating a need for reevaluation at that level [2] - The company operates across various segments including film, television, streaming, theme parks, resorts, and cruise lines, which contribute to its diversified revenue streams [2] Group 2 - There is a comparison made between Disney and certain AI stocks, suggesting that while Disney has potential, some AI stocks may offer greater upside and lower risk [2]

Group 1 - The Walt Disney Company (NYSE:DIS) has seen increased attendance at its theme parks and has made positive management changes, which are viewed favorably by analysts [1] - Disney reported earnings that beat estimates by 14 cents, but did not raise its full-year earnings forecast sufficiently, leading to a negative market reaction [2] - The company made a significant deal with the NFL, but this did not garner the expected attention, indicating a lack of compelling narrative for the stock [2] Group 2 - Analysts believe that while Disney has potential as an investment, certain AI stocks may offer greater upside potential and lower downside risk [2]

Core Viewpoint - Verizon Communications currently holds the lowest share price among the Dow Jones Industrial Average components, which poses a risk to its continued inclusion in the index [6][8][10]. Group 1: Dow Jones Industrial Average Structure - The Dow is a share price-weighted index, meaning companies with higher share prices have more influence [4]. - In contrast, the S&P 500 and Nasdaq Composite are market cap-weighted indexes, where larger companies have more weight [4][2]. - Verizon's share price of $43.55 translates to less than 268 points in the Dow, indicating minimal influence [8]. Group 2: Verizon's Performance and Position - Verizon's share price has declined by 8% over the past decade, which is a concern for its continued presence in the Dow [9]. - Despite being a significant player in wireless services and broadband, Verizon is not seen as a leader in innovation [8]. - The Dow committee seeks companies that can enhance the index's value over time, which Verizon has not demonstrated [7][9]. Group 3: Potential Replacements for Verizon - **Alphabet**: With a current share price of nearly $180 post-split, Alphabet could replace Verizon, bringing relevance from various industries and strong performance metrics [12][13][14]. - **Meta Platforms**: Although its share price is around $719, Meta's advertising revenue and growth potential make it a strong candidate for inclusion [17][19]. - **T-Mobile**: With a share price of $240.75 and a growth rate significantly higher than Verizon, T-Mobile represents a logical replacement while maintaining telecom representation in the Dow [21][22][23].