It remains to be seen whether the end of the strike will do enough to help a recoil in sales. There have been some sales lost -- there's no question about it.

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Who could buy those shares? Disney is the most obvious candidate.

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U.S. consumers are becoming wealthier and wealthier in relative terms. It has allowed the U.S. to grow its economy very robustly. The growth in global trade has been very good for many American companies.

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