walt disney dis is facing skepticism from wall street over its streaming strategy and softer growth at its parks while ford motor f is expanding its electric vehicle production heres the latest news on these two club holdings and our take too walt disney the news guggenheim on tuesday lowered is price target on disney to 130 a share from 140 citing moderating growth at the entertainment giants parks and resorts but the firm maintained a buy rating on disney stock the analysts also flagged investor questions over the companys streaming strategy chief among those are whether disney will move to acquire comcast s cmcsa minority stake in hulu and its plans for espn disney currently owns a 66 stake in hulu while its other streaming platforms include disney and espn guggenheim analysts expect uncertainty over the future of hulu and espn to limit nearterm share appreciation toward an asset and operating valueabove the current share price comcast in the parent company of nbcuniversal and cnbc dis 1y mountain walt disney dis oneyear performance the clubs take we continue to think that disney ceo bob iger has the right vision for resetting the company on a path to profitability in its streaming operations while optimizing costs throughout the organization to improve margins we also agree with guggenheims take that once management provides more clarity around its plans for hulu and espn investors will be able to better value the companys operations and be less concerned with execution risk ford motor the news club holding ford on tuesday announced a 13 billion investment in its oakville assembly plant in ontario canada the automaker plans to transform the facility into an electric vehicle ev hub bringing nextgeneration evs to market by around 2025 the plant will be the companys first highvolume transformation of an existing plant in north america to make evs the company said the factory upgrade is part of fords strategy to develop production capacity for 2 million evs globally by the end of 2026 f 1y mountain ford f oneyear performance the clubs take scale is so important for any automaker especially one that wants to flip from losing money to profitability in a timely fashion in fords expected earnings before interest and taxes ebit margin walk to 8 by yearend 2026 from minus 40 in 2022 the company expects to get a 20 benefit from scale alone ford management expects to achieve that goal by ramping up to 2 million units of production capacity by the end of 2026 while optimizing its manufacturing footprint it will take time to see the positive benefits from the billions of dollars invested today but forming a sustainably profitable ev business is what we want to see as shareholders jim cramers charitable trust is long dis f see here for a full list of the stocks as a subscriber to the cnbc investing club with jim cramer you will receive a trade alert before jim makes a trade jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trusts portfolio if jim has talked about a stock on cnbc tv he waits 72 hours after issuing the trade alert before executing the trade the above investing club information is subject to our terms and conditions and privacy policy  together with our disclaimer  no fiduciary obligation or duty exists or is created by virtue of your receipt of any information provided in connection with the investing club no specific outcome or profit is guaranteed