Viewing Company Walt Disney | StockChase
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Compiling comments that experts make about stocks while on public TV.

Walt Disney Stock Symbol: DIS-N

Last Price Recorded: $108.4100 on 2017-05-26

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Date Signal Expert Opinion Price
2017-05-24 HOLD Zachary Curry

He likes this and feels it is a good Hold. It is going to have a little volatility based on the overhang with ESPN. Live sports moving to the Internet is going to be an overhang for a while. This company holds a lot of amazing content. They have capabilities to produce great shows and movies, and a lot of ancillaries around that in the form of toys, etc. Perhaps this is one you could Trade. If it gets up to the $113 level, you could Sell, and if it gets down to $90 you good buy it.


Price:
$107.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-23 HOLD David Burrows

In the last 2-3 weeks, the stock has pulled back about 10%. Some people are concerned about ESPN, but on the other hand, the company has great product coming out over the next year. It is virtually sitting on the 150-day moving average which is sloping higher, and he would rate this as do or die. If it were to break that level, he would probably go to the sidelines because there may be other things to do in the near term that might be more interesting. Many people use that as a long-term trend indicator. He likes media and leisure within consumer discretionary.


Price:
$107.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-05-17 WAIT Cameron Hurst

As a franchise, he really likes this stock. They can monetize a theme better than anyone. However, they have 2 major headwinds right now. Ad spending could be a little disappointing, and ESPN is challenged right now and they are going to have to make changes. While this plays out, he thinks you could find safer places.


Price:
$106.310
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 COMMENT Lorne Steinberg

This has unbelievable franchises from films, which they keep on pulling out every 10 years or so, as well as the theme parks. Those are really 2 unparalleled franchises. This is struggling a little bit with ESPN, which was a massive free cash flow generator. There have been people unplugging cable, so viewership and earnings are down. This is too expensive for him now, but something he would look at when it was cheaper.


Price:
$107.980
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 PAST TOP PICK Christine Poole

(A Top Pick May 18/16. Up 11%.) ESPN has been an overhang on the stock. They’ve been losing customers and this was a very profitable division for them. However, the declines have been moderating, and people are watching content much more differently than previous generations. On their quarterly call, they indicated they are going to offer an ESPN branded direct consumer product later this year.


Price:
$107.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-10 HOLD John Burke

Just reported earnings which didn’t look too bad. The market didn’t like the earnings, the main concern being their cable business which has ESPN. He likes this franchise in the long run. They have been losing about 1% a year in revenues, but thinks they are going to find a way for that product to continue to make money for them.


Price:
$109.660
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-09 COMMENT Jennifer Radman

Well-run company. Have had spectacular share price and value creation over the last decade. For the longest time Disney, with ESPN, was bucking the trend. There was so much concern on the media group, and trading at valuations at a fraction of the market, and this company was able to do a lot better. In the last couple of quarters, there has been concern on cord cutting. The subscriber growth really hasn’t been there for ESPN. At the same time, they are getting a lot of cost pressures in signing deals, NBA was the latest. Sports franchises want more money, and are not necessarily getting revenues on the other side. That is a key concern for investors. On the theatre side, you are lapping a pretty big year in 2016, where they had the Star Wars franchise. There are a lot of headwinds that the stock still needs to get through. Trades at a premium valuation.


Price:
$112.070
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-08 SELL Don Vialoux

One of his favourite seasonal trades. It is amazing how well this does from around November of each year, right through until around now. Historically, when you get close to this time, you start to see this underperform the market, which is happening again this year. Now is the time to take some good profits.


Price:
$111.420
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 TOP PICK Darren Sissons

A very attractive franchise. There has been a little concern around the ESPN with cutting cables, etc. However, over the long-term, it has been very effective at taking money out of parents’ wallets. They have movies, TV, theme parks, tourism operations, etc. The dividend was growing at something like 12.2% per year for 20 years. Dividend yield of 1.4%. (Analysts’ price target is $124.)


Price:
$111.990
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-04 SELL ON STRENGTH James Thorne

They have a problem with ESPN.  This is a Mecca in the US, a wonderful franchise.  Wait for strength and then pull out.  Wait for some fear and get back in.


Price:
$111.170
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2017-05-02 DON'T BUY Gordon Reid

Still one of the great companies, but you have to look at what is making it great. It could be the theme parks, or maybe the movie production. When looking at the numbers you see that about 44% of revenues come from ABC and ESPN. ESPN is something you have to look very closely at. Is the cord cutting and the deep bundling of network TV going to continue? Last week, they laid off a huge number of people, which tells you something. At the multiple it is trading at, he would probably pass.


Price:
$114.370
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-04-27 COMMENT Mike S. Newton, CIM FCSI

A name that he held on for too long, and got stopped out in late August. They were going through the issue with the ESPN, and whether or not they could really integrate some of the big acquisitions they had just made. However, they have done extremely well since election time. World-class properties. Feels ESPN was overdone. He will eventually get back into this.


Price:
$115.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-04-24 PAST TOP PICK Liz Miller

(Top Pick Nov 9/16, Up 22%) You can’t ever say it is not a great company.  She just waited for the stock price opportunity.


Price:
$113.700
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-19 COMMENT Bruce Murray

One of the greatest franchises on the face of the earth. However, it has been struggling with the decline in the TV business. They own ESPN, and there has been a marginal decline in sports viewership in US football. They’ve had some blockbuster movies. Feels the stock has re-based and will do fine from here on in. However, if it stuck its head up, he would probably sell it.


Price:
$113.730
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 PAST TOP PICK John O'Connell, CFA

(A Top Pick May 3/16. Up 11%.) A great company. Struggling with cord cutting in ESPN. Their movie and theme park divisions are doing fantastic. A certain number of consumers will figure out that the cable bundle is actually a good deal. ESPN is also investing in e-gaming which is going to be a huge, huge market in the long-term. This is a very sophisticated distributor of content and he finds it hard to believe that they will not be able to find ways to distribute their sports content through ESPN.


Price:
$113.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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