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: $98.6000 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-20 HOLD Zachary Curry

There has been a lot of news lately on the cable side of things, which has been an overhang. They recently released some news on their plans to move away from partnering with Netflix in terms of streaming. They have the content and it will be positive. It would take a couple of years to get there. Has an amazing library of content as well as potentially having the cable side of ESPN, which could fold into that. In the meantime, they have great movie franchises.


Price:
$99.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-12 COMMENT Christine Poole

The CEO spoke at a conference last week, and brought earnings guidance down for the fiscal year 2017, which ends in September. With the hurricanes in Florida, they are going to see less traffic including decreased occupancy in hotels. Have also had to cancel some of their cruise ships. They are going to start streaming direct to consumers’ platforms including ESPN. They envision this to have 10,000 new sporting programs that they are not currently showing. See it as being an a la carte menu where you can just choose to watch one big game or one league, without having to tap them all. The 2nd platform is their Disney platform which is going to include Disney Pixar, Marvel and Lucas films, which they are going to launch in 2019. All of this looks promising.


Price:
$97.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-09-05 BUY David Dietze

This has world-class properties. They have the theme parks, which are unmatched by any other company. They have ESPN, your premier sports channel. There are first-class movie and entertainment productions. Currently it is a little bit on sale because of concerns about how ESPN content is going to get to the consumer and the high prices they can charge for traditional cable distributors is started to weaken a little. Increasingly, people are just wanting to stream their entertainment over their handheld device, and bypass some of the cable companies. Thinks all of this is fully reflected in the price.


Price:
$101.600
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-29 HOLD Colin Stewart

There’s been a lot of concerns, particularly over the ESPN franchise, a key part of the business and very profitable. With all the issues over cord cutting, ESPN is not able to hold viewers the way people thought they would. Longer-term, if the stock pulls back enough and gets cheap enough, it will probably be a good opportunity. They have great content and great brand. They have the theme park business and the movie production business, and over time ESPN is going to be a very valuable franchise.


Price:
$102.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-08-29 COMMENT Barry Schwartz

Their parks business may be one of the greatest businesses in the world’s history. They have enormous pricing power, and raise their prices every year. The other part of their business is the movies slate. Not so good in 2017, but 2018 looks amazing for them. ESPN is the drag, and they are losing subscribers. The bad news is already reflected in the stock price and it is trading at a very cheap multiple. Thinks we are going to see double digit earnings growth in 2018. They are buying back stock. No one is giving them any value for the enormous amount of free cash flow they generate. They know what they are doing.


Price:
$102.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-14 COMMENT David Fingold

Finds this too hard to analyse. Sold his holdings about 2 years ago. They just opened up a huge question mark by going into the streaming business. Are their products compelling enough that people will enter into a completely new subscription, with perhaps an entirely new app?


Price:
$101.400
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-08-10 COMMENT Jennifer Radman

The whole space has struggled because of changing consumer preferences. The number of people actually watching TV and networks has been trending down. ESPN was their crown jewel, and is now showing that it is not totally immune to the trends. They are starting to take some pretty aggressive actions to get content to people in different ways. They’ve withdrawn their material from Netflix, and will be starting their own streaming service, which has a huge amount of uncertainty. Trades at a premium to the rest of the group, so she would rather just sit and watch the story play out.


Price:
$101.350
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-09 COMMENT Paul Harris, CFA

They have a fantastic franchise, but how do you monetize this, especially when how people watch TV, etc. is changing quite dramatically. ESPN was supposed to be the be all and end all, but subscribers have gone down. The company has to sell their products into the right places. Thinks they are doing the right things. They are doing more streaming on the ESPN side and are taking away their deal with Netflix. The brand is so fantastic that if you can buy it at the right price, you will do very well in the long run. 1.46% dividend yield.


Price:
$102.830
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 HOLD Bruce Murray

A great, long term hold. The value of the franchise is unquestionable. They’ve been under pressure for the last 2-3 years and will probably remain so for the next couple of years as football moves off of ESPN. It has been discounted enough. You are going to make a lot of money in this company.


Price:
$110.610
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-07-25 PAST TOP PICK John O'Connell, CFA

(A Top Pick July 6/16. Up 11.12%.) A quality name, a quality franchise and well diversified. They create incredibly valuable content that has very, very long shelf life. Their parks, hotels and movie businesses are booming. He believes ESPN will eventually sort itself out. This is still a Buy.


Price:
$106.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-24 BUY Matt Kacur

The return on capital has been improving.  When you have a pullback it is a good time to get in.  He is not worried about cord cutting on ESPN.


Price:
$107.000
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-07 PAST TOP PICK Darren Sissons

(A Top Pick May 5/17. Down 7.08%.) On a 15-year timeframe, it has been a very good total return story. Shanghai is coming on in terms of a theme park. There are some challenges around the ESPN franchise, but ultimately it has big libraries and content that it can distribute. This is a good long-term story.


Price:
$103.320
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 TOP PICK Bruce Campbell (1)

Because it has been hit with ESPN concerns, the stock is kind of bottoming. They’ve already lost something like 10 million subscribers on ESPN. All the rest of the businesses are doing great. Trading down to about 15X next year’s earnings, and 10X EV to EBITDA, which is as cheap as it has been for a few years. Dividend yield of 1.5%. (Analysts’ price target is $124.)


Price:
$107.460
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-29 HOLD Stan Wong

He continues to like this. The ESPN overhang has hurt them, but there are a lot of other spaces, whether it be the theme parks, studio entertainment and the consumer products. Because the media space is a larger portion of their revenue, ESPN is a big thing and cord cutting is hurting them. The next step is to really come out with some sort of Disney flicks to counter Netflix. They have lots of content. Trading right at the 200-day moving average. He is looking to adding to his holdings.


Price:
$105.710
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 SELL Gordon Reid

This has been a tough Hold for people. It has gone sideways for about 2.5 years. Their major franchise is their TV network of ABC and ESPN. The fear is that there is going to be severe cord cutting and the “skinny bundle” is going to appear. This has led to the multiple falling because people don’t have as much confidence in the long-term prospects of the earnings growth. Their other franchises are doing extremely well. Currently it is trading at about 15.5-16 times earnings, below the market multiple. He would suggest you move on. There are lots of fish in the sea.


Price:
$104.800
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
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