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Compiling comments that experts make about stocks while on public TV.

2017-10-11

Opinion for Walt Disney (DIS-N)

Signal Price Bias Subject Owned
BUY $98.550 OPTIMISTIC NORTH AMERICAN - LARGE Yes

She is buying this for her new clients. The media sector as a whole has had an overhang, in terms of how people are consuming media and how it is going to be priced going forward. What they have going for them is their content and the type of content. ESPN is a big overhang, because people are streaming and not buying the big cable packages. Sports is a type of medium that people generally want to watch live. They announced they’re going to launch a consumer product for ESPN next year. Eventually they see it as a “pick and pay” where you can choose specific shows. They’ve also announced a consumer product for 2019 for their Disney content. For a long-term investment, this is an attractive entry point.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management

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