NYSE:DIS

Walt Disney Co. (DIS)

102.67
-2.68 (2.54%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
965 watching
0
BUY ON WEAKNESS
Good company at the right price. Streaming, theme parks, ABC, ESPN. Sub-$100, he'd be very interested.
COMMENT
Disney iss fine, though he's not crazy about it. But Disney is cheaper because of Disney+. Disney just has to get better of selling/telling their own story.
TOP PICK
Great brand name. Parks contribute 41% of revenue, and these (and cruises) should do well the next couple of years as we come out of Covid. Media side has blockbuster deals coming through, and Disney+ has done well with growth. Massive library from little kids to adults. Management gets credit for navigating Covid. No dividend. (Analysts’ price target is $156.45)
BUY
Allan Tong’s Discover Picks Disney stocks jumped like a yo-yo, falling below $100, then returning to $105 when the report was released, and even surpassing $107. Let’s face it—Disney stocks have been gutted this year. DIS tumbled from above $155 to lose a full third of their value and making it one of the worst performers on Wall Street so far in 2022. It trades at 61x earnings, but has a forward PE of 24.1x. Read Summer stocks fun or summertime blues? 3 stocks to consider this summer for our full analysis.
BUY
DIS has pulled back a lot, but she believes in it long term. DIS launched their streamer amid a pandemic. Content costs for the sector is rising. DIS says Disney+ will be profitable 2.5 years from now. It was difficult to make a lot of new content during lockdowns, so there will be a lot more content going forward. Short-term it will cost to end licensing fees of Disney content on other platforms, but eventually Disney+ will make money. Theme parks will see a alot of upside when foreign parks, namely China, reopen.
BUY
Fantastic value. Streaming has slowed at present. One of the world's great content players. Theme parks, another incredible franchise. People are starting to travel again. Streaming and parks are two huge profit generators. Valuation is double the current share price over the next 5 years. Chance to buy one of the world's great companies while it's on sale.
BUY
Hang on. A great, great growth story over the years as they reinvent themselves. They brand and cross-sell like nobody else among videogames, theme parks and merchandise. And now they're in Disney+ streaming. Their last quarter revealed theme park numbers blew him away, despite Omicron shutdowns. They manage well. Stellar acquisitions (i.e. Marvel franchises).
COMMENT
There are a lot of players in streaming and costs are high to attract new customers, but she's looking at Disney's theme park revenue which can pass higher costs to customers. There could be a big bump if they don't need to support the infrastructure of its township in Florida. She expects strong park revenue, but is it enough to offset weakness in Disney+? She's not sure.
TOP PICK
41% of revenue comes from parks, so this has to run at full tilt, and it will get there. Blockbuster films coming out. Disney+ is growing considerably well compared to peers. Range of content from little kids to adults. Great brand name, will do well for years. Time to buy. No dividend. (Analysts’ price target is $185.20)
BUY
In contrast to Netflix, Disney also has a lucrative theme park complex with an extensive stable of intellectual property that can be used any ride. Add to that ESPN. Disney should not be tarred by the same broad brush as Netflix. Disney shares have returned to the pre-Disney+ launch. Sure, punish Disney for spending $71 billion to overpay for Fox, but that's in the past and not the fault of the current CEO who will create value from hereon. He just added to his shares and will keep buying if shares keep falling.
BUY
PC concerns are giving increasing pushback on DIS. Very strong performer over 15 years. Collection of assets that are almost impossible to duplicate. Covid recovery story. Back to pre-Covid levels. Excellent business, great story, excellent total return. Buy it, put it away, and give it to your grandkids. He bought some today.
PAST TOP PICK
(A Top Pick Apr 15/21, Down 28%) She'd buy down here. Grew stream business through the pandemic. Tremendous content library. Aims to double subscribers by 2024. Park closures overhang the stock. Tremendous long-term value here. It's just a matter of time.
TOP PICK
Down on its luck by about 30% over the last year. Streaming business is not yet profitable. Subscriber growth is doing well. Parks posted all-time highs as per capita spending, though not numbers, was strong. Can get back to pre-pandemic earnings. Lots of value. No dividend.
BUY
The market prefers Growth at a Reasonable Price (GARP) stock as rates rise and tech is unfashionable. The PEG ratio is a key metric. These shares pay big dividends or buyback shares. He's struggled with this. It's been a real slog. But travel is coming back and their investments in Disney+ are paying off. So, 2022 will be a huge earnings year, especially in the second half. BOA raised their estimates for Disney, citing strong business at the theme parks and a better slate of content later this year. A cheap stock with excellent growth prospects.
WATCH
During pandemic, focus shifted from theme parks to streaming, but this was overvalued and now it's fallen. $100 would be a nice entry. He's not sure it will get that low, but it attracts more of his attention the closer it gets.
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