Walt Disney Co. (DIS) Buy, Sell or Hold

Walt Disney Co. (DIS)

102.67

-2.68 (2.54%)

as of Sep 18, 2026, 8:00:00 pm Market Open.

965 watching

BUY

Disney has a large content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too.

BUY ON WEAKNESS

They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.

TOP PICK

A lot going on -- entertainment, theme parks, buying more assets, FOX transaction. TV and entertainment side, which has been the worry, will go down by quite a percentage, and so there will be multiple expansion. Smart in fixing things, diverse stock. Good case for $130, so a possible 20% return. Yield is 1.58% (Analysts’ price target is $126.10)

DON'T BUY

Getting involved in the streaming business that is becoming crowded. Amazing company. In a decelerating economy it will probably not do as well. The consumer cyclical in this environment is difficult.

BUY

Great long term. Cord-cutting has been a challenge, but will be challenging Netflix with their own streaming service--that's the big bet. He likes it. Short-term there's unertainty about the Fox deal, but that should go throught.

STRONG BUY

A past top pick. Any family with kids with subscribe to Disney's forthcoming streaming service; it'll be a home run. Their comic book movies are endless and a huge success. Their amusement parks are the world's greatest businesses. Trading at 16x earnings. Buy and hold it forever.

COMMENT

Their streaming service coming this year? It's looking more attractive, trending above its 200-day moving average. Cord-cutting worries over are and there's optimism over competing against Netflix. Their Marvel movies are doing well in the cinemas. Question is, how well will their amusement parks do this late in the cycle. Likes it long-term, but doesn't own it now.

PAST TOP PICK

(A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point.

PAST TOP PICK

(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.

TOP PICK

Things are about to change. Launching streaming service, spending billions on parks, integrate Fox purchase. Hoping market will understand and be patient with them. Won't turn a profit on streaming for 5 years, but content will be great and it's a must-own. Yield is 1.6%. (Analysts’ price target is $125.57)

WATCH

DIS-N vs. MFST-Q. DIS-N is a fine company. He has been examining it carefully for the last few years. He likes the acquisitions but has not pulled the trigger. They intend to build a platform to compete with Netflix and he needs to know what that will cost will be in order to project future revenues. He owns a lot of MSFT-Q and prefers it. It is an easy stock to own because they are one of the three leaders in cloud computing. It will have recurring revenues. It will better survive a recession.

PAST TOP PICK

(A Top Pick Jan 30/18, Up 2%) It got mired in owning ABC and ESPN, which struggled with lost subscribers. They then made an offer for 21st Century Fox -- this was a great buy. He felt this diluted the impact of owning ABC and ESPN. They can move the Disney library online and compete against Netflix. They are trading at 15 times earnings and it has a long runaway ahead of itself.

BUY

DIS-N vs. NFLX-Q. NTFLX is in a tough situation where a lot of content is being taken away from them next year. DIS-N is creating a competing service for their own content as well as 20 Century Fox's. They don't own 90% of the 'Netflix original' content. He prefers DIS-N.

TOP PICK

He sold it when DIS spun their wheels with ESPN and ABC, but re-bought it earlier this yearly when they did a deal with 20th Century Fox to get into the streaming business. Disney and Fox have amazing film libraries--and DIS also got 60% control of Hulu. A lot of traction here. (Analysts’ price target is $122.30)

BUY

Long term it is a good investment. Very good metrics for any long-term investor.

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Walt Disney Co. (DIS)