
NYSE:DIS
This summary was created by AI, based on 18 opinions in the last 12 months.
Walt Disney Co. (DIS) is currently facing a turning point with a new CEO at the helm. Experts highlight the company's strengths, such as its beloved theme parks, growing streaming services, and impressive brand power. However, there are concerns about the company's growth trajectory and the valuation of its assets, particularly in light of increased costs at amusement parks and competition in the media landscape. While some believe the stock is consolidating and has potential for a breakout, others caution against its high valuation and external economic pressures that could impact consumer spending. Overall, many experts see potential for growth and profitability in the long run, especially with expected improvements in streaming and continued success at theme parks, signaling that patience may be rewarded for investors.
(Past Top Pick Oct. 20. 2017, Up 16%) ESPN numbers have stopped falling; they're doing their own streaming with 1 million subscribers already in the first five months. It's cannibalizing the cable which was going to go anyway. They own Hulu, also good. Theme parks are fine. It's relatively cheap. He targets $125.
Excited about it, despite cord-cutting trends which Disney has survived. Their takeover of 20th Century Fox positions them very well to better broadcast their content (has a huge library now) to, say, India and Europe. Fantastic CEO. He's a long-term holder of Disney, despite the slump of recent years.