Walt Disney Co. (DIS)

Bob Eiger has been an incredible steward and CEO. This is on his watch list, and if it were to pull back any further he would definitely be a buyer. Thinks the content companies in North America are very interesting because the number of pipes and distribution channels to the consumers is growing rapidly.

He has Comcast (CMCSA-O). They are all good companies. He likes DIS-N. They suffer from ABC network a bit, but their position in live sports is fantastic. DIS-N is a little richer in content than the other providers.

Great brand name, trading at about 20 times earnings. They will do well as the economy turns around through their parks. Lucas films will generate a good rate of return for them over the long term. They did well with Marvel hits and Frozen. They will have a tough time comparing with this year when Avengers II comes out next year. This stock used to trade at a discount to the group and now is at a premium. He thinks all the good news is in the stock and it should move sideways.

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot. It is all about content and delivery in media. They have done it better than any other company out there for 50 years. Look at Marvel comics. Theme parks, gaming, consumer side. They have the whole package. You are getting growth, more than a market multiple. The premier growth stock in North America. Content, Star Wars, Marvel, ESPN. Buy it and put it away.

There are a lot of drivers behind this company. It is benefiting from the same tailwind that the whole US economy is benefiting from, which is 72% consumer. With falling food and energy prices, with falling financing costs and less strain from commodity prices, the consumer has more money to spend. The first thing people spend money on is travel and entertainment. It doesn’t hurt that Disney has strong strength in media. In the movies, they have a bunch of franchises that will really start to hit over the next year.

This company is multifaceted. They have cable companies, cable channels as well as making films and running theme parks. Likes this although they are getting a little expensive relative to their growth. If you look at the sectors they are in, they can continue to do very well. Right now ESPN has strong pricing powers and he wonders if this could continue in the new world of more open Internet. This is a long-term position that you should own.

(Top Pick Aug 16/13, Up 46.67%) Would not be buying it here and you could take profits if you wanted. It is a core position for her. All of their divisions are working right now. Theme parks are doing quite well. Theme park in Shanghai in 2016. They increase their dividend once a year and buy back stock.

They are banging it out of the park on every front. A very high quality franchise. The challenge is that it is never going to get really cheap. On a risk/reward basis, this is a name that he would own.

They have only begun to scratch the surface of their Marvel holdings. There are over 2,000 characters. They are blending the Marvel comic book with the youth audience. Thinks this company has a huge run ahead of it. Dividend yield of 0.99%.

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. (See Top Picks.)

The only mistake he ever made with this company is by Selling it. It has been the best growth stock over the last 50 years. They have reinvented themselves. Over the past couple of years, they have increased their content in sports with ESPN, Marvel comics, Star Wars, etc. They are now expanding on a global basis with their theme parks, consumer products, Disney Interactive. They continue to hit it out of the park. You are getting all of this for a 20 multiple. This is one that you Buy and put it away.

Likes the concept of owning this. It’s a pretty economically sensitive stock. He is positive on the outlook for the US economy, so this company should do fine.

Likes it. If we are right about the rising US economy, DIS-N will continue to enjoy increasing spending by patrons.

Media has been a real leader, but pulled back since March and is now moving forward again. All businesses are firing on all cylinders. Should grow 20% in each of the next three years. A leading company in a leading sector.

Has done extremely well, but he sold his holdings at around $75 on a valuation basis. It had topped up over 20X earnings, about 4 multiple points higher than its traditional multiple. A tremendous company, and over a very long period of time, it is going to have its ups and downs.