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

Walt Disney Co. (DIS)

102.61

-2.74 (2.60%)

as of Sep 18, 2026, 7:19:50 pm Market Open.

965 watching

TOP PICK

Just reported a very strong quarter. Feels visibility is very high for them right now. In the process of finding new affiliate agreements at higher prices. Investment in theme parks is starting to pay off. Shanghai opens up in 2015. Still at a very reasonable multiple. Target of $60. Dividend yield of 1.37%.

BUY

No reason he wouldn’t want to own this. Loved the George Lucas acquisition. Continues to make great strides in Europe and Japan. 1.5% yield and he wouldn’t be surprised if they start raising this.

TOP PICK

Recent acquisition of Lucas will be dilutive for the first couple of years but they have done a great job with of integrating Pixar. Earnings were brought down and the stock came off 6%. That is when she bought it (last week). She likes ESPN – very lucrative. The parks and resorts are also catalysts to get the earnings going.

COMMENT

Just acquired Lucas Films and feels it was a pretty good deal. It adds to a great entourage of many different brands that they own. Long-term, the company looks to be growing at about 11%-12% in terms of annual earnings growth. Trading around 16X. Prefers CBS Corp (CBS-N) for its growth profile but long-term, this one will be just fine.

TOP PICK

Parks and resource is about 30% of their total business. The growth engine though is really about content, the movie studios of Pixar and Marvel and their networks ABC and ESPN. Content is becoming more and more valuable because we consumers demand it everywhere we go.

COMMENT

(Market Call Minute.) Space is interesting but this one is too expensive. He is looking at Viacom (VIA-Q) and CBS (CBS-N) which have cheaper valuations.

PAST TOP PICK

(A Top Pick July 28/11. Up 25.39%.) Have executed extremely well. Theme parks represent about 30% of their total business. The rest is their movie business and network business of ABC and ESPN, which are very big parts of them.

TOP PICK

They have really carved out great niches. In family entertainment theme parks represent about 30% of their revenue. Have a new initiative in Shanghai. New facility in California that they think will attract a lot of attention. The other 70% is made up of their ESPN and ABC franchises lost their movie networks.

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SELL

Amazing advertising. Likes that they are a leader in the field and have been around forever. He doesn’t like their debt load. He would pay down the debt to zero. Seems to be a debt heavy company for a company that makes so much money. He would see it if he held it.

COMMENT

Still reasonably cheap. Have strong properties and have leveraged them very well. Considers it as a bit of a defensive play.

BUY

Just reported reasonable earnings, but there were problems with future guidance, which caused the stock to sell off dramatically. Reasonable multiple and a much better film outlook for the 2nd half of the year.

TOP PICK

Had a relatively weak earnings call last May. Movie season wasn't particularly good. Lost some advertising revenues when there was an NFL block out. Well managed company. Looking for a 15% growth in EPS next year.

COMMENT

Recently disappointing earnings. Could be a potential NFL lockout that would put pressure on their ESPN division but would probably shift viewers down to College ball. Long term this is a great franchise.

PAST TOP PICK

(A Top Pick May 12/10. Up 22.53%.) Has 3 parts to it. The studio, themes parks and ESPN. All are doing quite well. Weak US$ is golden for the parks as it leads Americans to stay at home. Also weak US$ should attract foreigners.

BUY

Been under pressure because of gas prices and affected the travel side of their business. Their theme parks have been difficult and they do own one in Japan, although he doesn’t believe it is a large percentage of overall revenue. He thinks you will see a better take on the theme park side so there is certainly opportunity here. The film business is quite volatile. He would buy it here.

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Walt Disney Co. (DIS)