Walt Disney (DIS-N) Stock Predictions - Stockchase
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402
Walt Disney (DIS-N)

ON STOCKCHASE SINCE Nov 2000

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Walt Disney Walt Disney
DIS-N

87 402
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Walt Disney (DIS-N) SAVE

112.48

0.37 (0.33%)

Aug, 17, 2018, 12:00 am

OPINIONS

About Walt Disney (DIS-N)

The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate, headquartered at the Walt Disney Studios in Burbank, California. More at Wikipedia

What the experts are saying about DIS-N



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WAIT
Walt Disney(DIS-N) 

August 16, 2018

He sees it as being a little rich now. Would not be buying in at these levels.  If the economy starts to slow in the US, could put pressure on this stock.  He would wait for a 10% pull back before entry.

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He sees it as being a little rich now. Would not be buying in at these levels.  If the economy starts to slow in the US, could put pressure on this stock.  He would wait for a 10% pull back before entry.

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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$112.480
Owned Owned
No

BUY
Walt Disney(DIS-N) 

August 8, 2018

They recently introduced ESPN’s direct streaming.  Back half of 2019 they are going to launch their Disney Direct consumer products.  She likes it.

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They recently introduced ESPN’s direct streaming.  Back half of 2019 they are going to launch their Disney Direct consumer products.  She likes it.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$113.980
Owned Owned
Yes

WAIT
Walt Disney(DIS-N) 

August 7, 2018

There are many deals in the works, nothing has closed and there is regulatory risk. These potential deals are risky reasons to invest in Disney. However, looking at Disney itself, this is the best monetization machine in the industry. For example, when they bought LucasFilm, they turned Star Wars into film, theme parks, TV shows, and consumer products. They’re also working on streaming, but there are risks with this. Aside from the sports franchise, they’re doing everything right. And the sports-related issues are well known by investors. The price consolidated for a while. It’s been rising again, but not too much. Disney is a discipline acquirer, so if the deals do come through, they will be good. However, he can’t buy the company at this time because media, as a group, is not showing market leadership. He will wait until the industry that includes Disney starts to perform better. Much of the recent rally in media is M&A premium, which is not a good basis for a long-term investment.

entertainment services

There are many deals in the works, nothing has closed and there is regulatory risk. These potential deals are risky reasons to invest in Disney. However, looking at Disney itself, this is the best monetization machine in the industry. For example, when they bought LucasFilm, they turned Star Wars into film, theme parks, TV shows, and consumer products. They’re also working on streaming, but there are risks with this. Aside from the sports franchise, they’re doing everything right. And the sports-related issues are well known by investors. The price consolidated for a while. It’s been rising again, but not too much. Disney is a discipline acquirer, so if the deals do come through, they will be good. However, he can’t buy the company at this time because media, as a group, is not showing market leadership. He will wait until the industry that includes Disney starts to perform better. Much of the recent rally in media is M&A premium, which is not a good basis for a long-term investment.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$116.560
Owned Owned
No

COMMENT
Walt Disney(DIS-N) 

July 20, 2018

Trades at 14 times earnings and has a nice dividend yield. The big story here is the Fox deal that Comcast has pulled out of. A tough business now with Netflix Inc. (NFLX-Q) trying to be a monopoly. 

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Trades at 14 times earnings and has a nice dividend yield. The big story here is the Fox deal that Comcast has pulled out of. A tough business now with Netflix Inc. (NFLX-Q) trying to be a monopoly. 

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$112.130
Owned Owned
No

BUY
Walt Disney(DIS-N) 

July 17, 2018

He bought Disney on the news of the 20th Century Fox merger. They were making money from traditional broadcasting and ESPN, but were losing subscribers. The Fox merger counters that loss as Disney moves into the streaming business, and they could be competing with Netflix now.

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He bought Disney on the news of the 20th Century Fox merger. They were making money from traditional broadcasting and ESPN, but were losing subscribers. The Fox merger counters that loss as Disney moves into the streaming business, and they could be competing with Netflix now.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$110.300
Owned Owned
Yes

PAST TOP PICK
Walt Disney(DIS-N) 

July 10, 2018

(Past Top Pick, June 13, 2017, Up 2%) The ESPN deal is holding the stock back. He loves their theme park business and their movies are killing it, like the Avengers. But the stock is in limbo with the potential Fox acquisition. 15x earnings is a great valuation. This is a screaming buy.

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(Past Top Pick, June 13, 2017, Up 2%) The ESPN deal is holding the stock back. He loves their theme park business and their movies are killing it, like the Avengers. But the stock is in limbo with the potential Fox acquisition. 15x earnings is a great valuation. This is a screaming buy.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$106.030
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

July 4, 2018

He likes this long-term. He took profits last fall. Their parks and studios are doing well, but ESPN is a worry with a lot of cord-cutting. That's why the stock has been stock the last few years. Disney is trying to acquire 21st Fox as a response. They had to do this, had to get into streaming. Can they execute well to go against Netflix?

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He likes this long-term. He took profits last fall. Their parks and studios are doing well, but ESPN is a worry with a lot of cord-cutting. That's why the stock has been stock the last few years. Disney is trying to acquire 21st Fox as a response. They had to do this, had to get into streaming. Can they execute well to go against Netflix?

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$104.040
Owned Owned
Unknown

PAST TOP PICK
Walt Disney(DIS-N) 

June 26, 2018

(Past Top Pick, July 4, 2017, Down 1%)  They have a high bid for 21st Century Fox and the rumour is they will get it. The biggest worries are ESPN and cable-cutting. So, the Fox purchase would solve many problems: it would make Disney bigger and ESPN smaller. Disney wants to be streaming content and not broadcasting. If Disney wins the right assets, meaning Fox, this will hit $125 in 2019.

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(Past Top Pick, July 4, 2017, Down 1%)  They have a high bid for 21st Century Fox and the rumour is they will get it. The biggest worries are ESPN and cable-cutting. So, the Fox purchase would solve many problems: it would make Disney bigger and ESPN smaller. Disney wants to be streaming content and not broadcasting. If Disney wins the right assets, meaning Fox, this will hit $125 in 2019.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$104.260
Owned Owned
Yes

PAST TOP PICK
Walt Disney(DIS-N) 

June 8, 2018

(A Top Pick June 15/17, Down 0.4%) Market is focusing on ESPN losing subscribers.  Have introduced their own direct-to-consumer product, so they can pull Netflix content and go directly to the consumer. Other divisions are doing incredibly well -- theme park, movies. Attractive at 14x forward earnings. Expecting earnings growth to come through next year. Lots of confidence in the CEO, having bought Pixar,  Marvel and Star Wars.

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(A Top Pick June 15/17, Down 0.4%) Market is focusing on ESPN losing subscribers.  Have introduced their own direct-to-consumer product, so they can pull Netflix content and go directly to the consumer. Other divisions are doing incredibly well -- theme park, movies. Attractive at 14x forward earnings. Expecting earnings growth to come through next year. Lots of confidence in the CEO, having bought Pixar,  Marvel and Star Wars.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$103.980
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

June 6, 2018

It's been a yo-yo ride. A good stock with decent value. Their content is solid and the company has opportunities for expansion. The current stock price is decent. It's unlikely it'll return to recent highs though given we're late in the cycle.

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It's been a yo-yo ride. A good stock with decent value. Their content is solid and the company has opportunities for expansion. The current stock price is decent. It's unlikely it'll return to recent highs though given we're late in the cycle.

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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$101.910
Owned Owned
No

BUY
Walt Disney(DIS-N) 

May 31, 2018

Owned it for a while. For the next year he doesn’t have a clue. A fantastic franchise. May be frustrating in the short term. It hasn’t trade at this low for years. You can own this for the next 20 years and make 12-15%. Earnings keep going up.

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Owned it for a while. For the next year he doesn’t have a clue. A fantastic franchise. May be frustrating in the short term. It hasn’t trade at this low for years. You can own this for the next 20 years and make 12-15%. Earnings keep going up.

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John O'Connell,

Chairman a, Davis Rea...

Price Price
$99.470
Owned Owned
Yes

DON'T BUY
Walt Disney(DIS-N) 

May 23, 2018

He doesn't like the media space now. It's a tough sector. Disney and its peers are struggling. Be careful with Disney.

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He doesn't like the media space now. It's a tough sector. Disney and its peers are struggling. Be careful with Disney.

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David Burrows

President , Barometer Capital Ma...

Price Price
$102.890
Owned Owned
Unknown

DON'T BUY
Walt Disney(DIS-N) 

May 9, 2018

They get lumped in with other companies over with cord-cutting fears, but Disney is better positioned given their theme parks and movies. However, segments like ESPN have seen pressure. Overall, avoid this.

entertainment services

They get lumped in with other companies over with cord-cutting fears, but Disney is better positioned given their theme parks and movies. However, segments like ESPN have seen pressure. Overall, avoid this.

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$99.970
Owned Owned
Unknown

WEAK BUY
Walt Disney(DIS-N) 

April 27, 2018

They hold world-class properties.  The bad news is ESPN cannot get the same fees from cable companies like they used to.  They live and die on the latest production and it is not easy to hit home runs consistently.  However, with the current valuation he would add to any holdings at these levels. 

entertainment services

They hold world-class properties.  The bad news is ESPN cannot get the same fees from cable companies like they used to.  They live and die on the latest production and it is not easy to hit home runs consistently.  However, with the current valuation he would add to any holdings at these levels. 

entertainment services
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$99.230
Owned Owned
No

COMMENT
Walt Disney(DIS-N) 

April 26, 2018

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

entertainment services

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

entertainment services
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$99.840
Owned Owned
No

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