Walt Disney | StockChase
391
Walt Disney (DIS-N)

Last Price Recorded: $102.2000 on 2018-05-26

ON STOCKCHASE SINCE Nov 2000

entertainment services
391
Walt Disney (DIS-N)

Last Price Recorded: $102.2000 on 2018-05-26

ON STOCKCHASE SINCE Nov 2000

entertainment services

Walt Disney


Signal Opinion Expert
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.

entertainment services

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

entertainment services
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$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.

entertainment services
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$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, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$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, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$99.840
Owned Owned
No

BUY
Walt Disney(DIS-N) 

April 25, 2018

He bought it four months ago when they bought 21st Century Fox, because it altered Disney's entire future. Disney was stuck in the cable "old world" and was having trouble building ad revenue. But now with Fox--which owns 30% of Hulu and Disney owns another 30%--Disney has a great, new opportunity, namely to go head to head with Netflix.

entertainment services

He bought it four months ago when they bought 21st Century Fox, because it altered Disney's entire future. Disney was stuck in the cable "old world" and was having trouble building ad revenue. But now with Fox--which owns 30% of Hulu and Disney owns another 30%--Disney has a great, new opportunity, namely to go head to head with Netflix.

entertainment services
Gordon Reid

President, GoodReid Investment ...

PricePrice
$101.150
Owned Owned
Yes

WEAK BUY
Walt Disney(DIS-N) 

April 20, 2018

He does not hold it, but is looking at it given the recent weakness.  Trading near 13.5 times earnings, which is cheap.  There is erosion on the networks and plenty of competition, but they are getting into streaming video.  You could buy it safely here.  Yield 1.7%.  (Analysts’ price target is $121 )

entertainment services

He does not hold it, but is looking at it given the recent weakness.  Trading near 13.5 times earnings, which is cheap.  There is erosion on the networks and plenty of competition, but they are getting into streaming video.  You could buy it safely here.  Yield 1.7%.  (Analysts’ price target is $121 )

entertainment services
Don Lato

President, Padlock Investment M...

PricePrice
$100.240
Owned Owned
No

COMMENT
Walt Disney(DIS-N) 

April 17, 2018

Strong media, studio and theatre businesses, not to mention expansion to China with a theme park. But the challenge is cord-cutting in cable. They are strategizing though, like competing with Netflix next year. It will need a lot of capital and some time to transition though.

entertainment services

Strong media, studio and theatre businesses, not to mention expansion to China with a theme park. But the challenge is cord-cutting in cable. They are strategizing though, like competing with Netflix next year. It will need a lot of capital and some time to transition though.

entertainment services
Ashley Misquitta, CFA

Senior Portfolio Manager, Empire Life ...

PricePrice
$102.170
Owned Owned
Unknown

COMMENT
Walt Disney(DIS-N) 

April 12, 2018

Used to own it. Trading at just under 11 times Enterprise value over EBITDA which is more or less the 10-years average. He feels neutral on this stock. Long term is probably going to be OK. The fact that is trading below the 200-day moving average stops them from buying it.

entertainment services

Used to own it. Trading at just under 11 times Enterprise value over EBITDA which is more or less the 10-years average. He feels neutral on this stock. Long term is probably going to be OK. The fact that is trading below the 200-day moving average stops them from buying it.

entertainment services
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$100.390
Owned Owned
No

DON'T BUY
Walt Disney(DIS-N) 

April 5, 2018

He owns a large position in Comcast, which is causing him grief. Comcast and Disney are aggressively bidding on Sky News, because Sky is the UK leader in subscriptions, and Comcast and Disney ultimately want compete with Netflix. He's taken a step back from Disney and Comcast. He'd rather just own Netflix.

entertainment services

He owns a large position in Comcast, which is causing him grief. Comcast and Disney are aggressively bidding on Sky News, because Sky is the UK leader in subscriptions, and Comcast and Disney ultimately want compete with Netflix. He's taken a step back from Disney and Comcast. He'd rather just own Netflix.

entertainment services
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$102.110
Owned Owned
Yes

PAST TOP PICK
Walt Disney(DIS-N) 

April 4, 2018

(A Top Pick May 5/17, Down 9%) Over 15 years it's been fabulous and wishes he had bought it sooner. Their acquisition of 21st Century Fox will be a great play. Valuation is not expensive at 14x forward earnings. Has a long history of dividend hikes. Buy this on sale and put it away for a long thaul.

entertainment services

(A Top Pick May 5/17, Down 9%) Over 15 years it's been fabulous and wishes he had bought it sooner. Their acquisition of 21st Century Fox will be a great play. Valuation is not expensive at 14x forward earnings. Has a long history of dividend hikes. Buy this on sale and put it away for a long thaul.

entertainment services
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$100.950
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

March 19, 2018

Nobody monetizes content better: filmlibrary, theme parks, Star Wars. Has been going sideways, but enjoyed a big beat recently. Media overall isn't a neighbourhood he loves. They have a major overhang: ESPN and cord-cutting.
You're taking a bit of a gamble here, though he loves the company. They're in transition. Wait.

entertainment services

Nobody monetizes content better: filmlibrary, theme parks, Star Wars. Has been going sideways, but enjoyed a big beat recently. Media overall isn't a neighbourhood he loves. They have a major overhang: ESPN and cord-cutting.
You're taking a bit of a gamble here, though he loves the company. They're in transition. Wait.

entertainment services
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$101.480
Owned Owned
Unknown

STRONG BUY
Walt Disney(DIS-N) 

March 14, 2018

He once sold it, because he saw Disney trapped in cord cutting so their cable subscribers were dropping. But after the 20th Century Fox purchase, he changed his mind. Disney's new streaming service through Hulu will compete with Netflix. An exciting opportunity here.

entertainment services

He once sold it, because he saw Disney trapped in cord cutting so their cable subscribers were dropping. But after the 20th Century Fox purchase, he changed his mind. Disney's new streaming service through Hulu will compete with Netflix. An exciting opportunity here.

entertainment services
Gordon Reid

President, GoodReid Investment ...

PricePrice
$103.900
Owned Owned
Yes

DON'T BUY
Walt Disney(DIS-N) 

February 22, 2018

It is pulling its videos from Netflix.  Since then it has pulled down.  It is strong from October to the beginning of February.  This is not its strongest period anyway.  It is weak at this point.

entertainment services

It is pulling its videos from Netflix.  Since then it has pulled down.  It is strong from October to the beginning of February.  This is not its strongest period anyway.  It is weak at this point.

entertainment services
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$105.240
Owned Owned
Unknown

HOLD
Walt Disney(DIS-N) 

February 14, 2018

Fox acquisition positive. But their streaming services is a ways away. Dead money for a year. Small dividend pays you to wait. Fantastic content. Overhang is ESPN, but their pro sports streaming side may be positive. Don't expect huge returns from Disney for in the near future.

entertainment services

Fox acquisition positive. But their streaming services is a ways away. Dead money for a year. Small dividend pays you to wait. Fantastic content. Overhang is ESPN, but their pro sports streaming side may be positive. Don't expect huge returns from Disney for in the near future.

entertainment services
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$104.600
Owned Owned
Yes

BUY
Walt Disney(DIS-N) 

February 13, 2018

The company will grow with its launch of ESPN to the consumer and then Disney to the consumer. At the end of 2018, they will not stream through Netflix and will instead stream their content directly to the consumer. If the acquisition of FOX goes through, this will also increase the content they have available to stream. Their parks are doing well, Shanghai is doing very well. Traffic is good and their are raising prices. Their movie studio is also doing well, which drives the success of their retail products. The stock valuation is trading only at 13 or 14x forward earnings, and the tax package will increase their free cash, which they can use to improve their parks.

entertainment services

The company will grow with its launch of ESPN to the consumer and then Disney to the consumer. At the end of 2018, they will not stream through Netflix and will instead stream their content directly to the consumer. If the acquisition of FOX goes through, this will also increase the content they have available to stream. Their parks are doing well, Shanghai is doing very well. Traffic is good and their are raising prices. Their movie studio is also doing well, which drives the success of their retail products. The stock valuation is trading only at 13 or 14x forward earnings, and the tax package will increase their free cash, which they can use to improve their parks.

entertainment services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$104.120
Owned Owned
Yes

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