Walt Disney | StockChase
378
Walt Disney (DIS-N)

Last Price Recorded: $105.0500 on 2018-02-22

ON STOCKCHASE SINCE Nov 2000

entertainment services
378
Walt Disney (DIS-N)

Last Price Recorded: $105.0500 on 2018-02-22

ON STOCKCHASE SINCE Nov 2000

entertainment services

Walt Disney


Signal Opinion Expert
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

PAST TOP PICK
Walt Disney(DIS-N) 

February 13, 2018

(A Top Pick Feb. 16/17, Down 4%) Loves it. Just raised admission prices at their theme parks. Terrific what they're doing with their content library by competing with Netflix with their own streaming channel. Cruise line doing well. ESPN is a big question mark though. Trading at 15 times earnings.

entertainment services

(A Top Pick Feb. 16/17, Down 4%) Loves it. Just raised admission prices at their theme parks. Terrific what they're doing with their content library by competing with Netflix with their own streaming channel. Cruise line doing well. ESPN is a big question mark though. Trading at 15 times earnings.

entertainment services
David Baskin

President, Baskin Wealth Manage...

PricePrice
$104.120
Owned Owned
Unknown

TOP PICK
Walt Disney(DIS-N) 

January 30, 2018

He owned this in the past and sold at 3 or 4 years ago, because a great percentage of revenues and profits were made up of ESPN and ABC, and he was seeing cord cutting and subscriber growth waning. The purchase of 21st-century Fox will take those shackles off. They are getting a great library, but also control of HULU, a streaming medium. They own 30% already, but 21st-century Fox also owns 30%, so they now have majority ownership. A year from now we are going to see that "glass half empty" of cord cutting into a "glass half full". They are going to take Netflix on and you are going to see a Disney channel being streamed into homes. Trading at a reasonable multiple. Dividend yield of 1.5%. (Analysts' price target is $119.18.)

entertainment services

He owned this in the past and sold at 3 or 4 years ago, because a great percentage of revenues and profits were made up of ESPN and ABC, and he was seeing cord cutting and subscriber growth waning. The purchase of 21st-century Fox will take those shackles off. They are getting a great library, but also control of HULU, a streaming medium. They own 30% already, but 21st-century Fox also owns 30%, so they now have majority ownership. A year from now we are going to see that "glass half empty" of cord cutting into a "glass half full". They are going to take Netflix on and you are going to see a Disney channel being streamed into homes. Trading at a reasonable multiple. Dividend yield of 1.5%. (Analysts' price target is $119.18.)

entertainment services
Gordon Reid

President, GoodReid Investment ...

PricePrice
$110.110
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

January 23, 2018

There are a few headwinds. People are concerned about ESPN, cord cutting, and will they be able to monetize ESPN the same way as they have in the past. There is also the threat of "over the top" with the likes of Netflix. They have really valuable content in a number of different areas, and are going to be able to figure out a way to monetize that. They’re starting their own "over the top" service. Netflix clearly has a big advantage on people downloading movies and watching them on their platform, but Disney and other companies have a lot of valuable content, and will be creating their own services, creating some real competition. He likes this, and would think of it as a long-term business with really valuable content that you would want to own for a long period of time.

entertainment services

There are a few headwinds. People are concerned about ESPN, cord cutting, and will they be able to monetize ESPN the same way as they have in the past. There is also the threat of "over the top" with the likes of Netflix. They have really valuable content in a number of different areas, and are going to be able to figure out a way to monetize that. They’re starting their own "over the top" service. Netflix clearly has a big advantage on people downloading movies and watching them on their platform, but Disney and other companies have a lot of valuable content, and will be creating their own services, creating some real competition. He likes this, and would think of it as a long-term business with really valuable content that you would want to own for a long period of time.

entertainment services
Colin Stewart

CEO & Portfolio manager, JC Clark Investments...

PricePrice
$110.410
Owned Owned
Unknown

TOP PICK
Walt Disney(DIS-N) 

January 9, 2018

In the past couple of years there has been an overhang with ESPN about cord cutting. In December, they announced the acquisition of Fox, and the stock has responded favourably. As a "standalone", Disney is a great content company, and with the addition of Fox, it is going to be an even greater content company, because they are going to get some other platforms. They've announced they are launching their own "direct to consumer" ESPN channel this spring with one from Disney next year. Dividend yield of 1.5%. (Analysts' price target is $113.50.)

entertainment services

In the past couple of years there has been an overhang with ESPN about cord cutting. In December, they announced the acquisition of Fox, and the stock has responded favourably. As a "standalone", Disney is a great content company, and with the addition of Fox, it is going to be an even greater content company, because they are going to get some other platforms. They've announced they are launching their own "direct to consumer" ESPN channel this spring with one from Disney next year. Dividend yield of 1.5%. (Analysts' price target is $113.50.)

entertainment services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$109.940
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

December 27, 2017

The big news around Disney today is their acquisition of Fox. It’s a huge deal. As the integration unfolds into 2018, you may get a better opportunity to buy in. This whole space and the way people consume media is changing. Disney certainly owns a lot of content that people know and love and watch on a regular basis but the monetization of that will change, and understanding where their potential pinch points are could evolve also.

entertainment services

The big news around Disney today is their acquisition of Fox. It’s a huge deal. As the integration unfolds into 2018, you may get a better opportunity to buy in. This whole space and the way people consume media is changing. Disney certainly owns a lot of content that people know and love and watch on a regular basis but the monetization of that will change, and understanding where their potential pinch points are could evolve also.

entertainment services
Geoff Scott

Institutional Portfolio Manager, Cambridge Global Ass...

PricePrice
$107.640
Owned Owned
No

BUY
Walt Disney(DIS-N) 

December 21, 2017

Buy at these levels? He thinks it’s a buy. A classic juggernaut. Thinks the acquisitions of the FOX assets is going to go through. He’s seen good enough operations in the last 5 or 6 years and so consistent. The results are really good; 12-13% return year in year out. It is stretched on valuation, but he will pay for a good company over a lousy or one that looks super cheap. He is not too concerned about the ESPN situation with people cutting their cable subscription and going to Netflix. He thinks they will figure out a solution either stream it or whatever, the content is still there, it’s just a different platform, they will figure a way to monetize it.

entertainment services

Buy at these levels? He thinks it’s a buy. A classic juggernaut. Thinks the acquisitions of the FOX assets is going to go through. He’s seen good enough operations in the last 5 or 6 years and so consistent. The results are really good; 12-13% return year in year out. It is stretched on valuation, but he will pay for a good company over a lousy or one that looks super cheap. He is not too concerned about the ESPN situation with people cutting their cable subscription and going to Netflix. He thinks they will figure out a solution either stream it or whatever, the content is still there, it’s just a different platform, they will figure a way to monetize it.

entertainment services
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$109.570
Owned Owned
Unknown

TOP PICK
Walt Disney(DIS-N) 

December 20, 2017

Looking at a multiyear cycle, this has had a very good total return with dividend increases, etc. It struggled in the last couple of years because of issues around ESPN and people streaming content in different ways. They’ve started a Netflix type offering, looking to buy 20th Century Fox assets, and have a whole bunch of movies set to come on. They have a library which they can monetize and it is going to get larger. Dividend yield of 1.5%. (Analysts' price target is $112.)

entertainment services

Looking at a multiyear cycle, this has had a very good total return with dividend increases, etc. It struggled in the last couple of years because of issues around ESPN and people streaming content in different ways. They’ve started a Netflix type offering, looking to buy 20th Century Fox assets, and have a whole bunch of movies set to come on. They have a library which they can monetize and it is going to get larger. Dividend yield of 1.5%. (Analysts' price target is $112.)

entertainment services
Darren Sissons

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

PricePrice
$109.690
Owned Owned
Yes

BUY
Walt Disney(DIS-N) 

December 19, 2017

Had been reluctant on this, because of their model getting lapped by new technology. Their model was distribution of media products through conventional resources, mostly in cable. Most of their profit contribution came from ESPN and ABC. The acquisition of Fox kind of gets them out of the penalty box with a much larger content in order to take Netflix on. They are going to have a streaming sports package, a streaming package for family-friendly media as well as more traditional adult oriented opportunity. He is quite positive on this.

entertainment services

Had been reluctant on this, because of their model getting lapped by new technology. Their model was distribution of media products through conventional resources, mostly in cable. Most of their profit contribution came from ESPN and ABC. The acquisition of Fox kind of gets them out of the penalty box with a much larger content in order to take Netflix on. They are going to have a streaming sports package, a streaming package for family-friendly media as well as more traditional adult oriented opportunity. He is quite positive on this.

entertainment services
Gordon Reid

President, GoodReid Investment ...

PricePrice
$111.810
Owned Owned
Yes

WAIT
Walt Disney(DIS-N) 

December 14, 2017

Watching this with interest. Sold his holdings not too long ago, as it seemed to be drifting down. The Fox acquisition may change the equation. It did very well for him until it started going sideways in the last year or so. The jury is out and we are going to have to wait and see. Thinks they are going to be head to head with Netflix as soon as the dust settles.

entertainment services

Watching this with interest. Sold his holdings not too long ago, as it seemed to be drifting down. The Fox acquisition may change the equation. It did very well for him until it started going sideways in the last year or so. The jury is out and we are going to have to wait and see. Thinks they are going to be head to head with Netflix as soon as the dust settles.

entertainment services
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$110.570
Owned Owned
No

COMMENT
Walt Disney(DIS-N) 

December 7, 2017

Recently sold his holdings. Trading at about 11X EV over EBITDA, slightly above historical averages. It pushed above the 200-day moving average, and is now slightly below that. Has a possible content deal with Fox which would help. That would move towards the idea of Disney streaming their own content with Fox content, to go up against companies like Netflix. Media is supposed to benefit from tax reform, which is why the company probably spiked up a bit. He likes this longer-term, but is waiting for a possible entry point to look at it again. 1.6% dividend yield.

entertainment services

Recently sold his holdings. Trading at about 11X EV over EBITDA, slightly above historical averages. It pushed above the 200-day moving average, and is now slightly below that. Has a possible content deal with Fox which would help. That would move towards the idea of Disney streaming their own content with Fox content, to go up against companies like Netflix. Media is supposed to benefit from tax reform, which is why the company probably spiked up a bit. He likes this longer-term, but is waiting for a possible entry point to look at it again. 1.6% dividend yield.

entertainment services
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$105.260
Owned Owned
No

COMMENT
Walt Disney(DIS-N) 

December 5, 2017

Based on analysts’ consensus earnings numbers, his calculated FMV is about $115. Also, it is trading right up against one of his critical technical resistance points. It has been moving around that point for the last couple of years, and hasn’t been getting anywhere because earnings are not going anywhere either. This is a company that doesn’t get above its FMV. He doesn’t see where this stock is going to go.

entertainment services

Based on analysts’ consensus earnings numbers, his calculated FMV is about $115. Also, it is trading right up against one of his critical technical resistance points. It has been moving around that point for the last couple of years, and hasn’t been getting anywhere because earnings are not going anywhere either. This is a company that doesn’t get above its FMV. He doesn’t see where this stock is going to go.

entertainment services
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$107.220
Owned Owned
Unknown

PAST TOP PICK
Walt Disney(DIS-N) 

November 22, 2017

(A Top Pick May 5/17. Down 8%.) In the process of trying to acquire the 21st-Century Fox assets. Also looking to deliver their own Netflix stream. This is the time you want to take advantage to buy a high quality franchise like this.

entertainment services

(A Top Pick May 5/17. Down 8%.) In the process of trying to acquire the 21st-Century Fox assets. Also looking to deliver their own Netflix stream. This is the time you want to take advantage to buy a high quality franchise like this.

entertainment services
Darren Sissons

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

PricePrice
$102.740
Owned Owned
Yes

BUY
Walt Disney(DIS-N) 

November 6, 2017

Parks and movies is where the bulk of the revenue is from.  When you hear news of ESPN hurting them, that is the time to buy them.  The Frozen franchise is the cash cow that never seems to end. 

entertainment services

Parks and movies is where the bulk of the revenue is from.  When you hear news of ESPN hurting them, that is the time to buy them.  The Frozen franchise is the cash cow that never seems to end. 

entertainment services
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$100.640
Owned Owned
Unknown

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