Walt Disney
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About Walt Disney (DIS-N)
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He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.
In 5 years They're taking on Netflix with some fine programming, but he wonders how much room there will be in the streaming market as more players enter? More competition may pressure Netflix stock down the road. Disney has had a long-term peak of 4x adjusted book value historically. It's now above that ($131). As long as the stock stays above that, then the market will believe in Disney. But watch this very carefully. Right now is a real line in the sand.
In 5 years They're taking on Netflix with some fine programming, but he wonders how much room there will be in the streaming market as more players enter? More competition may pressure Netflix stock down the road. Disney has had a long-term peak of 4x adjusted book value historically. It's now above that ($131). As long as the stock stays above that, then the market will believe in Disney. But watch this very carefully. Right now is a real line in the sand.
A past pick recently. Long-term they will likely do well in streaming shows. They have lots of platforms to create new content and have a big library of movies. They will be priced lower than Netflix. Disney has had a nice pop in the past month.
A past pick recently. Long-term they will likely do well in streaming shows. They have lots of platforms to create new content and have a big library of movies. They will be priced lower than Netflix. Disney has had a nice pop in the past month.
10 years from now is it going to be the leader or Netflix ? 10 years is an eternity. Hard to say. He thinks there is going to be some kind of oligopoly. Now Disney is better valuation. Modeling 9% EPS growth. Not cheap here at 21 times 2020. He owns both even as Netflix is a high alpha play.
10 years from now is it going to be the leader or Netflix ? 10 years is an eternity. Hard to say. He thinks there is going to be some kind of oligopoly. Now Disney is better valuation. Modeling 9% EPS growth. Not cheap here at 21 times 2020. He owns both even as Netflix is a high alpha play.
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He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.