Walt Disney Co. (DIS-N)
730 watching
NYSE:DIS
96.98
0.90
(0.94%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Jul 7, 2022, 5:09 pm
0
BUY
Really likes it and has longed it. Very good long term. DIS is unique--has a great brand and its assets to develop them in a modern way. Streaming will have a difficult time, but their deep library of content will help. People forget they bought 20th Century Fox, so they could sell some assets. Also, there are blockbuster movies coming. The theme parks generate a lot of revenue, so they need to return to operation globally. During Covid they did the right thing of cutting their dividend, furloughing employees and watching costs. So, they're in better shape than other media companies.
entertainment services
$95.650
Owned
BUY
Is Disney really only Disney+ because that's how it trades? Disney gets no credit for its most important business: the theme parks. People go because they love the franchise. Does Netflix have a theme park? Disney also has 5 cruise ships.
entertainment services
DON'T BUY
Their parks, streaming and merchandise amount to a great franchise, but the streaming business is very competitive. Disney+ has done very well, but investors want more. Also, how well will their theme parks do during high inflation. Also, China's lockdowns are effecting those theme parks. Consumer discretionary is one of the worst performers now, though long-term Disney is good.
entertainment services
BUY
Adding to Disney. The share price now is where the theme parks were closed during the pandemic. Now, the theme parks are packed. Disney+ is now in 80 countries and will add 80 more. He likes this company.
entertainment services
TOP PICK
Has owned shares in company for a long period of time.
Believes excellent long term growth prospects.
Continued dividend increases and healthy financial metrics.
Current share price presenting excellent buying opportunity.
Investors must be prepared for volatility in the markets if choosing to buy.
entertainment services
BUY on WEAKNESS
It has been painful. You're getting the streaming service for free at the current $100 level. He's added shares.
entertainment services
TOP PICK
Down about 50% over the year. Diversified business with original content, parks, and consumer products. Unique business model that generates free cashflow. Direct consumer part is generating losses right now, so the earnings will grow significantly over time. No dividend. (Analysts’ price target is $150.98)
entertainment services
BUY
It's had a tough year so far. During Covid, their theme parks and cruise ships were closed, but they launched Disney+ which did well. Going forward, an overhang is that the parks in China remain closed due to Covid. Disney is under-earning their earnings power. Their content should get released more regularly. This morning, Disney bid for the broadcast and digital rights to cricket league in India, a franchise that has grown tremendously, but she feels the price is too high. She remains confident in Disney, that the Chinese parks will reopen, Disney+ will improve and so should theatrical box office tallies.
entertainment services
TOP PICK
Recent market selloff (~50%) presenting good buying opportunity.
Recent opening of theme parks has done well.
Strong brand, and ability to market media across platforms (film, TV, theme parks, games, streaming).
Good long term hold.
entertainment services
BUY on WEAKNESS
Good company at the right price. Streaming, theme parks, ABC, ESPN. Sub-$100, he'd be very interested.
entertainment services
COMMENT
Disney iss fine, though he's not crazy about it. But Disney is cheaper because of Disney+. Disney just has to get better of selling/telling their own story.
entertainment services
TOP PICK
Great brand name. Parks contribute 41% of revenue, and these (and cruises) should do well the next couple of years as we come out of Covid. Media side has blockbuster deals coming through, and Disney+ has done well with growth. Massive library from little kids to adults. Management gets credit for navigating Covid. No dividend. (Analysts’ price target is $156.45)
entertainment services
BUY
Allan Tong’s Discover Picks
Disney stocks jumped like a yo-yo, falling below $100, then returning to $105 when the report was released, and even surpassing $107. Let’s face it—Disney stocks have been gutted this year. DIS tumbled from above $155 to lose a full third of their value and making it one of the worst performers on Wall Street so far in 2022. It trades at 61x earnings, but has a forward PE of 24.1x. Read Summer stocks fun or summertime blues? 3 stocks to consider this summer for our full analysis.
entertainment services
BUY
DIS has pulled back a lot, but she believes in it long term. DIS launched their streamer amid a pandemic. Content costs for the sector is rising. DIS says Disney+ will be profitable 2.5 years from now. It was difficult to make a lot of new content during lockdowns, so there will be a lot more content going forward. Short-term it will cost to end licensing fees of Disney content on other platforms, but eventually Disney+ will make money. Theme parks will see a alot of upside when foreign parks, namely China, reopen.
entertainment services
BUY
Fantastic value. Streaming has slowed at present. One of the world's great content players. Theme parks, another incredible franchise. People are starting to travel again. Streaming and parks are two huge profit generators. Valuation is double the current share price over the next 5 years. Chance to buy one of the world's great companies while it's on sale.
entertainment services
Walt Disney Co.(DIS-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 46
Neutral - Hold Signals / Votes : 2
Bearish - Sell Signals / Votes : 5
Total Signals / Votes : 53
Walt Disney Co.(DIS-N) Frequently Asked Questions
What is Walt Disney Co. stock symbol?
Walt Disney Co. is a American stock, trading under the symbol DIS-N on the New York Stock Exchange (DIS). It is usually referred to as NYSE:DIS or DIS-N
Is Walt Disney Co. a buy or a sell?
In the last year, 53 stock analysts published opinions about DIS-N. 46 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Walt Disney Co..
Is Walt Disney Co. a good investment or a top pick?
Walt Disney Co. was recommended as a Top Pick by on . Read the latest stock experts ratings for Walt Disney Co..
Why is Walt Disney Co. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Walt Disney Co. worth watching?
53 stock analysts on Stockchase covered Walt Disney Co. In the last year. It is a trending stock that is worth watching.
What is Walt Disney Co. stock price?
On 2022-07-07, Walt Disney Co. (DIS-N) stock closed at a price of $96.98.
