Walt Disney | StockChase
368
Walt Disney (DIS-N)

Last Price Recorded: $111.2700 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

entertainment services
368
Walt Disney (DIS-N)

Last Price Recorded: $111.2700 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

entertainment services

Walt Disney


Signal Opinion Expert
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

COMMENT
Walt Disney(DIS-N) 

October 24, 2017

Doesn’t think this is a good time to be getting into this. Sold his holdings 2 or 3 years ago because everybody thought the Marvel movies were an absolute layup, but as it turns out nothing is assured in this business. Also thinks people are dropping ESPN. There has also been a tremendous growth of online.

entertainment services

Doesn’t think this is a good time to be getting into this. Sold his holdings 2 or 3 years ago because everybody thought the Marvel movies were an absolute layup, but as it turns out nothing is assured in this business. Also thinks people are dropping ESPN. There has also been a tremendous growth of online.

entertainment services
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$98.290
Owned Owned
No

TOP PICK
Walt Disney(DIS-N) 

October 20, 2017

Peaked at $116 in March or April. The worries had been on ESPN, cord cutting, etc. That has mostly happened, and they are acting to take measures to stop the bleeding and do different vehicles of distributing. ESPN was 110 million subscribers a year ago, and now it is like 89 million. “Live sports” is one of the last bastions of things that will stay. There is another Star Wars movie coming, and usually the stock does well. Also they get the attendant merchandise sales and all that. All it really has to do is go back to where it was, and you would have a 16% return. The entry point is attractive. Dividend yield of 1.6%. (Analysts’ price target is $113.50.)

entertainment services

Peaked at $116 in March or April. The worries had been on ESPN, cord cutting, etc. That has mostly happened, and they are acting to take measures to stop the bleeding and do different vehicles of distributing. ESPN was 110 million subscribers a year ago, and now it is like 89 million. “Live sports” is one of the last bastions of things that will stay. There is another Star Wars movie coming, and usually the stock does well. Also they get the attendant merchandise sales and all that. All it really has to do is go back to where it was, and you would have a 16% return. The entry point is attractive. Dividend yield of 1.6%. (Analysts’ price target is $113.50.)

entertainment services
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$99.400
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

October 16, 2017

Had to kind of talk down earnings due to hurricanes, and close up their theme parks for a couple of days. This year has been tough because there hasn’t been a good movie slate. Q4 numbers are going to come out soon, and there were no new releases in Q4. These issues are well known. ESPN is now about 20% of their operations. The company has one of the best assets in the world in their theme park operations, which probably represents about 40% of their business. They have pricing power and attendance is growing and there is launching of more and more additions to the theme parks.

entertainment services

Had to kind of talk down earnings due to hurricanes, and close up their theme parks for a couple of days. This year has been tough because there hasn’t been a good movie slate. Q4 numbers are going to come out soon, and there were no new releases in Q4. These issues are well known. ESPN is now about 20% of their operations. The company has one of the best assets in the world in their theme park operations, which probably represents about 40% of their business. They have pricing power and attendance is growing and there is launching of more and more additions to the theme parks.

entertainment services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$98.130
Owned Owned
Unknown

DON'T BUY
Walt Disney(DIS-N) 

October 13, 2017

This is a really great company. There are lots of companies with stretched valuations, and this is one of them. It looks too rich, as well as having a bit of problem with ESPN. His charts show him an improving ROC, which has been improving for about 8 years. Unfortunately, the stock has also improved for about 8 years. What if returns start to slide a little.

entertainment services

This is a really great company. There are lots of companies with stretched valuations, and this is one of them. It looks too rich, as well as having a bit of problem with ESPN. His charts show him an improving ROC, which has been improving for about 8 years. Unfortunately, the stock has also improved for about 8 years. What if returns start to slide a little.

entertainment services
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$97.380
Owned Owned
Unknown

COMMENT
Walt Disney(DIS-N) 

October 12, 2017

Besides movies, this has theme parks, cable networks, consumer products, etc. Has owned this, made some money, but decided to cut loose at this time. Trading at about 10.3X Enterprise Value over EBITDA, which is in line with historical metrics over the last 10 years. 1.6% dividend yield, which they are going to grow modestly over the next few years. They’ve cautioned about 2017 weakness, due to higher costs associated with sports and tough film comps. That is going to ease in 2018. Also, Star Wars is coming out in December. Some of the near-term positives are a strong movie slate, theme parks, including Shanghai. However, the ESPN cord shaving is in mind, which will continue to push the stock down. $90 could represent a better re-entry point.

entertainment services

Besides movies, this has theme parks, cable networks, consumer products, etc. Has owned this, made some money, but decided to cut loose at this time. Trading at about 10.3X Enterprise Value over EBITDA, which is in line with historical metrics over the last 10 years. 1.6% dividend yield, which they are going to grow modestly over the next few years. They’ve cautioned about 2017 weakness, due to higher costs associated with sports and tough film comps. That is going to ease in 2018. Also, Star Wars is coming out in December. Some of the near-term positives are a strong movie slate, theme parks, including Shanghai. However, the ESPN cord shaving is in mind, which will continue to push the stock down. $90 could represent a better re-entry point.

entertainment services
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$96.930
Owned Owned
No

BUY
Walt Disney(DIS-N) 

October 11, 2017

She is buying this for her new clients. The media sector as a whole has had an overhang, in terms of how people are consuming media and how it is going to be priced going forward. What they have going for them is their content and the type of content. ESPN is a big overhang, because people are streaming and not buying the big cable packages. Sports is a type of medium that people generally want to watch live. They announced they’re going to launch a consumer product for ESPN next year. Eventually they see it as a “pick and pay” where you can choose specific shows. They’ve also announced a consumer product for 2019 for their Disney content. For a long-term investment, this is an attractive entry point.

entertainment services

She is buying this for her new clients. The media sector as a whole has had an overhang, in terms of how people are consuming media and how it is going to be priced going forward. What they have going for them is their content and the type of content. ESPN is a big overhang, because people are streaming and not buying the big cable packages. Sports is a type of medium that people generally want to watch live. They announced they’re going to launch a consumer product for ESPN next year. Eventually they see it as a “pick and pay” where you can choose specific shows. They’ve also announced a consumer product for 2019 for their Disney content. For a long-term investment, this is an attractive entry point.

entertainment services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$98.550
Owned Owned
Yes

DON'T BUY
Walt Disney(DIS-N) 

October 10, 2017

Disney (DIS-N) or Comcast (CMCSA-Q)? Both fall into the media space, which is particularly challenged right now. The sector is fighting headwinds. He is more positive on Disney, but it has been struggling. With cord cutting, re-bundling, etc. you are fighting the tide, so he would prefer Comcast. However, in the space as a whole, he would prefer not to fight the headwinds.

entertainment services

Disney (DIS-N) or Comcast (CMCSA-Q)? Both fall into the media space, which is particularly challenged right now. The sector is fighting headwinds. He is more positive on Disney, but it has been struggling. With cord cutting, re-bundling, etc. you are fighting the tide, so he would prefer Comcast. However, in the space as a whole, he would prefer not to fight the headwinds.

entertainment services
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$99.580
Owned Owned
No

PAST TOP PICK
Walt Disney(DIS-N) 

October 3, 2017

(A Top Pick July 7/16. Up 3%.) People were concerned about ESPN, so-called cord cutters and carriage contracts. He is still a believer. They have a lot of intellectual properties in their film library. They’ve announced their own streaming service, so are going into competition with Netflix.

entertainment services

(A Top Pick July 7/16. Up 3%.) People were concerned about ESPN, so-called cord cutters and carriage contracts. He is still a believer. They have a lot of intellectual properties in their film library. They’ve announced their own streaming service, so are going into competition with Netflix.

entertainment services
David Baskin

President, Baskin Wealth Manage...

PricePrice
$100.790
Owned Owned
Yes

HOLD
Walt Disney(DIS-N) 

September 20, 2017

There has been a lot of news lately on the cable side of things, which has been an overhang. They recently released some news on their plans to move away from partnering with Netflix in terms of streaming. They have the content and it will be positive. It would take a couple of years to get there. Has an amazing library of content as well as potentially having the cable side of ESPN, which could fold into that. In the meantime, they have great movie franchises.

entertainment services

There has been a lot of news lately on the cable side of things, which has been an overhang. They recently released some news on their plans to move away from partnering with Netflix in terms of streaming. They have the content and it will be positive. It would take a couple of years to get there. Has an amazing library of content as well as potentially having the cable side of ESPN, which could fold into that. In the meantime, they have great movie franchises.

entertainment services
Zachary Curry

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

PricePrice
$99.210
Owned Owned
Yes

COMMENT
Walt Disney(DIS-N) 

September 12, 2017

The CEO spoke at a conference last week, and brought earnings guidance down for the fiscal year 2017, which ends in September. With the hurricanes in Florida, they are going to see less traffic including decreased occupancy in hotels. Have also had to cancel some of their cruise ships. They are going to start streaming direct to consumers’ platforms including ESPN. They envision this to have 10,000 new sporting programs that they are not currently showing. See it as being an a la carte menu where you can just choose to watch one big game or one league, without having to tap them all. The 2nd platform is their Disney platform which is going to include Disney Pixar, Marvel and Lucas films, which they are going to launch in 2019. All of this looks promising.

entertainment services

The CEO spoke at a conference last week, and brought earnings guidance down for the fiscal year 2017, which ends in September. With the hurricanes in Florida, they are going to see less traffic including decreased occupancy in hotels. Have also had to cancel some of their cruise ships. They are going to start streaming direct to consumers’ platforms including ESPN. They envision this to have 10,000 new sporting programs that they are not currently showing. See it as being an a la carte menu where you can just choose to watch one big game or one league, without having to tap them all. The 2nd platform is their Disney platform which is going to include Disney Pixar, Marvel and Lucas films, which they are going to launch in 2019. All of this looks promising.

entertainment services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$97.890
Owned Owned
Unknown

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