Walt Disney

DIS-N

NYSE:DIS

139.54
1.36 (0.97%)
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate, headquartered at the Walt Disney Studios in Burbank, California.
More at Wikipedia

Analysis and Opinions about DIS-N

Signal
Opinion
Expert
HOLD
HOLD
December 13, 2019
Disney+ has added subscribers. She has owned them for some time. They have good content and it is priced reasonably. She signed up and was impressed with all the streaming options that were available. The theme parks are doing well globally as has the movie production segment. It is reasonably priced and although they will likely lose money on their streaming services for the first couple of years, she sees it as a good long term hold.
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Walt Disney (DIS-N)
December 13, 2019
Disney+ has added subscribers. She has owned them for some time. They have good content and it is priced reasonably. She signed up and was impressed with all the streaming options that were available. The theme parks are doing well globally as has the movie production segment. It is reasonably priced and although they will likely lose money on their streaming services for the first couple of years, she sees it as a good long term hold.
BUY
BUY
December 9, 2019
For years, it wasn't doing much, but he bought it because Disney+ was coming. Also, their other businesses are great. Buy this for the long-term. They will grow their dividend 10% annually. Valuation isn't expensive compared to its peers. Disney+ subs will exceed expectations.
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Walt Disney (DIS-N)
December 9, 2019
For years, it wasn't doing much, but he bought it because Disney+ was coming. Also, their other businesses are great. Buy this for the long-term. They will grow their dividend 10% annually. Valuation isn't expensive compared to its peers. Disney+ subs will exceed expectations.
COMMENT
COMMENT
December 6, 2019

It’s a huge, great company. It’s picked up from Disney+. The competition is looking to pan out for them, but Netflix is still competitive. From October to February, they tend to do well.

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Walt Disney (DIS-N)
December 6, 2019

It’s a huge, great company. It’s picked up from Disney+. The competition is looking to pan out for them, but Netflix is still competitive. From October to February, they tend to do well.

HOLD
HOLD
December 4, 2019
It's peaked for years at 4x its book value without breaking through. But when they announced they were streaming, the stock broke out. We've had a speculative buy signal just as earnings forecasts are tailing off. As long as it holds at $140 support, you're safe. Fundamentals vs. technical data.
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Walt Disney (DIS-N)
December 4, 2019
It's peaked for years at 4x its book value without breaking through. But when they announced they were streaming, the stock broke out. We've had a speculative buy signal just as earnings forecasts are tailing off. As long as it holds at $140 support, you're safe. Fundamentals vs. technical data.
Ross Healy

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Price
$148.650
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 27, 2019
(A Top Pick Nov 13/18, Up 31%) Liked the deal with 20th Century Fox. It diluted the cord-cutting with ABC and ESPN, and set the stage for Disney to get into the streaming wars. Trading around 20x earnings, while Netflix trades at 3x that value. Disney has the chops to go toe to toe with Netflix.
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Walt Disney (DIS-N)
November 27, 2019
(A Top Pick Nov 13/18, Up 31%) Liked the deal with 20th Century Fox. It diluted the cord-cutting with ABC and ESPN, and set the stage for Disney to get into the streaming wars. Trading around 20x earnings, while Netflix trades at 3x that value. Disney has the chops to go toe to toe with Netflix.
WAIT
WAIT
November 21, 2019
Great streaming product just released. Stock's a bit overdone at this point. But likes it long-term.
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Walt Disney (DIS-N)
November 21, 2019
Great streaming product just released. Stock's a bit overdone at this point. But likes it long-term.
Stan Wong

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Price
$146.900
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Jan 07/19, Up 34%) 10 million subscribers to their streaming service. They will start by losing money on this for the first couple of years. It is the highest quality company he can own. It's international.
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Walt Disney (DIS-N)
November 19, 2019
(A Top Pick Jan 07/19, Up 34%) 10 million subscribers to their streaming service. They will start by losing money on this for the first couple of years. It is the highest quality company he can own. It's international.
BUY
BUY
November 19, 2019
Since 2015 it couldn't break $120, but has since broken it. He'd be happy to buy it now.
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Walt Disney (DIS-N)
November 19, 2019
Since 2015 it couldn't break $120, but has since broken it. He'd be happy to buy it now.
BUY
BUY
November 12, 2019
Has owned this since 2012 and buying it recently. Launching their streaming service today. Last week, they reported good numbers about their Dutch test for Disney+. Their movies and theme parks are performing well. They can leverage their content well to attract subscribers. Overall, she's confident Disney+ will do well. Wait for a pullback and don't chase this. Buy for the long term.
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Walt Disney (DIS-N)
November 12, 2019
Has owned this since 2012 and buying it recently. Launching their streaming service today. Last week, they reported good numbers about their Dutch test for Disney+. Their movies and theme parks are performing well. They can leverage their content well to attract subscribers. Overall, she's confident Disney+ will do well. Wait for a pullback and don't chase this. Buy for the long term.
TOP PICK
TOP PICK
November 5, 2019

They have the best content to compete with Netflix and are priced well. There may be some execution risk after buying Fox, but their amusement parks still make up a big chunk of revenues. Also, their brand is unmatched. (Analysts’ price target is $153.71)

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Walt Disney (DIS-N)
November 5, 2019

They have the best content to compete with Netflix and are priced well. There may be some execution risk after buying Fox, but their amusement parks still make up a big chunk of revenues. Also, their brand is unmatched. (Analysts’ price target is $153.71)

TOP PICK
TOP PICK
October 29, 2019

They have the Star Wars movie coming and Disney+ launches on Nov. 12. They have 40 million US cable customers, and they will all get a free introductory streamng subscription. Not to mention, Disney has their theme parks and ESPN. The stock has pulled back, so it's a good time to enter. (Analysts’ price target is $153.71)

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Walt Disney (DIS-N)
October 29, 2019

They have the Star Wars movie coming and Disney+ launches on Nov. 12. They have 40 million US cable customers, and they will all get a free introductory streamng subscription. Not to mention, Disney has their theme parks and ESPN. The stock has pulled back, so it's a good time to enter. (Analysts’ price target is $153.71)

DON'T BUY
DON'T BUY
October 28, 2019
They have great media assets, like ESPN and Fox, which are on cable. But Disney+ is a streamer, which needs a separate subscription and may lead to cord-cutting of their own assets--cannibalizing. Overall, the streaming space will become more competitive. Now, Disney is fairly valued. If they get customers to double-dip in both media, how long will that last?
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Walt Disney (DIS-N)
October 28, 2019
They have great media assets, like ESPN and Fox, which are on cable. But Disney+ is a streamer, which needs a separate subscription and may lead to cord-cutting of their own assets--cannibalizing. Overall, the streaming space will become more competitive. Now, Disney is fairly valued. If they get customers to double-dip in both media, how long will that last?
TOP PICK
TOP PICK
October 25, 2019

A great box office that spills over into merchandise and streaming. Verizon just announced they will give Disney Plus free to subscribers. A blue chip holding. Yield 1.34% (Analysts’ price target is $154.00)

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Walt Disney (DIS-N)
October 25, 2019

A great box office that spills over into merchandise and streaming. Verizon just announced they will give Disney Plus free to subscribers. A blue chip holding. Yield 1.34% (Analysts’ price target is $154.00)

BUY
BUY
October 17, 2019

DIS vs. NFLX Two completely different companies in the same business. Netflix is the grand daddy of streaming. Success built on increasing subscriber base. Under the hood, it's cashflow negative. Accounting tricks let them amortize earnings. Disney is an established behemoth, getting into streaming. They own parks and ESPN, and have substance to support streaming investment.

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Walt Disney (DIS-N)
October 17, 2019

DIS vs. NFLX Two completely different companies in the same business. Netflix is the grand daddy of streaming. Success built on increasing subscriber base. Under the hood, it's cashflow negative. Accounting tricks let them amortize earnings. Disney is an established behemoth, getting into streaming. They own parks and ESPN, and have substance to support streaming investment.

TOP PICK
TOP PICK
October 9, 2019
They have great content and will be streaming in November at an attractive $6.99/monthly. Their movies and parks still do well. Streaming offers a new growth platform. Trades at a good multiple. (Analysts’ price target is $154.96)
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Walt Disney (DIS-N)
October 9, 2019
They have great content and will be streaming in November at an attractive $6.99/monthly. Their movies and parks still do well. Streaming offers a new growth platform. Trades at a good multiple. (Analysts’ price target is $154.96)
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