Walt Disney

DIS-N

NYSE:DIS

128.63
1.59 (1.22%)
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
DON'T BUY
DON'T BUY
May 7, 2020
The parks hit them but the streaming service is way up in subscribers. This company is going to lag in the whole phase of turning on of the economy. ESPN will be a difficult thing and he is not sure it will be a total success. Disney Shanghai is opening up next week but he is not sure how it will work with social distancing. This is not the seasonal time for this stock. It usually picks up in the second half of the year.
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The parks hit them but the streaming service is way up in subscribers. This company is going to lag in the whole phase of turning on of the economy. ESPN will be a difficult thing and he is not sure it will be a total success. Disney Shanghai is opening up next week but he is not sure how it will work with social distancing. This is not the seasonal time for this stock. It usually picks up in the second half of the year.
SELL
SELL
May 4, 2020
When the CEO stepped down, he should have sold then. It is hard to see how the parks will recover. They don’t make money from their streaming business. In the Mid $70 range he would take another look at it.
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When the CEO stepped down, he should have sold then. It is hard to see how the parks will recover. They don’t make money from their streaming business. In the Mid $70 range he would take another look at it.
TOP PICK
TOP PICK
April 21, 2020

More than half its revenues come from the media division (cable channels). Disney is not just theme parks. Disney+ has signed up over 50 millions subs since November vs. Netflix's 165 million. Also, Disney + is rolling out globally. This is on sale, so buy now, down 35% in recent months. (Analysts’ price target is $131.96)

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Walt Disney (DIS-N)
April 21, 2020

More than half its revenues come from the media division (cable channels). Disney is not just theme parks. Disney+ has signed up over 50 millions subs since November vs. Netflix's 165 million. Also, Disney + is rolling out globally. This is on sale, so buy now, down 35% in recent months. (Analysts’ price target is $131.96)

TOP PICK
TOP PICK
April 20, 2020
Don't let a good crisis go to waste. They have great franchises. Near term there will be problems with cruises and parks. The dividend may be safe. There will be some recovery in the cruise market and kids will still want to go to the parks. (Analysts’ price target is $133.81)
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Walt Disney (DIS-N)
April 20, 2020
Don't let a good crisis go to waste. They have great franchises. Near term there will be problems with cruises and parks. The dividend may be safe. There will be some recovery in the cruise market and kids will still want to go to the parks. (Analysts’ price target is $133.81)
WAIT
WAIT
April 14, 2020
The theme parks and cruiselines will be effected for some time. But they also have a huge library of films and shows to stream. It's a good company and will eventually recover. Be patient and don't rush in. The wider economy still needs to recover.
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Walt Disney (DIS-N)
April 14, 2020
The theme parks and cruiselines will be effected for some time. But they also have a huge library of films and shows to stream. It's a good company and will eventually recover. Be patient and don't rush in. The wider economy still needs to recover.
PAST TOP PICK
PAST TOP PICK
April 13, 2020
(A Top Pick Jun 15/19, Down 31%) They are so far ahead of themselves on streaming. They own massive content. This company will obviously survive but could have a couple of bad quarters. He still likes it longer term. He will probably look to add more soon.
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Walt Disney (DIS-N)
April 13, 2020
(A Top Pick Jun 15/19, Down 31%) They are so far ahead of themselves on streaming. They own massive content. This company will obviously survive but could have a couple of bad quarters. He still likes it longer term. He will probably look to add more soon.
HOLD
HOLD
March 20, 2020
He likes DIS as a long term hold. They are integrated with all their intellectual property (streaming, parks, products, etc.). They have generations of fans. In the near term it will be rocky roads, due to the parks and cruises that they will have to deal with. He is unsure though if it is time to back up the truck -- maybe buy 1/3 or 1/2 of your position. Yield 2% (Analysts’ price target is $148.00)
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Walt Disney (DIS-N)
March 20, 2020
He likes DIS as a long term hold. They are integrated with all their intellectual property (streaming, parks, products, etc.). They have generations of fans. In the near term it will be rocky roads, due to the parks and cruises that they will have to deal with. He is unsure though if it is time to back up the truck -- maybe buy 1/3 or 1/2 of your position. Yield 2% (Analysts’ price target is $148.00)
COMMENT
COMMENT
March 16, 2020
He had a short-term sell around $110-112. At $80, he'd buy it for a trade. It's now between his buy and sell point.
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Walt Disney (DIS-N)
March 16, 2020
He had a short-term sell around $110-112. At $80, he'd buy it for a trade. It's now between his buy and sell point.
WAIT
WAIT
March 11, 2020
Excellent business. Hard to model earnings for next two quarters. Best to buy near the 100 or 200-day, which would be about $96.
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Walt Disney (DIS-N)
March 11, 2020
Excellent business. Hard to model earnings for next two quarters. Best to buy near the 100 or 200-day, which would be about $96.
TOP PICK
TOP PICK
March 5, 2020
Streaming, TV, and theme parks make it a very robust business model. Coronavirus has given new investors an opportunity to invest. If you don't own it, take a look at it. Yield is 1.54%. (Analysts’ price target is $161.00)
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Walt Disney (DIS-N)
March 5, 2020
Streaming, TV, and theme parks make it a very robust business model. Coronavirus has given new investors an opportunity to invest. If you don't own it, take a look at it. Yield is 1.54%. (Analysts’ price target is $161.00)
DON'T BUY
DON'T BUY
February 28, 2020
A month ago there was a lot of spin about Disney+ streaming content. The problem is that the hype brought in weak buyers and when earnings did not show growth it took speculators out. Now with the CEO stepping out unexpectedly, he is looking at other opportunities in the market.
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Walt Disney (DIS-N)
February 28, 2020
A month ago there was a lot of spin about Disney+ streaming content. The problem is that the hype brought in weak buyers and when earnings did not show growth it took speculators out. Now with the CEO stepping out unexpectedly, he is looking at other opportunities in the market.
COMMENT
COMMENT
February 27, 2020

V-N vs. DIS-N. He would go V-N 100%. DIS-N he thinks they will suffer for quite some time. They did major acquisitions and the balance sheet is hugely invested. They need time to digest all of this and will be a mess for a year or two.

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Walt Disney (DIS-N)
February 27, 2020

V-N vs. DIS-N. He would go V-N 100%. DIS-N he thinks they will suffer for quite some time. They did major acquisitions and the balance sheet is hugely invested. They need time to digest all of this and will be a mess for a year or two.

WATCH
WATCH
February 27, 2020
Likes it long term. Great job with Disney Plus. But how is the virus affecting their theme parks? Be careful of that right now. There are other names to go to.
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Walt Disney (DIS-N)
February 27, 2020
Likes it long term. Great job with Disney Plus. But how is the virus affecting their theme parks? Be careful of that right now. There are other names to go to.
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020
The impact of the coronavirus. They have a diversified operating footprint. They had to close their Shanghai park, which is a temporary hit to their earnings, but earnings will come back later. Disney is a good way to play the virus; he's been buying more shares. Other parts of the operation will offset those virus losses. And CEO Bob Iger's departure was a surprise.
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Walt Disney (DIS-N)
February 26, 2020
The impact of the coronavirus. They have a diversified operating footprint. They had to close their Shanghai park, which is a temporary hit to their earnings, but earnings will come back later. Disney is a good way to play the virus; he's been buying more shares. Other parts of the operation will offset those virus losses. And CEO Bob Iger's departure was a surprise.
TOP PICK
TOP PICK
February 14, 2020

A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)

Show full opinionHide full opinion
Walt Disney (DIS-N)
February 14, 2020

A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)

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