Walt Disney

DIS-N

NYSE:DIS

117.65
0.39 (0.33%)
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.
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Analysis and Opinions about DIS-N

Signal
Opinion
Expert
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)
DON'T BUY
DON'T BUY
October 2, 2019
Bought at $137. He has gone to the sidelines on DIS-N. He liked their recent guidance. However, he wonders what the barriers to entry are on the new streaming ventures they have entered into. He thinks there are better alternatives right now.
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Walt Disney (DIS-N)
October 2, 2019
Bought at $137. He has gone to the sidelines on DIS-N. He liked their recent guidance. However, he wonders what the barriers to entry are on the new streaming ventures they have entered into. He thinks there are better alternatives right now.
COMMENT
COMMENT
September 27, 2019
He loves this company. It is very interesting because it is highly integrated among several segments. They have the best content (Marvel, Star Wars, and the legacy titles), which flows into the parks and consumer products. Disney Plus will do well with the low cost to consumers. It will become one of the main beneficiaries in streaming.
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Walt Disney (DIS-N)
September 27, 2019
He loves this company. It is very interesting because it is highly integrated among several segments. They have the best content (Marvel, Star Wars, and the legacy titles), which flows into the parks and consumer products. Disney Plus will do well with the low cost to consumers. It will become one of the main beneficiaries in streaming.
Shane Obata

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Price
$129.960
Owned
Unknown
TOP PICK
TOP PICK
September 26, 2019

A great brand with fine content for kids and adults. They have the best chance to grow their streaming business and will give Netflix a run for their money. Last quarter was difficult because their Fox content didn't perform as well. (Analysts’ price target is $155.18)

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Walt Disney (DIS-N)
September 26, 2019

A great brand with fine content for kids and adults. They have the best chance to grow their streaming business and will give Netflix a run for their money. Last quarter was difficult because their Fox content didn't perform as well. (Analysts’ price target is $155.18)

TOP PICK
TOP PICK
August 20, 2019
The most dominant content company in the world after buying 21st Century Fox. Huge runway for them. Trades at reasonable valuations. It's paying down its debt quickly. (Analysts’ price target is $154.36)
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Walt Disney (DIS-N)
August 20, 2019
The most dominant content company in the world after buying 21st Century Fox. Huge runway for them. Trades at reasonable valuations. It's paying down its debt quickly. (Analysts’ price target is $154.36)
WATCH
WATCH
August 19, 2019
He sold recently. It is going to be a battle between their Disney+, getting subscribers signed up, and competitors. There are enough assets in their catalogue. They are losing the licensing money by bringing shows in-house. They have a huge catalogue and a huge balance sheet so they can make new content.
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Walt Disney (DIS-N)
August 19, 2019
He sold recently. It is going to be a battle between their Disney+, getting subscribers signed up, and competitors. There are enough assets in their catalogue. They are losing the licensing money by bringing shows in-house. They have a huge catalogue and a huge balance sheet so they can make new content.
TOP PICK
TOP PICK
August 15, 2019

Numbers didn't meet market expectations, so stock fell. Integrating complex companies. Programming content for a wide range of ages, so better than Netflix. Streaming online. Parks business, entertainment business. Thinks they'll keep paying down debt. Great story and brand. Yield is 1.32%. (Analysts’ price target is $154.71)

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Walt Disney (DIS-N)
August 15, 2019

Numbers didn't meet market expectations, so stock fell. Integrating complex companies. Programming content for a wide range of ages, so better than Netflix. Streaming online. Parks business, entertainment business. Thinks they'll keep paying down debt. Great story and brand. Yield is 1.32%. (Analysts’ price target is $154.71)

TOP PICK
TOP PICK
August 14, 2019

Their Q3 just disappointed; their Fox assets won't be accretive until 2021. The street sees no growth into 2020, but Disney is a huge content play that'll compete with Netflix. You're paid to wait. Has 22x earnings, but he trusts growth will come with the rise in streaming in the coming years. Great managers, powerful content and fine execution. (Analysts’ price target is $154.71)

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Walt Disney (DIS-N)
August 14, 2019

Their Q3 just disappointed; their Fox assets won't be accretive until 2021. The street sees no growth into 2020, but Disney is a huge content play that'll compete with Netflix. You're paid to wait. Has 22x earnings, but he trusts growth will come with the rise in streaming in the coming years. Great managers, powerful content and fine execution. (Analysts’ price target is $154.71)

TOP PICK
TOP PICK
August 13, 2019
November is when they will launch their new direct to consumer product at a very attractive monthly price. The purchase of 21st Century Fox adds a lot of new content to integrate into their operations. The stock is reasonably priced. Yield 1.28% (Analysts’ price target is $154.71)
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Walt Disney (DIS-N)
August 13, 2019
November is when they will launch their new direct to consumer product at a very attractive monthly price. The purchase of 21st Century Fox adds a lot of new content to integrate into their operations. The stock is reasonably priced. Yield 1.28% (Analysts’ price target is $154.71)
HOLD
HOLD
August 7, 2019
They spend a lot of money on the Star Wars theme park, which is taking time to catch on. Remember though, they are a monetizing machine. In the past they have heavily invested in themes, but have been able to grow into it. They are good at it. They have studio, tv, and products to sell. They are doing fine and the cash flow is great. Don't get hung up on one quarter. He didn't see anything in their recent earnings to be overly concerned over.
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Walt Disney (DIS-N)
August 7, 2019
They spend a lot of money on the Star Wars theme park, which is taking time to catch on. Remember though, they are a monetizing machine. In the past they have heavily invested in themes, but have been able to grow into it. They are good at it. They have studio, tv, and products to sell. They are doing fine and the cash flow is great. Don't get hung up on one quarter. He didn't see anything in their recent earnings to be overly concerned over.
TOP PICK
TOP PICK
August 6, 2019
He likes the consumer space and their thirst for digital content. They have had a nice bump up already. Earnings are reported tonight. For the next year they will do a good job on the execution for the direct to consumer space. They will leverage their content and sell to a global consumer. A great add to their products. They have grown the dividend by 15% annually for years. Yield 1.26% (Analysts’ price target is $155.19)
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Walt Disney (DIS-N)
August 6, 2019
He likes the consumer space and their thirst for digital content. They have had a nice bump up already. Earnings are reported tonight. For the next year they will do a good job on the execution for the direct to consumer space. They will leverage their content and sell to a global consumer. A great add to their products. They have grown the dividend by 15% annually for years. Yield 1.26% (Analysts’ price target is $155.19)
PAST TOP PICK
PAST TOP PICK
July 30, 2019
(A Top Pick Aug 29/18, Up 31%) They are dominating the box office like no other company before. Loves the new Lion King movie. They have the cruise line, ESPN and the theme parks, hitting on all cylinders.
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Walt Disney (DIS-N)
July 30, 2019
(A Top Pick Aug 29/18, Up 31%) They are dominating the box office like no other company before. Loves the new Lion King movie. They have the cruise line, ESPN and the theme parks, hitting on all cylinders.
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