Walt Disney

DIS-N

NYSE:DIS

128.35
0.79 (0.62%)
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
BUY
BUY
November 19, 2013

He is moving assets from Canada to the US and this is a name that he has recently purchased. Getting money out of Canada and into more diversified names with a more global focus is a prudent thing to do, especially with the Cdn$ near parity. This company has been investing a lot over the past few years into content and they haven’t seen a lot of that money come back yet. He thinks they will.

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Walt Disney (DIS-N)
November 19, 2013

He is moving assets from Canada to the US and this is a name that he has recently purchased. Getting money out of Canada and into more diversified names with a more global focus is a prudent thing to do, especially with the Cdn$ near parity. This company has been investing a lot over the past few years into content and they haven’t seen a lot of that money come back yet. He thinks they will.

BUY WEAKNESS
BUY WEAKNESS
November 14, 2013

Long-term chart shows a strong upward trend from late 2011 and there is nothing to say that you should sell. Lots of fundamental news coming out, but there is nothing there suggesting any problems. Use any kind of dip to accumulate this.

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Walt Disney (DIS-N)
November 14, 2013

Long-term chart shows a strong upward trend from late 2011 and there is nothing to say that you should sell. Lots of fundamental news coming out, but there is nothing there suggesting any problems. Use any kind of dip to accumulate this.

BUY
BUY
November 12, 2013

Entertainment Stocks. He is positive on them. Stocks that appeal to the upper middle class and higher have done well. Time Warner was a poster child for bad capital allocation for years. They have turned it around. It is worth a look now. Disney is broader based, but it trades off of cyclical news, but even so, he prefers this one.

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Walt Disney (DIS-N)
November 12, 2013

Entertainment Stocks. He is positive on them. Stocks that appeal to the upper middle class and higher have done well. Time Warner was a poster child for bad capital allocation for years. They have turned it around. It is worth a look now. Disney is broader based, but it trades off of cyclical news, but even so, he prefers this one.

BUY
BUY
November 7, 2013

Expects there will be strong growth in the theme parks. They are calling for upside surprises in the 6%-7% range. Broadcast assets are doing really well, as well as theme parks. Good name.

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Walt Disney (DIS-N)
November 7, 2013

Expects there will be strong growth in the theme parks. They are calling for upside surprises in the 6%-7% range. Broadcast assets are doing really well, as well as theme parks. Good name.

TOP PICK
TOP PICK
November 6, 2013

He likes media and content providers. He likes companies that are benefiting from the increased free cash flowing that the US consumer has. As interest rates and inflation on food and energy have moved down, free cash flow is there to be spent. Have a theme Park opening in Shanghai in 2015. $74 next year is not unreasonable.

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Walt Disney (DIS-N)
November 6, 2013

He likes media and content providers. He likes companies that are benefiting from the increased free cash flowing that the US consumer has. As interest rates and inflation on food and energy have moved down, free cash flow is there to be spent. Have a theme Park opening in Shanghai in 2015. $74 next year is not unreasonable.

BUY
BUY
November 1, 2013

This is a name that he would be interested in buying here. Likes their ability to monetize their assets. Very good at product development. Trading at a relatively good valuation for one of the best brands that is out there. Spent a lot of money over the last 2-3 years investing in the theme park so there is a big run off in costs for them. They can put that money back into other areas. Feels the stock can be 20% higher in 2-3 years without any problem.

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Walt Disney (DIS-N)
November 1, 2013

This is a name that he would be interested in buying here. Likes their ability to monetize their assets. Very good at product development. Trading at a relatively good valuation for one of the best brands that is out there. Spent a lot of money over the last 2-3 years investing in the theme park so there is a big run off in costs for them. They can put that money back into other areas. Feels the stock can be 20% higher in 2-3 years without any problem.

PAST TOP PICK
PAST TOP PICK
October 4, 2013

(A Top Pick Sept 20/12. Up 25.8%.) This is a theme that he thinks has legs. It’s a theme on content and a theme on mobility. Their parks only make up about 30% of their total revenue. Good content.

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Walt Disney (DIS-N)
October 4, 2013

(A Top Pick Sept 20/12. Up 25.8%.) This is a theme that he thinks has legs. It’s a theme on content and a theme on mobility. Their parks only make up about 30% of their total revenue. Good content.

WAIT
WAIT
October 3, 2013

If buying wait for a 5-10% correction. A brand leader that will create quite a following.

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Walt Disney (DIS-N)
October 3, 2013

If buying wait for a 5-10% correction. A brand leader that will create quite a following.

BUY
BUY
September 5, 2013

A very well run business. They have very valuable content in terms of channels and theme parks. 18 times earnings but growing earnings.

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Walt Disney (DIS-N)
September 5, 2013

A very well run business. They have very valuable content in terms of channels and theme parks. 18 times earnings but growing earnings.

BUY
BUY
September 5, 2013

Has a lot of great things in front of it. The new Disney World in China will be opening. Acquisitions of Marvel and Lucas Films. Thinks they are going to find a lot of synergies with their theme parks, merchandise and movies. 1.2% dividend is projected to grow at 20% per year.

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Walt Disney (DIS-N)
September 5, 2013

Has a lot of great things in front of it. The new Disney World in China will be opening. Acquisitions of Marvel and Lucas Films. Thinks they are going to find a lot of synergies with their theme parks, merchandise and movies. 1.2% dividend is projected to grow at 20% per year.

COMMENT
COMMENT
August 29, 2013

Great company and well run. Had a few issues of late. Also, have made a bunch of mergers as they are trying to grow their franchise in certain areas and he thinks they will be very successful. One of the problems he has is that the film industry is very hit and miss so there may be more volatility in their earnings than people think. Their parks business continues to do very well.

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Walt Disney (DIS-N)
August 29, 2013

Great company and well run. Had a few issues of late. Also, have made a bunch of mergers as they are trying to grow their franchise in certain areas and he thinks they will be very successful. One of the problems he has is that the film industry is very hit and miss so there may be more volatility in their earnings than people think. Their parks business continues to do very well.

COMMENT
COMMENT
August 26, 2013

Great company and pretty reasonably valued.

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Walt Disney (DIS-N)
August 26, 2013

Great company and pretty reasonably valued.

HOLD
HOLD
August 21, 2013

This is a great company. It’s in the telco/cable space and his view is that a lot of it has to do with content. The stock has had a very good run so it is fairly expensive. Doesn’t think you will see short-term growth immediately, but if you are a Buy and Hold kind of investor, over time this will pay.

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Walt Disney (DIS-N)
August 21, 2013

This is a great company. It’s in the telco/cable space and his view is that a lot of it has to do with content. The stock has had a very good run so it is fairly expensive. Doesn’t think you will see short-term growth immediately, but if you are a Buy and Hold kind of investor, over time this will pay.

TOP PICK
TOP PICK
August 16, 2013

Media conglomerate. Their crown jewel is ESPN, the cable network and earns the highest affiliate fees of all networks. Have been renegotiating fees this past year at higher rates. Have been reinvesting in their parks and resorts and are starting to see the effects. Yield of 1.2%. In 2016 they will be opening up a resort in Shanghai in a joint venture with the Chinese government.

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Walt Disney (DIS-N)
August 16, 2013

Media conglomerate. Their crown jewel is ESPN, the cable network and earns the highest affiliate fees of all networks. Have been renegotiating fees this past year at higher rates. Have been reinvesting in their parks and resorts and are starting to see the effects. Yield of 1.2%. In 2016 they will be opening up a resort in Shanghai in a joint venture with the Chinese government.

DON'T BUY
DON'T BUY
August 1, 2013

A phenomenal company. Over time they do a very good job of making money for investors. Great brand recognition. Have been able to have some great pickup in revenue growth which is impressive. However, people see it as a “steady Eddie” type of business so, if you are in that boat, you are commanding a pretty high multiple. There are better opportunities, for you are taking a little bit more risk on the earnings side.

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Walt Disney (DIS-N)
August 1, 2013

A phenomenal company. Over time they do a very good job of making money for investors. Great brand recognition. Have been able to have some great pickup in revenue growth which is impressive. However, people see it as a “steady Eddie” type of business so, if you are in that boat, you are commanding a pretty high multiple. There are better opportunities, for you are taking a little bit more risk on the earnings side.

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