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
COMMENT
COMMENT
June 1, 2011
Recently disappointing earnings. Could be a potential NFL lockout that would put pressure on their ESPN division but would probably shift viewers down to College ball. Long term this is a great franchise.
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Walt Disney (DIS-N)
June 1, 2011
Recently disappointing earnings. Could be a potential NFL lockout that would put pressure on their ESPN division but would probably shift viewers down to College ball. Long term this is a great franchise.
PAST TOP PICK
PAST TOP PICK
April 27, 2011
(A Top Pick May 12/10. Up 22.53%.) Has 3 parts to it. The studio, themes parks and ESPN. All are doing quite well. Weak US$ is golden for the parks as it leads Americans to stay at home. Also weak US$ should attract foreigners.
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Walt Disney (DIS-N)
April 27, 2011
(A Top Pick May 12/10. Up 22.53%.) Has 3 parts to it. The studio, themes parks and ESPN. All are doing quite well. Weak US$ is golden for the parks as it leads Americans to stay at home. Also weak US$ should attract foreigners.
BUY
BUY
March 24, 2011
Been under pressure because of gas prices and affected the travel side of their business. Their theme parks have been difficult and they do own one in Japan, although he doesn’t believe it is a large percentage of overall revenue. He thinks you will see a better take on the theme park side so there is certainly opportunity here. The film business is quite volatile. He would buy it here.
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Walt Disney (DIS-N)
March 24, 2011
Been under pressure because of gas prices and affected the travel side of their business. Their theme parks have been difficult and they do own one in Japan, although he doesn’t believe it is a large percentage of overall revenue. He thinks you will see a better take on the theme park side so there is certainly opportunity here. The film business is quite volatile. He would buy it here.
DON'T BUY
DON'T BUY
March 23, 2011
$44.26 Model price. He is finding 50% upsides in the US. It is hitting resistance at $45. It will go with the market.
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Walt Disney (DIS-N)
March 23, 2011
$44.26 Model price. He is finding 50% upsides in the US. It is hitting resistance at $45. It will go with the market.
BUY
BUY
March 23, 2011
For Children’s portfolio – he says he would prefer an ETF. Otherwise, yes something that the child might take an interest in and follow it.
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Walt Disney (DIS-N)
March 23, 2011
For Children’s portfolio – he says he would prefer an ETF. Otherwise, yes something that the child might take an interest in and follow it.
PAST TOP PICK
PAST TOP PICK
August 18, 2010
(A Top Pick July 8/09. Up 53.5%.)
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Walt Disney (DIS-N)
August 18, 2010
(A Top Pick July 8/09. Up 53.5%.)
PAST TOP PICK
PAST TOP PICK
July 14, 2010
(A Top Pick July 8/09. Up 55%.) Theme parks had started to improve and the film business was doing well and ESPN revenues were rising. Still likes.
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Walt Disney (DIS-N)
July 14, 2010
(A Top Pick July 8/09. Up 55%.) Theme parks had started to improve and the film business was doing well and ESPN revenues were rising. Still likes.
PAST TOP PICK
PAST TOP PICK
June 16, 2010
(A Top Pick July 8/09. Up 59.09%.)
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Walt Disney (DIS-N)
June 16, 2010
(A Top Pick July 8/09. Up 59.09%.)
TOP PICK
TOP PICK
May 12, 2010
Well managed. Films are doing well. Own ESPN, which has done extremely well on the cable side. Trading at about 16-17 times earnings.
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Walt Disney (DIS-N)
May 12, 2010
Well managed. Films are doing well. Own ESPN, which has done extremely well on the cable side. Trading at about 16-17 times earnings.
BUY
BUY
April 29, 2010
Reasonably well run. Not only own films but also broadcast networks such as ABC and ESPN plus theme parks in California and Florida. Consumer discretionary stocks so it does exhibit cyclicality with the economy. Not expensive with a dividend yield of about 3%.
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Walt Disney (DIS-N)
April 29, 2010
Reasonably well run. Not only own films but also broadcast networks such as ABC and ESPN plus theme parks in California and Florida. Consumer discretionary stocks so it does exhibit cyclicality with the economy. Not expensive with a dividend yield of about 3%.
BUY
BUY
February 17, 2010
Well managed. ESPN and ABC are the business drivers. 43-45% of business comes out of these businesses. Well priced here.
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Walt Disney (DIS-N)
February 17, 2010
Well managed. ESPN and ABC are the business drivers. 43-45% of business comes out of these businesses. Well priced here.
TOP PICK
TOP PICK
July 8, 2009
Great management. Most people think of their parks but only 30% of revenue comes from this. More of a media company with ESPN and ABC making up about 45%. Also have Pixar for making animated movies. Will probably earn $1.75 this year and $1.95 next year. A weaker US$ will benefit them.
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Walt Disney (DIS-N)
July 8, 2009
Great management. Most people think of their parks but only 30% of revenue comes from this. More of a media company with ESPN and ABC making up about 45%. Also have Pixar for making animated movies. Will probably earn $1.75 this year and $1.95 next year. A weaker US$ will benefit them.
TOP PICK
TOP PICK
June 5, 2009
Consumer's product so is a bet on reflation (stimulation of economy by increasing money supply) trade as well as international trade. Has a great international presence. Also derive a tremendous amount of the revenue from advertising. On the rebound in ads, they will participate.
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Walt Disney (DIS-N)
June 5, 2009
Consumer's product so is a bet on reflation (stimulation of economy by increasing money supply) trade as well as international trade. Has a great international presence. Also derive a tremendous amount of the revenue from advertising. On the rebound in ads, they will participate.
DON'T BUY
DON'T BUY
May 8, 2009
Has 3 parts. Studio/automation/film, theme parks and television assets. 2 of them are not doing great and the other one is muddling along. Not a big fan of this one because demographics are going to hurt them in the long run.
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Has 3 parts. Studio/automation/film, theme parks and television assets. 2 of them are not doing great and the other one is muddling along. Not a big fan of this one because demographics are going to hurt them in the long run.
COMMENT
COMMENT
March 31, 2009
The ultimate consumer exposed company. Parks are going to be challenged. Have reduced prices, which will have an impact on margins. Long-term great stock and dividend is safe. There will be volatility in the near term. $16 would probably be a real steal.
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Walt Disney (DIS-N)
March 31, 2009
The ultimate consumer exposed company. Parks are going to be challenged. Have reduced prices, which will have an impact on margins. Long-term great stock and dividend is safe. There will be volatility in the near term. $16 would probably be a real steal.
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