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.
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Analysis and Opinions about DIS-N

Signal
Opinion
Expert
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.
TOP PICK
TOP PICK
February 6, 2009
Going back 5 or 10 years, the stock has been trading with an average PE of about 17 or 18 and is now 9. Very high quality brands. Own EFPN, probably the strongest cable network. Trades at less than 10X earnings. Most concerns were about the DVD sales that were down in the 4th quarter. Long-term this will be fine.
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Walt Disney (DIS-N)
February 6, 2009
Going back 5 or 10 years, the stock has been trading with an average PE of about 17 or 18 and is now 9. Very high quality brands. Own EFPN, probably the strongest cable network. Trades at less than 10X earnings. Most concerns were about the DVD sales that were down in the 4th quarter. Long-term this will be fine.
COMMENT
COMMENT
August 27, 2008
His company doesn't like the movie business. He owns this one because of ESP and theme parks. Movie business is a classic “no barrier to entry” business. Historically it hasn't been a very good business.
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Walt Disney (DIS-N)
August 27, 2008
His company doesn't like the movie business. He owns this one because of ESP and theme parks. Movie business is a classic “no barrier to entry” business. Historically it hasn't been a very good business.
TOP PICK
TOP PICK
January 30, 2008
Stock price has fallen 25%. This is a very well run company. Fundamentals are very good and valuation is very sound.
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Walt Disney (DIS-N)
January 30, 2008
Stock price has fallen 25%. This is a very well run company. Fundamentals are very good and valuation is very sound.
HOLD
HOLD
November 9, 2006
Cyclical company because on the programming side, people are watching less TV and more computer programs. Theme parks are starting to decline because younger population is waning. Movie sector can be very volatile.
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Walt Disney (DIS-N)
November 9, 2006
Cyclical company because on the programming side, people are watching less TV and more computer programs. Theme parks are starting to decline because younger population is waning. Movie sector can be very volatile.
WEAK BUY
WEAK BUY
October 23, 2006
In effect, you are buying a library. A huge legacy, company with a lot of terrific products. Trading at 22 X earnings and has a bit of a dividend. You won't hit a home run with this.
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Walt Disney (DIS-N)
October 23, 2006
In effect, you are buying a library. A huge legacy, company with a lot of terrific products. Trading at 22 X earnings and has a bit of a dividend. You won't hit a home run with this.
SELL
SELL
December 19, 2005
The film/exhibition business is under a lot of pressure. One of the reasons to warm the stock is their enormous library which they can sell to DVDs. Doesn't think it's going to be a huge performer and would consider selling it as a tax loss.
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Walt Disney (DIS-N)
December 19, 2005
The film/exhibition business is under a lot of pressure. One of the reasons to warm the stock is their enormous library which they can sell to DVDs. Doesn't think it's going to be a huge performer and would consider selling it as a tax loss.
DON'T BUY
DON'T BUY
June 30, 2005
Opening a theme park in Hong Kong in the fall which will be a good asset. Disney is a big conglomerate and some parts are good while others are difficult. Has more volatility than it had 1 years ago. Also had some trouble in management.
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Walt Disney (DIS-N)
June 30, 2005
Opening a theme park in Hong Kong in the fall which will be a good asset. Disney is a big conglomerate and some parts are good while others are difficult. Has more volatility than it had 1 years ago. Also had some trouble in management.
DON'T BUY
DON'T BUY
June 9, 2005
Not the most exciting company in the world. Their product line is tired. Better places to be.
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Walt Disney (DIS-N)
June 9, 2005
Not the most exciting company in the world. Their product line is tired. Better places to be.
TOP PICK
TOP PICK
December 3, 2004
Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
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Walt Disney (DIS-N)
December 3, 2004
Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
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