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.
More at Wikipedia

Analysis and Opinions about DIS-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 15, 2019
Nobody has better content than Disney: Star Wars, Pixar, Marvel. They cross-sell across movies, theme parks, TV, games and now streaming better than anyone else. A great growth stock. (Analysts’ price target is $153.13)
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Walt Disney (DIS-N)
July 15, 2019
Nobody has better content than Disney: Star Wars, Pixar, Marvel. They cross-sell across movies, theme parks, TV, games and now streaming better than anyone else. A great growth stock. (Analysts’ price target is $153.13)
BUY
BUY
July 8, 2019

A 3-year hold They've done well launching Disney+ and condolidating Hulu to move quickly into streaming. Movies still generate revenue but are less important now. The theme parks are also doing well. The issue is that Disney must pay licensees to stream their content and this will eat into profits. This will limit EPS growth in this transition period. Disney's entry will actually be positive for Netflix, but will cut more cable subscriptions. This will be a multi-player industry.

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Walt Disney (DIS-N)
July 8, 2019

A 3-year hold They've done well launching Disney+ and condolidating Hulu to move quickly into streaming. Movies still generate revenue but are less important now. The theme parks are also doing well. The issue is that Disney must pay licensees to stream their content and this will eat into profits. This will limit EPS growth in this transition period. Disney's entry will actually be positive for Netflix, but will cut more cable subscriptions. This will be a multi-player industry.

TOP PICK
TOP PICK
July 2, 2019

45% of their business comes from the amusement parks, and 35% from the media, and the rest from consumers. The Fox deal was big. they own Hulu. They are one of the few who can compete with Netflix with a huge content library. Has lots of fresh cash flow with little debt. They will continue to grow (Analysts’ price target is $152.91)

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Walt Disney (DIS-N)
July 2, 2019

45% of their business comes from the amusement parks, and 35% from the media, and the rest from consumers. The Fox deal was big. they own Hulu. They are one of the few who can compete with Netflix with a huge content library. Has lots of fresh cash flow with little debt. They will continue to grow (Analysts’ price target is $152.91)

TOP PICK
TOP PICK
June 26, 2019

They are much cheaper than Netflix -- only 16 times earnings. Price is pausing, but longer term it has a great future following the 21st Century acquisition. They own Hulu as well. Yield 1.26% (Analysts’ price target is $149.28)

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Walt Disney (DIS-N)
June 26, 2019

They are much cheaper than Netflix -- only 16 times earnings. Price is pausing, but longer term it has a great future following the 21st Century acquisition. They own Hulu as well. Yield 1.26% (Analysts’ price target is $149.28)

COMMENT
COMMENT
June 21, 2019
Not a fan of the theme parks or the Fox acquisition. There's a lot of competition out there. If you buy it today, only buy half. May not pop again for a couple of years. (Analysts’ price target is $149.00)
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Walt Disney (DIS-N)
June 21, 2019
Not a fan of the theme parks or the Fox acquisition. There's a lot of competition out there. If you buy it today, only buy half. May not pop again for a couple of years. (Analysts’ price target is $149.00)
WEAK BUY
WEAK BUY
June 7, 2019

He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

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Walt Disney (DIS-N)
June 7, 2019

He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

WATCH
WATCH
June 6, 2019

In 5 years They're taking on Netflix with some fine programming, but he wonders how much room there will be in the streaming market as more players enter? More competition may pressure Netflix stock down the road. Disney has had a long-term peak of 4x adjusted book value historically. It's now above that ($131). As long as the stock stays above that, then the market will believe in Disney. But watch this very carefully. Right now is a real line in the sand.

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Walt Disney (DIS-N)
June 6, 2019

In 5 years They're taking on Netflix with some fine programming, but he wonders how much room there will be in the streaming market as more players enter? More competition may pressure Netflix stock down the road. Disney has had a long-term peak of 4x adjusted book value historically. It's now above that ($131). As long as the stock stays above that, then the market will believe in Disney. But watch this very carefully. Right now is a real line in the sand.

Ross Healy

Unlock Ratings

Price
$137.210
Owned
Unknown
WEAK BUY
WEAK BUY
May 23, 2019
He likes it long term. A perpetual model. You will do OK over 5 - 10 years. He missed it before the announcement.
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Walt Disney (DIS-N)
May 23, 2019
He likes it long term. A perpetual model. You will do OK over 5 - 10 years. He missed it before the announcement.
TOP PICK
TOP PICK
May 15, 2019
He acquired it around $110. He likes the streaming play. The Hulu announcement is also good. Trades at 20 times earnings. Yield 1.32% (Analysts’ price target is $147.24)
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Walt Disney (DIS-N)
May 15, 2019
He acquired it around $110. He likes the streaming play. The Hulu announcement is also good. Trades at 20 times earnings. Yield 1.32% (Analysts’ price target is $147.24)
BUY WEAKNESS
BUY WEAKNESS
May 14, 2019

A past pick recently. Long-term they will likely do well in streaming shows. They have lots of platforms to create new content and have a big library of movies. They will be priced lower than Netflix. Disney has had a nice pop in the past month.

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Walt Disney (DIS-N)
May 14, 2019

A past pick recently. Long-term they will likely do well in streaming shows. They have lots of platforms to create new content and have a big library of movies. They will be priced lower than Netflix. Disney has had a nice pop in the past month.

HOLD
HOLD
May 10, 2019
Disney vs. Amazon. A core holding for him. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
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Walt Disney (DIS-N)
May 10, 2019
Disney vs. Amazon. A core holding for him. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
BUY
BUY
May 2, 2019

10 years from now is it going to be the leader or Netflix ? 10 years is an eternity. Hard to say. He thinks there is going to be some kind of oligopoly. Now Disney is better valuation. Modeling 9% EPS growth. Not cheap here at 21 times 2020. He owns both even as Netflix is a high alpha play.

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10 years from now is it going to be the leader or Netflix ? 10 years is an eternity. Hard to say. He thinks there is going to be some kind of oligopoly. Now Disney is better valuation. Modeling 9% EPS growth. Not cheap here at 21 times 2020. He owns both even as Netflix is a high alpha play.

BUY
BUY
April 24, 2019
The last addition to his portfolios. Bought it after the pop. He likes buying on strength. It is in their core portfolio. It has to be exceptional to be in that portfolio. In a five year tear after moving sideways for a while.
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Walt Disney (DIS-N)
April 24, 2019
The last addition to his portfolios. Bought it after the pop. He likes buying on strength. It is in their core portfolio. It has to be exceptional to be in that portfolio. In a five year tear after moving sideways for a while.
SELL
SELL
April 22, 2019
Take profits. His metrics tell him that this may move sideways. His target price is $134.72, so all the upside is gone. Look elsewhere for profits.
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Walt Disney (DIS-N)
April 22, 2019
Take profits. His metrics tell him that this may move sideways. His target price is $134.72, so all the upside is gone. Look elsewhere for profits.
TOP PICK
TOP PICK
April 10, 2019
Has a strong global brand: Disney, ESPN, Pixar, Marvel and Lucas Film. Their acquisition of 21st Century Fox that just closed boosts their content offering and distribution capabilities for the forthcoming Disney+ streaming service which should do well. Pays a dividend yield of 1.6%. (Analysts’ price target is $128.50)
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Walt Disney (DIS-N)
April 10, 2019
Has a strong global brand: Disney, ESPN, Pixar, Marvel and Lucas Film. Their acquisition of 21st Century Fox that just closed boosts their content offering and distribution capabilities for the forthcoming Disney+ streaming service which should do well. Pays a dividend yield of 1.6%. (Analysts’ price target is $128.50)
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