Walt Disney

DIS-N

NYSE:DIS

141.30
2.16 (1.55%)
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
TOP PICK
TOP PICK
February 12, 2019
Disney Plus will be its new streaming service. They bought Fox assets, which will help that platform. They already create content for their amusement parks and will for their streaming service. ESPN Plus has enjoyed massive subscriber growth, paving the way for Disney Plus. (Analysts’ price target is $126.55)
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Walt Disney (DIS-N)
February 12, 2019
Disney Plus will be its new streaming service. They bought Fox assets, which will help that platform. They already create content for their amusement parks and will for their streaming service. ESPN Plus has enjoyed massive subscriber growth, paving the way for Disney Plus. (Analysts’ price target is $126.55)
PARTIAL BUY
PARTIAL BUY
February 12, 2019
Wants to buy it. How quickly can they get their streaming service running against Netflix. Fine content. Definitely a buy, buy a small position then see how it plays out. You can even buy a little Netflix then see how it all shakes out.
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Walt Disney (DIS-N)
February 12, 2019
Wants to buy it. How quickly can they get their streaming service running against Netflix. Fine content. Definitely a buy, buy a small position then see how it plays out. You can even buy a little Netflix then see how it all shakes out.
HOLD
HOLD
February 8, 2019
He's unimpressed with their just-released revenue growth. Seasonality is October-February. DIS has sold off with the broader market, but is still trending higher. Has enjoyed higher highs and lows since 2016. DIS was outperforming the market since the start of the year then flatlined. He wouldn't buy now, but hold.
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Walt Disney (DIS-N)
February 8, 2019
He's unimpressed with their just-released revenue growth. Seasonality is October-February. DIS has sold off with the broader market, but is still trending higher. Has enjoyed higher highs and lows since 2016. DIS was outperforming the market since the start of the year then flatlined. He wouldn't buy now, but hold.
PAST TOP PICK
PAST TOP PICK
February 6, 2019
(A Top Pick Jan 30/18, Up 3%) Their turning point was making the bid for 21st Century Fox to shift away from the TV and cable business (where subscriptions were declining) and move into streaming called Disney+. They have a huge inventory of content to take on Netflix full-out though that still involves some risk.
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Walt Disney (DIS-N)
February 6, 2019
(A Top Pick Jan 30/18, Up 3%) Their turning point was making the bid for 21st Century Fox to shift away from the TV and cable business (where subscriptions were declining) and move into streaming called Disney+. They have a huge inventory of content to take on Netflix full-out though that still involves some risk.
BUY
BUY
February 4, 2019

Disney has a large content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too.

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Walt Disney (DIS-N)
February 4, 2019

Disney has a large content library, and their acquisition of 20th Century Fox will pay off in the long run. They have a lot more experience delivering content around the world, too.

BUY WEAKNESS
BUY WEAKNESS
February 1, 2019
They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.
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Walt Disney (DIS-N)
February 1, 2019
They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.
TOP PICK
TOP PICK
February 1, 2019
A lot going on -- entertainment, theme parks, buying more assets, FOX transaction. TV and entertainment side, which has been the worry, will go down by quite a percentage, and so there will be multiple expansion. Smart in fixing things, diverse stock. Good case for $130, so a possible 20% return. Yield is 1.58% (Analysts’ price target is $126.10)
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Walt Disney (DIS-N)
February 1, 2019
A lot going on -- entertainment, theme parks, buying more assets, FOX transaction. TV and entertainment side, which has been the worry, will go down by quite a percentage, and so there will be multiple expansion. Smart in fixing things, diverse stock. Good case for $130, so a possible 20% return. Yield is 1.58% (Analysts’ price target is $126.10)
DON'T BUY
DON'T BUY
January 31, 2019
Getting involved in the streaming business that is becoming crowded. Amazing company. In a decelerating economy it will probably not do as well. The consumer cyclical in this environment is difficult.
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Walt Disney (DIS-N)
January 31, 2019
Getting involved in the streaming business that is becoming crowded. Amazing company. In a decelerating economy it will probably not do as well. The consumer cyclical in this environment is difficult.
BUY
BUY
January 30, 2019
Great long term. Cord-cutting has been a challenge, but will be challenging Netflix with their own streaming service--that's the big bet. He likes it. Short-term there's unertainty about the Fox deal, but that should go throught.
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Walt Disney (DIS-N)
January 30, 2019
Great long term. Cord-cutting has been a challenge, but will be challenging Netflix with their own streaming service--that's the big bet. He likes it. Short-term there's unertainty about the Fox deal, but that should go throught.
Jim Huang

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Price
$110.130
Owned
Unknown
STRONG BUY
STRONG BUY
January 25, 2019
A past top pick. Any family with kids with subscribe to Disney's forthcoming streaming service; it'll be a home run. Their comic book movies are endless and a huge success. Their amusement parks are the world's greatest businesses. Trading at 16x earnings. Buy and hold it forever.
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Walt Disney (DIS-N)
January 25, 2019
A past top pick. Any family with kids with subscribe to Disney's forthcoming streaming service; it'll be a home run. Their comic book movies are endless and a huge success. Their amusement parks are the world's greatest businesses. Trading at 16x earnings. Buy and hold it forever.
COMMENT
COMMENT
January 23, 2019
Their streaming service coming this year? It's looking more attractive, trending above its 200-day moving average. Cord-cutting worries over are and there's optimism over competing against Netflix. Their Marvel movies are doing well in the cinemas. Question is, how well will their amusement parks do this late in the cycle. Likes it long-term, but doesn't own it now.
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Walt Disney (DIS-N)
January 23, 2019
Their streaming service coming this year? It's looking more attractive, trending above its 200-day moving average. Cord-cutting worries over are and there's optimism over competing against Netflix. Their Marvel movies are doing well in the cinemas. Question is, how well will their amusement parks do this late in the cycle. Likes it long-term, but doesn't own it now.
PAST TOP PICK
PAST TOP PICK
January 10, 2019
(A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point.
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Walt Disney (DIS-N)
January 10, 2019
(A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point.
PAST TOP PICK
PAST TOP PICK
January 8, 2019
(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.
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Walt Disney (DIS-N)
January 8, 2019
(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.
TOP PICK
TOP PICK
January 7, 2019
Things are about to change. Launching streaming service, spending billions on parks, integrate Fox purchase. Hoping market will understand and be patient with them. Won't turn a profit on streaming for 5 years, but content will be great and it's a must-own. Yield is 1.6%. (Analysts’ price target is $125.57)
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Walt Disney (DIS-N)
January 7, 2019
Things are about to change. Launching streaming service, spending billions on parks, integrate Fox purchase. Hoping market will understand and be patient with them. Won't turn a profit on streaming for 5 years, but content will be great and it's a must-own. Yield is 1.6%. (Analysts’ price target is $125.57)
WATCH
WATCH
December 27, 2018
DIS-N vs. MFST-Q. DIS-N is a fine company. He has been examining it carefully for the last few years. He likes the acquisitions but has not pulled the trigger. They intend to build a platform to compete with Netflix and he needs to know what that will cost will be in order to project future revenues. He owns a lot of MSFT-Q and prefers it. It is an easy stock to own because they are one of the three leaders in cloud computing. It will have recurring revenues. It will better survive a recession.
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Walt Disney (DIS-N)
December 27, 2018
DIS-N vs. MFST-Q. DIS-N is a fine company. He has been examining it carefully for the last few years. He likes the acquisitions but has not pulled the trigger. They intend to build a platform to compete with Netflix and he needs to know what that will cost will be in order to project future revenues. He owns a lot of MSFT-Q and prefers it. It is an easy stock to own because they are one of the three leaders in cloud computing. It will have recurring revenues. It will better survive a recession.
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