Disney+ (Plus) and the Top Streaming Stocks to Buy in 2019

(A Top Pick Oct 22/18, Up 8%) Consumers re-purchase their products and their service division is strong. However, the China trade tension gives him pause; so, he's watching the trade talks. He's also worried about the NBA controversy in China. Cautious.

He loves this company. It is very interesting because it is highly integrated among several segments. They have the best content (Marvel, Star Wars, and the legacy titles), which flows into the parks and consumer products. Disney Plus will do well with the low cost to consumers. It will become one of the main beneficiaries…

Disney vs. Netflix over 10 years 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.

Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add…

Video streaming. IPO’d at $14 a share and is currently at about $25.50. If you do the work, investigate the company and look at the end market you can get a very high hit rate on IPOs and do extremely well. At this point, he would say there is going to be significant turnover with…

He owned in the past. He got stopped out. Yield is 7%. 1700 screens and 165 theaters. They don't have control over the film slate but they do have control on the 70 million people that come every year and diversifying the offering and they are doing that with the rec rooms and so forth.…

Very well-run company. He thinks there is a lot of hidden value in this company. The next generation of the internet he thinks is going to benefit them.

A very defensive space, telcos. Not a growth stock, but pays income. He prefers BCE, because it just finished a big capex cycle and pays a higher dividend. Also, wireless penetration in Canada is limited, which in turn limits growth. That said, all the Canadian telcos are good for the long-term. Buy for the dividend,…

Has been taking some profits from BCE. Will eventually buy it back when it pulls back. It has a pretty strong upward resistance so you want to take some profits here. Could drop in the next recession.

Videotron 7.125% Jan 15, 2020 Bond. Credit metrics of an investment grade bond. They are the cable providers of Quebec. They have to push their profits up to QBR.B-T, but in the case of any insolvency of QBR, Videotron is made whole. The biggest risk is that they would be the 4th big player out…