Walt Disney (DIS)

Re: Walt Disney (DIS)

Postby winston » Sun May 10, 2015 7:22 am

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Disney Earnings: Good Short-Term Trade, But Don’t Fall in Love With It
Disney earnings were good, but major questions loom

By Charles Sizemore

I joined CNBC’s Adam Bakhtiar and Pauline Chiou to chat about Walt Disney Co’s (NYSE:DIS) earnings release. Here are some of the notes from the spot:

The good news: Disney saw its revenues jump 7% and EPS excluding non-recurring items jump by 11%, and this despite the lack of a major blockbuster movie this quarter.

Next quarter, Disney should get a nice jolt from the new Avengers: Age of Ultron movie, which had the second-best opening weekend of all time. Merchandising — particularly for Frozen toys and accessories — did well, up about 10%, That should do well next quarter as well due to Star Wars and Avengers toy sales.

The bad news: While Disney’s TV revenues surged 13%, its profit from the segment actually fell 2% driven almost entirely by ESPN’s higher programming and production costs. Disney had to pay more for its college and pro footbal programming. That bit deeply into profits.

Is this a sign of things to come? Maybe. Sports programming costs have really spiraled over the last decade, as have cable bills. Now, consumers are pushing back, demanding lower cable bills and unbundled service. This leaves Disney vulnerable to getting squeezed.

Disney has a lot of momentum right now, and it is one of the few large companies that really seems to be doing well. There was no talk of “weather” or the “strong dollar” biting into revenues in the earnings release, which is remarkable given that Disney’s theme parks make up 30% of revenues.

But the real story — and Disney’s main cash cow — is ESPN. Media networks make up about half of Disney’s profits, and this is completely dominated by ESPN. With TV slowly moving to an “a la carte” model, Disney’s long-term future is uncertain. ESPN might do even better than it does today in an “a la carte” or direct-to-consumer model. Or, it might absolutely flop. It’s too early to say.

So, how is Disney dealing with the transition away from cable packages and into unbundled and direct-to-consumer service? Frankly, it isn’t. Disney’s de facto strategy has been just to charge more and pass the expenses on to the cable companies who in turn pass them on to subscribers. As of this time, Disney has not made public any plans to go directly to consumers like HBO is doing.

In fact, Disney is going retrograde. ESPN is suing Verizon, claiming that Verison violated their terms by including ESPN in a sports package rather than as part of a basic package. Disney may well win the suit, but they are on the wrong side of changing consumer tastes.


Bottom Line for DIS Stock

Disney is a short-term buy based on the expected success of Avengers: Age of Ultron and Star Wars: Episode VII, but don’t fall in love with it. Its core ESPN franchise is undergoing a major disruption in its business model, and this is not reflected in Disney’s lofty share price.

Source: InvestorPlace
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Re: Walt Disney (DIS)

Postby winston » Sun May 31, 2015 8:26 pm

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7 Big Tech Stocks Worth Your Attention: Walt Disney Co (DIS)

What does Walt Disney Co (NYSE:DIS) have to do with tech?

Well, Steamboat Willie (1928) was the first fully synchronized sound cartoon. Fantasia (1940) was the first commercial film produced in stereophonic sound.

Disney has always been on the cutting edge of content production and creation. And the digital world is all about content.

That means DIS will play an indispensable part. When the economy is slack and theme park attendance is slow, DIS has its content library as well as new releases to get people watching. It also owns television network ABC and cable giant ESPN.

ESPN is doing some especially interesting things with live sports events online. The online streaming of live events is very popular now and not surprisingly, DIS is in a leadership role.

Add to all that the fact that DIS has cut a deal with Electronic Arts Inc. (NASDAQ:EA) to license Star Wars games for the next 10 years. This, along with the long-awaited seventh film in the Star Wars franchise later this year, will add longevity to a brand that needed a way to access an entirely new generation of kids.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Tue Jun 23, 2015 4:27 pm

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Set-It-and-Forget-It Stocks to Buy: Disney (DIS)

For those who want in now, Disney (DIS) isn’t going to come cheap. Its trailing P/E of 24 is well beyond what most would consider a reasonable price to pay, and the forward-looking P/E of 20 isn’t much better.

But DIS may simply be one of those stocks to buy at whatever price you can while you’ve got money to buy it. Quality doesn’t come cheap.

More important to would-be investors, yes, Disney is one of those companies that makes a point of perpetuating greatness.

The purchase of the Star Wars and Marvel franchises are only a couple of examples of how the company understands the importance of retaining marketable products, regardless of their cost.

This kind of thinking along with internally coming up with top character creations helps the company maintain this wide-moat status.

Few companies have mastered the art passing that torch of perpetual success down from one generation to the next the way DIS has.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Thu Jun 25, 2015 8:28 pm

DISNEY ROCKETS HIGHER...

More evidence that the U.S. economy is doing better than the pessimists would have you believe...

Shares of entertainment giant Disney (DIS) are soaring.

Disney is one of America's largest media and entertainment companies... and its business has been thriving lately. Its latest Pixar movie had the second most profitable weekend in company history.

Disney World hosted a record 19 million visitors last year... and this year, tickets to the "most magical place on Earth" rose above $100 for the first time ever.

Disney is THE iconic brand in American entertainment. And when people are flush with cash, they watch Disney-brand movies... buy Disney-brand products... and travel to Disney-brand theme parks.

Thus, its share price is a solid gauge of what's going on with the economy. Today's chart shows things are going well. Shares just struck an all-time high... and are up 140%-plus over the past three years.

Source: Daily Wealth
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Re: Walt Disney (DIS)

Postby winston » Fri Jun 26, 2015 7:22 pm

DIS Stock Hikes Dividend; When Will the Rally End?

Disney shares are defying gravity, and for good reason

By John Divine

Source: Investor Place

http://investorplace.com/2015/06/dis-st ... Y01GdKqqko
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Re: Walt Disney (DIS)

Postby winston » Fri Jul 03, 2015 6:24 am

It's time to look at DIS differently

http://strategictechinvestor.com/2015/0 ... y-forever/
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Re: Walt Disney (DIS)

Postby winston » Mon Jul 20, 2015 6:53 pm

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7 Consumer Stocks Primed For Growth: Disney (DIS)

Disney (DIS) is a prime example of a global brand that shrewdly navigated the dangerous waters of world recession.

Over the decades, DIS has managed to build a robust multifaceted empire that includes theme parks, movies, gaming, retail shopping and more.

When theme parks languished during the recession, DIS could focus on other parts of the business to pick up the slack. But it’s now looking like the theme parks are back, as families around the world are willing to spend what it takes to have the Disney experience. And Disney’s long-term vision is Asia.

Next spring, DIS plans to open a new theme park in Singapore, and continues its commitment to a $5.5 billion park for Shanghai even as Chinese markets roil in stock market turmoil. CEO Bob Iger is “extremely bullish” on Asia in the long term.

The new Shanghai park will have 330 million potential visitors within a three-hour drive. That’s a winning formula.

Source: Investor Place
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Walmart (WMT)

Postby winston » Fri Jul 31, 2015 8:30 am

Stocks to Buy: Walt Disney (DIS)

Warning: It won’t come cheap.

DIS shares are currently priced at a trailing P/E of 25.5 and a forward-looking P/E of about 21.

And, on a related note, the stock itself is technically overbought.

You have to pay for quality, though, and something that could be quite catalytic for Disney is right around the corner: the release of the first Star Wars film since 2005. Star Wars: The Force Awakens is scheduled to debut on Dec. 18, but the buzz has already started.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Fri Jul 31, 2015 8:42 pm

Walt Disney breaks out… shares reach a new 15-year high.
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Re: Walt Disney (DIS)

Postby winston » Fri Aug 07, 2015 5:38 pm

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Iconic Large Caps to Sell: Disney (DIS)

7 Iconic Large Caps to Sell as the Markets Decline Deepens

On Wednesday night, disappointment over Disney’s (DIS) revenues and free cash flow caused the popular stock to slam down 9.2%.

Investors were also worried by comments from executives on the conference call that TV subscribers were moving away from traditional cable packages, which is bad news for its ESPN business.

Wednesday’s beating proved once again that the trend is your friend, until it isn’t.

Shares were down another few percentage points on Thursday, taking DIS stock back to levels not seen since early April.

The result is that Disney shares are on track for their worst two-day loss, in percentage terms, since 2002.

Source: Investor Place
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