Walt Disney (DIS)

Re: Walt Disney (DIS)

Postby winston » Thu Jan 21, 2016 9:14 pm

Entertainment leader Disney falls 20%-plus since December.
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Re: Walt Disney (DIS)

Postby winston » Fri Jan 29, 2016 11:14 am

Stocks to Buy in a Crash: Walt Disney Co (DIS)

Walt Disney Co (DIS) is hurting these days, off about 25% from its all-time high of $122. Much of the decline has been driven by worries about ESPN, coupled with the bear market.

ESPN accounts for a lot of DIS stock revenue and earnings, and concerns are legitimate.

The relaunch of the Star Wars movie franchise will offset some of this.

I’m not terribly concerned about ESPN, because sports is also part of American culture, and I think Disney will figure out how to reposition the brand and its offerings.

On a valuation basis, things have gotten interesting. DIS stock trades at around 19x net income. Based on combined five-year annualized EPS growth rate estimates of 12.27%, and the 1.47% yield, we get a fair P/E ratio of around 13.75.

I give a 10% premium for each of the following: free cash flow, balance sheet and brand name. So paying 17x for DIS stock is not unreasonable.

I think you start to nibble at DIS stock at $85, and buy more aggressively if it falls to $75.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Wed Feb 10, 2016 8:22 am

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ESPN takes edge off 'Star Wars' success at Disney

BY LISA RICHWINE AND LEHAR MAAN

Source: Reuters

http://www.reuters.com/article/us-walt- ... Name=usdai
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Re: Walt Disney (DIS)

Postby winston » Wed Feb 10, 2016 8:22 am

not vested

ESPN takes edge off 'Star Wars' success at Disney

BY LISA RICHWINE AND LEHAR MAAN

Source: Reuters

http://www.reuters.com/article/us-walt- ... Name=usdai
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Walt Disney (DIS)

Postby winston » Thu Feb 11, 2016 4:55 pm

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3 Little Words Are HAMMERING Walt Disney Co Stock Today (DIS)

This report shows us how much Wall Street cares about ESPN. Hint: It's a lot.

By John Divine

Source: Investor Place

http://investorplace.com/2016/02/walt-d ... rxMLPJ96M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Walt Disney (DIS)

Postby winston » Thu Feb 11, 2016 4:55 pm

not vested

3 Little Words Are HAMMERING Walt Disney Co Stock Today (DIS)

This report shows us how much Wall Street cares about ESPN. Hint: It's a lot.

By John Divine

Source: Investor Place

http://investorplace.com/2016/02/walt-d ... rxMLPJ96M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Walt Disney (DIS)

Postby winston » Tue Mar 08, 2016 8:27 am

Unloved Blue Chip Ready for a Quick Pop

By Michael Khan

Source: Profitable Trading

http://www.thetradingreport.com/2016/03 ... quick-pop/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Walt Disney (DIS)

Postby winston » Tue Mar 22, 2016 7:21 am

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This Indicator Just Signaled a Major Disney Stock Price Move

By CAMERON SAUCIER

Source: Money Morning

http://moneymorning.com/2016/03/18/this ... rice-move/
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Re: Walt Disney (DIS)

Postby winston » Fri May 20, 2016 11:35 am

This Blue-Chip Favorite is Finally Cheap Enough to Buy

By Joseph Hogue

Source: Profitable Trading

http://www.thetradingreport.com/2016/05 ... gh-to-buy/
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Re: Walt Disney (DIS)

Postby winston » Thu Jun 16, 2016 10:00 am

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Consumer Stocks to Buy Now: Walt Disney Co (DIS)

Walt Disney Co (DIS) opens its newest amusement park in Shanghai, Thursday, after years of negotiations with the Communist government in China.

Eventually working a deal that means sharing profits with the Chinese government, the new park will be four-times the size of Disneyland. In return, DIS gains access to 330 million people living within a three-hour drive of the Shanghai Disney Resort.

The future revenue those consumers will generate from all its various products and services is virtually endless.

CEO Bob Iger has put his legacy at Disney on the line with the Shanghai resort, and while skeptics exist, the fact that he’s been able to stickhandle DIS to an annualized total return of 15.7% since he took the top job in October 2005 — the SPDR S&P 500 ETF Trust (SPY) earned 7.2% in the same period — tells me he’s earned the right to make these big decisions for shareholders.

What you get with DIS compared to other media conglomerates is a bunch of working parts that act as a team. The movies support the resorts, which support the products and retail stores, which support the cable and broadcasting.

They’re all united under the Disney umbrella. It’s diversification that works.

And it’s exactly what Sumner Redstone wished he had with CBS Corporation (CBS) and Viacom, Inc. (VIA, VIAB). Unfortunately, family bickering and poor decisions have scuttled any opportunity of duplicating Disney’s level of success. As much as I respect the job Les Moonves has done at CBS, it isn’t half as good as Iger’s work at DIS. That’s not a slight against Moonves; it’s a compliment to Iger.

The future of Disney is in good hands thanks to his leadership.

Source: Investor Place
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