Walt Disney (DIS)

Re: Walt Disney (DIS)

Postby winston » Thu May 03, 2018 9:38 pm

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Value Trap Stocks: Disney (DIS)

Why It's Time to Buy DIS Stock

Walt Disney Co (NYSE:DIS) may look attractive. It’s trading at a price to earnings ratio of just 14 and has some really great assets, from its iconic theme parks, to great movie franchises like Marvel and Star Wars.

But the reality is that in the short term, DIS results will continue to be uninspiring thanks to the proliferation of cord cutting and Netflix.

Cord cutting is hurting ESPN, which is a key part of Disney’s overall business. Meanwhile, cord cutting and the rise of digital advertising are harming Disney’s ABC TV unit. In the quarter ended in December, the operating income of Disney’s Media Networks business — which includes both ESPN and ABC — tumbled 12% year-over-year.

Meanwhile, the tremendous popularity of Netflix has had a negative impact on movie theaters and Disney’s own home movie business — denting Disney’s studios unit in the process. Last quarter, even with the release of a Star Wars’ film, the operating income of Disney’s studio entertainment unit fell 2%.

It’s important to note that, taken together, Media Networks and Studio Entertainment account for over 50% of the company’s revenue and segment operating income.

Over the longer term, Disney has correctly decided to take a “if you cant beat them, join them” approach to dealing with the Netflix phenomenon.

Specifically, Disney is launching its own streaming TV service next year, along with a sports TV streaming service.

But given high content acquisition costs, startup costs, and high initial promotional spending requirements, those initiatives are unlikely to be profitable before 2020.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Thu Oct 25, 2018 7:50 pm

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HOW 'TROPHY ASSETS' BUILT AN UNSTOPPABLE MEDIA EMPIRE

Today, we're revisiting one of our favorite investment strategies...

Regular DailyWealth readers know we're big fans of "trophy assets." These are one-of-a-kind, world-class assets that give their owners a big leg up on the competition... And they are so desirable that their owners will always have access to financing. Today's company owns trophy assets you probably know well...

Disney (DIS) has entranced the public with films and franchises for nearly a century. With characters like Mickey Mouse and its iconic princesses, this company has built an arsenal of irreplaceable trophy assets...

Plus, you can throw in Disney's popular vacation destinations, like the Walt Disney World Resort. Roughly 150 million people visited Disney's attractions worldwide last year... And in 2017, Disney's resorts segment brought in more than $18 billion in revenues.

As you can see in today's chart, although DIS is experiencing some volatility lately, it recently touched a new 52-week high. And with its treasure trove of unique, enduring assets, this company isn't going anywhere...

Source: Daily Wealth
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Re: Walt Disney (DIS)

Postby winston » Fri Nov 09, 2018 8:18 pm

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Consumer Discretionary: Walt Disney Co. (DIS)

DIS stock has a plan for bouncing back from the cable-cutting trend that has plagued the company in recent years.

It will soon introduce its own streaming service, removing its programming from the Netflix (NASDAQ:NFLX) platform. With its ownership of its classic Disney movies as well as Lucasfilm, Marvel, Pixar, and other media franchises, DIS stock remains the king of content.

Its place in content has become further strengthened with its purchase of assets from Twenty-First Century Fox (NASDAQ:FOXA).

Moreover, the stock has appeared to recover from the disappointment at its Lucasfilm division regarding Solo: A Star Wars Story. DIS stock currently trades at around $116 per share, near its current 52-week high.

Despite this higher price, the P/E ratio stands at 14.7. Also, analysts predict profits will grow by 21.6% this year and at about a 10% annual rate on average for the next five years.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Sat Apr 20, 2019 12:05 pm

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Disney's new era

by Daniel Miller

During the fourth quarter of 2018, eight more hedge funds added shares of The Walt Disney Company to their portfolios. Now 71 hedge funds control roughly $3.41 billion value of Disney, making it one of the top 30 most popular stocks owned by hedge funds.

While "smart money" appears to love Disney, it comes at a period when the stock has recently hit an all-time high!

The question facing investors is simple: Is Disney still worth buying as it trades near all-time highs? While that's not an easy question to answer, the company recently provided investors a reason to believe it has a bright future.

Ironically, that could be because Disney is busy disrupting itself. Disney announced that its widely anticipated and much-hyped video streaming service, Disney+, will roll out in the U.S. on Nov. 12, 2019, with a price tag of only $6.99 per month.

Disney+ will be quite a bit cheaper than the $13 Netflix charges for its most popular streaming plan, and it emphasizes how determined Disney is to get its foot in the door in the competitive streaming market.

The subscription service will boast content from Disney, Pixar, Marvel Studios, the Star Wars franchise, and Disney's acquisition of Fox. In total, the service will have more than 7,500 television episodes and 500 films.

Disney isn't stopping there, either, with plans to add 25 original series, 10 original films, documentaries, and specials. In fact, Disney is going to spend roughly $2 billion per year to accelerate its content development by 2024, and it hopes the wealth of content will lure between 60 and 90 million subscribers within five years.


Disney as a whole is so much more than its new streaming service, no doubt. But for long-term investors and for many bright hedge fund managers, the fact that Disney is busy disrupting its traditional business with its new streaming service is a great sign of a company ready to adapt and thrive for many more decades.

Source: The Motley Fool
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Re: Walt Disney (DIS)

Postby winston » Wed Apr 24, 2019 9:40 pm

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LOOK OUT, NETFLIX... THE ULTIMATE MEDIA EMPIRE IS TAKING ON STREAMING

Today, we check in on a familiar name with near-universal appeal...

Longtime readers know we keep an eye out for companies with "Trophy Assets." These one-of-a-kind assets give their owners a huge advantage over the competition. We can see this by looking at one company's enduring media empire...

Disney (DIS) is a $240 billion entertainment giant. Its Trophy Assets range from its catalogue of movies and TV shows to world-class theme parks...

And now, the company plans to use them to compete with streaming giant Netflix (NFLX). Soon, you will only be able to stream many of Disney's movies and shows – including Star Wars and Marvel content – on its exclusive service, Disney+.

Two weeks ago, the company revealed the official release date... It said Disney+ will launch November 12.

As you can see in today's chart, DIS shares spiked on the news. The stock is up more than 30% over the past year, and it just hit a new all-time high. It's more proof that investing in Trophy Assets can produce stellar returns...

Source: Daily Wealth
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Re: Walt Disney (DIS)

Postby winston » Wed Jul 17, 2019 2:20 pm

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Disney (DIS)

Let’s be honest, as long people have children, Disney (NYSE:DIS) is going to be making money hand over fist. And lately, DIS has plenty of reasons to underscore that fact.

For one thing, its buyout of 21st Century Fox created a media powerhouse. This brought many major movie and T.V. franchises under one roof. And if anybody can monetize that content through a variety of channels, it’s Disney. And one of those ways will be its new streaming services.

Disney has already begun pulling its shows and movies from rival streaming services in order to make them exclusives to its new Disney+ service. That’s big because the vast of streaming is kids programming.

With the complete Disney, Lucasfilm, Marvel and Pixar movie libraries as plenty of its original programming content from the Disney Channel, Disney+ will be the go-to channel for parents looking for entertainment.

When you combine with the firm’s new moves in its park and recreation divisions — such as Star War’s Galaxy Edge — as well as continued movie development from its studios, there’s a lot to like about DIS stock for the long haul.

And we’ve already begun to see those results. Just take a look at Disney’s record second-quarter earnings. Those great results don’t even take into account streaming yet.

For investors, DIS stock is a perfect blend of growth for the long haul.

Source: Investor Place
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Re: Walt Disney (DIS)

Postby winston » Mon Aug 12, 2019 9:48 pm

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Disney

This is a top consumer media company with multiple streams of income to push revenue, and it is a member of the Merrill Lynch US 1 list.

Walt Disney Co. (NYSE: DIS) stock continues outperforming on a near-term and long-term basis.

With the movie studio business poised to improve, as with accelerating theme park business, the network programming continues to drive viewership with extensive sports programming.

The Disney Media Networks segment operates broadcast and cable television networks, domestic television stations and radio networks and stations, and it is involved in the television production and television distribution operations.

Its cable networks include ESPN, Disney Channels, and ABC Family, as well as UTV/Bindass and Hungama. This segment also owns eight domestic television stations.

Families have been flocking this summer to the company’s theme parks such as Disneyland, Walt Disney World in Orlando, Magic Kingdom Park, Epcot, and also the international park. Despite the company reporting weak second-quarter results, the analysts remain positive on the shares.

Disney shareholders receive a 1.24% dividend. Goldman Sachs has a $148 price target, while the consensus price objective is $151.43. The shares closed at $139.33 on Friday.

Source: GS
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