Comments for DIS - Stockpickr! Your Source for Stock Ideas

Comments for DIS

Added By	Comments	Type	Date Added
barrons3	I’m watching Disney (DIS), says Tim Seymour. The stock appears to be breaking out and they tend to benefit from their holiday movie line-up.	Love	December 02, 2009
stephen.libby@yahoo.com	Recovery play	Love	November 24, 2009
barrons3	Seymour was jazzed to hear that Disney (DIS) is another step closer to opening a new theme park in China. Government approval came down this week allowing Shanghai -- China's biggest city -- and Disney to work on final details for the amusement park, to be located in the city's eastern Pudong district. The initial phase of the project would include a "Magic Kingdom-style theme park with characteristics tailored to the Shanghai region." Amenities will be consistent with other Disney resorts in the world. 80 million people will live within 3 hours of Disney’s Shanghai theme park, says Joe Terranova. Long-term it’s a reason to own Disney but in the near term valuations are rich.	Love	November 11, 2009
Jfanning	Well balanced and positioned for long term growth.	Love	November 08, 2009
mrmiff	They seem to have lost the family values they used to have.	Hate	November 04, 2009
geoboy	1st i ever bought	Love	October 17, 2009
barrons3	Airlines and travel and-entertainment companies, such as cruise operator Carnival (CCL) or Walt Disney (DIS), already benefit from the over-50s and should gain more. Not all the travel is for the boomers themselves. Demographer Francese, author of a major study called The Grandparent Economy, says more than half the grandparent population will be baby boomers by 2010, and nearly 60% will be by 2015. These folks travel to visit their grandchildren, take them on one- and two-day trips, sometimes to theme parks, and ply them with goods and services. "The rapid increase in boomer spending on grandchildren," comments Francese, "is driven in large part by the decline over the past decade in real income among young families, at a time when household income among those over 50 has been rising."	Love	October 03, 2009
RSaw	Best entertainment play, long term play 5 - 7 Year outlook, especially with the Marvel Acquisition	Love	September 29, 2009
PamelaMcGee	solid stop	Hate	September 22, 2009
barrons3	In the five years through 2013, Veronis Suhler projects that spending on alternative advertising will post a compounded annual growth rate of 12.3% and expand its market share of all ad spending to 32.3% from just 5.9% five years ago. Traditional advertising, on the other hand, will show a compounded annual decline of 3.3%, bringing spending levels below where they stood in 1997. In this environment, the winners are likely to be companies along the lines of Salesforce.com (CRM) with its expertise in customer-relationship management, cable outfits such as Discovery Communications (DISCA) and Cablevision (CVC), media companies such as Time Warner (TWX), Viacom (VIA.B) and Disney (DIS), and search engines such as Google (GOOG).	Love	September 12, 2009
Tonyazny	Stable	Love	September 09, 2009
younggun101	I do not like 'boring' stocks. Disney is not very volitile.	Hate	September 04, 2009
Stockpickr Staff	"I have been mystified why this company is so low. It's got great franchises. I'm a buyer." <a href="http://www.thestreet.com/story/10583101/1/mad-money-lightning-round-ride-disney.html" target="_blank">"Mad Money Lightning Round," Aug. 19</a>	Love	August 20, 2009
nancy lawes	cramer says	Love	August 20, 2009
barrons3	Plus, as NBC Universal and Disney (DIS) found, there is a secular decline in library building that has taken everyone by surprise.	Love	July 30, 2009
barrons3	But shares of the company with cable's best brands -- Disney, with ESPN and the Disney Channel -- look woefully underpriced. DiClemente figures that Disney's cable business alone is worth $24. That is almost exactly what Disney now fetches in toto. So anyone buying the shares gets ABC, the theme parks, the movie business, the Pixar animation studio, consumer merchandise, the Mouse, etc., free.	Love	July 18, 2009
madecker1	because it makes me money	Love	July 01, 2009
buckaroo	What's not to like about Mickey	Love	June 26, 2009
peter4	dormant	Hate	June 10, 2009
Geemony	not moving upward	Hate	May 24, 2009
Stockpickr Staff	"How about how well these appliances makers act? I think Whirlpool (WHR) is a steal because it is so hated.... Wal-Mart (WMT) is on fire for the first time in a while.... And Disney (DIS) is on a bust out." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=66624425-2a93-4ae9-b4c9-9bfa0101b6f2" target="_blank">"Oil Reports Are Slim and Slippery," 4-29-09</a>)	Love	April 30, 2009
jdieterle32	I used to work there	Love	April 22, 2009
usafaswimmom	fun!	Love	April 15, 2009
networks4ever	no growth potential	Hate	March 30, 2009
Grizlybare	Those who run the company	Hate	March 25, 2009
sarah z	From a recent Mad Money show:"I think it's an unbelievable franchise, but it's not a buy right here. Wait until $16, then pull the trigger."	Love	March 19, 2009
jimmyjohnson	local	Love	March 15, 2009
barrons3	Disney (DIS) is difficult because it is expensive, and its theme park, DVDs and television divisions are challenged, not leaving much else. ESPN could easily switch to a loss if the big autos and some of the beers and the like cut back, and I think they will. The company is locked into some high-priced contracts. DIS has real problems in owned and operated. I think its theme parks will be too expensive to attend for many individuals. This DVD problem is in its infancy and will take away a steady stream of profit, as it has become simply a thing of the past that people are building DVD libraries, even for Disney's excellent titles. It is not a cheap stock, and it has no dividend support. It doesn't get cheap until $12 if the earnings estimates need to be cut to more realistic levels. I doubt it can go much lower because of its franchise value, but remember, that hasn't halted any company's slide yet.	Love	March 12, 2009
sarah z	From a recent Mad Money show:"I think if you're going to put it away, it's fine, but it's a value trap. I'm going to buy, but buy it gingerly."	Love	March 05, 2009
sarah z	From a recent Mad Money show:"I think if you're going to put it away, it's fine, but it's a value trap. I'm going to buy, but buy it gingerly."	Love	March 03, 2009