The mouse has grown into a media giant. Disney’s empire includes movies (including Pixar), television (featuring ABC), and theme parks.
Very undervalued at present. Great growth potential with cable network as sports viewership increases infuture.
Reduced capital spending, increased dividend should cause a price increase over the next 3 to 4 years.
As the economy recovers people will spend more on their kids.
Will really start to reap in the benefits of acquiring Marvel in the next couple of years. ESPN continues to grow.
When I think of the potential of Disney, I don't think about the movies. I dont think about the theme parks. I don't even think of the Mickey Mouse! The profitability of ESPN is rooted in the ownership of the most profitable cable network in the world (probably) ESPN. It owns the only show that people will watch 3-4 times in a row without a problem (sportscenter), and a bevy ofother outlets (ESPN Radio, ESPN 2, ESPN News, ESPN Classic, ESPN the Magazine.) I think ESPN may be worth as much as disney itself and will be a cash cow for years
People attributed the decline in 2009 to things like people avoiding their entertainment parks. Really I don't think that the loss revenue at theme parks was an issue at all. There was a creative slump, but that is rebounding. Parks will pick up revenue again. Don't discount ESPN either.
Iger has managed to mend several fences, making a key acquisition with Pixar and placing several big players from that company in powerful positions. Also well positioned to take advantage of global markets via a multitude of media outlets.
With great business strategies like the "Vault" with Disney Classics and already dominate and still growing brands like ESPN, Disney will do well far into the future.
Disney has always been ahead of the crowd.
I like DIS at below $30/share (VALUE = P/B*P/E<22.5) for my real portfolio because it has a low DIV. It's a steady LONG TERM slow grower, which could be purchased at an opportunistic price (below $30) in order to get better results.
With HULU staying in the family and NFLX in a total frefall and with no seeming direction from the top down, Disney is poised to make a run in the next 3-5 years.....stay tuned
ESPN is the engine that is going to make Disney's growth engine running. I think that at the end of the 2014-15 season, ESPN (Disney) will be making a run against direct tv for the NFL package. I picture a channel named ESPN NFL SUNDAY'S or something like that where every NFL game can be found on Sunday's and the package is available forCable and satellite customers. Take away the fact that Disney owns the greatest amusement parks and lavish family friendly cruise ships that once the economy rebounds a bit more will help this company grow. The NCAAF is seemingly heading in the direction of a playoff system which will benefit ESPN and growth in MLB and NFL will helpGrow ESPN's network. Streaming over the phone, Internet, and their fantasy applications all help as well. Disney is a great buy!!!
Disney's dipping into its old movie vault will be great over the next year or two. Its other brands like ESPN will make it great in the long run.
Disney is poised to create movies from their vaults into 3D. this move when implemented will generate millions during their adjustment for 3D television broadcsting.
It's Disney, the mouse has all the money!
Because it is ranked #2 of the top company pages on Facebook.
They are an American classic, and continue to explore new media outlets.
Disney operates in so many sectors, from news to sports to theme parks, I find this company in a good position to for the next few years.
Disney owns ESPN, sports are recession proof. Add that to their vault and theme parks and I see them as a very safe bet
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