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NFT: Disney Stock- Question to BBI Investors

mik999999 : 2/20/2018 2:43 pm
I'm relatively new to investing but was trying to get more serious about it. What are your thoughts on DIS? I feel like they have lagged behind the market in the last year or so due to concerns with ESPN but I feel like they have a ton of positives going for them.

Increased prices again on tickets to their parks as they continue to sell out. Marvel movies continue to make incredible amounts of money allowing new franchises to be created, with Black Panther having the fifth highest opening of all time, and mega blockbusters like Avengers among others coming out in the near future. Star Wars Movies continue to do well. Their streaming service which is coming soon that will contain all the child content they have plus all these new mega movies as well. Also, their pending deal with Fox that will help expand their library.

I feel like the stock should be somewhere in the 120's if not higher. Was looking to get some thoughts from other investors more savy than myself.
Black Panther is going to be amazing for the studio  
NoPeanutz : 2/20/2018 2:52 pm : link
and it is getting a ton of cred for being an engine for social change. It seems to have the seal of approval for the fart-sniffing SJW and BLM crowd.
Instead of just another corporate, cookie-cutter mass marketed media product, which is what it actually is.
RE: Black Panther is going to be amazing for the studio  
Jim in Fairfax : 2/20/2018 3:36 pm : link
In comment 13837286 NoPeanutz said:
Quote:
and it is getting a ton of cred for being an engine for social change. It seems to have the seal of approval for the fart-sniffing SJW and BLM crowd.
Instead of just another corporate, cookie-cutter mass marketed media product, which is what it actually is.

Hmmmm. So what’s the WPWW and BH take on the movie?
mik99999  
jtfuoco : 2/20/2018 3:52 pm : link
Stick to madden but anyways if you want to talk stocks hit me up on Xbox sometime I have a few problems with Disney mainly they have been over spending on different franchises and I just don't see how they will recoup the value based on the drop off of both merchandise and oversaturation of media products to name a few issues
MIK  
The 12th Man : 2/20/2018 8:09 pm : link
I have been recommending DIS to my clients too. Their tax rate thanks to the tax cut will drop almost 11%, from 35% to 24.5%. They have plenty of cash on hand where will not be surprised if they purchase back a significant amount of stock which will also be a boost to earnings. The potential acquisition of Twenty Century Fox and them starting their own streaming service which they will have plenty of content. The shares to me are under valued and should be trading in the $120 to $125 range. I believe the stock will get there. The ESPN shake out I believe is almost finished and the parks profit and their profits they are making on their Marvel Movies and the release of the new Incredibles movie, a Star Wars Story, Ant Man and the Wasp, another Avengers movie just name a few. I believe Disney is a solid buy at this price. If you or anyone else ever wants to talk stocks email me.
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