Walt Disney

  • Disney and Microsoft are Compulsive Gamblers

    By Marie Palumbo - August 19, 2013 | Tickers: MSFT, DIS, ZNGA

    The lights and glamour of Las Vegas emerge as the sun sets in the Nevada desert. Roulette wheels begin to spin, hits are called, bets are placed, and the whirl of slot machines fills the air. Thousands of people come to the strip every night, and if you’re not watching closely, you’ll miss two of Las Vegas’s biggest gamblers: Disney (NYSE: DIS) and Microsoft (NASDAQ: MSFT).

    These more »

  • A "Fat" Brand To Help You Live Large

    By AnnaLisa Kraft - August 18, 2013 | Tickers: ICON, PVH, DIS

    This company's global brand portfolio is ranked second only to Walt Disney Company (NYSE: DIS). Its operating margin is fat at 60.51% and its PEG is low at .63. The market values it at a 2014 earnings multiple of 13.63. Yet you almost never see it on the CNBC scrawl although you or your kids are probably wearing or using one of its brands. It's a more »

  • The Geek Shall Inherit the Earth

    By Danny Vena - August 18, 2013 | Tickers: IMAX, SNE, TWX, FOX, DIS

    Let’s get right to it: comic book movies have become big business and can hand investors huge profits.

    Anyone watching movies over the last decade can’t help but notice the plethora of comic book fare pervading the box office. Historically, the occasional comic book movie was produced with little regard for the source material. However, as a generation of comic book aficionados came of age, a paradigm shift more »

  • Why Disney's Magic Isn't Gone

    By Adrian Campos - August 17, 2013 | Tickers: CMCSA, FOX, DIS

    Walt Disney's magic vision and emphasis in "imagineering" (the blending of creative imagination with technical know-how) took Disney (NYSE: DIS) from a bankrupted studio in 1927 to a powerful media empire worth billions, owner of Mickey Mouse, whose image remains vivid in more than 5 generations of Americans.

    But after several decades in the same business, Disney may be in trouble. The latest earnings call came in with important more »

  • Netflix Is Becoming an Entertainment Powerhouse

    By Ishfaque Faruk - August 16, 2013 | Tickers: NFLX, TWX, DIS

    The evolution of Netflix (NASDAQ: NFLX) is underway as the firm laid out its intention to grow the breadth of its original programming into newer genres like documentaries and stand-up comedy. The company is following in the footsteps of Time Warner's (NYSE: TWX) HBO by developing an original content library of HBO's quality in the future. However, Netflix doesn't require basic tier cable and is accessible from more »

  • This Stock Can Add Some "Magic" To Your Portfolio

    By Justin Pope - August 14, 2013 | Tickers: LGF, TWX, DIS

    If you are looking for a stock to stick in your portfolio, or IRA - look no further. The Walt Disney Company (NYSE: DIS) is a company that has built upon its already amazing brand arsenal, and is ready to generate cash "hand over fist" for years to come. We will examine what makes this company a "one of a kind" stock that can power up your portfolio for the long more »

  • Time Warner and the Virtue of Focus

    By Mark Hibben - August 14, 2013 | Tickers: CMCSA, TWX, FOX, DIS

    Once a poster child for the empty promise of synergy between Internet, print, and video media, Time Warner (NYSE: TWX) has rediscovered the old-fashioned virtue of focus, focusing on what it does best -- video and film content creation. This earnings season, it easily bested its media conglomerate rivals, Twenty-First Century Fox (NASDAQ: FOX), Comcast (NASDAQ: CMCSA), and Disney (NYSE: DIS) in operating income growth.

    Spinning-off publishing
    The lesson of focus more »

  • Disney Has the Best Seat in the House

    By Keith Noonan - August 14, 2013 | Tickers: SNE, TWX, DIS

    The Walt Disney Company (DIS) is a mass media corporation with production, media network, parks and resorts, interactive, and consumer products divisions. By measure of revenue, Disney is the largest media conglomerate in the world.

    The last decade has seen the company acquire some of the most valuable properties in entertainment. In light of recent box office misfires, some analysts have questioned whether the studio is positioned to utilize its more »

  • Why Disney's Still a Growth Play

    By Howard Cranford - August 13, 2013 | Tickers: CMCSA, FOX, DIS

    Media conglomerate Walt Disney (NYSE: DIS) has become our most recognizable entertainment brand over the past several decades. Disney has been able to meet changing audience demands for 80 years with blockbuster movies, market-leading theme parks, and hit television stations. But despite this track record of success, the third-quarter earnings the company released last week showed plenty of room for further growth. 

    Movies

    Studio film revenue decreased 2% from last more »

  • A Formula You Can Profit From

    By Marie Palumbo - August 12, 2013 | Tickers: AAPL, MCD, LUV, DIS

    Warren Buffet once said, “Beware of geeks bearing formulas.” Despite the oracle’s sage advice, there is one formula every investor should know. It’s very simple. Even Warren would agree: it’s so easy a caveman could do it. Here it is:

    Profit = Revenue – Costs

    Profit can be broken down into revenues and costs. A company can either raise profit by increasing revenues, or by decreasing costs.

    Revenue

    The more »

  • A Public Relations Battle on the High Seas

    By Evan Buck - August 11, 2013 | Tickers: FUN, SEAS, DIS

    Pixar Animation Studios, a subsidiary of The Walt Disney Company (NYSE: DIS), has purportedly rewritten the ending to “Finding Dory,” the highly anticipated sequel to “Finding Nemo,” in response to the fracas surrounding the “Blackfish” documentary. The documentary paints a very unfavorable picture of SeaWorld's (NYSE: SEAS) treatment of orca whales and chronicles the tale of the SeaWorld orca that killed three people. The Blackfish movie makers and SeaWorld more »

  • These Networks Loom Large In The Brewing Content War

    By Reuben Brewer - August 10, 2013 | Tickers: CBS, CMCSA, DIS

    CBS (NYSE: CBS) is fighting hard to extract more money from Time Warner Cable in a key battle over the value of the top-rated station's content. Station owners Disney (NYSE: DIS) and Comcast (NASDAQ: CMCSA) are well positioned, too.

    Down to the Wire

    CBS and Time Warner Cable have taken their carriage fee dispute into overtime. A carriage fee is the amount that cable companies pay broadcasters to redistribute more »

  • This Media Company Is Leaner and Meaner Than Ever

    By Leo Sun - August 10, 2013 | Tickers: TWX, FOX, DIS

    Slimming down its business and focusing on its core competencies paid off for media giant Time Warner (NYSE: TWX), which recently reported strong second-quarter earnings that surpassed analyst estimates. The company’s renewed focus on strengthening its television businesses, which currently account for 70% of its operating income, and the favorable box office performance of its major film releases boosted its top and bottom line.

    However, considering that the stock more »

  • Using cable networks to boost returns

    By Callum Turcan - August 9, 2013 | Tickers: TWX, NWSA, DIS

    Disney feels the pain from the Lone Ranger flop that underwhelmed. The Walt Disney Company (NYSE: DIS) saw its profit rise by 1% as strong results from the park and network divisions were weighed down by a lackluster studio division.

    The breakdown

    Revenue from media networks increase by 5% (year over year) to $5.352 billion and revenue from the parks division increased 7% to $3.678 billion. On the more »

  • Should You Buy This Media Conglomerate?

    By Bob Ciura - August 9, 2013 | Tickers: DISCA, VIAB, DIS

    It’s been a great 2013 for Walt Disney (NYSE: DIS) shareholders, who have seen the stock rise 35% since the beginning of the year. With returns like that, you’d likely think that the house that Mickey Mouse built can do no wrong.

    At the same time, the company's investing case isn't as sparkling clean as investors may prefer, as the media giant is likely to take more »

  • 3 Entertainment Stocks That You Shouldn't Miss

    By Emmanuel Floriann - August 8, 2013 | Tickers: TWX, FOX, DIS

    If you enjoy watching movies, then you should consider investing in shares of entertainment firms with outstanding performance in the stock market. This will enable you to enjoy the success of their blockbuster films via share price appreciation.

    The recent box office hit -- Man of Steel, for instance, was a blockbuster movie that surpassed the $600 million mark. Only 80 films, so far, have been able to achieve such a more »

  • Disney is still a good investment

    By Jacob Steinberg - August 7, 2013 | Tickers: LGF, SIX, DIS

    On Tuesday, The Walt Disney Company (NYSE: DIS) announced its quarterly earnings and the investors were a little bit disappointed with the results. As one of Disney's latest movies The Lone Ranger performed far below expectations, the company posted flat earnings year to year and the investors were hoping to see growth in the company's earnings. 

    The results were mixed

    The company earned $1.8 billion in the more »

  • Loeb Bumps It Up A Notch

    By Reuben Brewer - August 5, 2013 | Tickers: PEP, SNE, DIS

    Hedge fund activist Daniel Loeb is taking on Sony (NYSE: SNE), urging the company to break itself in two. That's a stiff request of a Japanese-based conglomerate. And, the split doesn't necessarily make strategic sense.

    Media or Electronics

    Sony once had the cache that now surrounds Apple and Samsung. Where Apple made the portable music digital player mainstream, Sony was the first to make music portable with is more »

  • This Entertainment Company Is Doing Better Than You May Think

    By Matthew Frankel - August 2, 2013 | Tickers: TWX, VIAB, DIS

    Recently, while booking a trip to Walt Disney World for my family, I noticed a few things that led me to believe that the company is doing very well lately. Everything from theme park tickets to their hotels has gotten much more expensive in just the past few years, and other things such as dinner reservations have gotten harder to come by.

    Now, I realize that this is far from more »

  • Billionaire Ray Dalio’s Long-Term Stock Picks

    By Meena Krishnamsetty - August 1, 2013 | Tickers: MSFT, ORCL, DIS

    Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Ray Dalio’s huge hedge fund Bridgewater Associates.

    We’ve found that the information in these filings can be useful in developing investment strategies; for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). We can also go more »

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