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Gary Jakacky  

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  • Disney Provides The Proof: PE Expansion Is Well Under Way
    Mon, Feb. 9 DIS 8 Comments

    Summary

    • One reason market returns were so poor in the previous decade was PE compression.
    • There is now solid evidence that PE compression has ceased; and that PE expansion may have begun.
    • This means valuation based upon "recent historical multiples" will result in missed opportunities.
  • The Wonderful World Of Disney
    Apr. 10, 2014 DIS 12 Comments

    Summary

    • Disney shares, propelled by surging earnings, have been outstanding performers.
    • Valuation no longer places these shares on the bargain counter.
    • However, I recommend investors hold the shares and monitor a few possible developments.
  • Disney Now Fully Valued: 1-Year Follow Up
    Sep. 16, 2013 DIS 6 Comments
  • Disney's Recent Performance: Shares Are Still Very Attractive
    May. 30, 2013 DIS 9 Comments
  • The Wonderful World Of Investing In Disney
    Oct. 11, 2012 DIS 11 Comments
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