• Philip Saglimbeni
    new all time highs for my two largest positions $MA and $UA, on a down day no less!
    8/6/13
    Reply (17)
    • James Sands: Congrats Phil!
      8/6/13
    • Philip Saglimbeni: thanks James, just have $DIS going tonight and then it'll wrap up a nice earnings period for me
      8/6/13
    • James Sands: What did you think? Get a chance to read, I haven't, I'll be updating the quarterly info though.
      8/6/13
    • Philip Saglimbeni: eh, solid earnings, rev miss is being attributed to The Lone Ranger, all other segments besides studio grew
      8/6/13
    • Philip Saglimbeni: media networks and the theme parks were strongest growers but consumer products and interactive still grew as well
      8/6/13
    • Philip Saglimbeni: really just studio was down year-over-year in the quarter about $35 million from 2012
      8/6/13
    • Philip Saglimbeni: I was hoping we would hear about a dividend raise as it is necessary now I think, but I guess that will be in November
      8/6/13
    • Philip Saglimbeni: Networks division really is the company's life blood now
      8/6/13
    • Philip Saglimbeni: ESPN, A&E strong, ABC weak
      8/6/13
    • James Sands: Yea, ESPN and A&E are strong networks.
      8/6/13
    • James Sands: So Disney's TTM P/E is the highest its been since 2004 (FY-end) at 20.15.
      8/6/13
    • James Sands: Media network rev as a % of total has increased from 43% to 46% since Dec. 2010; cable/affiliate fee revenues are drivers....
      8/6/13
    • James Sands: Broadcast/advertising are flat to down over same time period.
      8/6/13
    • Philip Saglimbeni: yes, expensive considering it is only growing revs ~6% in 2013-2014, thanks for the stats James, what's your take on DIS as a whole?
      8/6/13
    • James Sands: I pay attention to free cash flow growth-DIS is averaging around 7%/yr since 2000. Stock price growth is around 4.4%/yr, since 2000.
      8/7/13
    • James Sands: Diluted P/E growth is around 14.5%/yr. since 2000.
      8/7/13
    • James Sands: I think DIS will continue to grow fairly well. It's hard for me to gage since I focus mostly on it's network segments as a competitor.
      8/7/13