No slowing down for Disney as $90 crossed

• Shares of Disney (DIS +0.9%) cross over the $90 level for the first time as investors continue to bet on the long-term potential of the company's franchises.
• A new line of thought on Disney is that the SEC Network property has been undervalued by some analysts.
• The SEC Network is already off to a much stronger start than either the Big 10 Network or Pac-12 Networks, and is likely to improve on its +$1 per subscriber carriage fee rate with pay-TV operators as Disney pushes sports bundles.