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Walt Disney (DIS): FQ4 EPS of $0.68 in-line. Revenue of $10.78B (+4% Y/Y) misses by $140M....

Walt Disney (DIS): FQ4 EPS of $0.68 in-line. Revenue of $10.78B (+4% Y/Y) misses by $140M. Shares -1.4% AH. (PR)
Comments (9)
  • deercreekvols
    , contributor
    Comments (5160) | Send Message
     
    Blame John Carter.
    Don't blame ESPN.
    Disney is a strong stock, let's not kid ourselves here. $140M "miss" is nothing to be concerned with.
    Take a look at the stock market over the last two days- Sell-Off City.
    Great opportunity to buy Disney.
    8 Nov 2012, 06:13 PM Reply Like
  • Clayton Rulli
    , contributor
    Comments (2480) | Send Message
     
    buy disney you must.. HMMM
    8 Nov 2012, 09:45 PM Reply Like
  • Matthew Dow
    , contributor
    Comments (510) | Send Message
     
    I agree its a great stock long term. I wrote an article on it a few days ago:
    http://seekingalpha.co...
    9 Nov 2012, 05:58 AM Reply Like
  • D0wnxsh1ft
    , contributor
    Comment (1) | Send Message
     
    John Carter was a very entertaining movie and intriguing storyline that no one knew was in theaters. Rent it and you won't disagree. The Princess of Mars (JC is based on that book) is the grandfather of nearly every sci-fi/fantasy/epic movie that we love.
    9 Nov 2012, 01:13 AM Reply Like
  • wigit5
    , contributor
    Comments (3974) | Send Message
     
    I saw it in theaters and really enjoyed it, I think the problem is they made a good movie, and marketed it in such a way that only fans of the comic would be inclined to go see...

     

    The story is decent and the effects / visuals are very very good. Too bad though
    9 Nov 2012, 11:53 AM Reply Like
  • Jeremy Johnson, CFA
    , contributor
    Comments (778) | Send Message
     
    You actually need some growth to justify a 15.5x multiple if you expect to make 8% a year on your stock investment. So a miss is important.
    9 Nov 2012, 10:53 AM Reply Like
  • Momintn
    , contributor
    Comments (3842) | Send Message
     
    You look at the forward P/E because next year is just around the corner. It is 14. And DIS is down 12% from the high, so if it just gets back to where it was, then you are looking at a 12% gain plus the dividend. I have to think that you will get that by spring break.
    9 Nov 2012, 12:21 PM Reply Like
  • Jeremy Johnson, CFA
    , contributor
    Comments (778) | Send Message
     
    Use whatever EPS figure you are comfortable with and I don't buy stocks hoping they will get back to where they were at some prior date.
    9 Nov 2012, 12:35 PM Reply Like
  • Momintn
    , contributor
    Comments (3842) | Send Message
     
    http://bit.ly/Qu475R
    Weekly Research Analysts’ Ratings Changes for Walt Disney (DIS)

     

    Thomson Reuters reissued their stock report with a Buy rating.
    9 Nov 2012, 12:38 PM Reply Like
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