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Disney (DIS -5.3%) continues to trade lower as a host of analysts lower their expectations for...

Disney (DIS -5.3%) continues to trade lower as a host of analysts lower their expectations for the company primarily due to fears advertising revenue could be under pressure. Comments from execs on yesterday's earnings call (transcript) highlighted the idea the company is transitioning from an investment phase (Lucasfilm, Cars Land, Disneyland) into a growth mode. Reading between the lines of analyst comments, Disney investors may have to play a waiting game for those investments to pay dividends and for the economy to turn around to help drive revenue higher.
Comments (8)
  • youngman442002
    , contributor
    Comments (5131) | Send Message
     
    I wonder if Disney and McDonalds are connected....happy meals with toys...both will be down
    9 Nov 2012, 12:59 PM Reply Like
  • Jason Tillberg
    , contributor
    Comments (1240) | Send Message
     
    the need to lower their admission cost at the disney world for starters..
    9 Nov 2012, 12:59 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1003) | Send Message
     
    Based upon attendance they should raise the rates. I've been there twice in the past year and the crowds were pretty damn good.
    9 Nov 2012, 01:05 PM Reply Like
  • wjbrown2003030
    , contributor
    Comments (39) | Send Message
     
    Yes, neither ticket nor in-park food pricing seem to be deterring visitors, indicating (regrettably, particularly for this Florida resident) that there's slack in price optimization, at least during "peak periods".
    9 Nov 2012, 01:12 PM Reply Like
  • Island_Dweller
    , contributor
    Comments (373) | Send Message
     
    DIS is a stock I really like with the catalysts going forward including Marvel, Star Wars, and inhouse animation.

     

    I wouldn't buy here cause of the uncertainty in the market, but as the market trends lower, DIS is definitely a buy heading into 2013.
    9 Nov 2012, 01:13 PM Reply Like
  • gfunk0311
    , contributor
    Comments (4) | Send Message
     
    this should be in your long term
    9 Nov 2012, 01:18 PM Reply Like
  • sydneyrollock
    , contributor
    Comments (76) | Send Message
     
    The market is totally irrational post the earnings call. This company is best in show with excellent management, brands and global growth prospects. The company is just hitting it's stride with regard to fully integrating and leveraging their incredible brand asset portfolio spanning media, entertainment, sports, theme parks, digital, and monetizing new revenue streams.

     

    Based on realizing the growth from just completed major capex investments and continuing organic growth across their core franchises, DIS is a $60-$70 stock in the next 6-12 months.

     

    Just do the math...
    9 Nov 2012, 03:43 PM Reply Like
  • wjbrown2003030
    , contributor
    Comments (39) | Send Message
     
    Best comment of the day.
    9 Nov 2012, 04:34 PM Reply Like
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