Introduction
I recently read an article in Variety comparing Disney's (DIS) Bob Iger to GE's (GE) Jack Welch. Being a numbers guy, I looked at the past 40-year performance of Disney and GE and threw in the mix IBM (IBM) (see graph). It is obvious that Disney stock has outperformed GE and IBM by thousands of points. This is despite the fact that Disney creates animation and family resorts, while GE and IBM develop new technologies that we use on a daily basis. Importantly, GE's and IBM's engineers and scientists spent their lives working 5 a.m. to 9 p.m. (as opposed to most other workers who are committed to their jobs from 9 a.m. to 5 p.m.) developing these technologies to improve our world. In return, GE and IBM are granted patents that expire, usually in only 20 years. Disney, on the other hand, once it creates a trademark,

Following my analysis on Mattel (MAT) and Hasbro (HAS) from last week, I’m closing this toy stock series with the most famous company in the eyes of children: The Walt Disney Company (DIS).

Note: The stock is currently showing a dividend yield of 1.14%. This definitely does not fit my Dividend Growth Investing Model. But the company has recently started to increase its dividend and it makes a great comparison to Mattel and Hasbro, which are pretty much alone in the toy industry paying distributions over 3%.

Disney Business Description

If you have been hiding under a rock for the past 80 years, you may not know that Disney is the reference for family entertainment. The company is divided into four sectors:

1. Media Networks (ABC Family, ESPN, Disney Junior, etc.)
2. Parks and Resorts (you need to visit one in your life)
3. Studio Entertainments (Pixar, Walt Disney Pictures, Marvel banners)

I've always preferred investing in businesses with established cash flows or assets that I feel I can value with a reasonable level of accuracy. The goal from this approach is to limit my investments to companies that I feel I can value, and then only buy shares when they are trading at a significant discount to that value.

Done successfully, this should be a fairly low risk and rewarding manner of investing.

The truth is however that aside from Warren Buffett, any list of the world's richest people generally doesn't include very many "value" investors.

Instead the richest people in the world made their fortune by getting in early on what ended up being a massive investment opportunity. I wouldn't mind getting in on some of that.

I keep a small segment of my portfolio set aside to invest in what I think could be investments that turn into huge

In response to growing dissatisfaction from major networks ABC (DIS), CBS (CBS), Fox (NWSA) and NBC (CMCSA), as well as smaller content providers, Nielsen Holdings NV (NLSN) has started to track Internet audiences, which use a variety of devices to consume media.

When considering the unenviable task, almost immediately challenges are encountered, as Facebook Inc. (FB) and Google (GOOG) use metrics which don't work for television. That means YouTube and Facebook won't be able to be counted by Nielsen at this time. The new streaming initiative from Amazon.com (AMZN) is another factor in the mix.

When two of the most-visited web properties can't be measured, it reveals the daunting challenge faced by Nielsen. Add to that the fact children 12 and under aren't supposed to sign up for Facebook, and it leaves out important data for network and cable television serving that market. It really is a mess. It does

The Dow Jones industrial average sits above 15,000, an all-time high. But don't be fooled, this doesn't mean that stocks are expensive. I understand that it seems logical to assume that if the Dow Jones industrial average, what many believe to be the bellwether index of the stock market, is at an all-time high, then it must simultaneously be overvalued. Herein is the danger of relying on headlines and simple statistics.

This article intends to demonstrate that more than one third of the 30 Dow stocks (11) are undervalued, another 6 are fairly valued, another 6 fully valued, but not overly so, and finally, only 7 that could rightfully be classified as overvalued. In other words, the Dow Jones industrial average is rather cheap, even though it sits near an all-time high.

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But as I often like to say, "The Angels are in the details." The beauty

Disney (DIS) registered overall revenue growth of close to 10% in Q2 fiscal 2013, which is impressive for a company of its size. ^[1] It primarily operates in the mature market of North America, which accounts for three-fourths of its total revenues. As a result, the company’s performance is primarily tied to the state of the U.S. economy and overall quality of its produced content. It is impressive to see Disney demonstrating growth across all its major segments, except for the weakness in broadcasting. ESPN continued to lead the way with growth in both advertising and affiliate fees. ABC broadcasting saw some weakness due to pressure on ratings, but Disney’s own TV stations did reasonably well. Its parks and resorts business benefited from higher attendance and guest spending, growing its operating income by a staggering 73%. ^[1]

Overall, we feel that given Disney’s

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday May 13.

Whole Foods (WFM), Disney (DIS), Domino's Pizza (DPZ), Williams Sonoma (WSM), Restoration Hardware (RH), 3M (MMM), Caterpillar (CAT), Emerson (EMR), Apple (AAPL), DirecTV (DTV), Amazon (AMZN).

Although the Dow dipped 27 points, it has been going strong. Cramer thinks the bull market will continue, given three trends:

1. Stocks run up into a good quarter, and with excellent results, the stock goes higher. Usually people sell off after a good quarter, especially if there has been a run-up. Whole Foods (WFM) reported a strong quarter, but the profit-takers were absent. Disney (DIS) usually sells off like "clockwork" after a strong quarter, but not this time. Domino's (DPZ) went up 5 points ahead of the quarter, but after successful earnings, it has risen another 4 points.

2. Stocks that gap up are not filling in

There was intensive insider selling in Ariad Pharmaceuticals (ARIA) from late September 2012 to early October 2012, when the stock was trading above $24. The stock is currently trading at $16.32 or 35.7% below the all time high made in October 2012.

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With this episode in mind, I screened for stocks which have seen recent intensive insider selling. Intensive insider selling can be defined by the following three criteria:

1. The stock was sold by three or more insiders within one month.
2. The stock was not purchased by any insiders in the month of intensive selling.
3. At least two sellers decreased their holdings by more than 10%.

In this article, I will feature three stocks that met these three criteria of intensive insider selling in the last 30 days.

1. McGrath RentCorp (MGRC), a business to business rental company, engages in the rental

The share price of Walt Disney (DIS) has appreciated by 49% over the past 12 months and just reached its 52-week high. I believe investors should be cautious at the current price level as the stock valuation appears to be frothy relative to the company fundamentals. My view is based on the following reasons:

1. Disney's forward P/E multiple is currently trading at a 20% premium over the same multiple of S&P 500 Index, which stands at 15.1x now (see chart below).

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The market premium seems somewhat stretched provided that 1) Disney's market premium has averaged at just 9% since 2012; 2) the company's consensus five-year earnings growth estimate at 10.8% is higher than the average estimate of 8.2% for the S&P 500 companies, but the difference is not that significant; and 3) the stock's dividend yield at 1.1% is only a half of the

Below is an updated look at our trading range screen run on the 30 stocks in the Dow Jones Industrial Average. A description of how to read the chart is shown at the bottom of the screen.

Last week at this time, 13 stocks in the Dow were in overbought territory, but as we enter the final day of this trading week, there are 18 Dow stocks that are overbought. No Dow stocks are oversold, and only six are below

Every once in a while, I like to step back and analyze my entire portfolio as a whole. First, I gauge the portfolio's overall performance, as compared to the major indices, and then I break it down by individual sector/industry to analyze the ongoing or developing trends. I find it extremely beneficial to locate, study and understand as many current trends in the equity markets as possible, particularly those that can be viable for the long term, as they can often remain areas of continued outperformance. As the popular saying goes, "the trend is your friend."

The main idea of this article is simple: highlight the overall trends that have been driving growth in my portfolio, explain why the trends have been positive and determine whether they can remain viable for the future. Additionally, I will highlight the specific equities that I own in each sector/industry and explain why I

Americans' attendance at sporting events has been steadily increasing over the past decade, but their fantasy participation has been growing at an even quicker rate.

Fantasy sport betting is a great way to add extra excitement to your normal fantasy pools. The best thing about fantasy sports betting is that it is completely legal in the U.S. and Canada. Even though it shares many similarities with traditional sports betting, fantasy sports betting relies on enough skill to not be classified as gambling. The government has no problem with fantasy sports betting because it is considered a contest of skill.

There are still elements of luck in fantasy sports betting, but your success is based on your ability to create the best teams with a limited amount of virtual money. The better you are at balancing strong teams, the more money you make with fantasy sports betting.

The legal status of

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday May 8.

Papa's Got A Brand New Bag. Stocks discussed: EOG Resources (EOG), Whole Foods (WFM), Disney (DIS), Diageo (DEO), Con Edison (ED), Brown Forman (BF.A), Beam (BEAM), eBay (EBAY), Boeing (BA)

Mark Papa, CEO of EOG Resources (EOG) announced that the company has assets in a new shale find: The Delaware Basin. "Papa's got a brand new bag," declared Cramer, alluding to a James Brown song. EOG is perhaps the fastest growing oil company in the U.S. and already has substantial assets in the Bakken and the Eagle Ford. After reporting a smashing quarter and seeing a 9 point rise, EOG's stock went up an additional 2 points on an upgrade. While many think that Fed policy is artificially holding up the rally, Cramer thinks great CEOs like Mark Papa, Bob Iger of Disney (DIS)

In a recent interview with The Wall Street Journal, actor Leonardo Dicaprio was asked by Kelly Crow about his passion for collecting items ranging from comic books to fossils. Dicaprio was asked in "How Leo Got his Name":

Did you collect anything as a kid?

I collected baseball cards. I still have boxes of them, but they aren't worth a dime.

The same has undoubtedly happened with those who collect posters, comic books, music gear such as instruments and speakers, and other cherished items. But there is a better, and more profitable, way: rather than collecting loud speakers or comic books, buy the stocks of companies that make the products.

There is a wide choice, ranging from mega-caps such as Walt Disney, (NYSE: DIS), which owns Marvel comic books, to medium caps like Gucci (GUCG.PK) and small caps, like The Guitammer Company (GTMM.OB), which makes ButtKicker®-brand low frequency

On Tuesday evening, Disney (DIS) which happens to be one of my favorite stocks in the 'Retire Young' portfolio, announced its quarterly earnings. It turns out that the company had another great quarter overall. Compared to the same quarter last year, Disney's profit jumped by 32%, mostly due to better advertisement rates for the company's TV networks, great box office results for the company's latest movies and strong demand for the company's theme parks. It is evident that Disney's growth story is far from over.

Compared to the last year's 63 cents per share, the company was able to earn 83 cents per share which beat the average analyst estimate by a few cents. The quarterly revenue was up by 10% to $10.55 billion. Except for the Interactive operating unit, which is responsible for making video games and other digital products, all of Disney's business units posted profit growth

Top Stories
China posts surplus on strong export growth. Fears that flagging demand in the U.S. and Europe would weigh heavily on China's trade data didn't play out as exports grew 14.7% in April, helping the country swing to a surplus of $18.16B after posting a slight deficit in March. The data surprised analysts, even as some said the numbers may be inflated: "This probably reflects some overinvoicing [as] it was inconsistent with cargo volumes," one economist told WSJ. Nevertheless, the data served to buoy regional markets as the Nikkei continued its ascent in Japan, rising 0.74% to yet another new five-year record high.

Toyota profits rise to pre-crisis levels. For the first time since before the financial crisis, Toyota (TM) posted a full year operating profit in excess of ¥1T on the back of a weaker yen. Net profit was ¥313.9B for the quarter ended

F2Q13 Earnings Call

May 7, 2013 5:00 p.m. ET

Executives

Lowell Singer - Senior Vice President of Investor Relations

Robert Iger - Chairman and Chief Executive Officer

James Rasulo - Chief Financial Officer and Senior Executive Vice President

Analysts

Benjamin Swinburne – Morgan Stanley

Jessica Reif-Cohen - Bank of America Merrill Lynch

Anthony DiClemente - Barclays

Michael Senno - Credit Suisse

David Miller - B. Riley & Co.

Michael Nathanson - Nomura Securities

Douglas Mitchelson – Deutsche Bank

Alexia Quadrani - JP Morgan

Todd Juenger - Sanford C. Bernstein

David Bank – RBC Capital Markets

Alan Gould - Evercore Partners

Jason Bazinet - Citigroup

Presentation

Operator

Hello and welcome to Q2 2013 Walt Disney Company Earnings Conference Call. My name is Mellissa and I will be your operator for today's call. At this time all participants are in a listen-only mode. Later we will conduct

Disney (DIS) is expected to report earnings on Tuesday, May 7th. The whisper number is $0.80, four cents ahead of the analysts' estimate. DIS has a 72% positive surprise history (having topped the whisper in 34 of the 47 earnings reports for which we have data).

Earnings history:

- Beat whisper: 34 qtrs
- Met whisper: 0 qtrs
- Missed whisper: 13 qtrs

Our primary focus is on post earnings price movement. Knowing how likely a stock's price will move following an earnings report can help you determine the best action to take (long or short). In other words, we look at what happens when the company beats or misses the whisper number expectation.

The table below indicates the average post earnings price movement within a one and thirty trading day timeframe:

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The strongest price movement of +1.4% comes within thirty trading days when the company reports