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The Walt Disney Company (DIS)

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  • Sep. 6, 2012, 8:35 AM
    Disney (DIS) plans to open its first Disney Baby retail store in California as its tries to build out a new brand of baby products. The company hopes that items such as Peeking Pooh Premiere Crib Bumpers priced at $69.99 will saturate baby rooms from coast to coast in the near future. Who's to argue? Disney set an all-time high yesterday and appears to be firing on all cylinders.
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  • Sep. 5, 2012, 2:37 PM
    Shares of Disney (DIS +2.5%) trace out a new all-time high with the Street still firmly backing the House of Mouse to see even further gains. Though theme parks, ESPN, and Marvel Studios continue to be the rock stars behind the company's consistent revenue growth - clever deals in new areas also keep the Disney pipeline fresh. The latest is a venture to supply Nokia with edgy content and apps for its smartphones as the Finnish company trails far behind Apple and Google.
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  • Sep. 5, 2012, 9:12 AM
    The amount of money that China's Wanda Group has socked away to put into acquisitions and investments in the entertainment business certainly isn't anything to sneeze at with reports out that the number could run as high as $30B. Wanda's Chairman is currently in L.A. meeting with execs from five major movie companies. The likely suspects: DIS, CMCSA, TWX, VIAB, LGF. (Previous: Wanda Group looks for theater chains to buy)
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  • Sep. 4, 2012, 7:28 AM
    The Labor Day weekend didn't lift the movie industry out of its summer doldrums at the box office, but execs remain optimistic that the industry is still in good shape. Though the Olympics and the Colorado theater shooting both impacted attendance, YTD box office totals are still running ahead of last year's totals and a number of movie franchises have blockbuster sequels lined up. Studios: TWX, DIS, LGF, VIAB, SNE, DWA, CMCSA. Operators: RGC, CNK, MCS, RLD.
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  • Sep. 3, 2012, 8:30 AM
    North American cinema ticket sales -3% to $4.28B between the first full weekend in May and Labor day, the first summer decline in seven years. Attendance -4% to 533M people, the lowest since at least 1993, when independent records began. The decline comes after ticket prices increase, and despite the success of blockbusters such as "The Avengers" and "The Dark Knight Rises."
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  • Aug. 30, 2012, 2:43 PM
    Disney (DIS -0.9%) looks to squeeze a bit extra out of mega-hit The Avengers this weekend, with a major push to 1700 theaters over the Labor Day weekend. If all goes according to plan, this weekend the film will overtake Titanic to become the #2 highest-grossing movie of all time.
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  • Aug. 28, 2012, 1:10 PM
    Sports juggernaut ESPN (DIS -0.5%) reaches a new $5.6B deal with major league baseball, reported by Bloomberg to include additional games and digital rights. It's another coup for the network as it beats back a new challenger in NBC Sports Network and looks to keep pushing its industry-leading subscription fees higher and higher with its dominant position.
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  • Aug. 28, 2012, 8:08 AM
    Is Disney (DIS) firing on all cylinders? CEO Robert Iger certainly makes a compelling case in an interview with the WSJ where he explains how the roaring successes of The Avengers and ESPN aren't just seasonal blips or coincidental timing, but the result of savvy investments. The exec says that still on tap to drive Disney's revenue even higher are new cruise ships, Avenger-related sequels, refreshed theme parks, and a $4.4B complex in Shanghai.
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  • Aug. 27, 2012, 11:09 AM
    The weekend's box office numbers saw a bit of a surprise when political documentary 2016: Obama’s America edged into the mix with an estimated $6.238M haul to beat several big studio debuts. Despite the unexpected surge in the film, the overall theme from the weekend is that the late summer doldrums are now in full swing and that the industry still hasn't been fully recharged since the Colorado theater shooting in July. Seeing the August movie slump: DIS, LGF, VIAB, SNE, TWX, CMCSA.
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  • Aug. 24, 2012, 11:00 AM
    Buy low, sell high: Disney (DIS -0.5%) considers buying out its partners in Euro Disney as the distressed amusement park operator continues to struggle to see profits. By buying out the 60% of the publicly-traded French company that it doesn't own, Disney could launch a turnaround instead of simply waiting around for royalties and management fees to improve. Most importantly, if it can work out a deal at just a small premium over the firm's market cap of $120M - a steal could be had.
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  • Aug. 23, 2012, 3:26 PM
    Federal and state regulators investigate a potentially-dangerous leak of chromium 6 at Disney's (DIS -1.1%) Walt Disney Studios in Burbank, according to the LA Times. The focus is an air conditioning system that dates back to the 1930s. (Live Google+ Hangout reporting at 4:00 EST)
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  • Aug. 23, 2012, 11:37 AM
    Though studios remain optimistic about the continued enthusiasm of moviegoers to shell out extra money to see films in the 3D or IMAX format, they will still proceed cautiously with a new tech innovation presenting movies at a rapid-fire 48 frames per second (2X the standard rate). Warner Bros. and theater operators say they will debut the format this Dec. with the The Hobbit: An Unexpected Journey at regular ticket prices to test audience reaction. Studios hoping for another cash cow: TWX, DIS, LGF, VIAB, SNE, DWA, CMCSA (Review: 48 fps vs. 24 fps)
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  • Aug. 23, 2012, 8:58 AM
    India approves a plan by Disney (DIS) to invest close to $180M in the country, including broadcasting interests. Disney has been positioning itself to broaden its digital growth in the nation by restructuring local operations, but still needs various government approvals before it can truly ramp up.
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  • Aug. 16, 2012, 2:45 PM
    Disney (DIS +0.9%) sets May 1, 2015 as the release date for the sequel to mega-hit The Avengers. Between now and then, Marvel Studios plans to release a Captain American and Thor film to keep the superhero theme highly relevant. In case any doubters still exist over the shrewdness of Disney spending a cool $4B to buy Marvel, the projected total box office haul and merchandising boost from the franchise is going to make any debate a non-starter.
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  • Aug. 14, 2012, 5:23 PM
    Stephen Mandel's Lone Pine Capital takes up new positions: Cooper Cos. (COO), Walt Disney (DIS), eBay (EBAY), Google (GOOG), HCA Holdings (HCA), Kohls (KSS), Liberty Global (LBTYA), Monsanto (MON), News Corp, (NWSA), Qualcomm (QCOM).
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  • Aug. 13, 2012, 3:12 PM
    Citigroup tags Scripps Networks Interactive (SNI +1.5%) as a potential takeover candidate for Disney (DIS +0.5). The take is that the networks operated by the firm - such as Food Network, HGTV, Travel, and DIY - would dovetail nicely with some of the Mouse of House's ABC primetime shows. A Scripps buy could also help Disney diversify away from the male-intensive ESPN to target upscale females a bit easier.
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Company Description
Walt Disney Co, together with its subsidiaries, is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.