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The Walt Disney Company (DIS)

  • Jun. 30, 2012, 10:15 AM
    Disney (DIS) plans to recycle the same formula that swept up a cool $1.44B (and counting) at the box office for the The Avengers with another superhero buddy movie called Big Hero 6 that is just now hitting development. Unlike rival movie-producing companies, Disney has in place a synchronistic esprit de corps amongst its units that is able to deliver outsized profits from its movies years down the road at its theme parks and through adroit merchandising.
    | Jun. 30, 2012, 10:15 AM | 1 Comment
  • Jun. 29, 2012, 11:19 AM
    Hollywood studios could see a boost in revenue in China after nearly being frozen out in the past with a new streaming service that is set to launch in China later this year run by state-owned China Movie Channel. Although it can be expected that the titles made available to consumers in the nation will be closely monitored - for DIS, LGF, VIAB, SNE, TWX, and CMCSA - a cut of something is better than a cut of nothing. Left on the outside looking in: NFLX.
    | Jun. 29, 2012, 11:19 AM | 2 Comments
  • Jun. 29, 2012, 8:26 AM
    With one day to go in the year's first half, Bank of America (BAC) ranks as the Dow's top gainer, +39%. Next is Disney (DIS), +27.5%, then Home Depot (HD), +23%. Worst is Hewlett-Packard (HPQ), -24.8%, then McDonald's (MCD), -12%. Remember the Dogs of the Dow strategy? It gets little love, but DOD has outperformed DIA YTD, Y/Y, and over the last 5 years.
    | Jun. 29, 2012, 8:26 AM | 2 Comments
  • Jun. 28, 2012, 7:49 AM
    Comcast's (CMCSA) NBCUniversal plans to directly challenge Disney's (DIS) ESPN at the beginning of the year when its Versus network officially becomes NBC Sports Network, but the rebranding of the network as the go-to sports destination starts late next month with coverage of the London Summer Olympics. The NBC network, Bravo, CNBC, MSNBC, and Telemundo will share coverage, with the new NBC Sports Network brand expected to be heavily promoted.
    | Jun. 28, 2012, 7:49 AM | 1 Comment
  • Jun. 27, 2012, 1:33 PM
    Disney (DIS +1.4%) says Dubai will be the location for the first theme park to feature its arsenal of Marvel characters when the $5B City of Arabia entertainment complex opens late in 2013. Though the company has plans to introduce Marvel characters at properties across the world, its four theme parks in Florida will be left out because Universal Studios has exclusive rights in the state for Thor, The Incredible Hulk, Spider-Man, Iron Man, and the rest of the fabled crew.
    | Jun. 27, 2012, 1:33 PM | Comment!
  • Jun. 27, 2012, 10:37 AM
    Jakks Pacific (JAKK +0.4%) forecasts that sales of merchandise from Disney's (DIS +1.4%) Brave will be triple that of original estimates based on early numbers. A key to the boom in toy sales and the movie's strong box office showing is attributable to the warm reaction to Merida - the first heroine character to feature in a Pixar-produced movie for Disney.
    | Jun. 27, 2012, 10:37 AM | Comment!
  • Jun. 26, 2012, 9:16 AM
    Cowen's Doug Creutz comes at Disney's (DIS) new Pixar movie Brave from a different direction, noting that despite its strong opening weekend the movie marks the 2nd consecutive Pixar feature to draw shaky critical reviews. The analyst says that with Disney on the hook for $7.4B to buy the creative spark at Pixar, results need to be consistently high to ensure a long-term return on the mega-investment.
    | Jun. 26, 2012, 9:16 AM | 4 Comments
  • Jun. 25, 2012, 6:43 AM
    Disney's (DIS) Brave beat expectations to haul in $66.7M in its opening weekend. It marks the 13th consecutive Pixar studio movie to open as the strongest movie in the country and knocks another children-oriented film, Madagascar 3: Europe's Most Wanted, from the top spot.
    | Jun. 25, 2012, 6:43 AM | Comment!
  • Jun. 22, 2012, 12:40 PM
    Disney's (DIS -0.9%) animated feature Brave stands poised to open with an impressive $55M-$65M box office haul this weekend, as the early summer season theme of booming sales for movies aimed at younger children plays on. It's not the same story at all for flicks aimed at teenagers, with box office totals resoundingly weak and Fox's (NWSA -0.1%) Abraham Lincoln: Vampire Hunter already tipped to open low along with other debuting movies that had hoped to finally wake up the teenager audience.
    | Jun. 22, 2012, 12:40 PM | Comment!
  • Jun. 22, 2012, 6:48 AM
    Comcast's (CMCSA) NBC sees more headaches over slipping ratings with its news division. Not only did ABC's (DIS) Good Morning America recently break the Today show's 16-year winning streak in the morning news slot, but long-time rating staples Meet the Press and NBC Nightly News have also lost ground. NBC's loss of momentum could spur a reshuffling of advertising dollars in an important election year.
    | Jun. 22, 2012, 6:48 AM | 1 Comment
  • Jun. 20, 2012, 7:10 AM
    Disney (DIS) sees a rush of visitors to its new Cars Land located in the Disney California Adventure theme park. The company's first new major "land" in Anaheim has execs buzzing that enough revenue will be kicked up to justify the steep $1.1B recent upgrade to the park.
    | Jun. 20, 2012, 7:10 AM | 1 Comment
  • Jun. 18, 2012, 8:46 AM
    Summer of discontent? European box office totals for major movie studios are getting smacked around by the mind-blowing TV ratings of the European soccer championships. In Germany, the nation's last group stage game drew a stellar 74.2% share that left movie theaters all but empty as the leading movie of the pack - Men in Black 3 - only earned a paltry €1.3M ($1.6M) for the weekend. The soccer games run for another two weeks and later this summer the Olympics take center stage.
    | Jun. 18, 2012, 8:46 AM | 12 Comments
  • Jun. 15, 2012, 3:12 PM
    A federal judge in California rules that Disney's (DIS -0.3%) will be allowed to air new reality show The Glass House after rival CBS (CBS -0.5%) sought to block the showing from airing on concerns it violated copyright law. It's good news for ABC as the network has already spent $16M promoting the show on top of the costs to develop it.
    | Jun. 15, 2012, 3:12 PM | Comment!
  • Jun. 15, 2012, 1:10 PM
    This summer will see a crowded slate of animated movies with DreamWorks (DWA +0.8%) Madagascar 3: Europe's Most Wanted, Pixar's (DIS -0.1%) Brave, and Fox's (NWSA +0.9%) Ice Age: Continental Drift all debuting within five weeks of each other. Each film boasts strategic box office advantages, but analysts find it unlikely that all three will be smash hits as they can't help but cut into each other's target demographic.
    | Jun. 15, 2012, 1:10 PM | 1 Comment
  • Jun. 15, 2012, 11:06 AM
    Needham maintains Disney (DIS -0.1%) with a Hold rating while giving the company a nod of approval for its ability to utilize character and movie assets throughout its parks. Analyst Laura Martin doesn't see a short-term gain in ROIC from the initiatives, but says customers should remain satisfied.
    | Jun. 15, 2012, 11:06 AM | 1 Comment
  • Jun. 15, 2012, 9:08 AM
    Disney (DIS) continues to roll out apps that allow Comcast subscribers to watch TV live from iPhones and iPads. Apps for three Disney channels geared toward kids programming have now joined ESPN's WatchESPN offering in Apple's App Store.
    | Jun. 15, 2012, 9:08 AM | Comment!
DIS vs. ETF Alternatives
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.