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DIS - The Walt Disney Company

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by bigbear0083, Mar 31, 2016.

  1. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    New trailer for Disney movie, Wreck-It Ralph 2: Ralph Breaks the Internet.
    Funny, an internet with no Netflix? Every other company shows up.
     
  2. T0rm3nted

    T0rm3nted Moderator
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    Looks to be bouncing off an increasing support line to me...

    upload_2018-6-4_17-28-52.png
     
    Kat, bigbull and bigbear0083 like this.
  3. bigbull

    bigbull Active Member

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    Perhaps the most underappreciated stock out there right now.

    People buying the stock for the content and IP, and those selling for its late push into an on-demand platform are missing Disney's most prized tool; scale. Much like Amazon back in 2014, the scale Disney has over its IP makes it a unique asset to own as it integrates old with new.

    At or near $100, DIS is a good long term bet. Easy $200 in 5 years or less.
     
    T0rm3nted likes this.
  4. bigbull

    bigbull Active Member

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    The stock is getting hit on the T/TWX merger. Can't find a valid reason why, though. The idea that Comcast's potential bid for Fox`s assets will hamstring Disney`s efforts to combine and streamline old with new is overplayed and factually incorrect. Disney`s IP is diversified enough to attract a loyal set of customers (to begin with) onto its platform once it launches in 2019. Hereinafter, the company can look to buy other assets or create its own content (separate from the assets its own) just like Netflix has. In the end, the street doesn't care about turning a profit but how quickly can it grow its over-the-top streaming service. Crazy but that was has been at play even for big companies that are looking to revamp growth by integrating legacy businesses with new, hyper-growth stories.

    It's coming to a point were Disney will be just as well off creating its own content than acquiring it.
    With today's gap down is back to no man's land. Needs to close above $108 to draw any (additional) institutional money. Otherwise it will trade between $94 and $105.

    I am still a buyer for the long term.
     
    bigbear0083 and T0rm3nted like this.
  5. YLC

    YLC Member

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    removed
     
    #245 YLC, Jun 14, 2018
    Last edited: Jun 14, 2018
  6. bigbull

    bigbull Active Member

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    `Walt Disney Co. raised its bid for Twenty-First Century Fox's movie and television assets to $71.3 billion, the companies announced on Wednesday.The new deal is $38 a share, up from Disney's $28 a share offer in December, and rivaling Comcast's $35 a share all-cash bid last week. Comcast's deal is valued at $65 billion.`


    That's a a sky-high valuation for those assets irrespective of how much scale Disney gains through the vertical integration. I would have much rather preferred to see Disney walk away from the initial offer it made in December, collect the $1.5B in termination fee Comcast would have payed them and invested the same $52.5B + $1.5B in original content. Disney has the talent and wit to originate its own content separate from the movie franchises it owns. But investors seem to have taken the news in stride since it would streamline the company's efforts to create and distribute over-the-top content.

    $108.00 remains a key level to draw institutional interest.
     
    T0rm3nted likes this.
  7. KyleLennon

    KyleLennon Member

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    The crown jewel of Disney's media networks segment is ESPN. It dominates domestic sports television with its 24-hour programming on ESPN, ESPN2, and its growing sister networks. ESPN has exclusive rights with NFL and college football, and profits from the highest affiliate fees per subscriber of any cable channel. It generates revenue from advertisers interested in reaching adult males ages 18-49, a key advertising demographic that watches less scripted television than other groups.
     
  8. bigbull

    bigbull Active Member

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    Great company that is beginning to get some traction after three years of lackluster performance. It still remains the most under-appreciated stock in the market. The comments I first shared on July 12th -- when the stock was trading between $108 to $109 (and even as far back as 2016 if you check this thread) -- still stand.

    As of this moment, this is the stock I like the most (in the entire market) given its risk profile and payout potential over the next 1 to 10 years.

    I have a $260 price target by 2023 (to begin with). This has the potential of becoming a $500B company, which given its current share structure, would equate to a $430/share stock.

    This weeks close above the descending trend line proves to be the definitive breakout bulls can finally claim a victory over. As long as $111.47 holds by the end of the year, the move off the lows has enough staying power to sustain a continuation of the uptrend into at least the first half of 2019. More importantly, a close above $116.53 allows DIS to transition into a new cycle -- governed by new trends -- giving plenty of runway into the latter years.

    I would stick with this stock and consider buying it as a long term hold. The acquisition of the FOX assets, while not entirely pricey if you account for the sale of some of the sports networks Disney will have to undergo in order to get approval from the other 15 regulatory agencies, makes it less costly than what appears on paper. Still, the price Disney payed for these assets isn't what matters. What matters is the scale Disney will commandeer, allowing it to establish itself as one of the top three content providers and distributors in the market similar to the scale Amazon began to shore up back in 2014.

    The market for on demand content is so big that a Disney, Netflix, Amazon, CBS, Dish, Viacom can all compete and still reap the rewards. Netflix enjoyed the benefits of becoming the first entrant, but that phase is now gone. From here on out its all about who has brand power, pricing flexibility and who can best distribute or license its content in multiple platforms and venues. Disney is the best equipped and has all three.

    If you add the $120 billion E-sports market craze that is beginning to grab mass appeal, of which Disney will serve as the platform and licensee, you have the hallmarks for value and growth story unlike any other company offers today.

    If you add on top of this the entertainment, theme park and consumer products divisions Disney has, your essentially owning the most diversified company in the world (second to Alibaba and/or Amazon).

    Note: I didn't even mention the value of the properties Disney owns around the world.

     
    #248 bigbull, Aug 3, 2018
    Last edited: Aug 3, 2018
    T0rm3nted likes this.
  9. Elliottwave-Forecast.com

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    Disney DIS Bullish Sequence Looking For New All Time Highs

    In the recent 3 years, Walt Disney stock price (NYSE: DIS) hovered between $120 and $90 without any real trending momentum. Last year, we looked for a potential break to new all time highs in Disney based on few scenarios which seems to be still playing out.

    Taking a look at the weekly chart, we can consider the 3 years as a consolidation period of time after a strong 6 years of rally. Therefore, we expect the stock to do a breakout to the upside following this bullish flag type of structure.

    Disney DIS Weekly Breakout Chart
    [​IMG]

    In Elliottwave Forecast, we use the swing sequence count along side other tools to define the current trend and cycles allowing us to remain on the right side. Counting the swings for Disney since 2016 low, we can see that it’s showing an incomplete 5 swings bullish sequence and looking to extend higher toward $126 – $133 as a daily target as long as pullbacks remain above $96.2 low.

    Disney DIS Swings Sequence
    [​IMG]

    Now, as we have bullish sequence for DIS suggesting a move higher to new all time highs, then we can use the Elliott Wave Theory structures to define the current move.

    Usually this type of consolidation happens during a bullish triangle in the 4th wave of an impulsive structure suggesting that the next leg higher could be a final acceleration before a cycle ends followed by another 3 waves pullback. In the case of Disney, the next target for a wave V would take it higher toward $130 – $144 area which would be achieved with a clear 5 wave move to the upside.

    Disney DIS Triangle wave IV Chart
    [​IMG]

    However, looking at the current structure since 2016 low, DIS could be doing a 5 waves ending diagonal as well with the same target around $130 area suggestion more time before reaching the final target to end that cycle.

    Disney DIS Diagonal wave V Chart
    [​IMG]

    RECAP
    Disney DIS Showing a bullish sequence since 2016 low looking to trade higher and break 2015 peak toward $130 as a minimum target before another correction takes place.
     
  10. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    Looking like it may finally be time to go...just 4 days after a bearish engulfing candle.
    [​IMG]

    Relative strength in weekly chart: It has broken its downtrend and looking to start an uptrend. Looks like it has a higher low in place.
    [​IMG]
     
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  11. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    Really having trouble going. Last 2 days have seen increased volume and no upward momentum seen.
    [​IMG]
     
    T0rm3nted likes this.
  12. Kat

    Kat Member

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    Dis on the chart weekly.
    Tenkan crossed the Kijun from below, at a blunt angle. This speaks in favor of opening long positions. The price is grouped above the Tenkan. I think it is necessary to buy from the rollback, setting a pending order for Tenkan.
     

    Attached Files:

  13. StockJock-e

    StockJock-e Brew Master
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    Disney+ Is A Plus For Disney Stock
    Disney unveiled its latest streaming service, Disney+, which will have a massive library of existing content as well as a hefty amount of original content from big-name brands. It's a huge, global rival to Netflix, which is losing a lot of Disney content this year. At $6.99 a month, Disney+ will undercut Netflix prices.
     
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  14. StockJock-e

    StockJock-e Brew Master
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    10% pop on that announcement.

    $7/month.. not bad, but I sense that will be increasing as soon as you are hooked.
     
    Onepoint272 likes this.
  15. StockJock-e

    StockJock-e Brew Master
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    I feel like this pop will fizzle.

    Its a great move here, but this only kicks off in November, and until then its all speculation about how many people will subscribe to the service.
     
  16. Kat

    Kat Member

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    Buy Dis has justified itself!

    [​IMG]
     

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  17. StockJock-e

    StockJock-e Brew Master
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    On the pull back for sure, I would not be chasing this move. We have known about the streaming service for a long time.
     
  18. bigbear0083

    bigbear0083 Content Manager
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    i fixed your chart so it displays on your post. i was having to click to view.

    thanks for sharing.

    and i agree w/ sj-e that this looks good on a pullback.

    but here? nah, it's run a bit too far too fast jmo.
     
  19. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    Report is tomorrow. If it does dip, beware that this may be less of a breakout, and more of a peek-above-and-fail inside a long channel.

    Weekly chart:
    [​IMG]
     
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  20. Jrich

    Jrich Well-Known Member

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    Aka utad (upthrust after distribution) (also known as)

    Good lookin out.. on the bullish side, todays colse was still above yesterday's open.. not sure you could say that for many others
     

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