Brian.L
2022-05-15

$Walt Disney(DIS)$Among many stocks which are greatly undervalued, Disney is one of the companies with the largest economic moat. I have been eyeing for Disney to fall to my sweet spot of $80 which would provide me a good enough safety net. 

In its recent earnings report, the revenue from its theme park has spiked tremendously due to the reopening which is very helpful forthe business.

Growth driver

Disney+ remains as the company's main growth driver and their subscribers are still rising rapidly due to its widespread popularity. However we do not know how many of them are genuine and actually paying for the service (not under trial)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • XianLi
    2022-05-15
    XianLi
    Actually, there are small possibility for DIS falling under 80..... Maybe you can chose a right time to buy in as soon as possible.
    • Brian.L: 
      Yup. Never say never. I will be selling puts during the next dip. I hope that happens
  • Liang0020
    2022-05-15
    Liang0020
    I also see the increasing trend of the stock with consumption boom during post-pandemic period.🚀🚀🚀 The price is proper.
    • Brian.L: 
      However, it is a discretionary stock. In case of a recession or stagflation whatsoever people call it, the stock might continue to tumble. Could still wait patiently
  • windy00
    2022-05-15
    windy00
    Yeah! Disney is the most representative entertainment company in the world. Consumers always are loyal to the brand. For long term, I am full of confidence of DIS.
  • ZenInv
    2022-05-15
    ZenInv
    How about Netflix?
    • Brian.L: 
      As far as i am concern, Netflix currently only has one stream of income which is streaming and content creating. This is still not profitable yet. Hence Higher risks. Unless they could explore gaming
  • AdrianTan
    2022-05-16
    AdrianTan
    For comtext, they are now back at the levels in 2020 when their future was far more uncertain with park closures due to the pandemic. I dont see this pricing as being reasonable!
  • MR_Wu
    2022-05-16
    MR_Wu
    I agree with you that DIS will see a recovery this year.
Leave a comment
2