SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (33439)2/5/2009 12:09:11 PM
From: Jurgis Bekepuris  Read Replies (1) of 78673
 
I took a look at DIS. Not much to like. ROE sucks - and that's BEFORE accounting for debt. Debt is high. Margins falling. Earnings/EV is low compared to other similar large companies with moats (PEP, JNJ). It is trading close to book value, but then most of the book is goodwill and goes poof. Of course, last quarter was tough for DIS as other companies, so it's not really fair to value the company based on the numbers from the Q, but I don't see much reason to buy now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News