Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (22754)	12/15/2005 1:15:40 AM
From: Paul Senior	Respond to of 78516

Disney is hard for me to evaluate because imo it trades on its brand franchise. The p/e has averaged over 20 for the past ten years, but roe has been lousy. Only recently have profit margins increased. DIS is about at my top buy price ($25). I wouldn't pay more than 16 times earnings for the company. (Forward p/e per Yahoo is about 15.4). A positive - I hope - is the new management team. No question many of us here would want to consider buying DIS again if stock drops under $20. For me, I have only started a very few shares, and I'm prepared to add if and as the stock breaks under $22 - assuming there's no really adverse news accompanying the drop. OTOH, if the stock does move up from here, I'm in for a taste. How about some of you other guys who've looked (and maybe bought and hold) DIS chime in with an opinion? finance.yahoo.com