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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (3750)7/8/2014 6:23:57 PM
From: E_K_S1 Recommendation

Recommended By
Sergio H

  Respond to of 4721
 
As Disney preps next act, stock could see $100
It seems the market agrees with this upbeat view, as investors fix their sights on a handful of avidly anticipated landmark new releases. With the shares justifiably beloved, though, the stock now trades at a stout valuation, exceeding 20-times current fiscal year forecast earnings and more than 18-times expected profits in the year ending September 2015. The stock is a good deal richer than the market and is above its traditional 10% premium to Disney’s Big Media counterparts, whose shares trade closer to 16-times forward earnings.
Come the fall, ESPN’s new SEC Network, dedicated to NCAA’s elite Southeastern Conference and its football-mad fans, gets rolling, on the way to a high-stakes series of major initiatives in 2015.
The SEC Network should be a real winner and could be the model for all of the college games eventually. My concern like many of the other analysts is the rich premium you pay.

They say let your winners run, so If I still owned the stock I would not be selling.

Over at Gurufocus.com it shows the "guru's" selling and buying DIS stock. Some pretty intelligent guys there both as recent Buyers and Sellers.

EKS