Disney to release soon
I own DIS, so take that into account.
Hard not to expect some strong results here
1. Earnings include the Pirates movie summertime proceedings- a HUGE earnings driver with a lot of upside
2. TV advertising is doing great - ESPN (the world series and playoffs went a long time) and ABC (LOST, Desperate Housewives, Grey's Anatomy)
3. iTunes association is generating revenue
4. Guidance should be strong as we enter the holidays (new movies, Pirates DVDs, next Pirates movie) and news about the possible sale of E! Entertainment
It's already made a 10%+ move the last few months, so I don't know how much more it will fly. But it is certainly operating on strong cylinders. It is buffered from the all-or-nothing movie industry with the TV and Amusement park components, as well as the embrace of iTunes (and maybe iTV).
Hard not to expect some strong results here
1. Earnings include the Pirates movie summertime proceedings- a HUGE earnings driver with a lot of upside
2. TV advertising is doing great - ESPN (the world series and playoffs went a long time) and ABC (LOST, Desperate Housewives, Grey's Anatomy)
3. iTunes association is generating revenue
4. Guidance should be strong as we enter the holidays (new movies, Pirates DVDs, next Pirates movie) and news about the possible sale of E! Entertainment
It's already made a 10%+ move the last few months, so I don't know how much more it will fly. But it is certainly operating on strong cylinders. It is buffered from the all-or-nothing movie industry with the TV and Amusement park components, as well as the embrace of iTunes (and maybe iTV).
posted by Andrew at
11:39 AM
5 Comments:
Good Review.LiveRocket show have title as "My 30 cents instead of 3 Cents :)
I also like snda AH..
DIS earnings were good but I dont understand why the stock was -2% AH.They beat the expectations.Why is market behaving so weird?
DIS dropped AH by 2%
Disney said U.S. hotel bookings were flat in the current quarter and it was revisiting terms of its previously announced sale of radio assets to Citadel Broadcasting Corp. (Charts)
Sanders Morris Harris analyst David Miller described that as the driver for the after-hours stock drop, despite a "stellar" quarter. The shares had hit their highest level since mid-2001, and were trading at a small premium to Disney peers.
buy on rumor, sell on news.....
Waiting for your review Andrew. Am thinking of jumping on TTI. Comments on that stock would be great ;) Thanks.
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