NYSE: DIS Archive
by Jason Jenkins, Investment U Research
Thursday, May 16, 2013
Sometimes we can’t avoid running across some of the best investment opportunities. They’re often right in front of our eyes.
Case in point: As I watched ESPN’s SportsCenter for the third time this morning, I saw another trailer for Iron Man 3.
While checking for showtimes, it hit me. This is all Disney… or the Walt Disney Company (NYSE: DIS).
Well, I knew it was all Disney, but the monstrous movie dollars the company was raking in piqued my interest. Is the company a monstrous entity that’s going to plow its way forward no matter what, or is the stock another John Carter movie away from being a big mistake?
At the moment, shares of the company trade near record highs. Disney beat Wall Street expectations for the first quarter of 2013, showing growth across all five of its divisions.
Net income increased 32% to $1.51 billion from $1.14 billion a year ago. Earnings per share came in at $0.79. The Street expected $0.77.
Revenue was $10.6 billion – good for a 10% jump. That also beat the expected forecast of $10.5 billion.
Numbers are nice but it doesn’t tell the entire story. There are three parts of Disney that show us how the company will do going forward.To continue reading, please click here...
by Alexander Green, Investment U Chief Investment Strategist
Monday, July 9, 2012: Issue #1810
It’s a truism in our capitalist society: You don’t get rich working for someone else. You get rich working for yourself.
Yet the overwhelming majority of Americans don’t understand how to start their own business. They feel like they don’t have a good enough idea or enough capital to make a go of it. To top it off, most are understandably scared to leave their current job or risk their savings on a new enterprise. Still… they understand that they will never achieve financial independence – or significantly upgrade their lifestyle – without becoming an entrepreneur of some sort.
If this sounds familiar, let me make a recommendation. Pick up a copy of The Reluctant Entrepreneur by my friend and colleague Michael Masterson.
And buy a highlighter, too. You’re going to need it.
Michael Masterson is the real deal, an astonishingly successful wealth creator who has launched dozens of businesses in many different industries. He retired more than 20 years ago but, fortunately for the rest of us, found it unspeakably boring. Today he devotes his business life to instructing and mentoring others.
His new book is something special. It’s a call to action – and a step-by-step plan – to embrace your fears and start your own business without a lot of investment capital and with as little risk as humanly possible.
Of course, Masterson has written many business bestsellers, but this book is different. Here he focuses only on the first two stages of business growth – from zero to $1 million and from $1 million to $10 million. However, he begins with an even earlier stage of entrepreneurship – the point where you may be now: a “would-be” business owner. As the chapters unfold, he describes, in detail, how to develop a good, workable idea for a business and how to carefully put that plan into action.
The advice here is anything but theoretical. Using examples from his own business career – and from those he’s mentored – he shows you exactly how to proceed, how to overcome your fears, how to achieve business success without leaving your current career (at least at the outset) and without risking a lot of money. I personally know dozens of individuals who have seen their lives – and their fortunes – transformed by guidance and advice from Michael Masterson.To continue reading, please click here...
by Steve McDonald, Investment U Research
Monday, April 30, 2012
In focus this week: A natural gas stock that’s going up, your granny’s growth stocks, bond ladders and the SITFA.
There may seem to be no bottom to natural gas (NG), but there is. In fact, there are several gas stocks that can do quite well despite the industry suffering through near historic low prices.
But, according to Barron’s the bottom is already here for NG and several analysts are calling for higher prices by the end of the summer.
One way to play this turn around is liquefied natural gas (LNG) and the companies that service it. Barron’s mentioned KBR (NYSE: KBR).
KBR is an engineering and construction company whose projects are necessary for LNG infrastructure. They already have a pile of signed contracts for liquefaction facilities for LNG producers and Aaron Visse, of the Forward Global Infrastructure Fund, said in the Barron’s article that KBR is a stand out in what could be the reindustrialization of America.
LNG will be one of this country’s leading exports for many years to come. Producers are literally standing in line to get their liquefaction and export facilities up and running.
Citi Group says this stock should be trading at a multiple of 15, much higher than its current 10, and although the gas business is in price limbo now, it will change and KBR will be one of the big winners.
Definitely have this on your bogey board.To continue reading, please click here...
by Jason Jenkins, Investment U Research
Monday, February 13, 2012
Unless you’ve been living under a rock for the last few months, you know that Facebook has filed its initial paperwork with regulators for its initial public offering (IPO). And they’ve hired five underwriters for the job, with Morgan Stanley (NYSE: MS) taking the lead role.
Facebook generated $3.7 billion in revenue in 2011, and a nice $1 billion in net income. For those of us who truly value fundamentals: If Facebook goes public and hits its high end with a $100-billion market cap – that means it would have a P/E of 100 times trailing earnings.
Forbes took a look at what that number means and the rarified air that type of market cap puts you above. Look at the following companies and tell me Facebook should be worth more:
Your Mom is on Facebook. Your spouse is on Facebook. Your kid is on Facebook. To state the obvious, almost everyone is on Facebook. The company’s numbers say they have 845 million users each month and 483 million active each day. However, if you got in early, you should be worried whether the company can grow beyond this activity.
Could you double your money? There are less than 20 companies with a valuation that high. At $200 billion, the company would shoot past AT&T (NYSE: T), Procter & Gamble (NYSE: PG) and Johnson & Johnson (NYSE: JNJ), and roughly be on par with General Electric (NYSE: GE), Google (Nasdaq: GOOG), or Berkshire Hathaway (NYSE: BRK-A).
Remember that any slip-up after this IPO valuation will cause a decrease in value. And their S1 actually makes points of what could cause this hiccup.To continue reading, please click here...
by Marc Lichtenfeld, Investment U Senior Analyst
Tuesday, July 13, 2010
With the World Cup over for another four years, the tournament underlined the fact that we live in a sports-crazed world.
Even people who don’t read the sports section of the newspaper or don’t usually take an interest in football/soccer got into the World Cup spirit this year. And back in February, the Winter Olympics were a ratings hit, too.
Last week, LeBron James’ decision to play for the Miami Heat (instead of the New York Knicks where he belongs) was front-page news around the country.
And as I write this, six of the top 10 hottest searches on Google Trends are sports related (take that, Lady Gaga!).
But unless you can hit a ball 440 feet to centerfield, average 20 points a game, or drive a car at 200 mph, it’s tough to make money in professional sports.
Take boxing, for example. I’ve been involved with the sport at the professional level for about 15 years and there’s a saying that the way to end up with $1 million from boxing is to start with $2 million.
But what about when it comes to investing in sports? What are the best ways to profit from its mass appeal?
Can You Turn the Popularity of Sports into Cash?To continue reading, please click here...
by Tony D'Altorio, Investment U Research
Monday, July 12, 2010
Walt Disney Company (NYSE: DIS), like many other businesses, has taken to China.
Most companies that do make good money.
Yet for some reason, many U.S. executives are griping about their cash cow. Citing various government and business practices there, they cry foul left and right.
General Electric (NYSE: GE) CEO Jeff Immelt has been the most notable complainer so far… even though China contributed $5.3 billion to the company’s bottom line.
Fortunately, not every American company is busy behaving like a spoiled child. Some companies are showing good old American ingenuity in their Chinese dealings.
And Disney is definitely one of them.
The Disney Touch… China Style
Like GE and its fellow complainers, Disney faces a lot of obstacles in China.To continue reading, please click here...
by Tony D'Altorio, Investment U Research
Tuesday, January 26, 2010
After three decades of experiments, false starts and broken promises, high quality, low cost, 3D TV seems to be right around the corner.
With the industry beginning to set the necessary standards to support the technology, movies, games, Blueray disc players and Sony ADR (NYSE: SNE) PS3 consoles could hit store shelves by the middle of this year… all equipped with 3D capabilities.
Meanwhile, with recent smash-hit Avatar’s success burned in their memories, content creators, distributors, consumer electronics manufacturers and Hollywood studios have all expressed serious interest in wowing their own audiences.
Impressed? Just wait, because you ain’t seen nothing yet…To continue reading, please click here...
by Martin Denholm, Investment U Research
Monday, September 28, 2009
Monday is Merge Day.
A few weeks ago, the market saw the busiest day of deal-making in three months, as the news-wires lit up with news of several big takeover announcements, including Walt Disney (NYSE: DIS) buying Marvel (NYSE: MVL).
It happened again the following week. In fact, over a 10-day period, more than $40 billion worth of deals were announced.
And even as the third quarter winds down, the pace is still frenetic in the M&A market.
Xerox investors greeted the news with a collective “ugh,” as shares of the photocopying and business supplies giant spiraled down by 17%. While perhaps fearful about Xerox taking on Affiliated’s $2 billion worth of debt, Xerox CEO Ursula Burns called the buyout a “game-changer” for the company, as it dives into the world of information technology and “expands our business and benefits from margin expansion and stronger revenue and earnings growth.”
If last year is anything to go by, she has a point. In a poor economy, where businesses were cutting back on employees and other costs, Affiliated still notched up 6% sales growth, compared with the 5% industry average.
Revenue RepeatingTo continue reading, please click here...