Disney Stock Forecast: Raise Your Bets On Disney

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • My last buy recommendation for Disney’s stock was in April 2018. The stock now has a 1-year price return of +35.47%.
  • I reiterate DIS as a buy. Going forward, the Marvel and Star Wars assets remain infinite gold mines. Disney is the no.1 player in the $200 billion global IP licensing business.
  • The latest Avengers movie will break global theater gross sales. Further, this Marvel franchise movie will generate more sales from IP licensing.
  • Disney’s stock has a P/E valuation higher than the average ratio of its peers. Going forward, Disney’s library of movies, brands, TV shows, makes it the King of Entertainment.
  • The upcoming launch of Disney Plus paid streaming service is another inspiring tailwind for Disney. Maybe two years from now, investors will value DIS like NFLX.

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NFLX Stock Forecast: Netflix Is Keeping Up Through Content Creation

 

This article was written by Julia Masch, a Financial Analyst at I Know First.

 

Highlights

  • A Phenomenal Recovery In The Third Quarter
  • Content Creation To Combat A Saturated Streaming Landscape
  • Current I Know First Bullish Forecast For NFLX

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DIS Stock Forecast: Clash of the Media Titans

The article was written by Isabelle Tao, a Financial Analyst at I Know First.

 

 

 

    Highlights

    • Disney will be a strong competitor to Netflix in the long term after Fox acquisition

    • Disney movies are not easily replaceable and will continue to drive its growth

    • Hulu and ESPN’s losses should caution investors, but Disney is shifting itself strategically to the streaming service.

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Disney and Comcast’s Expensive, Never Ending Battle Over 21st Century Fox

 

This article was written by Grant Goldstein, a Financial Analyst at I Know First

 

 

Highlights:

  • Disney and Comcast Bid for FOXA
  • Why FOXA is so Desiarable
  • Bullish Forecast for FOXA

I Know First.

 

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Disney Stock Forecast (NYSE: DIS): Marvel Is Disney’s Infinite Gold Mine

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Disney Stock Forecast

Summary:

  • Disney’s movie ticket sales and merchandise licensing business has a strong tailwind from its Marvel Cinematic Universe franchise. Licensing its intellectual property is a $3.2 billion/year business for Disney.
  • After the massive $1.33 billion success of Black Panther, Disney’s Avengers: Infinity War is another giant blockbuster movie.
  • Avengers: Infinity War posted a new record in U.S. domestic opening weekend box office revenue with $250 million in estimated ticket sales.
  • Avengers: Infinity War is also a big hit in foreign markets. Its 3-day opening weekend gross is $380 million. This international gross is without China’s contribution.
  • Disney’s stock has a neutral signal from I Know First. However, I rate DIS as a buy because I know hit Marvel movies also leads to increased merchandise licensing.

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Disney Stock Forecast: Disney Doesn’t Need British Firm Sky, It has Hulu

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Netflix Stock Predictions

Summary:

  • Comcast ignited a bidding war for Sky Broadcasting, adding spice to Disney’s $52 billion buyout of Twenty-First Century Fox Film/TV assets.
  • Comcast’s offer of $31 billion for Sky is 12.50 pounds per share, or $31 billion.
  • Comcast’s bid is notably higher than the 10.75 pounds per share offer of the Murdoch group for the 61% of Sky that Twenty-First Century Fox doesn’t own.
  • To avoid a bidding war, Disney can just exclude Sky from its deal with Twenty-First Century Fox. Disney can focus on growing Hulu and its own SVOD services.
  • The film/TV library of Twenty-First Century fox is more important than that company’s 39% stake in Sky.

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Netflix Stock Predictions: Netflix Can Survive and Flourish Even Without Disney’s Content

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Netflix Stock Predictions

Summary:

  • Disney has announced that it will stop licensing its movies to Netflix and will start its own streaming service in 2019.
  • This revelation caused NFLX to drop more than 4% yesterday. A rival streaming service from Disney two years from is certainly a cause for concern.
  • However, that’s two years from now. By that time, Netflix will have created its own library of original content so it can survive future competition from Disney.
  • I therefore conclude that the bearish cloud over NFLX is not going to last long. The long-term growth story of NFLX is still intact.
  • Netflix has already invested billions of dollars in original contents. It can also spend billions of dollars more to buy IP owners like comics publisher Millarworld.

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