One of the reasons I like Disney (DIS) is that it has strong fundamental operating momentum with identifiable catalysts. One catalyst is the upfront network television advertising market that gets underway this month. The upfront market occurs each spring when the broadcast and cable television networks sell options on much of the advertising time for […]
Disney Investment Thesis: Strong fundamentals with identifiable catalysts make DIS the choice among big-cap entertainment stocks despite its premium valuation compared to its peers. I’ve been very close to taking a long position in Disney (DIS) over the past couple of months. My working thesis has been that fundamental momentum is the strongest at DIS […]
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