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| PAST TOP PICK | 33.910 | Gordon Reid | (A Top Pick July 8/09. Up 53.5%.) | 2010-08-18 | |
| PAST TOP PICK | 34.240 | Gordon Reid | (A Top Pick July 8/09. Up 55%.) Theme parks had started to improve and the film business was doing well and ESPN revenues were rising. Still likes. | 2010-07-14 | |
| PAST TOP PICK | 34.790 | Gordon Reid | (A Top Pick July 8/09. Up 59.09%.) | 2010-06-16 | |
| TOP PICK | 35.130 | Gordon Reid | Well managed. Films are doing well. Own ESPN, which has done extremely well on the cable side. Trading at about 16-17 times earnings. | 2010-05-12 | |
| BUY | 37.220 | Charles Lannon | Reasonably well run. Not only own films but also broadcast networks such as ABC and ESPN plus theme parks in California and Florida. Consumer discretionary stocks so it does exhibit cyclicality with the economy. Not expensive with a dividend yield of about 3%. | 2010-04-29 | |
| BUY | 30.860 | Gordon Reid | Well managed. ESPN and ABC are the business drivers. 43-45% of business comes out of these businesses. Well priced here. | 2010-02-17 | |
| TOP PICK | 22.240 | Gordon Reid | Great management. Most people think of their parks but only 30% of revenue comes from this. More of a media company with ESPN and ABC making up about 45%. Also have Pixar for making animated movies. Will probably earn $1.75 this year and $1.95 next year. A weaker US$ will benefit them. | 2009-07-08 | |
| TOP PICK | 24.950 | Michael Yoshikami | Consumer's product so is a bet on reflation (stimulation of economy by increasing money supply) trade as well as international trade. Has a great international presence. Also derive a tremendous amount of the revenue from advertising. On the rebound in ads, they will participate. | 2009-06-05 | |
| DON'T BUY | 25.460 | David Driscoll | Has 3 parts. Studio/automation/film, theme parks and television assets. 2 of them are not doing great and the other one is muddling along. Not a big fan of this one because demographics are going to hurt them in the long run. | 2009-05-08 | |
| Comment | 18.160 | Brett Hryb | The ultimate consumer exposed company. Parks are going to be challenged. Have reduced prices, which will have an impact on margins. Long-term great stock and dividend is safe. There will be volatility in the near term. $16 would probably be a real steal. | 2009-03-31 | |
| TOP PICK | 19.450 | Charles Bobrinskoy | Going back 5 or 10 years, the stock has been trading with an average PE of about 17 or 18 and is now 9. Very high quality brands. Own EFPN, probably the strongest cable network. Trades at less than 10X earnings. Most concerns were about the DVD sales that were down in the 4th quarter. Long-term this will be fine. | 2009-02-06 | |
| Comment | 31.760 | Charles Bobrinskoy | His company doesn't like the movie business. He owns this one because of ESP and theme parks. Movie business is a classic “no barrier to entry” business. Historically it hasn't been a very good business. | 2008-08-27 | |
| TOP PICK | 29.410 | Gordon Reid | Stock price has fallen 25%. This is a very well run company. Fundamentals are very good and valuation is very sound. | 2008-01-30 | |
| HOLD | 33.580 | David Driscoll | Cyclical company because on the programming side, people are watching less TV and more computer programs. Theme parks are starting to decline because younger population is waning. Movie sector can be very volatile. | 2006-11-09 | |
| WEAK BUY | 31.280 | David Baskin | In effect, you are buying a library. A huge legacy, company with a lot of terrific products. Trading at 22 X earnings and has a bit of a dividend. You won't hit a home run with this. | 2006-10-23 | |
| SELL | 24.540 | David Baskin | The film/exhibition business is under a lot of pressure. One of the reasons to warm the stock is their enormous library which they can sell to DVDs. Doesn't think it's going to be a huge performer and would consider selling it as a tax loss. | 2005-12-19 | |
| DON'T BUY | 25.090 | Paul Harris, CFA | Opening a theme park in Hong Kong in the fall which will be a good asset. Disney is a big conglomerate and some parts are good while others are difficult. Has more volatility than it had 1 years ago. Also had some trouble in management. | 2005-06-30 | |
| DON'T BUY | 27.550 | David Baskin | Not the most exciting company in the world. Their product line is tired. Better places to be. | 2005-06-09 | |
| TOP PICK | 27.370 | C. Kim Goodwin | Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks. | 2004-12-03 | |
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| WEAK BUY | 25.460 | Ian Nakamoto | On their recommended list. Don't rush out to buy. Prefers other US companies such as Black & Decker or Burlington Northern. | 2004-11-02 | |
| DON'T BUY | 21.210 | Gavin Graham | Dependent on what the throughput from the theme parks is. How the movies make out is a complete role of the dice. Doesn't expect the stock is going anywhere. | 2004-08-12 | |
| DON'T BUY | 22.900 | Norman Levine | The fundamentals, especially the theme parks, are improving. They have problems in the movies, NBC network and management. | 2004-05-17 | |
| BUY | 24.900 | Norman Levine | Has been negative on this company for a long time but is becoming intrigued. Management is becoming a responsive. The Comcast bid could come back. | 2004-03-22 | |
| HOLD | 25.960 | David Burrows | Has performed pretty well over the last year. One risk is if Disney, trying to thwart a takeover, tries to do a takeover of a distribution company. | 2004-02-24 | |
| BUY | 22.140 | Stephane Rochon | Seems to be consolidating in the $22 range. Sees good value in media stocks and the stock should benefit with improved margins. Because of the elections, can see an increase in advertising. | 2003-10-27 | |
| DON'T BUY | 18.870 | Brad Willock | Their assets have been having trouble and not sure if the theme parks will be able to recover in this environment. Prefers Viacom. | 2003-04-22 | |
| BUY | 17.320 | Mark Jackson, CFA | Great long term assets. | 2003-01-22 | |
| HOLD | 17.800 | Ray Steele | Movie business is languishing. Long term OK. | 2003-01-17 | |
| BUY on WEAKNESS | 15.240 | Paul O'Neil | Getting to a good range. Has some management concerns. Buy at $13/14. | 2002-09-20 | |
| DON'T BUY | 15.680 | Ross Healy | This company is beginning to look tired. Not much bounce potential. | 2002-08-30 | |
| DON'T BUY | 16.450 | Gavin Graham | Theme parks are down and ABC network is a problem. | 2002-08-20 | |
| HOLD | 22.240 | Laura Wallace | A great brand name. Going through some issues with its ABC subsiduary. Probably a difficult time over the next 6/9 months. | 2002-06-04 | |
| DON'T BUY | 24.250 | Ian Nakamoto | Advertising will stay weak for quite a while. | 2002-02-27 | |
| DON'T BUY | 21.420 | Bob Stodgell | Change of management and drop in popularity of their products. | 2002-02-06 | |
| DON'T BUY | 21.480 | Gavin Graham | Earnings have been down. Limited growth in the short term. | 2002-01-15 | |
| DON'T BUY | 18.160 | Neil Murdock | Price is looking better, but some question on management. Theme park attendance is also down. | 2001-10-30 | |
| DON'T BUY | 17.900 | Brendan Caldwell | Not a fan of their mngmnt. Stock has dropped, but is still expensive. | 2001-09-24 | |
| DON'T BUY | 16.980 | Arthur Heinmaa | Too much debt. There will be a decline in tourism. | 2001-09-20 | |
| TOP PICK | 24.110 | Brian Acker, CA | Lowest valuation since the company went public. Risk/reward indicates a good buy. If it drops 5%, they'll sell. | 2001-09-07 | |
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| DON'T BUY | 27.000 | David Driscoll | Too much debt and no positive earnings. | 2001-07-20 | |
| TOP PICK | 32.510 | John McColl | Was held back because of capital expenditures, but these are now completed. Good long term. | 2001-05-17 | |
| DON'T BUY | 29.250 | Jeff Morrison | Not a fan. No focus. Economy can upset this stock. | 2001-04-10 | |
| BUY | 28.750 | Gavin Graham | A great franchise. Not much risk at these levels | 2000-12-28 | |
| DON'T BUY | 32.000 | Brendan Caldwell | May get into new tech but old products stale | 2000-11-15 |
