This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Disney's Wonderful World of Content

Pixar has proved to be a money printing machine and if Disney didn't acquire it, they probably wouldn't be where they are today. Disney didn't stop there, acquiring Marvel in 2009 and Lucasfilm in 2012.

The Marvel takeover paid obvious dividends with the Iron Man trilogy and The Avengers having tremendous box office success. Marvel has plenty of gas left, with Captain America The Avengers 2 and Man of Steel (Superman) still left to debut.

The $4 billion deal for Lucasfilm was done for one obvious reason: Star Wars. Iger wanted to continue the saga and saw it as a huge opportunity, both on the big screen and on television, (don't forget, Disney runs the ABC network).

Although investors seemed skeptical at first about potentially overpaying, which was obvious in the price action after the deal was first announced, they seem to have faith in Iger. The first Star Wars film is due out in the summer of 2015.

Toss in the four movies Disney's Pixar division has planned between now and 2015 and you start to realize that there's lot of upside left.

Also don't forget Disney's deal with Netflix. Towards the end of 2012, it was announced that Netflix would begin streaming the following Disney partners on their platform: Pixar Animation Studios, Marvel Studios, Walt Disney Animation Studios and Disneynature.

While the financial terms were not disclosed, investors know that Disney received favorable terms if they dropped Starz for it. Let's put it this way, Disney didn't get the short end of the stick.

If content is king, then Disney has the castle.

-- Written by Bret Kenwell in Petoskey, Mich. .

At the time of publication the author is long DIS.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.

Bret Kenwell currently writes, blogs and also contributes to Rocco Pendola's Weekly Options Newsletter. Focuses on short- to intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.
2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
AMZN $429.23 0.00%
DIS $110.37 0.00%
NFLX $624.06 0.00%
AAPL $130.28 0.00%
FB $79.19 0.00%


DOW 18,010.68 -115.44 -0.64%
S&P 500 2,107.39 -13.40 -0.63%
NASDAQ 5,070.0260 -27.95 -0.55%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs