Bull Case For The Mouse House

Featuring Dan Ives

Dan Ives, chief strategy officer and head of technology research at GBH Insights, says that the bidding war between Comcast and Disney for various Fox assets is just heating up. However, regardless of the outcome, Ives believes that “The Mouse House” is undervalued at current levels. He explains why now is the time to buy Disney in this interview with Brian Price. Filmed on June 18, 2018.

NOTE: Since filming, Disney responded to Comcast with a $71 billion bid for Fox assets.

Published on
21 June, 2018
Topic
Trading, Micro, Technology
Duration
9 minutes
Asset class
Equities
Rating
11

Comments

  • BK

    Brian K.

    22 6 2018 18:02

    0       0

    This guy said the local sports networks are part of the FOX deal? WSJ and dozens of others reported the exact opposite.

  • SC

    Scott C.

    22 6 2018 09:39

    0       4

    This guy has one of the most punchable voices.

  • JU

    Jay U.

    22 6 2018 02:43

    2       0

    The stock is testing the top of a big 2-3 year wedge pattern. If it can break out, say maybe $110, will make an excellent risk/reward trade I think. My only gripe with the fundamentals is that the parks are contributing a lot of the earnings these day, and those earnings are so cyclical that even a 12X multiple on peak earnings out of the parks is expensive if we are late-cycle. I'd also be worried that Universal is in arms-race on mega-parks in China, so capex might start going up and margins might start coming down there. But traders don't appear to be paying much attention to the parks business anyway...