Walt Disney – Ain't No Mickey Mouse Company

Disney (DIS) is an outstanding and leading Dow 30 Industrials composite company. Its fundamentals are strong, but its technicals are beginning to look toppy. I think mild caution is warranted. It's a Strong Hold according to my system. 

Special Note for Seniors & Retired Investors - Dividend Yield: 1.11% This is considered a "low dividend" stock  but the bottom line should be your objective so long as the company is considered to be - low risk.

Forecast 

My Current Forecast remains bright. However, as a precaution, it is on my Initial Bearish Forecast - "Warning."

My Current Opinion is to Hold in anticipation of taking profits. There will be a time to sell, possibly at higher prices, but that is not currently in my forecast. That is a balancing of my below three (weighted) pillars of research.

• Fundamentally - ( weighting - - 40% ): My Analytics for my fundamental valuation play a vital role in profitable managing money. Earnings continue to be relatively strong.
• Technically - ( weighting - - 35%): Within this outstanding company, my indicators remain strong. It is on its highs of $77.
• Consensus Opinion - ( weighting - - 25% ): My third pillar is always distorted to the positive by most all financial analysts. That's because they are afraid of being bearish. I am not! 

I preach "Selectivity" (along with discipline and patience). It separates the average investor and mutual funds from the profits that come with long-hours and hard work.

My Performance for Disney can be found with detail in the table below and is well over 47% per year for the last 5 years.

 

(Click on chart to enlarge)

My management objective is to identify changing trends for my forecasting analytics.  I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group.

Disney has taken some big hits over the years! For a twenty year perspective of Disney click here. My previously written articles on DIS (just click) provide the history of my forecasting, its accuracy and support for my 50 years of performance.

If you would like to "Invest Wisely" in my "Income & Growth Asset Allocation Model," please feel free to email me. My personal blog or site is: Investing Wisely.

Smile, Have Fun, "Investing Wisely,"

Dr. Steve