The Walt Disney Company (DIS)

5/5/09 Pitch: Upthumb. Throws lots of cash. Has low debt. Wall street is down on it. Lots of exposure to hotels, travel and entertainment. Buy on weakness.

Great brand, currently at a discount. PE at low end of historical range (13.25) Can't beat the value.

I decided to create a portfolio with only products or services that I use without regard to price/value in order to compare with my own personal port

This is a Steve Jobs buy. Iger is Steve's b*tch and Steve will help Disney regain its magic. Stock has already moved, but there is still plenty of upside left.

New management in process of major turnaround.

Hannah Montana, Miley Cyrus, Jonas Brothers, HS3, need I say more?

With the pixar buyout, now disney is starting to make some better movies. I'd guess at a 10-15% annualized gain over the next 3-5 years.

No brainer. We are in a recession. This will be the worst recession any of us has seen. Disneyland is almost $300 for a family of four to get past the turnstiles. I need more consumer stock ideas to short.

Worldwide marketing pitch.

A new movie every year.

Household presence. If the 9/11 jerks had nuked DisneyWorld, the army wouldn't have recruiting problems...

People are going to want to have fun (with these economic problems). Excellent franchise.

Well for starters in order to change you must sacrifice to see progress and in this case they have been past that stage. To review, Disney has Nintendo one of the original gaming consuls that still has people talkin, The new Wii in which a higher percentage of kids picked more then Xbox 360 & PS3, Pixar a new age Film company for the kids and grownups for new taste in film that simply dominates when a movie comes to theater let alone just regular movies such as Pirates of the Caribbean that brought in 1Billion alone in sales for a quarter, Now for your news stations like abc with there hit shows like Desperate house wives that just have gone bananas for viewers and Monday night football that has now been switched to the station that Disney also owns ESPN the world wide leader in sports where every athlete on earth's favorite sports channel to watch all the sports and repeats at 3 am lol,so I say now that Eisner is out the way Steve Jobs can make the future brighter for us and the people that believe in Mickey to keep it crackin......

Mickeys the mouse!

Citigroup gives it a red thumb, which is the only reason I need to give it a green thumb.

Americans are (forgive me, Willie) "on the road again". With Disney being one of the most favored destinations of all Americans, growth of the theme parks will be stronger than ever.

Looks like Mickey's back on target due to a high school musical or two.

Excellent, wide moat company

most diversified entertainment company in the world. Go for the best

This stock is cheap right now, and who doesn't love mickey mouse?

Disney has a great franchise that keeps on expanding and growing. There are millions of kids that watch their shows, buy their merchandise and visit their parks. Disney is opening parks in Asia and has more room to grow in Europe when the time comes. Pixar was a great acquisition by Disney and when the new movies come out - if they did not mess with the team - they will keep on making in roads in to the animation markets that will keep on entertaining all of us for many more years to come.