I'm currently invested in DIS, and it's a pretty good investment at this point, thinking of selling, but they have a very strong movie lineup still, and most of their acquisitions have been great (fan reactions aside...). What do you think - sell or hold? Also, GOOG. rising pretty strongly recently, with new 'moonshot' products coming up in the horizon, but how high can this one go? I'm not invested but thinking if it's not too late to plunge in. Buy or not?

On a serious note, DIS's lineup of movies look very strong this year, but movie revenues take a loooooong time to register in share price for some reason.

I'm long GOOG as well.... since $586 a share :D

GOOG & DIS - Buy Or Fly? - Student Lounge

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This topic has 13 replies, 9 voices, and was last updated Mar-17 by hairyfairy.

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- hairyfairy
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  I’m currently invested in DIS, and it’s a pretty good investment at this point, thinking of selling, but they have a very strong movie lineup still, and most of their acquisitions have been great (fan reactions aside…). What do you think – sell or hold?
  
  Also, GOOG. rising pretty strongly recently, with new ‘moonshot’ products coming up in the horizon, but how high can this one go? I’m not invested but thinking if it’s not too late to plunge in. Buy or not?
- tacheman
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  On a serious note, DIS’s lineup of movies look very strong this year, but movie revenues take a loooooong time to register in share price for some reason.
- tacheman
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  As the company that owns Stark Industries, SHIELD, Oscorp, not to mention the fricking death star itself, I’d rate it a buy.
- policedog
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  Never thought of buying DIS – good call.
- policedog
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  Breaking through the $1000 barrier? http://www.cnbc.com/id/100537856
- fabian
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  I’m long GOOG as well…. since $586 a share 😀
- tacheman
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  Numbers are irrelevant when your employee roster includes THE HULK.
- hairyfairy
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  GOOG down about $7-8 since Tuesday due to Andy Rubin stepping down… opportunities abound
- Sophie Macon
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  surely we need to look at some numbers here in the analysis? 😀
- christine
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  GOOG and DIS are just so far removed from financial analysis that it’s not easy to predict its trajectory (is it ever easy?). GOOG never reveals it’s long term strategy, and DIS monetization isn’t clear to me…
- Dan
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  At my firm we issue a recommendation on GOOG like 6 months ago, and still going strong. DIS we recommended it about 3 months ago, a lot of good stuff in their numbers and future.
- hairyfairy
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  Just added a bit of GOOG to my portfolio today…
- Maroon5
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  I don’t understand GOOG (or tech) enough to comment! But DIS sounds like a good buy, strong brand
- Reena
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  Nah, its all about cashflow. The problem lies in estimating the future ones, especially for such fast moving ones!
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