JPMorgan's Alexia Quadrani and class are feeling confident about Walt Disney's (DIS) earnings before the subscribers are released on May 5. Many people explain why:
We continue to want Disney into earnings season the best way positioned, in our view, to describe yet another quarterly beat vs . general opinion expectations from ongoing strength in Parks and Consumer Products over others. As we found last quarter, much of our conservatism toward the Studio used challenging Frozen comparisons could also be the area of continued outperformance given the achievements of Big Hero iPhone 6 plus Case 6 and Cinderella, including the Frozen Fever short (we forecast Studio earnings to move down 31% y/y). Our FQ2 EPS forecast stands at $1. quince, well above the street at $1. 09. We believe this earnings describe could be a positive catalyst to the gives you, and we also expect on the dub to hear updates on Shanghai, of the capex outlook, and color across box office/consumer products sales because of Avengers 2, which will have showed May 1 .
JBL Advisors' Jeffrey Logsdon agrees (as does fiscal advisor Dryden Pence, who the actual case in the video below regarding Disney will benefit as an expanding economy puts a few more bucks back in consumers' pockets):
We believe Disney is really well positioned operationally to see double-digit earnings gains in F2015E , F2017E (our earnings model will be on Page 18), which we believe want to lead to above-average returns for property investors this next year. While Disney is simply an undiscovered stock, it is likely in order to a core investment holding in every growth portfolios and a momentum investor's delight given the numerous catalysts (investable themes) in the next two years. We would anticipate investment returns should at least roadway EPS growth, which should enable The disney produtcions to outperform the investment delivers of the S&P 500. Disney should clearly show broad-based fundamental growth, strength in its cable networks, healthy ad markets across ESPN as programming pushes business earnings, very positive comps with its production slate and contributions from Lucas Film's Star Wars 7 associated with spin off Star Wars: Rogue An andividual, as well as better theme park earnings because of Park expansion domestically and around the globe. Acceleration in estimated FCF growing muscle mass in F2017 and beyond with a continuation of share repurchases want to fuel and complement its necessary, organic EPS growth.
Shares on-line Walt Disney have gained zero. 4% to $107. 40 throughout 10: 30 a. m. suitable now.
What to Buy on Dips: The disney produtcions, Apple, Boeing, GE
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