So, I've decided to go with Disney and Sirius XM for the stock portfolio.
Disney
- Diluted earnings per share had a 31% increase from last year's third quarter earnings
- Increased in multiple segments including Media Networks, Parks and Resorts, Consumer Products and Interactive
- Also, Disney World is expanding, so right now the capital expenditures had an increase, but should have an increase if park capital due to the opening of Fantasyland.
http://thewaltdisneycompany.com/sites/default/files/reports/q3-fy12-earnings.pdf
http://www.thestreet.com/story/11721879/1/walt-disney-co-stock-buy-recommendation-reiterated-dis.html
Sirius XM
- Strong earnings for the remainder of the year (good for our short term project)
- Unlike Pandora, Sirius XM does have its own content (Shows, etc)
- The PE Ratio is 4.8, good earnings growth
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