Wednesday, May 8, 2013

As I said in my last write-up of Disney (NYSE:DIS), there's an element of predictable unpredictability to this company and that came through again this quarter. Like so many other consumer-oriented stocks, though, Disney has been on an absolute tear – more than doubling the performance of the S&P 500 over the past year. While I wouldn't worry about that if I were a long-term holder of Disney (and still planning on being one), valuation is making it appear as though there's a housing bubble for the House of the Mouse.

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http://www.investopedia.com/stock-analysis/050813/disney-does-it-again-dis-ccl-cmcsa-fun-ea-six.aspx
08 May 2013

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