What would I pay for NFLX?

Which brings me to this question? Why nobody here is talking about DIS?

Ahem.

http://discussion.fool.com/disney-quarterly-update-2016-q2-editi…

and

http://discussion.fool.com/disney-quarterly-update-32109485.aspx…

Seriously, Disney is opening up its Shanghai park later this month. It has dominated the box office this year with hit after hit (e.g. Zootopia, Jungle Book, and Captain America). And its ability to cross-promote (movies drive studio revenues which in turn drive merchandise sales which in turn drive park attendance) is unparalleled. I like Disney a lot as a sort of large cap portfolio anchor with a growing dividend and extremely reasonable valuation.

And I haven’t even mentioned the five Star Wars movies planned for the next five years.

Matt
Long DIS
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See all my holdings at http://my.fool.com/profile/CMFCochrane/info.aspx

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