Disney & LPL - Part Of The 'Kick The Baby' Theme Introduced Yesterday

I like Disney here too. Despite being in an awful sector in transition they are a group of consumers who are historically suckers and slow to move. All one needs to do is look at record sales for High School Musical or whatever else parents are being talked into buying to realize these are not informed purchases necessarily. These are let go of my arm and be quiet and I will buy you that Miley coloring book or that Jonas poster. They own ABC, ESPN (which should be spun off IMHO), ABC Family, the parks (where business will continue to suck), Pixar, etc.

More academically, yes I have inspected the state of physical formats (CDs, DVDs). It is in flux (sucks dick)  and will continue to. This is a bet not on the entertainment industry but on the Disney star-making machine. Disney just purchased the Marvel catalog which includes 5000 characters. Say it with me 'cross-platform revenue synergies'.

All of the investment dollars that are allocated within this sector have to go somewhere and while I can not get stoked an 11% 5-year income growth rate some people might have to. Technically it looks favorable to quite favorable, you get a 1% yield for your trouble and this is low volatility play (safe, use next years ComEd budget).

And I like LPL. (pin action from GLW and a great chart, k?)

As always do your own research.