Here on this newsletter, we don’t just focus on delivering opportunities catered to just one type of investor – whether they’re income-focused, short-term focused, or long-term focused…
We cater to all of them.
Yesterday, I showed you a fast-moving tanker stock that’s great for shorter-term investors.
Tomorrow, I’m going to be revealing yet another juicy income opportunity for income-focused investors.
But today is going to be one for the longer-term buy-and-holders…
The ones who don’t mind holding a stock for months or possibly years – as long as they can buy in at a good price.
Today’s pick is for you…
Because it’s a company with one of the most powerful brands in the world – but its stock is currently sitting at 9-year lows.
It has received a barrage of negative news in the media for months – but it has solid profitability.
It’s undergone a lot of internal turmoil lately – but its restructuring seems to be on the right track.
If you have the stomach to hold this one for the longer-term – it could pay out nicely.
The Walt Disney Company (DIS)
You’ve heard all the bad news surrounding Disney – from losses at Disney Plus, the departure of its previous CEO, the reduced quality of its media offerings (with many deemed to be overly pushing the culture war narrative) – not to mention the still-present financial impact from closures as a result of the pandemic.
Are these issues real? Definitely yes.
But the question is – do they justify Disney’s stock trading at levels last seen in early 2014… levels even lower than the bottom of the March 2020 crash?
I would argue it most definitely doesn’t. As I said earlier, the brand power Disney has alone is extremely difficult to challenge. Add that to Bob Iger helming the company again, with him explicitly saying that their media would be “stepping away” from the culture war narrative.
Add that to the writers’ strike just ending – which will help with bringing Disney Plus to profitability, plus the company making a big bet on its theme parks business, and you have the recipe for a great long-term buy.
As Buffett says, “price is what you pay, value is what you get”. And with its stock at 9-year lows, Disney looks like great value for its price.
To your wealth,
Felix @ Ace of Investing
