Disney finally WOWS the street. Here’s a quick note

 In Dynamic Brands

I listened to the Disney Investor Day event yesterday and liked what I heard. Finally the stock is beginning to get re-rated, here’s the link to my comments and the investor presentation.

BUY THE DIPS IN DISNEY – Growth is coming to a theatre near you if you can look through the near-term growth-spend and debt reduction plan from the Fox acquisition.



Eric Clark, Portfolio Manager
Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on Accuvest’s suite of Dynamic Brands equity strategies. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric also leads the sales, marketing & distribution efforts of the Dynamic Brands business line. Eric has 25 years investment experience. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.
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