Erness
2021-11-15

$(DIS)$ has declined about 10% in the last 5 trading days. This now presents an attractive entry point as parks are in full swing, and hotels and cruise lines are coming back. These are the primary money makers, but with the complementary business of Dis+, the stay-at-homers are still generating cash for DIS, and this has tremendous room as it expands into int'l markets. So DIS is making money both ways in this mid-tier Covid environment. It's a buy here.

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