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Disney May be Looking at a Bear Case Scenario $DIS, $PEJ

If America’s recovery stumbles theme parks and movies will experience lower revenues.

New media assets have experienced difficulty in monetizing concepts despite their popularity. Mickey Mouse needs to learn how to go to the bank.

Disney’s dominant position in sports makes it an attractive target to competition.

The TV sports model is shifting. The NFL is looking to partially shift to internet offerings and by pass television. College sports will be just one step behind.

The growing power of Netflix and similar offerings needs to be leveraged properly. Otherwise other competitors will become more dominant stronger brands.

George Gutowski writes from a caveat emptor perspective.