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Top Trades for Tue, 26 Jan 2016 13:07 – DIS

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Top Trades for Tue, 26 Jan 2016 13:07 – DIS
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Speaking of DIS – Here's another $3Bn for you:

The Finest Hours

?Starring Chris Pine, ?The Finest Hours ?is based on a true story that takes place in 1952, following a daring rescue attempt off the coast of Cape Cod following the destruction of two oil tanks. ?Released January 26, 2016.

??Zootopia

?Disney's next animated feature, ?Zootopia ?follows a fox – voiced by Jason Bateman – who must go on the run after being framed for a crime he didn't commit. ?In cinemas March , 2016.

??Captain America: Civil War

?Following the new team of Avengers, the new ?Captain America ?movie sees a major indicent reslt in a huge rift between Rogers and Tony Stark. ?Released May 6, 2016.

 

The Jungle Book

??Live-action version of The Jungle Book

?YAAAS too excited for this – a live-action film that follows the adventures of Mowgli, a young boy raised in the jungle. The film will star Ben Kingsley, Bill Murray, Lupita Nyong'o, Scarlett Johansson. ?It's out on April 15, 2016.

??Alice Through the Looking Glass

?The sequel to Tim Burton's take on the classic ?Alice in Wonderland, ?Mia Wasikowska and Johnny Depp will return along with Anne Hathaway and Helena Donham Carter. This time round, Alice must travel back in time to save the Mad Hatter. ?In theatres May 27, 2016.

??Finding Dory

?ALREADY EXCITED for the sequel to ?Nemo, ?which follows Dory, Nemo and Marlin as she embarks on a journey to find answers from her past. ?Re;eased on June 17, 2016.

??The BFG

?Steven Spielberg will adapt Roald Dahl's classic ?The BFG, ??released July 1, 2016.

??Pete's Dragon

?A remake of the 1977 Disney original, in which a young orphan seeks the help of a giant dragon. Sounds amazing, huh?? Released 12, 2016.

 

Finding Dory

??Doctor Strange

PERFECT!  ?Starring Benedict Cumberbatch?Doctor Strange ?tells the story of a failed surgeon who is given a second change after a sorcerer trains him to fight evil. ?Released October 26, 2016.

??Moana

?Disney's new Princess, Moana tells the story of a teen who sets out to find an island in the South Pacific, and is soon joined by a Demi God – played by Dwayne Johnson – who helps her on her journey. ?Released November 23, 2016.

More here.  

Disney studios only accounted for about $1Bn in profit last year.  This year, they started with Star Wars (and don't forget TOYS!) so maybe $5Bn in gross points to a VERY good year for the studios – at least double, maybe triple last year and DIS dropped $8Bn so we're looking at $10Bn+ and about $6.50 per $95 share is 14.6 current p/e and Shanghai Disney opens in July.    Earnings 2/9 will be interesting!  

We have DIS in the OOP:

As well as a butterfly that's just bullish now (2018 $80/100 and short $90 puts) 

I like both those positions as new trades.