05-12-2017, 09:40 AM
(05-12-2017, 07:32 AM)divmenow Wrote: Right now DIS is my largest holding but ESPN seems to be holding this stock back and wall street doesn't seem to care that all there other divisions are firing an all cylinders. My question is would you switch DIS into HD? I don't own any HD and was thinking this may be the better play going forward. Thoughts? And thanks
It sounds like you see Disney as undervalued. Usually, especially investing the way most of us on this forum do it, buying a good company which is undervalued is the way to go. So I'd be interested to hear why you feel like selling Disney? Or is it just the latest price that makes you worried?
As for HD... well I decided to go with LOW myself but it's certainly a good industry right now. I'm a little skeptical as to how defensive they are in the case that the economy takes a downturn but for the moment I'm a happy owner.