Tuesday, February 12, 2008

Top 25: #10 Disney

Yesterday felt and looked more like a temporary breather for DIS after a healthy run-up. Now approaching its 100-day SMA, Disney had a great Q4, but the lack of optimistic guidance has put a lid, perhaps, on the stock. I like the revenues from the cruise line (85% sold out), but I won't be adding any more DIS at this level. I got in at 31.20 and watching closely.

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