The Walt Disney Company (DIS) 'Has Just Continued To Be Right,' Says Jim Cramer
The Walt Disney Company (NYSE:DIS) is a well-known American media and entertainment company whose shares have benefited from robust management in 2025. The stock has gained 9.7% year-to-date as the firm has seen catalysts through a growing subscriber base for its streaming service. Cramer has also noted The Walt Disney Company (NYSE:DIS)'s strong media performance and added that investors also need to focus on the firm's cruise ship and theme park businesses. Here are his recent remarks about the firm:
'You know I've got my annual meeting for our club on Friday, and I'm getting bailed out here on a name that has just continued to be right for me after being wrong for some time. It's Disney! Both Citi and Barclays saying really positive things. Barclays by the way, says that legacy media could surprise the upside. I can't recall when legacy media could surprise the upside. So watch the stock take off as people realize the old, the Bob Iger Disney is back. And the Bob Iger Disney is a surprise to the earnings estimates. And by the way, Hugh Johnston there, the CFO, he's the master of underpromise, overdeliver. He's also the master of being an incredibly nice man.'
A packed theater of moviegoers watching a blockbuster film produced by the entertainment company.
Previously, the CNBC host also mentioned The Walt Disney Company (NYSE:DIS)'s CFO:
'Why doesn't Hugh Johnson get any credit [for improving performance], the CFO. Well look, the theme park's now [inaudible]. What's really interesting is they're now starting to talk about the cruise ships in 26′. I would have waited until 27′. But I do think that Disney had a great quarter, I think that Hugh Johnson plays a big role and James Gorman is going to play a big role.
While we acknowledge the potential of DIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
10 minutes ago
- Yahoo
Court rules Maine can't enforce law prohibiting foreign spending on campaigns
Jul. 12—Maine cannot enforce a law voters approved two years ago that limits what foreign governments can spend on campaigning in state and local elections, following a federal appeals court decision Friday. The 1st U.S. Circuit Court of Appeals said in its majority opinion, written by Judge Lara Montecalvo, that Maine's foreign campaign spending law violates the First Amendment. The decision to stop the state from pausing the law is technically temporary and won't be final until the rest of the legal case is decided by a federal judge. The court is siding with several Maine utilities and media groups who sued Maine to stop it from enforcing the law in late 2023. The appeals court's opinion echoes findings from U.S. District Judge Nancy Torresen in February 2024, who ruled that some parts of the law were appropriate but others were too broad. Montecalvo remarked that the law was both "overwhelmingly popular" with voters, with 86% casting their ballot in favor, but also controversial — playing out amid a lengthy legal battle over the construction of an energy transmission line that would run across Maine to connect Massachusetts to Canadian electricity. Central Maine Power v. EEC by Maine Trust For Local News on Scribd The energy project was unpopular with some voters, who have tried unsuccessfully to cancel the corridor in multiple elections, Montecalvo wrote. Various Maine utilities that benefit from the project — including Central Maine Power and Versant — have spent millions to oppose ballot initiatives targeting the effort. While both companies operate in Maine, Montecalvo wrote, both also have some degree of foreign ownership. The transmission project also involves H.Q. Energy Services from Canada, which Montecalvo said spent $22 million over 10 years campaigning against anti-pipeline races. An attorney for the state, Jonathan Bolton, told the appeals court in October that Maine has a strong interest in policing foreign influence on referendums. "This is not a law that was dealing with an abstract or hypothetical problem," he told the court last fall. "This was a problem that had recently happened in Maine." Montecalvo agreed Friday that Maine has a "compelling interest" in limiting foreign government influence in its elections, but not in trying to limit the appearance of foreign influence, which is broader and harder to enforce. "We note that the amount of uncertainty as to which corporations are covered by the law will potentially have a chilling effect," the appeals court wrote. "The Act does not set any particular moment in time for determining the level of foreign ownership, which — for publicly traded corporations — can fluctuate throughout the course of a day. As a consequence, U.S. corporations with First Amendment protections will likely choose not to speak at all rather than risk criminal penalties." Judge Seth Aframe wrote in a concurring opinion that Maine's foreign campaign spending law targets corporations and their right to speech. "Maine seems to be concerned that foreign governments will influence the outcome of Maine elections by inducing American companies to spread foreign-sponsored messages to the electorate through an American speaker," Aframe wrote. "But the Maine law does not seek to silence only foreign speech; it also seeks to suppress the speech of American companies that might have been swayed by it. Such targeting of an American speaker's right to engage in core political speech is anathema to the First Amendment." Copy the Story Link
Yahoo
10 minutes ago
- Yahoo
VERTEX Strengthens Leadership Team with Key Executive Appointments and New Board Members
BRAINTREE, Mass., July 12, 2025 /PRNewswire/ -- The Vertex Companies LLC (Vertex), a global consulting firm in business, AEC and legal industries, is pleased to announce several strategic additions to its leadership team, reinforcing the company's commitment to innovation, security, and strategic growth. Vipul Raval has joined the company as Chief Technology and Information Security Officer (CTISO). With more than 25 years of experience driving innovation, building secure software solutions, and overseeing enterprise IT operations, Vipul brings a wealth of expertise in aligning technology with business goals. His leadership will be instrumental in advancing the company's technology infrastructure and strengthening cybersecurity capabilities. Lisa Horning has been appointed General Counsel. Lisa brings significant legal expertise and will serve as a strategic advisor to the leadership team. In her role, she will oversee all legal, compliance, and corporate governance matters, supporting the company's continued growth and operational excellence. In addition, Sharon Siegel Voelzke, CEO of SSV Advisors LLC, has joined Vertex's Board of Directors. Sharon's extensive background in business development, client engagement, and strategic integration across businesses of varying scales will be a valuable asset to the board. Her experience in hiring and coaching senior executives, as well as guiding business performance and communications strategies, will support Vertex in its next phase of growth. Andee Harris also joined Vertex's Board of Directors. With over 30 years of experience in technology and professional services, Andee has led multiple firms through acquisitions and exits, including Challenger Inc. and HighGround Software. She also serves as an Adjunct Professor at the Kellogg School of Management. "We are thrilled to welcome Vipul and Lisa to the executive team, plus Sharon and Andee to our Board of Directors," said David Tortorello, CEO of Vertex. "Each of them brings deep expertise and leadership that will help accelerate our strategic priorities and position us for continued success." These leadership changes reflect Vertex's ongoing commitment to building a resilient, innovative, and client-focused organization. About The Vertex Companies LLC Vertex, a portfolio company of Wind Point Partners, is a global multi-disciplined professional services firm that offers forensics, expert witness services, construction project advisory, compliance, and regulatory consulting. Additional information is at Media Contact: Lisa Dehner Head of Marketing ldehner@ View original content to download multimedia: SOURCE The Vertex Companies, LLC Sign in to access your portfolio
Yahoo
21 minutes ago
- Yahoo
SpaceX to invest $2 billion in Musk's xAI startup, WSJ reports
(Reuters) -SpaceX has agreed to invest $2 billion in Elon Musk's AI startup xAI, marking one of its largest external investments and nearly half of xAI's recent $5 billion equity raise, the Wall Street Journal reported on Saturday. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
