10 Jim Cramer Stocks to Buy and Sell Now

3. Walt Disney Co (NYSE:DIS)

Number of Hedge Funds Investors: 76

Answering a question about Walt Disney Co (NYSE:DIS) during the Lightning Round segment of his program on CNBC, Jim Cramer said he “loves” the stock.

“I love Disney over 100 I’m still buy, buy, buy Disney’

Mar Vista Global Quality Strategy stated the following regarding The Walt Disney Company (NYSE:DIS) in its Q4 2024 investor letter:

“Over the past year, our investment in The Walt Disney Company (NYSE:DIS) unfolded as expected. With one of the most compelling combinations of global content and consumer brands, Disney’s media business has finally reached a positive turning point. The company is successfully adapting its operations to address the ongoing transformation of the media industry. This progress has been reflected in its stock performance, closing the gap to its intrinsic value.

As friction costs diminish within the media ecosystem, companies with global audiences are receiving help from their unmatched scale advantages. While Disney is setting up itself as a long-term leader in the digital streaming space, the landscape of content distribution is still in flux. Platform giants like Netflix, Alphabet, Amazon, and Apple are rapidly dismantling competitive barriers, further intensifying the pace of change.

This secular disruption places Disney and other traditional media companies in a precarious position. With the risk-reward profile for Disney no longer favoring significant upside, we exited our investment during the quarter.”