The Walt Disney Company (DIS), American Tower Corp (AMT): Three Stocks Billionaire Ken Griffin Is Bullish On

Two major segments resulting in high growth

Theme parks and resorts, a major segment of The Walt Disney Company (NYSE:DIS), reported 14% year over year revenue growth in the second quarter of 2013. Parks and resorts revenue for the quarter increased 14% to $3.3 billion.  The recent $1 billion expansion of Cars Land at Disney Land and Fantasy Land at Disney World were the main reasons for revenue growth.

In order to provide better service to its customers, The Walt Disney Company (NYSE:DIS) is planning to launch My Magic Plus bands by the end of this year. These wearable rubber bands will allow customers to personalize their stay, receive the bands in advance of their trip, and have an all in one access to amenities.

In addition to new features, The Walt Disney Company (NYSE:DIS) has decided to implement price increases to its entire ticket range. Increased prices will go into effect this summer and will rise by about  6%.  A 7% jump in hotel reservations along with a 6% increase in visitor count,  shows positive indication for high revenue generation in the future.

Media networks, another major segment of The Walt Disney Company (NYSE:DIS), reported 6% year over year growth. This segment contributed 47% of total revenue for The Walt Disney Company (NYSE:DIS) in the first quarter of 2013. The top contributors of were ESPN and the Disney channel. ESPN revenue growth was due to a high demand for sports programs and multi-year contracts. The company has also increased its advertisement subscription fee and contractual fees due to offset an increase in sports licensing costs.

Conclusion

Walt Disney’s increased fees and rising demand in both of its major segments will boost revenue in the future.  A growing dividend yield and increasing demand of 4G technology in the domestic market will help American Tower Corp (NYSE:AMT) to capture a large market share.  The U.S. real estate market recovery will generate revenue for Invesco Ltd. (NYSE:IVZ) in the years 2013 and 2014.  Maybe Ken Griffin is on to something.

The article 3 Stocks Billionaire Ken Griffin Is Bullish On originally appeared on Fool.com and is written by Madhu Dube.

Madhu Dube has no position in any stocks mentioned. The Motley Fool recommends American Tower and Walt Disney. The Motley Fool owns shares of American Tower and Walt Disney. Madhu is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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