
Countdown to Big Bank Earnings, and Disney’s Magical Moment
CNBC's "Fast Money"
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Is This the Catch Up Trade With Disney?
A and brian kelly: This disney trade has been about streaming for arguably years now. Is this just the catch up trade? Or does this really catalize that whole movement for streaming content and video going forward, competing with what we're seeing at the box officeueoanda outheyhh en,. The only concern you have with disney is valuation. Because at current levels, you talking about a stock that's probably trading that 38 times next year's numbers.
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