Disney bashing = Good time to buy

Per my last few posts, it's buying season and some good companies are on sale. Disney (DIS) hasn't shown up on my radar simply because Return on Assets isn't stellar, but not too bad either. The company comes out today with a great 3rd quarter and the market rewards them with a 9% drop in stock price. Every business segment reported positive operating income growth compared to a year ago with the exception of studio entertainment (ticket sales at theaters) and their interactive media group (video games, club penguin, online, etc.) Just opened up a position today. The only concern I have at the moment is with their interactive media group which continues to lose money... just hoping they don't follow Microsoft's Online division patterns in generating periodic losses quarter after quarter. Back to coffee analysis.