Conservative Portfolio

Do You Have the Patience to Believe in Disney?

Disney (DIS) is at one of the lowest valuations in years. But people cutting the cord with cable is hurting ESPN, and thus profits are expected to be rather flat in 2017.

Fiserv is Helping Banks Go Digital

Fiserv (FISV) runs the technology banks use to run ATMs and mobile banking. Last qtr I said the stock was a bit too high, but now its down 10% from its highs.