The House of Mouse is the all-weather tires of a portfolio. The pandemic hurt its theme park and movie businesses but helped the Disney+ streaming service, which has grown into a powerhouse years sooner than Disney expected.
In 2022, demand for Disney’s theme parks and movies is coming back stronger than ever. Disney+ had a “Wow!” first year, and the company is rightly focusing on expanding it. In fact, Disney might be the ultimate combination of a reopening play and a pandemic-fueled growth business. Its amazing stable of intellectual property (Marvel/Star Wars/ESPN/Pixar/Disney) gives it a margin of safety that makes it perhaps the “safest” stock on this list. Still, it has tremendous growth potential as the newer areas of its business evolve.