Charter Communications (CHTR) wants Walt Disney (DIS) to rethink the cable bundle. Disney is perfectly happy with how things are currently, Nicholas Jasinski writes in this week’s edition of Barron’s. An unstoppable force has met an immovable object-and Disney stock is paying the price. Not much has changed for our stock pick, however. Disney stock still looks too beaten up to ignore, the author says, noting that Disney stock is cheap relative to earnings and the sum of its parts, and it has a path to earnings growth from a steady narrowing of streaming losses and cost cutting elsewhere.
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