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Actionable news in DIS: THE WALT DISNEY COMPANY,

Walt's Magic Kingdom; Silver Linings in Earnings: Jim Cramer’s Best Blogs By Jim Cramer | May 13, 2016 | 09:00 PM EDT

Jim Cramer fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:

  • How investors want the success of Disney without ownership of stock
  • How a few companies were the silver lining of the earnings cloud

Click here for information on RealMoney, where you can see all the blogs, including Jim Cramer's -- and reader comments -- in real time.

Investors Want Disney's Success Without Owning the Stock

Back by Popular Demand…“Confessions of a Street Addict” Get a FREE signed copy of Jim Cramer’s national best-seller when you gain access to his multi-million dollar charitable trust portfolio! Click here to see Jim’s holdings and get your FREE gift.

Posted on May 11 at 11:30 a.m. EDT

For the longest time, investors wouldn't touch companies that try to exploit Disney (DIS - Get Report) merchandise, betting that it would be too episodic and not lucrative enough.

Instead, they wanted to buy the stock of Trifecta Stocks portfolio holding Disney itself, because you got the consistent stream of cable, specifically ESPN. Who needed how toys did or games did that used Disney characters, when you could buy the real thing without worry that Disney might have a movie dry spell, causing the merchants to come up snake eyes?

Today we've seen the exact opposite. Electronic Arts (EA - Get Report) , the game company, is seeing its stock soar, in large part because of its...


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