For a higher stakes seasonal play, look no farther than entertainment giant Walt Disney (DIS). Better-than-expected results from theme parks and films could cause shares to pop. "You are not going to see the high-dollar trips away from home this summer," Brett D'Arcy of CBIZ says. "I could imagine a good year for theme parks and local attractions and I think it’s going to be a good movie season." Disney's theme-park business has been hurt by the economic downtown, but strong promotional efforts appear to have put the worst behind it. Meanwhile, the film slate could be boffo at the box office. "Up," Disney-owned Pixar's first 3D movie, kicks off the summer blockbuster season on May 29. Jerry Bruckheimer's "G-Force" (3D animated guinea pigs) comes out in late July. With a forward price/earnings multiple of 12, shares offer a 20% discount to the S&P 500.
