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We all know Disney is coming out with another "Toy Story." Not sure the world needs that creatively, but it should make a lot of money, even with the goofy "Forky" plot. And I'm glad for that, as I am long DIS as well as CMCSA.

But I wanted to point out that "Secret Life of Pets 2" came out this past weekend and did relatively well. $97 million around the world so far. Not great, but like I say, okay in a relative sense. The cartoon is by Universal and Illumination, and the great thing here is the $80 million budget. Disney for some reason likes to overpay on its budgets, have never figured that out. But this IP, while smaller in scale of success compared to "Minions" and all that stuff, is still good for shareholder value. Let's hope Uni/Illumination can make the next one for even less money...

Go Comcast!...
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