Disney's parks and experiences unit was the standout segment in its recent earnings report, beating both on both the top and bottom line. The company expects its streaming profitability margin to increase to 10% this year from 5% last year. Despite this, concerns have been raised about the cost of the streaming buildout, the CEO transition from Bob Iger, and the future of parks. Disney is also set to increase its dividend and buyback in the coming years. Despite these issues, the company has a current dividend of 1.5% and is expected to generate operating cash flow over $719 billion this year. Sarat Sethi sees this as a great buying opportunity as Disney trades at a historically low valuation.