Netflix is preferred over Disney; Disney has more to prove, grows slowly, and is in flux.

Rick, I know you were optimistic about Netflix and Disney. Now, if you are going to invest new money, and you have no prior ownership. Does either of them represent a buying opportunity for you, and which one would you choose?

I think it's between the two at the moment, and again, I'll probably remain optimistic about these two companies forever. I think Netflix right now... I mean, Disney has also been badly hurt over the past year, but I think they have more to prove.

As for Netflix, I think it's just a matter of a rapid shift in momentum. This is not going to happen to a company like Disney, which is growing at a snail's pace and living in a state of flux, you know.

I mean, I like the new CEO, but I prefer Netflix between the two.