Everybody needs money. That's why they call it money.

From full global headquarters, this is Motley Fool Money. It's the Motley Fool Money

radio show. I'm Chris Hill and joining me in studio this week for Million Dollar Portfolio

Jason Moser from Motley Fool Income Investor James Early and from Motley Fool Funds Brian

Hinman. Could you see he was always gentleman? We have the latest earnings from Wall Street.

We will dip into the full mailbag and as always we'll give you an inside look at the stocks

on our radar. But we begin this week in the Magic Kingdom. Third quarter profits for Walt

Disney came in higher than expected, making it the 11th quarter in a row. That has happened

Jason Moser. And yet the cable division was a little weak CEO Bob Eiger lowered guidance

for the cable division and that alone appears to have sent investors heading for the

assets. Yeah. It's very striking the reaction of this week to the earnings report because

in total it was a very good quarter. I do understand concerns in regard to the slow down

of the cable department. But to me this is more of the market seeing the trees and not

really the forest. The market is concerned about the growth in ESPN and that's a valid

concern. The cable segment makes up about 50% of this company's operating income and ESPN

makes up about 2-thirds of that. But I think the market's a bit more concerned thinking

there is a weakness in the ESPN brand versus what I see as potential uncertainty and exactly

how that's going to be distributed here in the coming five to 10 years. And I think that's

more really the reason why investors may be concerned today is we're in this shift to

sort of the over the top distribution. We're getting our content in different ways, mobile,

internet, everything like that. And so it's not really that ESPN is going away. It's

just becoming, it's being distributed differently. And I think to me, I would actually argue that

...