Living in Orlando I have noticed something; there are more Europeans than ever at the tourist attractions. It's noticeable just by walking around at Universal's CityWalk and Downtown Disney (both shopping and entertainment areas when tourists are not at the theme parks). If you have been following Disney, they just reported very good earnings. That is no coincidence.



How can you capitalize on the tourist influx? Go to the two main theme park stocks Disney (DIS) and NBC Universal which is owned by General Electric (GE). Both companies have outstanding underlying companies and tend to be less affected by recessions. Although they will both benefit from this tourism effect, Disney will benefit more from it simply because theme park revenue is a much larger percent of company revenue for Disney than it is for GE.



I would recommend buying both of these stocks even if there wasn't a weak-dollar effect, it just makes those stocks look that much more valuable.

Pictures courtesy of Universal Orlando Resort and Walt Disney World Resort.
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