Lebenthal, O'Leary Like Disney

On CNBC's "Fast Money Halftime Report," the investment committee discussed Walt Disney Co (NYSE: DIS), specifically its Disney+ streaming service. Disney recently raised its projected subscriptions.

"If you're downgrading Disney, you're missing something," said Jim Lebenthal.

Kevin O'Leary noted an advantage Disney+ has over competitors, such as Netflix (NASDAQ: NFLX), is it's the only place where kids watch the same content over and over.