See Also: Why Jim Cramer Is Bullish On Disney At Current Levels: 'The Greatest Story Ever Told'

Matt Maley of Miller Tabak said both companies are excellent, but he prefers Disney on a technical basis. It's also more diversified so if the market trades lower it will give us more downside protection, added Maley.

Disney's 200-day moving average was key support during the fourth quarter of the last year as the stock bounced off it several times. Disney is currently trading at its 200-day moving average and if it breaks meaningfully below it, Maley is going to change his bullish stance on the stock. If it breaks above the $184 level, Disney is going to regain a lot of attention from the momentum money and it will explode higher, concluded Maley.