Dude... do NOT buy Disney. Anything travel related will get pummelled for a while... until people feel safe traveling again, and in places with large crowds. Think about it... Joe 6-Pack may be saying "what if somone parks a small nuke or bio-weapon at Disney or Podunk University's Stadium?! That could be bad... I'll stay home". I think that would should NOT live in fear, but then again... the general populaiton will, if anything, likely avoid traveling for fear of terrorism... and with the economy going south, people are beginning to be more cautious on spending.
Case in point: I was supposed to take a cruise in November. But I found out yesterday that becuase of a recent goof up by the cruise line and a bit on the part of my travel agent, my reservation was cancelled and my money refunded (has nothing to do with the WTC tragedy). Would I have been upset 1 week ago?? HECK YEAH!! Since I found out after the WTC, I'm actually sort of glad my trip got cancelled. I was a smidge worried about being on a cruise (although, if I believe if it's your time to "go", nothing can prevent it). But now I'm relieved. Can always go next year...
Anyways... DEFENSE stocks maybe be a decent short. That quick run-up was probably pre-mature, and will give back some gains. Likewise, some of the beating other stocks took could be a good buy opportunity. Do some research... check out tech bellweather's such as INTC, DELL, etc... but again... do research first. Check out Price-to-earnings ratios, Price-to-forward-looking-earnings, Price-to-sales, book-to-bill ratios, etc.
Recommendations on a message board are generally things that aren't good to follow. It is too easy to get burned, esp. in this market. And you never know if the person writing is just feeding you a line of bull, or if they are just bullish on a stock even though it isn't doing well. So, do your research, and NEVER, NEVER trade with money that you cannot afford to lose. You'll be sorry... becuase emotion will kick in and you'll inevitabley end up making bad decisions.
Well.... that was my $0.05.
<get's off soap box>
EDIT: some dumb stuff that didn't make sense