Stocks don't get much hotter than Netflix (NASDAQ:NFLX) over the last year, and with its recent Walt Disney (NYSE:DIS) deal, the streaming giant has no intention of letting up.

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Netflix has disproved those who doubted its staying power through a number of novel moves, most notably its push deeper into high-quality original content. In perhaps what was the piece de resistance for its outstanding year, Netflix garnered nine Emmy Award nominations and won the first-ever Emmy for a Web-based series for its House of Cards.

Doubling down on Disney
Netflix recently signaled it shows no signs of slowing down by signing a deal with entertainment giant Walt Disney to produce four 13-episode shows based on Disney's marvelous Marvel franchise. These new shows will only be available on Netflix, giving the company another valuable source of original content from an already-proven winning content powerhouse.

For Disney, working with Netflix helps it further leverage its Marvel catalog, which has already proven tremendously valuable. But it also primes some of the new characters Netflix and Disney plan to use for possible feature films, which have been the true home run plays for Disney and Marvel.

In this video, tech and telecom analyst Andrew Tonner argues that investors in both Netflix and Disney should love the recent move.