The Marvel movie machine is on the move again, Fool contributor Tim Beyers says in the following video. How so? According to recent reports, Walt Disney (DIS 1.09%) has commissioned writers for Thor 3 and is in discussions about developing Captain America 3.

The timing couldn't be more interesting. First, Thor: The Dark World ended a 12-week run in theaters having earned more than $633 million at the worldwide box office. Not quite Man of Steel numbers, but also close enough for Marvel to hire  Craig Kyle and Christopher Yost to write a threequel.

Meanwhile, Variety reports that Marvel is in early talks with filmmakers Anthony and Joe Russo to make a follow-up to April's Captain America: The Winter Soldier. Test screenings have apparently performed well enough to get the studio interested. A fresh trailer aired during the Super Bowl had garnered nearly 11.5 million views on YouTube as of Friday afternoon.

Signs point to the film performing at least as well as The Dark World, which would put Cap on pace to be the third single-character Marvel Studios property to gross at least $1 billion at the worldwide box office. (Iron Man and Thor have already passed the threshold.)

Add it up, Tim says, and there's every reason to believe that Marvel Studios will continue to be a meaningful catalyst for Walt Disney stock in the years to come. Do you agree? What Marvel movie are you most excited for? Please watch the video to get Tim's full take and then leave a comment to let us know whether you would buy, sell, or short Disney stock at current prices.