2015 is about to finish and we have seen a lot of action in the space of virtual reality in the last few years. It is still very nascent and early to see how this trend will play out. It still feels kind of hazy from an investing perspective. No industry standards have been developed in the space. Different market development strategies are being tested out by various companies. Monetization strategies so far are pretty rudimentary. While some of the companies in the VR space originated in the grassroot corridors of kickstarter type campaigns, other initiatives have evolved as a result of large company’s resources that are taking a strategic look at their existing portfolio of assets and dedicating some resources to this emerging trend. If I were a betting man, I would probably be interested in the following companies to put my money as I plan for next year. If VR takes off, these are some of the companies that can provide good returns in spite of the strong dollar.

The first is Disney. There’s a lot to like about Disney after their decision to infuse $66 million in the VR start-up JauntVR. JauntVR provides the first professional grade stereographic cinematic VR camera. With massive portfolio of Marvel content, Disney could bring new VR experiences if it is able to master the art of VR cinematic story telling via JauntVR’s expertise. Although the sum of money is hardly material to Disney’s financials, it definitely shows the visionary aspects of its strategic planning folks when it comes to investing in new technology to complement their rich diversified holdings. Trading at 52 week high, Disney’s stock has returned 410% over the past 10 years, trouncing the market’s return of 106%. And lets not forget the Star Wars franchise. We are also seeing some preliminary collaboration around “The Force” between Disney and our next company on this list.

Although some of us do not think much about the Google cardboard and discount this contribution, Google is definitely vying to be a strong contender in the Virtual Reality space. Earlier this year, Resolution Games raised $6 million from Google Inc.’s Google Ventures and other investors to develop virtual-reality games. Last year, Google invested $542 million in Magic Leap. There are also collaboration projects like “Project Tango” with Intel to figure out additional consumer offerings. This is definitely one company to keep your eyes on as this new technology takes hold. One thing is clear that via Magic leap, Google is able to leverage a lot of new capabilities. Huge stack of patent filings by Magic Leap in the last couple of years and some very interesting hires.

You cannot think of another company that is poised to take a solid share of the VR consumer market next year than Facebook. The stock is already trading at its peak highs at this time. Please see my article on Facebook and Oculus.

The third firm that comes to mind is Nvidia. As AMD struggles with their internal challenges, Nvidia can steal the thunder via its new GPU offerings. We all know that in order to power and get benefit from HTC-V as well as Oculus, one would need PC’s with some high processing power and graphics GPU.

Not my favorite, but this stock has shown some good movement over the last five years. From $20 to $60 dollars now, Comcast has been one of those giants that is clearly seeing the shift of consumers taste from cable to streaming and is hedging some of the risk by investing in diverse assets. It invested about $200mn dollars this year in BuzzFeed to bolster up its online video presence and subsequently also invested $30.5 mill in NextVR, a virtual reality streaming company that focuses on streaming live events in sports and entertainment.