I take you 'cautiously optimistic' approach too.
However, I think you overlook one Iger policy trait: Iger will spend, and spend big on aquiring and developing franchises. The very core strength of Disney has been defined by Iger to be its ability to develop and exploit franchises better than anybody else. If Star Wars is worth two billion in the hands of Lucas, it is worth six billion in the hands of TWDC. Hence a four billion sale is a great deal for all parties. Likewise with Pixar and Marvel.
TWDC now has a near complete line-up for every age and gender, to be synergetically exploited in parks, cruises, resorts, books, films, television, stores, merchandise. Princesses, Pixies, tween Disney Channel for girls, Cars, Marvel and Star Wars for boys. Iger/TWDC will not be reluctant to spend to develop Cars and Star Wars in the parks, no more than there is reluctance to spend on princesses.