Old Capital
liked
CPI came in hot in Australia (1% for the Qtr instead of 0.8%) and everyone on X is asking for the Central Bank to raise rates further. Why do people not get it that the CPI is not inflation?? 😅
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Old Capital
liked
BHP released their production results for the nine months ending on the 31st of March, as well as their results for the first quarter of 2024.
Their strongest production was copper, which was increased by 7% with an output of 465.9kt. This was due to improvements in production in Copper South Australia (up 49%) and Escondida mines.
Coal was also up quarter on quarter, despite this, BHP decreased their production expectations an...
Their strongest production was copper, which was increased by 7% with an output of 465.9kt. This was due to improvements in production in Copper South Australia (up 49%) and Escondida mines.
Coal was also up quarter on quarter, despite this, BHP decreased their production expectations an...
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Old Capital
liked
$The Toronto-Dominion Bank(TD.CA$
Canadian banks
What is the difference between TD and Royal Bank?
$Royal Bank of Canada(RY.CA$ is up 17% in the last 6 months where TD is down 3%.
For d2d banking most people prefer TD over RBC. TD has more exposure in the USA.
How did TD earnings fall so hard and $RBC CANADIAN BANK YIELD INDEX ETF CAD UNITS(RBNK.CA$ is consistent?
Canadian banks
What is the difference between TD and Royal Bank?
$Royal Bank of Canada(RY.CA$ is up 17% in the last 6 months where TD is down 3%.
For d2d banking most people prefer TD over RBC. TD has more exposure in the USA.
How did TD earnings fall so hard and $RBC CANADIAN BANK YIELD INDEX ETF CAD UNITS(RBNK.CA$ is consistent?
16
Old Capital
liked
Is tesla over hyped?
With PE ration of only 40, it's cheaper than the other tech stocks right now!
$Tesla(TSLA.US$
Learn to DCA and be successful in your investments!
With PE ration of only 40, it's cheaper than the other tech stocks right now!
$Tesla(TSLA.US$
Learn to DCA and be successful in your investments!
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7
Old Capital
reacted to and commented on
$Disney(DIS.US$ Chapek is a manager who knows how to extract profit, not someone with vision. I saw his interview on CNBC after their most recent earnings. He just spewed out gobidlygook about the Omniverse. Silly thing that won’t be going anywhere.
Speaking of managing/vision, it will be interesting if he can come up with a creative option to deal with plummeting ESPN subs while maintaining the expensive sports contracts. Will it be a pivot to ESPN+? Will it be a forced bundle of Disney+/ESPN+ like we have with our TV packages (and the cause of their demise)
Also interested in how he’ll deal with Comcast and Hulu.
We already know he’s raising prices on everything at the parks while cutting niceties. No more Magic Express, free Flash Passes, trams from the parking lots etc.
Of course the parks are still very crowded. They need to build two more US parks, but while they’re spending all their money on streaming content, they’re happy to jack up their park prices.
Speaking of managing/vision, it will be interesting if he can come up with a creative option to deal with plummeting ESPN subs while maintaining the expensive sports contracts. Will it be a pivot to ESPN+? Will it be a forced bundle of Disney+/ESPN+ like we have with our TV packages (and the cause of their demise)
Also interested in how he’ll deal with Comcast and Hulu.
We already know he’s raising prices on everything at the parks while cutting niceties. No more Magic Express, free Flash Passes, trams from the parking lots etc.
Of course the parks are still very crowded. They need to build two more US parks, but while they’re spending all their money on streaming content, they’re happy to jack up their park prices.
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Old Capital
liked
$Moderna(MRNA.US$ Winning a judgement to not invalidate patents based on standing is a long way from winning a judgement to enforce a patent infringement. This seems overstated here. Royalties could happen but we are not close to that point right now.
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Old Capital
reacted to
$OceanPal(OP.US$
Open at 3.56 (also day low)
Day high at 12.09
Close at 5.22
After hour at 8.27
Mr market has serious problem finding the value of the new spinoff company.
And DSX traded 5%+ down.
Open at 3.56 (also day low)
Day high at 12.09
Close at 5.22
After hour at 8.27
Mr market has serious problem finding the value of the new spinoff company.
And DSX traded 5%+ down.
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Old Capital
reacted to
$Pfizer(PFE.US$ Source CNN, paid for by Pfizer, more fear porn to pump the stock and for government to grab more power
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