Pay For Content or Experience? Would You Go to Disneyland?
Are you captivated by Disney's magic world? $Walt Disney(DIS)$ When it comes to Disney, we all grew up watching many classic Disney fairy tales, and were dreaming about going to Disneyland. These two businesses, content and theme parks, are also key segments of Disney's revenue.Movies turn to profit, while theme park lags behind.In $Walt Disney(DIS)$ latest earnings report, hits like Soul 2 and Deadpool with Wolverine drove the film division from a $149 million loss last year to a $316 million profit.However, Q4 theme park revenue grew just 1% year-over-year to $8.24 billion, while operating profit declined 6% to $1.7 billion. In fact, management had warned in the previous quarter about a slowdown in the th
$SPDR S&P 500 ETF Trust(SPY)$ 📈 $SPY RETESTING! • SPY is retesting an important trend line and we also have a bull gap right under. • If we gap down under the bull gap that is open there is a high change we will see a steeper pull back into the end of the year. • This is a scenario to have in the back of your mind and is important where every bull gap will act as support as we drop lower but creating an island top I believe we can see 570s before higher. • Bulls need to break 600 or chop continues. OPEX Friday. Good luck everyone!
Total Energies Has Strong Free Cash Backed By High Yielding Growth Profile
5.3% Dividend Yield with 5% dividend growth.Strong long-term production profile, expecting a 4% CAGR output increase to 2030 with breakeven below $30/boe (barrel of oil equivalent).Long-term focus on LNGs (Liquified Natural Gas), expecting to grow export capacity by more than 50% by 2030, with 6 Mt/y (million tons per year) in long-term supply contracts signed with Asian importers.Trades at an attractive valuation at just 7.8x earnings.Committed to $2 billion in buybacks each quarter of 2025.Investment Thesis $Total SA(TTE)$ is a French energy company specializing in petroleum extracting and refining. TTE is the third largest non-OPEC producer in the world, producing 1.6 mmbbl/d of liquids (million barrels per day) and more than 5 bcf/d (billion cu
ASTS’s recent surge does not yet indicate a shift to a Bullish zone
$AST SpaceMobile, Inc.(ASTS)$ 📉 Long-Term StrategyASTS is currently in a Bearish trend zone, where a Sell and Observe position is suggested. Key factors include:Trend Breakdown:Downtrend: Consistent downward movement with brief upward spikes.Rebound Trend: Limited upward moves within an overall decline.Investment Position:In the Bearish zone, strong selling pressure often prevails, potentially leading to further price declines.A medium- to long-term position benefits from observing market conditions after selling, with a future Buy decision recommended if a shift to a Bullish zone occurs.Position Status:Entry Price: 25.1 (Oct 24, 2024)Current Price: 27.9Difference: +2.8 (11.2% gain in 14 days)📈 Short-Term StrategyDespite currently being Bearish, A
$.SPX(.SPX)$ continues to fade exactly as predicted! A bearish 5-wave structure has formed, thus the next corrective rally is shaping up to be yet another selling opportunity—fueling the larger, more powerful decline ahead.As long as we stay below 6017, expect every bounce to get sold off, driving us down to the Weekly FVG zone at 5700-5630. A break below 5885 would confirm that Wave C of [W5] of Wave 5 is complete, setting the stage for an even deeper decline. $SPDR S&P 500 ETF Trust(SPY)$$E-mini S&P 500 - main 2412(ESmain)$$NASDAQ 100(NDX)$$Invesco QQQ(QQQ)$
1.Country/Region Returns(n.b. color coding is the ranking within year, so the best country within the year might be negative e.g. compare and contrast 2008 vs 2009)Goes to show the sometimes massive opportunities (and risks!) in country/region allocations:Image2.Longer life spans and one heck of a bull markets have seen the over 70yrs cohort compound their way to the largest share of equity holdings by ageMeanwhile the 40-54yr group is in the sour spot (I have some guesses as to why... being a member of that group myself!)Image
Interesting event! Here’s a fun take on Taylor Swift’s hit song "Shake It Off," with a Tesla twist, indicating my long-term bullish insight for $Tesla Motors(TSLA)$ "Drive It Up" (to the tune of "Shake It Off") Verse 1: I’m trading all day long, Reading charts, where I belong, Tesla's on my mind, Bullish thoughts in line, Every dip, I see it climb, EV revolution’s prime, Future's bright, it's time to shine, And I’ll hold on tight. Pre-Chorus: And the haters gonna hate, hate, hate, hate, hate, But I’m buying more, can’t wait, wait, wait, wait, wait, Tesla’s soaring like it’s fate, fate, fate, fate, fate, I’m just here to watch it drive it up, oh, oh! Chorus: And
My Popular Song "Celebration" by Kool and the Gang. We're gonna celebrate, a future bright A stock that's soaring, a hopeful sight Iron Mountain, strong and true A steady climb, a bullish view Cause we're gonna celebrate, good times, come on! Let's celebrate, move your feet, come on! Iron Mountain, rising high, A future's dawning, touch the sky! Data centers, secure and sound A digital fortress, world renowned Investing wisely, a smart decision A portfolio's gain, a sweet fruition Let's raise a glass, to Iron Mountain's might A dividend's promise, shining bright A long-term play, a solid bet A future of growth, we can't forget So let's celebrate, with joy and cheer Iron Mountain's future, is crystal clear A golden opportunity, a chance to seize A prosperous journey, with utmost ease.
$JD.com(JD)$ bullish !!! JD.com (09618.HK) Business and Industry: JD.com is a leading e-commerce company in China. It operates a robust online platform that offers a wide range of products, including electronics, apparel, home goods, and more. The company has a strong logistics network that enables fast and reliable delivery to customers across China. The e-commerce industry in China is experiencing rapid growth, driven by increasing online shopping penetration and rising consumer demand. Earnings Forecast: For the fiscal year 2024, JD.com is forecasted to have an EPS of CNY 13.14, gross income of CNY 1,134.73 billion, and EBIT of CNY 38.60 billion. Analyst Recommendation: There are 7 analysts who recommend buying JD.com stock, 16 analysts re
Abbott Labs Poised for Growth Amid Legal Wins and Political Shifts
Overview: Positive Legal and Political Tailwinds for Abbott Labs Abbott Laboratories $Abbott Laboratories(ABT)$ has seen a significant positive development in its legal battles over infant formula, with a substantial win in Missouri state court on November 1st. Additionally, former President Trump’s potential return to the White House is seen as a favorable political shift for the company, which could influence the settlement of ongoing legal cases. These events combine to lift the legal and regulatory burden off Abbott, potentially positioning the stock for stronger performance in the near future. Healthcare Sector: Legal Wins Boost Sentiment for Abbott Abbott’s victory in Missouri state court marks a critical
$ComfortDelGro(C52.SI)$ ComfortDelGro - 3rd quarter results update is out! Total Revenue is up 18.4 percent to 1.18b. PATMI 15.2 percent to 57.5m. Profit margin is 4.9 percent versus 5 percent last year . Net cash of 161m as compared to 497m last year. I think results is not bad! Hopefully, 4th quarter patmi also increase and FY results is much higher than last year plus declaring a higher Final dividend that would be nice! Pls dyodd. https://sporeshare.blogspot.com/2024/11/comfortdelgro-3rd-quarter-results.html
SMCI Stock Crashing Again Today! | Nasdaq Delisting Tomorrow?
$SUPER MICRO COMPUTER INC(SMCI)$ Yesterday, the market was down for the majority of stocks in the S&P 500. However, the semiconductor sector, particularly Super Micro Computer Inc. (SMCI), has faced significant challenges recently. Clash! Clash! Clash! SMCI's stock has fallen 74% over the past six months and continues to slide, down another 11% 14 Nov 2024 in premarket trading around the $18 mark. To understand the situation, let’s review the events that have led to this consistent downturn. In August, Hindenburg Research released a report after taking a large short position on SMCI, alleging evidence of accounting irregularities, undisclosed related-party transactions, and control issues. Then, in September, the Department of Justice reported
Is BYD On Track To Become One Of The Largest Automakers Globally?
🌟🌟🌟BYD $BYD COMPANY(01211)$ $BYD HK SDR 10to1(HYDD.SI)$ is the largest EV manufacturer in China with market share of 36.1% compared to $Tesla Motors(TSLA)$ at 7th position with market share of 3.4% in the January to October 2024 period. BYD is also the world's 2nd largest battery maker behind CATL with a market share of 16.4% in the January to September 2024 period. BYD which stands for Build Your Dreams, first started as a battery manufacturer in 1995. By the early 2000s, BYD was the world's 2nd largest producer of rechargeable batteries. Founded by W
JD Reported Gain But Investor concerns about China’s slow economic?
$JD.com(JD)$ Q3 2024 results reflect the impact of a challenging macroeconomic environment, with net revenues reported at approximately RMB247.7 billion ($34 billion), which marks a slight 1.7% increase from the same period in 2023. While service revenues saw a 12.7% boost, product revenues slightly declined by 0.9%, indicating a shift in consumer spending behavior amid economic headwinds. Despite these gains, JD's stock price dropped due to broader concerns about China’s slow economic recovery, which affects consumer demand and investor sentiment. Earning Overview In terms of profitability, JD.com achieved a 6.6% year-over-year increase in income from operations, reaching RMB9.3 billion. The company’s free cash flow also saw improvement, reflectin
Amazing what AI can do. Apple Inc. (AAPL), set to the tune of "Let It Snow": *(Verse 1)* Oh, the market’s always moving, And investors keep on grooving, Apple’s stock is on the rise, AAPL, what a prize! *(Chorus)* Oh, Apple’s strong, Apple’s great, Innovation’s never late, With every new device, AAPL’s stock looks nice. *(Verse 2)* From iPhones to their Macs, They always stay on track, Investors smile with glee, AAPL’s where we want to be. *(Chorus)* Oh, Apple’s strong, Apple’s great, Innovation’s never late, With every new device, AAPL’s stock looks nice. happy holidays!! 🎶