Motley Fool Money Cable Takes on The Mouse
Sep 5, 2023
Jim Gillies, an investment analyst at The Motley Fool, teams up with financial expert Robert Brokamp to discuss pressing market trends. They dive into Charter Communications' clash with Disney over the streaming economy. The conversation shifts to DoorDash's pricing disputes with restaurants, raising questions about food delivery sustainability. Brokamp explains how rising interest rates can actually benefit investors, urging a rethink of cash holdings while exploring safe investments in Canadian banks and bonds.
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Cable vs. Streaming
- Charter Communications and Disney are locked in a dispute over carriage fees and the changing media landscape.
- Charter wants to pay less for ESPN due to declining linear TV viewership and Disney's focus on streaming.
DoorDash and McDonald's
- DoorDash charges high commissions, leading restaurants to raise prices on the app.
- A McDonald's order can be up to 80% more expensive via DoorDash than in-store.
Canadian Bank Opportunity
- Consider Canadian banks as investment opportunities during times of higher interest rates.
- Their valuations are currently low, presenting a potential buying opportunity for long-term investors.