Posted by & filed under Company Analysis, Management Issues.

Description: Jamie Dimon- unless you’ve had your head buried in the sand for the last 20 years, you’ve probably heard that name. He’s the Chairman and CEO of JPMorgan Chase (JPM), and perhaps the most well known banker on the planet. Dimon was officially named CEO in 2006, but his true rise to stardom came during the 2008 financial crisis

Source: Yahoo.Finance.com – video report

Date: Apr 11, 2023

Link: https://ca.finance.yahoo.com/video/jamie-dimon-became-king-wall-101354292.html

Questions for discussion:

  • What does the career route taken by Jamie Dimon say about the history of modern banking and economics?
  • What personal characteristic do you believe contributed to his success?

Posted by & filed under Company Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Apple is set to open its first physical stores in India next week, highlighting the country’s importance to the U.S. tech firm’s future in iPhone sales and manufacturing. The Cupertino giant will open a store in Mumbai on Apr. 18 and in the Indian capital Delhi on Apr. 20.

Source: CNBC.com

Date: Apr 11, 2023

Link: https://www.cnbc.com/2023/04/12/apple-to-open-first-stores-in-india-next-week-tim-cook-may-visit.html?__source=sharebar%7Cemail&par=sharebar

Questions for discussion:

  • From an investors’ point of view, what does this mean?
  • Do you think there will be a bump in sales in India and a dip in China because of the changes taking place?
  • Do you think it is a good decision?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: However, history shows crowded position are a reliable counter-indicator.

Source: MarketWatch.com

Date: Apr 11, 2023

Link: https://www.marketwatch.com/story/bets-against-u-s-stocks-swell-to-highest-level-since-2011-history-shows-thats-actually-good-news-for-markets-9f6237e6?mod=home-page

Questions for discussion:

  • Summarize what the report says about market indicators.
  • Do you agree with the interpretation?
  • Why do you suppose investors have taken these positions?

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: The chief executive officer of Tilray Brands Inc. said the acquisition of competitor Hexo Corp. will help position his company to lead Canada’s cannabis industry.

Source: BNNBloomberg.ca – video report

Date: Apr 11, 2023

Link: https://www.bnnbloomberg.ca/tilray-ceo-says-hexo-purchase-will-help-grow-canadian-cannabis-industry-1.1906454

Questions for discussion:

  • Summarize the analysis presented in the report?
  • Should investors be excited by the merger?
  • Would you be a buyer of Tilray today?

Posted by & filed under Company Analysis, Industry Analysis, Management Issues.

Description: No mere human can keep up with the torrent of intriguing/terrifying daily AI news, but we’ll try anyway — at least until we’re rendered obsolete by the machines.. AI can probably crack your password — and faster than you think

Source: TheHustle.co

Date: Apr 05, 2023

Link: https://thehustle.co/ai-roundup-guessing-passwords-conjuring-images-out-of-peoples-minds-and-writing-fortune-cookies/

Questions for discussion:

  • What are the implications for the power of AI to do harm, according to the examples in this report?
  • How should society deal with this developing technology in your opinion?

Posted by & filed under Financial Planning, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: BROOKSVILLE, Fla. — At first glance, this warehouse looks like many: Forklifts unload pallets from the back of dozens of tractor-trailers. Canned soup, soda and cleaning supplies whiz by on conveyer belts. Store-bound merchandise gets sorted by department and store aisle before getting stacked high like an elaborate game of Tetris. The difference? Tasks are powered by giant automated claws and rolling robots, instead of people. The driver’s seats on the forklifts are empty.

Source: CNBC.com – video report

Date: Apr 11, 2023

Link: https://www.cnbc.com/2023/04/11/walmart-warehouse-automation-powers-higher-profits.html

Questions for discussion:

  • What is Walmart doing to modernize operational efficiencies and address rising costs?
  • How should this orientation be understood by employees, customers, and investors?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: NEWARK, New Jersey — Faced with congested airports, rising costs, a pilot shortage and a resurgence in travel demand, airlines are increasingly turning to the same remedy: bigger planes that fit more passengers.

Source: CNBC.com – video report

Date: Apr 06, 2023

Link: https://www.cnbc.com/2023/04/06/why-airlines-are-flying-bigger-planes.html

Questions for discussion:

  • Summarize what is happening in aviation travel and what the airlines are doing about the challenges they face.
  • How will their responses affect managerial, marketing and financial operations, in your view?
  • Do you think there are alternative opportunities for the travel industry, given the evolving situation described in the report?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: During a recent LinkedIn Live event, a panel of Wharton experts noted that the fallout from Silicon Valley Bank’s failure will likely be contained within the commercial real estate sector. Much, however, depends on the Fed’s rate moves, they said.

Source: knowledge.wharton.upenn.edu

Date: Apr 04, 2023

Link: https://knowledge.wharton.upenn.edu/article/fallout-from-the-banking-crisis-whats-ahead/?utm_campaign=KatW2023&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=4-5-23&utm_content=Fallout_from_the_Banking_Crisis:_What’s_Ahead

Questions for discussion:

  • Summarize the main points presented in this report.
  • Do you agree with the analysis?
  • What is the take-away for interested parties such as businesses, investors and government regulators, in your opinion?

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Johnson & Johnson shares on Wednesday climbed after the company proposed paying $8.9 billion to settle thousands of claims that its baby powder and other talc products caused cancer.

Source: CNBC.com

Date: Apr 05, 2023

Link: https://www.cnbc.com/2023/04/05/johnson-and-johnson-shares-rise-talc-settlement.html

Questions for discussion:

  • Explain the rise in the company stock value after this announcement.
  • Do you perceive any further risk for investors at this time?