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

Description: Momentum investing revolves around the idea of following a stock’s recent trend in either direction. In the ‘long’ context, investors will be essentially be “buying high, but hoping to sell even higher.” With this methodology, taking advantage of trends in a stock’s price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Source: Yahoo.Finance.com – video report

Date: Jan 08, 2020

Link: https://finance.yahoo.com/news/heres-why-momentum-investors-love-170005623.html

Questions for discussion:

  • Explain the title of this report.
  • What are the obstacles investors should look out for if they follow this strategy?
  • Do you think Apple is a good choice?

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

Description: Thomas George, president of Grizzle, discusses Nemaska Lithium versus Lithium Americas.

Source: BNNBloomberg.com – video report

Date: Jan 09, 2020

Link: https://www.bnnbloomberg.ca/investing/video/thomas-george-discusses-nemaska-lithium-versus-lithium-americas~1339075

Questions for discussion:

  • What does Thomas George say is the reason for poor financial performances in the industry?
  • How should investors deal with this information?

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: The biggest challenge economists face today is how to deal with downturns. America’s expansion is the longest on record; a slowdown at some point is inevitable. The fear is that central banks will not have enough tools to fight the next recession.

Source: Economist.com

Date: Jan 09, 2020

Link: https://www.economist.com/leaders/2020/01/11/monetary-policy-will-not-be-enough-to-fight-the-next-recession?cid1=cust/dailypicks1/n/bl/n/2020019n/owned/n/n/dailypicks1/n/n/NA/375620/n

Questions for discussion:

  • Summarize the concerns expressed in this report.
  • Do you agree with the assessments?
  • How should investors deal with these concerns?

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Management Issues.

Description: A growing number of investors are betting the company’s shares are earthbound as inventories pile up and sales growth slows

Source: FinancialPost.com – video report

Date: Jan 10, 2020

Link: https://business.financialpost.com/investing/canada-gooses-new-years-challenge-prove-short-traders-wrong

Questions for discussion:

  • What are the main factors supporting the company share price and those against?
  • Why is inventory such a great concern?
  • How should investors approach the firm at this time?

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

Description: Boeing employees boasted about bullying regulators to approve the now-grounded 737 Max without requiring pilots to undergo simulator training while others raised safety concerns and complained about lax standards, according to a trove of internal documents the company released on Thursday.

Source: CNBC.com – video report

Date: Jan 10, 2020

Link: https://www.cnbc.com/2020/01/09/boeing-releases-communications-on-737-max-simulators-it-calls-completely-unacceptable.html

Questions for discussion:

  • What does this report reveal about the “culture” within the firm at the time?
  • What motivated the firm to avoid the “flight training requirements”?
  • How much blame lies with the FAA?

Posted by & filed under Company Analysis, Economic Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: The high-tech industry is as cyclical as any commodity

Source: Economist.com

Date: Jan 11, 2020

Link: https://www.economist.com/business/2020/01/11/a-revival-is-under-way-in-the-chip-business?cid1=cust/ednew/n/bl/n/2020/01/9n/owned/n/n/nwl/n/n/NA/375381/n

Questions for discussion:

  • Summarize the key points made about the industry in the report.
  • What does the report suggest about the near future for the industry?

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: One can’t help but to think the “everything rally” that is engulfing Wall Street right now is a classic asset bubble just waiting to explode sometime in 2020.

Source: Yahoo.Finance.com – video report

Date: Dec 26, 2019

Link: https://finance.yahoo.com/news/stock-market-bubble-is-forming-and-a-50-plunge-is-inevitable-strategist-164718742.html

Questions for discussion:

  • Summarize the analysis and recommendations presented. Do you agree?
  • What is meant by the term “Fed rally”?

Posted by & filed under Growth & Valuation, Market Analysis, Personal Finance.

Description: It has been a year for celebration on Wall Street, with the S&P 500 rising nearly 30%, but investors relying on seasonal trends probably found themselves frustrated as the market defied traditional patterns.

Source: CNBC.com

Date: Dec 29, 2019

Link: https://www.cnbc.com/2019/12/27/heres-how-a-bull-market-scrambled-seasonal-trends-in-2019.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • How did the 2019 monthly stock market behavior compare to historical averages?
  • Why do you think this was so?
  • How should investors deal with the analysis and interpretation?

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: 2019 has been Disney’s year at the box office. The company had six movies surpass the $1 billion mark — has a likely seventh on the way — and has grossed more than $10 billion at the global box office. In the U.S., Disney-produced films tallied more than $3.72 billion at the box office, beating the record it set in 2018 of $3.09 billion, the most of any studio in history.

Source: CNBC.com

Date: Dec 29, 2019

Link: https://www.cnbc.com/2019/12/29/disney-accounted-for-nearly-40percent-of-the-2019-us-box-office-data-shows.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Explain Disney stock success.
  • What do these statistics say about future risk and growth for the stock?
  • Would you be a buyer today?

Posted by & filed under Company Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: List includes tech companies, an airline giant, dollar stores and a label maker

Source: FinancialPost.com – video report

Date: Dec 31, 2019

Link: https://business.financialpost.com/investing/the-tsxs-top-10-performing-stocks-of-the-decade-some-boasting-4000-plus-returns

Questions for discussion:

  • Explain why these Canadian firms outperformed the index as a whole?
  • What lessons are there for investors?