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

Description: Earnings season is here, and Wall Street analysts are calling for another decline amid the pandemic. However, some pros are more optimistic about the fourth quarter earnings season, with Ignacio Cantos, investment director at ATL Capital in Madrid, noting the “next catalyst will be the upcoming earnings season.”

Source: CNBC.com

Date: Jan 17, 2021

Link: https://www.cnbc.com/2021/01/15/why-top-analysts-back-intel-biomarin-stocks.html

Questions for discussion:

  • What does the report say about the upcoming quarter and what investors should do?
  • Do you agree with these assessments and stock selections?

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

Description: The Treasury market’s bears had better take notice: There’s a wall of global cash poised to swoop in and buy, likely limiting the upside in yields.

Source: Bloomberg.com

Date: Jan 15, 2021

Link: https://www.bloomberg.com/news/articles/2021-01-16/there-s-a-global-wall-of-cash-primed-to-snap-up-u-s-treasuries?srnd=premium-canada

Questions for discussion:

  • Explain the analysis presented and recommendations to bond players.
  • Do you agree with this assessment?

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

Description: With COVID-19 vaccines currently being rolled out, an end to the pandemic is finally in sight, and with it a return to normal, particularly in the world of real estate. Still, it is all but certain that the commercial real estate market itself will not look the same again.

Source: TheStreet.com – video report

Date: Jan 16, 2021

Link: https://www.thestreet.com/video/what-the-vaccine-relief-could-mean-for-commercial-real-estate-market

Questions for discussion:

  • Summarize the key factors that are influencing the commercial real estate market, according to the report?
  • What are the assessments and predictions? Do you agree?

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

Description: LONDON/PARIS — Canada’s Alimentation Couche-Tard has dropped its 16.2 billion euro ($19.6 billion) bid to acquire European retailer Carrefour SA after the takeover plan ran into stiff opposition from the French government, two sources familiar with the matter told Reuters on Friday.

Source: FinancialPost.com

Date: Jan 16, 2021

Link: https://financialpost.com/news/canadas-couche-tard-drops-20-billion-carrefour-takeover-plan-after-opposition-from-france-govt

Questions for discussion:

  • What are the implications of the failure of this deal and the interference of the French government?
  • How should investors view the attitude of the French government toward business activities?

Posted by & filed under Management Issues.

Description: She has an incredible work ethic. That was one (of the many) takeaway from this episode. Lisa McLeod is a strategy consultant, executive coach, and keynote speaker who has worked with some of the coolest companies on the planet. Lisa is the author of five books, including the global bestseller, Selling With Noble Purpose – How to Drive Revenue and Do Work That Makes You Proud, which she just updated and released recently. She wrote the book because her research revealed that salespeople with a purpose bigger than money, who truly want to make a difference to their customers, outsell salespeople focused on targets and quotas. Her other books include, Leading with Noble Purpose and The Triangle of Truth. If that were not enough she is one of LinkedIn Learning‘s most popular instructors, delivering over 25 courses, including Selling with Authenticity and Finding Your Purpose at Work. Prior to all of this excitement, Lisa was a sales leader at Procter & Gamble, and later at Vital Learning as VP of Sales, where their team doubled new business growth and increased recurring revenue by 50%. In addition to her business books, she also authored a collection of humor essays that was featured on Oprah.com, and her first book, Forget Perfect, was the subject of a segment on Good Morning America. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Jan 17, 2021

Link: https://www.sixpixels.com/articles/archives/lisa-mcleod-on-selling-with-noble-purpose-this-weeks-six-pixels-of-separation-podcast/

Questions for discussion:

  • Summarize the highlights you have learned from this interview.
  • What do you believe is the single most important lesson a learner should internalize and practice in their business career?

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

Description: Suarez’s schedule and phone have blown up since he accidentally launched a Twitter campaign to make Miami the latest innovation hub in early December, when someone on the app suggested bringing Silicon Valley to the Sunshine State. His “How can I help?” response generated 2.3 million organic impressions alone, he says.

Source: CNBC.com – video report

Date: Jan 17, 2021

Link: https://www.cnbc.com/2021/01/17/miami-mayor-francis-suarez-using-twitter-to-build-next-silicon-valley.html

Questions for discussion:

  • Summarize the reasons Miami is attracting attention in the tech field.
  • How is the mayor marketing Miami?
  • What do you believe are the primary benefits to businesses that select Miami as a location for tech start-ups?

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

Description: SINGAPORE — More than two decades of growth in airline passenger traffic were erased in 2020, a new report found.

Source: CNBC.com

Date: Jan 04, 2021

Link: https://www.cnbc.com/2021/01/04/21-years-of-airline-passenger-traffic-growth-erased-in-2020-travel-report.html

Questions for discussion:

  • From an investor’s point of view, how bad is the situation for the industry?
  • Do you think the recovery will be as described?
  • What would you advise investors at this time?

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

Description: Some work spaces in central employment districts may become housing, and some housing in residential areas may become work spaces.

Source: NYTimes.com

Date: Jan 04, 2021

Link: https://www.nytimes.com/2021/01/04/upshot/work-office-from-home.html

Questions for discussion:

  • What does the article predict will happen to future office and residential real estate?
  • What does this mean for the real estate industry and investors?
  • Do you think this vision of the future is correct?

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

Description: With the year 2020 marked by long-anticipated consolidation among third-party restaurant delivery services, will 2021 bring long-needed reconciliation with their drivers and the restaurant industry at large?

Source: mediapost.com

Date: Jan 05, 2021

Link: https://www.mediapost.com/publications/article/359207/third-party-food-delivery-from-consolidation-to-r.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=120970&hashid=mI87WHEHTLqABop5-niE5Q

Questions for discussion:

  • Why should investors expect to see consolidation in this industry?
  • Do you think the reported valuation for DoorDash is justified?
  • What would you advise investors do at this time, with respect to this industry and restaurants they serve?

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

Description: Arrival of vaccines expected to improve public confidence in an economic recovery and revive deal-making, say bankers

Source: FinancialPost.com – video report

Date: Jan 07, 2021

Link: https://financialpost.com/investing/canadian-ma-seen-picking-up-after-hitting-9-year-low-in-2020

Questions for discussion:

  • Explain why M & A is expected to pick up?
  • Do you agree with this analysis?
  • What would you advise investors do at this time?