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

Description: Amazon’s stock (AMZN) has been stuck in the penalty box for most of 2021 as investors see what new CEO Andy Jassy has up his sleeves and the company’s growth slows after a big 2020 as people shopped more online at the height of the pandemic.

​Source: Yahoo.Finance.com/Bloomberg.com

Date: Sep 15, 2021

Link: https://finance.yahoo.com/news/when-will-amazon-stock-skyrocket-again-175145399.html

Questions for discussion:

  • Summarize the key points presented in this analysis of Amazon’s predicted stock price.
  • What do you think of this analysis?
  • What would you advise investors – buy, sell or hold?

Posted by & filed under Management Issues, Personal Finance.

Description: Two-thirds of wealthy business-owners accelerated their plans to retire or sell their business during the Covid pandemic, according to a new survey, reflecting the new psychological and financial landscape for business.

Source: CNBC.com

Date: Sep 15, 2021

Link: https://www.cnbc.com/2021/09/15/two-thirds-of-wealthy-business-owners-plan-to-sell-or-retire-due-to-pandemic.html

Questions for discussion:

  • What does the article suggest might be happening to entrepreneurial thinking and why?
  • What would this mean for small business startups and investors?
  • What opportunities might emerge from this trend?
  • What do you think would change owner’s minds to continue operations?

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

Description: Deloitte forecasts an uptick of from 7% to 9% in holiday retail sales, for a total of $128 trillion to $1.3 trillion in the November-January period.

Source: MediaPost.com

Date: Sep 10, 2021

Link: https://www.mediapost.com/publications/article/366920/online-holiday-sales-could-hit-up-to-218-billion.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=123656&hashid=7T9TCmQZSDGbnu-424RuBQ

Questions for discussion:

  • How should investors respond to this prediction?
  • Which stocks would be good buys or sells if the forecast holds up, in your opinion?

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

Description: TORONTO – Cineplex Inc. says a U.K. theatre giant acted in bad faith by delaying a takeover deal of the Canadian company and hoping it would default during the pandemic, a judge heard at the opening of its trial against Cineworld Group PLC.

​Source: BNNBloomberg.ca – video report

Date: Sep 15, 2021

Link: https://www.bnnbloomberg.ca/cineplex-accuses-cineworld-of-bad-faith-in-day-one-of-hearings-over-abortive-takeover-1.1651175

​Questions for discussion:

  • Summarize the dispute and what you think happened between the two firms?
  • Do you think either firm violated the terms of their agreement?
  • Was there an alternative strategy for either company?
  • How do you think this case will be decided by the court?

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

Description: Prices of goods online have now risen for an unprecedented 15 consecutive months, following what was a historical period of declines, according to a new report from Adobe Digital Insights.

Source: CNBC.com – video report

Date: Sep 15, 2021

Link: https://www.cnbc.com/2021/09/15/how-inflation-is-hitting-online-prices-of-apparel-to-furniture.html

Questions for discussion:

  • How would you explain the distribution of price changes by product categories?
  • How might this affect future consumer spending?
  • How should marketers respond to this information?
  • How should investors?

Posted by & filed under Company Analysis, Economic Analysis, Financial Planning, Industry Analysis, Management Issues, Personal Finance.

Description: Even after an 18-month pause, the show must go on. Several Broadway productions are reopening this month, a crucial step in New York City’s road to recovery from the COVID-19 pandemic. On Tuesday, the Great White Way welcomed back such fixtures as “Hamilton,” “The Lion King,” “Wicked” and “Chicago.”

Source: MarketWatch.com

Date: Sep 15, 2021

Link: https://www.marketwatch.com/story/with-the-reopening-of-hamilton-the-lion-king-and-other-shows-broadway-eyes-a-robust-comeback-will-that-include-high-ticket-prices-11631646349?mod=home-page

Questions for discussion:

  • Summarize how the industry is trying to rebuild after the affects of the pandemic.
  • What advice would you suggest to the industry, with respect to pricing and managing future developments.

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

Description: (Bloomberg) — Bond investors may be able to chip away at one of the Treasury market’s enduring mysteries in the coming week when they get a fresh update on U.S. consumer prices.

Source: Yahoo.Finance.com/Bloomberg.com

Date: Sep 11, 2021

Link: https://finance.yahoo.com/news/bond-market-set-fresh-burning-200000307.html

Questions for discussion:

  • What is the strategic thinking in the present environment?
  • What do you think bond traders will do?

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

Description: Sports teams, buffeted by the pandemic, need money. And, after a blockbuster year, cryptocurrency investors have a lot of it. For digital currencies to continue that upward trajectory, however, they need to “expand the investor base”—a euphemism for finding new and, almost by definition, less sophisticated investors willing to pump up the price of Bitcoin, Ethereum, Dogecoin, and any other cryptocurrency that is the flavor of the day.

Source: Bloomberg.com

Date: Sep 08, 2021

Link: https://www.bloomberg.com/news/articles/2021-09-07/crypto-investors-target-pro-baseball-basketball-wrestling-to-reach-more-fans?srnd=businessweek-v2

Questions for discussion:

  • What does the article say about the possible future of cryptocurrencies?
  • How should traditional investors look at this development and its affect on prices?

Posted by & filed under Economic Analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis.

Description: One estimate says the bill would add $1.4 trillion to the U.S. economy over eight years, but without enough workers, efforts to strengthen roads and public transit could be set back.

Source: NYTimes.com

Date: Sep 10, 2021

Link: https://www.nytimes.com/2021/09/09/us/politics/biden-infrastructure-plan.html

Questions for discussion:

  • What does the report say about the impact scare skilled workers is having on businesses and the economy?
  • What does this mean to financial planning managers estimating costs of long-term projects?
  • What would you advise company financial planners do, under these conditions?

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

Description: It’s up another rung on the risk ladder for retirement investors who need growth to get their portfolios to those sunset-sailboat retirements in the brochures.

Source: BNNBloomberg.ca – video report

Date: Sep 10, 2021

Link: https://www.bnnbloomberg.ca/opinion-bank-of-canada-sending-retirement-savers-to-the-wolves-1.1650426

Questions for discussion:

  • Summarize the financial risks facing retirement aged investors?
  • What is the advice presented in the report?
  • Do you agree with this line of thinking?
  • What would you advise?