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

Description: Record airline losses from the coronavirus outbreak will continue to mount next year as anticipated vaccination programs take time to revive travel demand, according to the industry’s main trade group.

Source: Bloomberg.com – video report

Date: Nov 24, 2020

Link: https://www.bloomberg.com/news/articles/2020-11-24/airlines-see-losses-swelling-to-157-billion-before-virus-clears

Questions for discussion:

  • How bad has the airline industry been hit by the pandemic?
  • How can management deal with financial, marketing and employee fallout from the situation?
  • Do you think the industry should consolidate resources as a means to rebuild?

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

Description: Palantir Technologies Inc. posted its best week since it went public in September, adding about $17 billion in market value as a broad rally in tech stocks helped fuel gains in the software maker.

Source: Bloomberg.com

Date: Nov 27, 2020

Link: https://www.bloomberg.com/news/articles/2020-11-27/palantir-posts-best-week-since-debut-adding-21-billion-in-value

Questions for discussion:

  • Explain the sudden jump in the stock’s price?
  • Do you think it will hold?
  • How should investors deal with the stock, in your opinion?

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

Description: ViacomCBS agreed to sell the 96-year-old company in a deal that potentially creates a megapublisher.

Source: NYTimes.com

Date: Nov 26, 2020

Link: https://www.nytimes.com/2020/11/25/books/simon-schuster-penguin-random-house.html?login=email&auth=login-email

Questions for discussion:

  • What has influenced the merger?
  • Is this good for the industry?
  • Is it good for the consumer?
  • How might it impact competition?

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

Description: LONDON — Bitcoin has plunged by close to $3,000 in less than 24 hours after hitting highs not seen since the end of 2017.

Source: CNBC.com – podcast

Date: Nov 26, 2020

Link: https://www.cnbc.com/2020/11/26/bitcoin-plunges-by-nearly-3000-after-closing-in-on-its-all-time-record.html

Questions for discussion:

  • What is Bitcoin?
  • Explain the sudden drop in price.
  • Who should own bitcoin, in your opoinion?
  • Is now a good entry point?

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

Description: Canada’s biotech health-care industry is booming amid the pandemic but industry faces challenges

Source: FinancialPost.com

Date: Nov 24, 2020

Link: https://financialpost.com/technology/biotech-startup-investments-explode-but-big-investors-fret-about-assault-on-drug-prices

Questions for discussion:

  • How would you characterize the biotech startup arena in Canada?
  • From a retail investor’s point of view, what makes the area risky?
  • Would you advise investors to participate in this sector?

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

Description: Toast, a start-up that sells software to help restaurants with online ordering, has had a rollercoaster of a year managing through the pandemic. Of late, business has been booming,

Source: CNBC.com – video report

Date: Nov 24, 2020

Link: https://www.cnbc.com/2020/11/23/restaurant-tech-start-up-toast-worth-8-billion-in-employee-share-sale.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Explain the changing environment facing the firm.
  • Do you think it can sustain this level of growth once the pandemic subsides?
  • How should investors handle this opportunity?
  • Do you think management has handled its employees ethically?

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

Description: After predictions of cuts of 20 percent or more, stock dividends have been surprisingly resilient. Low interest rates have helped to keep companies flush with cash.

Source: NYTimes.com

Date: Nov 21, 2020

Link: https://www.nytimes.com/2020/11/20/business/dividends-coronavirus-economy-stocks.html

Questions for discussion:

  • Why have dividend payments fared so well during the past slowdown?
  • Given a return to more normal economic activity after vaccines are distributed, what should investors who are focused in dividend paying stocks do?

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

Description: (Bloomberg Opinion) — In an anecdote often attributed to President John F. Kennedy’s father, the moment he knew to get out of the 1920s stock market boom was when he started receiving share tips from his shoeshine boy.

Source: Bloombergquint.com

Date: Nov 18, 2020

Link:  https://www.bloombergquint.com/onweb/will-the-stock-bubble-burst-as-soon-as-tesla-joins-the-s-p-500

Questions for discussion:

  • Summarize the financial analysis presented in this report.
  • Do you agree with the assessment?
  • What should investors do, in your opinion?

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

Description: Nvidia is having a noteworthy year. The top-performing information technology stock in the S&P 500 year to date, Nvidia has climbed more than 128% in 2020, its best annual gain since 2016 and its fourth biggest on record.

Source: CNBC.com – video report

Date: Nov 18, 2020

Link: https://www.cnbc.com/2020/11/18/nvidia-earnings-chip-stock-is-at-a-critical-juncture-chart-suggests.html

Questions for discussion:

  • Explain the technical analysis on the stock price?
  • What are the fundamentals?
  • Would you buy now?

 

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

Description: If pipelines, automakers and ketchup plants are worthy of public backing, IP — the 21st-century equivalent of oil — certainly is

Source: FinancialPost.com

Date: Nov 18, 2020

Link: https://financialpost.com/technology/if-pipelines-automakers-and-ketchup-plants-are-worthy-of-public-backing-blackberrys-patents-should-be-as-well?r

Questions for discussion:

  • Summarize the arguments surrounding the sale of patents?
  • Do you think the Canadian government should step up and get involved?
  • What do you think is the long-term story for BlackBerry?
  • Should investors be interested at this time?