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

Description: Could the Federal Reserve ever adopt a negative rate policy?

Source: MarketWatch.com

Date: Nov 12, 2019

Link: https://sponsor.marketwatch.com/cme-group/economist-perspective-negative-rates-an-option-in-the-feds-playbook/

Questions for discussion:

  • Summarize Blu Putnam’s opinions on future Fed actions. Do you agree?
  • What should investors take away from these thoughts?

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

Description: Larry Sarbit: When markets fall — not if — you don’t want to suffer by giving back a large chunk of the profits you’ve made over the last decade

Source: FinancialPost.com

Date: Nov 13, 2019

Link: https://business.financialpost.com/investing/investing-pro/if-you-havent-built-yourself-an-investing-fallout-shelter-now-is-the-time

Questions for discussion:

  • Summarize the analysis and advice presented in this article. Do you agree?
  • How can investors prepare for a pullback in the market and secure profits?

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

Description: So, no need to worry about recession? Hmm, maybe

Source: TheEconomist.com

Date: Nov 13, 2019

Link: https://www.economist.com/united-states/2019/11/13/americas-yield-curve-is-no-longer-inverted

Questions for discussion:

  • What is the inverted yield curve predicting, according to the analysis in this article?
  • What do you think is likely?
  • How should investors adjust to this assessment?

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

Description: Martin Pelletier: While many are singing the praises of Toronto’s tech scene, the fact of the matter is there are only 15 tech companies on the TSX to choose from

Source: FinancialPost.com

Date: Nov 11, 2019

Link: https://business.financialpost.com/investing/investing-pro/canada-needs-to-ditch-its-addiction-to-real-estate-and-start-investing-in-technology

Questions for discussion:

  • What are the issues related to the limited number of technology stocks available to investors on the TSX?
  • Is there a solution?

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

Description: Though TikTok has become a craze among some younger Americans over the past year, recent headlines about a US government investigation into the platform’s Chinese parent company ByteDance regarding national security concerns have some marketers worrying.

Source: eMarketer.com

Date: Nov 12, 2019

Link: https://www.emarketer.com/content/how-marketers-are-responding-to-recent-tiktok-headlines?ecid=NL1001

Questions for discussion:

  • What are the concerns for users, marketers and investors, as described in this article?
  • Do you think they are well founded?

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

Description: A French cosmetics giant uses one to create artificial skin. A Wisconsin start-up designs ceramic guides that pinpoint tumors in individual cancer patients. Workers on a remote North Sea oil rig make replacement parts on the spot rather than wait days for a ship or helicopter to arrive. All these actions are made possible by one technology: 3-D printing.

Source: CNBC.com

Date: Nov 09, 2019

Link: https://www.cnbc.com/2019/11/09/3-d-printing-disrupts-12-trillion-manufacturing-industry-globally.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What is the targeted market for this technology at this time and how will it likely evolve?
  • How is this technology disrupting current industry practice and thinking from a management, marketing and financial point of view?

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

Description: The deal would be the biggest LBO ever — and carry echoes of a troubled deal of the past

Source: MarketWatch.com

Date: Nov 07, 2019

Link: https://www.marketwatch.com/story/walgreens-possible-70-billion-buyout-is-a-clear-sign-the-stock-market-rally-is-about-to-end-2019-11-06?mod=home-page

Questions for discussion:

  • What are the concerns, as highlighted in the article?
  • Do you share these concerns?

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

Description: Roku’s shares plummeted after Wednesday’s earnings report offered no upside to Q4 revenue forecasts, but CFO Steve Louden was upbeat about the arrival of Apple TV+ and Disney+.

Source: TheStreet.com – video report

Date: Nov 07, 2019

Link: https://www.thestreet.com/technology/roku-plunges-cfo-advises-looking-past-noise-15158142

Questions for discussion:

  • Why did the stock price fall?
  • Do you think this presents an opportunity for investors to enter?

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

Description: With eight weeks until 2020, one of Morgan Stanley Investment Management’s top fund managers is positioning for a market breakout that he thinks is just beginning.

Source: CNBC.com – video report

Date: Nov 01, 2019

Link: https://www.cnbc.com/2019/11/05/top-fund-manager-sees-5percent-market-rally-before-2020-led-by-value-stocks.html

Questions for discussion:

  • What is the basis for the predictions?
  • Do you agree with this assessment?

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

Description: BlackBerry Ltd. says its president and chief operating officer, Bryan Palma, has left the company after less than a year in the job.

Source: BNNBloomberg.com – video report

Date: Nov 06, 2019

Link: https://www.bnnbloomberg.ca/another-nail-in-the-coffin-blackberry-president-jumps-ship-1.1342843

Questions for discussion:

  • Why is this event considered bad news for the investors and the firm?
  • Should investors be concerned, in your opinion?