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

Description: A tentative settlement announced Wednesday over the role Purdue Pharma played in the nation’s opioid addiction crisis falls short of the far-reaching national settlement the OxyContin maker had been seeking for months. But litigation is sure to continue against the company and the family that owns it.

Source: CBS.com – video report

Date: Sep 11, 2019

Link: https://www.cbsnews.com/news/purdue-pharma-settlement-oxycontin-maker-reaches-tentative-deal-opioid-crisis-today-2019-09-11/

Questions for discussion:

  • What is the message presented here to the players involved?
  • which other industries face similar issues?
  • What are the ethical issues that the industry needs to consider?

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

Description: If you had invested in a property in San Francisco five years ago and cashed out in 2019, you would have made a 50% profit, never mind the rental income. But if you had bought a year ago and sold today you would have made exactly zero.

Source: Forbes.com

Date: Sep 12, 2019

Link: https://www.forbes.com/sites/ingowinzer/2019/09/12/california-dreamin-the-real-estate-boom-is-over/#48583c9c3169

Questions for discussion:

  • Summarize the analysis and the advice presented in the report. Do you agree?
  • What might this information suggest about the economy overall?

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

Description: Rafi Tahmazian, senior portfolio manager at Canoe Financial, joins BNN Bloomberg to talk about why he’s increasing his position in Canadian energy. He says that unprecedented valuations are largely behind this move.

Source: BNNBloomberg.ca – video report

Date: Sep 12, 2019

Link: https://www.bnnbloomberg.ca/commodities/video/why-one-money-manager-is-jumping-back-into-canadian-energy%7E1776827

Questions for discussion:

  • Summarize the industry analysis presented by Rafi Tahmazian.
  • Do you agree with his assessments and investment thinking?

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

Description: A massive move away from the momentum stocks that have dominated much of the last decade has come in part because investors have grown less fearful of an impending downturn, according to Goldman Sachs.

Source: CNBC.com – video report

Date: Sep 12, 2019

Link: https://www.cnbc.com/2019/09/12/goldman-that-big-market-shift-is-because-things-arent-so-bad.html

Questions for discussion:

  • What does the article say about investing at this time and what investors should do?
  • Do you agree?

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

Description: Whole U.S. economy profits data looks ‘extremely anemic’

Source: MarketWatch.com

Date: Sep 12, 2019

Link: https://www.marketwatch.com/story/ignore-this-data-at-your-peril-its-pointing-to-a-recession-societe-generales-albert-edwards-2019-09-12?mod=mw_theo_homepage

Questions for discussion:

  • What is the basis of the analysis and prediction?
  • Do you agree?

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

Description: Here it is: Six Pixels of Separation – Episode #687 – Host: Mitch Joel. Marga Hoek wants to change the world… for the better. She believes that business for good is good business. As an international strategist on sustainable business and capital, Marga is internationally recognized as a seasoned business leader, professional speaker and writer. She recently published The Trillion Dollar Shift, a business book on the sustainable development goals, which was launched at the World Economic Forum in Davos. It is the first and only business book on The Global Goals, addressing how business and capital can make positive use of these goals, while strengthening their company and business proposition. Through her work, Marga was added to the prestigious Thinkers50 network this year. She has been CEO of multiple private and public companies, and has been CEO and Chairman of the Dutch Sustainable Business Association. Marga is fluent in Dutch, Spanish and English, and is here to discuss this massive shift in business. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Sep 08, 2019

Link: https://www.sixpixels.com/podcast/archives/spos-687-the-trillion-dollar-shift-with-marga-hoek/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • Summarize the important messages for investors to consider in this discussion.
  • What do you think of the ideas presented?
  • Do you think investors are responsive to these messages?

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

Description: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years.

Source: Bloomberg.com – video report

Date: Sep 04, 2019

Link: https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos

Questions for discussion:

  • Summarize the analysis presented?
  • Do you agree with the risk perception?
  • What should investors do, if they accept the scenario presented?

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

Description: (Bloomberg) — After August’s historic drop, it was starting to seem like Treasury yields could only fall. And then came Thursday, when an enormous surge reminded even well-entrenched bulls that the world’s biggest bond market isn’t a one-way street.

Source: Bloomberg – Yahoo.Finance.com – video report

Date: Sep 05, 2019

Link: https://finance.yahoo.com/news/bond-bulls-big-reminder-treasuries-145330270.html

Questions for discussion:

  • Summarize the assessment and the predictions presented in the report.
  • What would you advise investors?

 

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

Description: Economist Mohamed El-Erian told CNBC Friday that investors need to think differently about the global bond market, saying that the asset class should be treated in an “opportunistic” manner rather than as a core part of a portfolio.

Source: CNBC.com – video report

Date: Sep 04, 2019

Link: https://www.cnbc.com/2019/09/06/mohamed-el-erian-on-bonds-if-you-stick-with-old-rules-you-will-lose.html

Questions for discussion:

  • What is the traditional way of thinking about bond investing and what has changed, according to Mohamed El-Erian?
  • Do you agree with his assessment and advice?

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

Description: Shares of Beyond Meat Inc. BYND, -3.91% sank 3.2% in midday trading Thursday, after analyst Brian Holland at D.A. Davidson started coverage of the plant-based meat company with a rare bearish rating, citing concerns over the total addressable market of “non-meat” eaters over the longer term.

Source: MarketWatch.com

Date: Sep 06, 2019

Link: https://www.marketwatch.com/story/beyond-meats-stock-falls-after-da-davidson-analyst-starts-coverage-with-a-rare-bearish-rating-2019-09-06?mod=mw_theo_homepage

Questions for discussion:

  • What is the basis of the analysis and the future valuation for the stock?
  • Do you agree?