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

Description: With crude back on the move again, the stalled gold-to-crude ratio may be poised to resume the upward trend. Bloomberg Intelligence’s Mike McGlone has more on “Bloomberg Markets.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Mar 20, 2017

Link: https://www.bloomberg.com/news/videos/2017-03-20/why-lower-oil-could-drive-gold-higher-video

Questions for Discussions:

  • Explain the relationship between oil and gold, according to the analysis presented?
  • What do you see unfolding over the near future?

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

Description: Jack Ablin, chief investment officer at BMO Private Bank, joins BNN’s Catherine Murray for a look at why he believes Canada’s loonie still has plenty of room to run up and his latest views on the market.

Source: BNN.ca- video report

Date: March 17 , 2017

Link: http://www.bnn.ca/video/loonie-is-10-cheaper-versus-the-u-s-dollar-bmo-s-jack-ablin~1080904

Questions for Discussions:

  • What is Jack Ablin’s view of interest rates, Fed actions, currencies and stocks?
  • Do you agree with his assessments?

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

Description: The average S&P 500 absolute return for quad witching days is in line with your average Friday

Source: MarketWatch.com

Date: Mar 17, 2017

Link: http://www.marketwatch.com/story/does-quadruple-witching-day-still-spook-the-stock-market-2017-03-17

Questions for Discussions:

  • Explain the issues and concerns presented in the aricle?
  • What do you make of this discussion?

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

Description: Vadim Perelman was a young hedge fund hot shot not so long ago, overseeing a portfolio in the hundreds of millions at the age of 31, hopping on corporate boards, and issuing lengthy slide presentations about his favorite stock picks.

Source: Forbes.com

Date: Mar 16, 2017

Link: https://www.forbes.com/sites/nathanvardi/2017/03/16/the-34-year-old-hedge-fund-manager-who-bet-everything-on-a-stock-that-tanked/#5585be5c16fb

Questions for discussion:

  • Summarize the strategic thinking employed by Vadim Perelman.
  • Why did it fail?
  • What is the take away from this article for hedge fund managers and investors?

Posted by & filed under Industry Analysis, Personal Finance.

Description: Lithium, the lightest metal on earth, has become such a heavyweight in commodities markets that it is increasingly being mentioned in the same sentence as rare earths or vanadium. It’s not a compliment.

Source: FinancialPost.com

Date: Mar 17, 2017

Link: http://business.financialpost.com/news/mining/lithium-is-the-latest-hot-metal-commodity-but-investor-fever-could-be-cooling

Questions for discussion:

  • What does the report say to investors about the future value of lithium?
  • Do you agree with the assessment?

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

Description: Valeant Pharmaceuticals International Inc. stock slumped after Bill Ackman, once its biggest champion, exited the struggling drugmaker at a loss.

Source: Bloomberg.com – video report

Date: Mar 14, 2017

Link: https://www.bloomberg.com/news/articles/2017-03-14/valeant-slumps-after-long-time-backer-ackman-exits-with-a-loss

Questions for Discussions:

  • Explain the reasons for the sudden stock plunge?
  • What is the financial situation at the firm today?
  • How should invesdtors deal with this information?

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

Description: Dani Reiss had no intention of running a billion-dollar clothing empire when he joined his dad’s shop making winter parkas 20 years ago. He was an English literature graduate from the University of Toronto, looking for a few bucks to finance his travel plans.

Source: Bloomberg.com – video report

Date: March 17 , 2017

Link: https://www.bloomberg.com/news/articles/2017-03-17/canada-goose-vaults-reiss-from-aspiring-writer-to-millionaire

Questions for Discussions:

  • Explain the financial valuations of the IPO?
  • Do you think future income growth is likely to remain as strong as it has been in recent years?

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

Description: 

Source: MarketWatch.com

Date: Mar 17, 2017

Link: http://www.marketwatch.com/story/heres-how-trumps-plans-could-drive-apple-shares-to-175-2017-03-17

Questions for Discussions:

  • What does the report suggest is a possible scenario for Apple stock?
  • What do you think of this possibility?

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

Description: With no training in art or design, in 1979 Paul Ruitenberg started a business that moved from decorating store windows to crafting interior displays for thousands of supermarkets, including Giant Foods and A&P.

Source: Forbes.com

Date: Mar 17, 2017

Link: https://www.forbes.com/sites/forbestreptalks/2017/03/16/how-a-college-drop-out-built-an-18m-store-display-business-lost-everything-and-started-over/#2dd066e61e4c

Questions for discussion:

  • Explain how this company was able to grow without much financial backing?
  • Why did it fail?
  • What is the financial message to entrepreneurs?

 

Posted by & filed under Company Analysis, Personal Finance.

Description: In the world of driverless cars, household names like Google and Uber have raced ahead of rivals, building test vehicles and starting trials on city streets.

Source: NYTimes.com

Date: Mar 13, 2017

Link: https://www.nytimes.com/2017/03/13/business/dealbook/intel-mobileye-autonomous-cars-israel.html?ref=business&_r=0

Questions for discussion:

  • How is does this deal help both firms go forward?
  • Do you think this technology is the way of the future for automotive products?
  • Is this a good deal for investors?
  • How might this deal affect the stock value of other firms developing this technology?