Description: President Trump has consistently, vocally trashed the monetary policy work done by his handpicked Federal Reserve chief Jerome Powell. Powell has taken it in stride, at least out in public settings. Source: Yahoo.Finance.com – video report Date: Oct 11, 2019 Link: https://finance.yahoo.com/news/trump-and-federal-reserve-chair-jerome-powell-may-join-forces-to-send-stocks-skyrocketing-164032925.html Questions for discussion: What does the report say about the reasons for… Read more »
Monthly Archives: October 2019
Description: Here’s the significance of an enterprise software industry downgrade some may overlook Source: TheStreet.com – video report Date: Oct 10, 2019 Link: https://www.thestreet.com/video/trade-is-war-bleeding-into-enterprise-software-netapp-cisco-hpq-downgraded-15122738 Questions for discussion: What does the report say about the effect the trade war is having on enterprise software firms? How should investors respond?
Description: Investing legend Charles Schwab, founder and chairman of his namesake brokerage firm, said he would stay away from money-losing companies going public. Source: CNBC.com Date: Oct 07, 2019 Link: https://www.cnbc.com/2019/10/07/charles-schwab-says-he-would-never-buy-the-money-losing-companies-going-public-these-days.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What is Charles Schwab’s advice to investors? Do you agree with his assessment?
Description: Toronto-based North American Palladium on Monday presented shareholders with a $1 billion buyout proposal from a larger South African rival just as its namesake metal touches record high prices. Source: FinancialPost.com Date: Oct 08, 2019 Link: https://business.financialpost.com/commodities/mining/south-africas-impala-to-buy-north-american-palladium-for-c1-billion Questions for discussion: What is driving this deal? What do you think of the deal, from the… Read more »
Description: The world’s largest brewer is making a big push for China and other parts of Asia — but it could prove challenging for Anheuser-Busch InBev to topple local beers that have long dominated their home markets. Source: CNBC.com Date: Oct 06, 2019 Link: https://www.cnbc.com/2019/10/07/budweiser-seeks-growth-in-china-vietnam-india-south-korea-beer-markets.html Questions for discussion: Why does this strategy make sense for the company?… Read more »
Description: Here it is: Six Pixels of Separation – Episode #691 – Host: Mitch Joel. There are some books that hit my desk and captivate me. That was my reaction to Paul Skinner‘s book, Collaborative Advantage – How collaboration beats competition as a strategy for success. This is Paul’s antidote to competitive advantage, and a new perspective in… Read more »
Description: James Iselin, Neuberger Berman Group managing director, discusses the outlook for the municipal bond market with Bloomberg’s Taylor Riggs on “Bloomberg Markets.” Source: Bloomberg.com – video report Date: Oct 02, 2019 Link: https://www.youtube.com/watch?v=xMB2GUenlfk Questions for discussion: What does the report say about getting into municipal bonds today? Do you agree with the assessments and… Read more »
Description: Apple’s bet on a more affordable iPhone model might be paying off after Nikkei reported that the company is increasing production by as much as 10%. That news has helped push Apple stock higher in premarket trading. Source: Barrons.com Date: Oct 04, 2019 Link: https://www.barrons.com/articles/apple-stock-rises-on-reports-of-increased-iphone-production-51570191033?siteid=yhoof2&yptr=yahoo Questions for discussion: What does the article say about Apple and its… Read more »
Description: The collapse of WeWork’s attempted IPO – the firm once valued at $47 billion but now at the brink of bankruptcy – marks the end of an era, according to Mike Wilson, Morgan Stanley’s chief U.S. equity strategist. According to Wilson, investors have showed that they are no longer willing to accept financial excess in a… Read more »
Description: Despite the controversy over the federally-owned Trans Mountain expansion project in the last few years, the pipeline has largely been flying under the radar in this election campaign. Source: BNNBloomberg.com – video report Date: Oct 04, 2019 Link: https://www.bnnbloomberg.ca/as-trans-mountain-flies-under-the-election-radar-a-missed-opportunity-1.1326709 Questions for discussion: Summarize the status of the pipeline deal. What do you think will… Read more »