Description: The way markets have been acting this year, treating high-quality American assets as a haven, makes sense. But even a sensible move can reach extremes and create distortions. Source: CNBC.com Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/investors-are-flocking-to-the-largest-us-growth-stocks-as-concerns-rise-over-the-global-economy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article suggest is driving stocks and investors’ decisions? What would snap this… Read more »
Monthly Archives: February 2020
Opinion: 9 secrets of dividend investing, from a couple of stock pros who beat the market
Description: Two winning fund managers pick some favorite cash-generating stocks Source: MarketWatch.com Date: Feb 20, 2020 Link: https://www.marketwatch.com/story/9-secrets-of-dividend-investing-from-a-couple-of-stock-pros-who-beat-the-market-2020-02-19?mod=home-page Questions for discussion: What are the key financial ratios considered by these analysts? Do you think their strategy still makes sense in today’s environment?
Why Charlie Munger’s ‘bulls–t earnings’ metric is used by so many tech companies
Description: In Uber’s earnings report last week, the acronym EBITDA showed up 42 times. Pinterest used it 25 times the same day. The term showed up 33 times in Lyft’s report this week, while Yelp included it 39 times in its earnings release after the close of trading on Thursday. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/why-ebitda-earnings-are-used-by-so-tech-companies-like-uber-and-yelp.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for… Read more »
$700 and rising — why investors should stop looking at Shopify stock as a ‘tech darling’
Description: Financial Post reporter James McLeod talks about Shopify’s earnings report and explains what the company’s revenue growth means. Source: FinancialPost.com – video report Date: Feb 20, 2020 Link: https://www.youtube.com/watch?time_continue=14&v=FxxDTBUseWc&feature=emb_title Questions for discussion: What is the Shopify business model? Why do you think the stock value is rising so much and so quickly? Do you… Read more »
Roku CEO Anthony Wood
Description: Roku CEO Anthony Wood talks about Roku’s business model, streaming technology and it’s relationship with content providers like Disney. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/video/2020/02/14/watch-cnbcs-full-interview-with-roku-ceo-anthony-wood.html Questions for discussion: Summarize the key points made by Anthony Wood favouring the growth of streaming and Roku in particular. How is Roku complementing… Read more »
Board Games From the ’80s Are Rebooted for Generation X
Description: Updated favorites are sweet nostalgia for parents—and they just might separate today’s teens from their smartphones. Source: Bloomberg.com Date: Feb 21, 2020 Link: https://www.bloomberg.com/news/articles/2020-02-21/board-games-from-the-80s-are-rebooted-for-generation-x?srnd=premium Questions for discussion: Do you think this strategy of rejuvenating older board games and hobbies will succeed? What favors trying? How is Kickstarter helping this industry?
This Wall Street legend’s 10 rules for investing are very applicable to today’s bull market
Description: For decades investing legend Bob Farrell was a top Wall Street strategist known for predicting changes in overall stock market direction. Source: CNBC.com – video report Date: Feb 11, 2020 Link: https://www.cnbc.com/2020/02/11/this-wall-street-legends-10-rules-for-investing-are-very-applicable-to-this-bull-market.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What do you think about these rules and their significance at this time? What do they suggest to investors… Read more »
David Rosenberg: This turbocharged debt cycle will end miserably — it’s just a matter of when
Description: There have probably never been as many characteristics of a top as we are experiencing today Source: FinancialPost.com Date: Feb 07, 2020 Link: https://business.financialpost.com/investing/investing-pro/david-rosenberg-this-turbocharged-debt-cycle-will-end-miserably-its-just-a-matter-of-when Questions for discussion: What does David Rosenberg say about markets and what investors should be prepared for? Do you agree?
Xerox sweetens its bid for HP Inc. to about $34 billion
Description: Xerox boosted its offer to acquire HP Inc. to $24 a share, or about $34 billion, the company announced Monday. The new offer would be for $18.40 per share in cash and 0.149 Xerox share per share of HP. Shares of HP climbed as much as 2.7% in early trading on the news. Xerox’s stock was up 1.1%…. Read more »
‘The dismantling of Bombardier’: Company abandons commercial aerospace, eyes focus on private jets as sale of train unit said to loom
Description: The business jet division could soon be all that’s left of the storied Quebec plane and train manufacturer that’s shedding assets to pay off debt Source: FinancialPost.com Date: Feb 13, 2020 Link: https://business.financialpost.com/transportation/the-dismantling-of-bombardier-company-abandons-commercial-aerospace-eyes-focus-on-private-jets-as-sale-of-train-unit-said-to-loom Questions for discussion: How is the firm fixing its balance sheet? Do you think the firm can survive? Is it a… Read more »
