Description: Intel has announced that it plans to list Mobileye, the Israeli autonomous driving firm it acquired for $15.3 billion in 2017, as part of an effort to branch out into new markets. Source: CNBC.com – video report Date: Dec 07, 2021 Link: https://www.cnbc.com/2021/12/07/intel-plans-to-take-self-driving-car-unit-public-in-the-us-in-2022.html Questions for discussion: Why didn’t Intel stock rise before the announced IPO spinoff of… Read more »
Monthly Archives: December 2021
A Bitcoin Boom Fueled by Cheap Power, Empty Plants and Few Rules
Description: Cryptocurrency miners are flocking to New York’s faded industrial towns, prompting concern over the environmental impact of huge computer farms. Source: NYTimes.com Date: Dec 05, 2021 Link: https://www.nytimes.com/2021/12/05/nyregion/bitcoin-mining-upstate-new-york.html Questions for discussion: How is cryptocurrency mining changing the economies of the communities mentioned? What is the true cost of these mining operations? Should governments interfere… Read more »
A major shift is underway at the Federal Reserve that could see a speedier end to its easy policies
Description: A major shift is underway at the Federal Reserve to begin to remove the central bank’s massive pandemic easing policies, and could see it hike rates sooner than is priced in by markets. Source: CNBC.com – video report Date: Dec 06, 2021 Link: https://www.cnbc.com/2021/12/06/a-major-shift-is-underway-at-the-federal-reserve-that-could-see-a-speedier-end-to-its-easy-policies.html Questions for discussion: What is happening at the Federal Reserve… Read more »
Glaxo-Medicago COVID shot effective against Delta in trial
Description: A COVID-19 vaccine from GlaxoSmithKline Plc and Canada’s Medicago Inc. demonstrated 71 per cent efficacy against multiple variants of the disease in a positive outcome for the pandemic latecomers. Source: BNNBloomberg.com – video report Date: Dec 07, 2021 Link: https://www.bnnbloomberg.ca/glaxo-medicago-covid-shot-effective-against-delta-in-trial-1.1692232 Questions for discussion: What are the advantages of this new technology? Do you think… Read more »
Condé Nast Knows Faded Glory Is Not in Style
Description: Anna Wintour is the embodiment of the glory days of the magazine dynasty. Now she is pitching its global, digital future. Source: NYTimes.com Date: Dec 04, 2021 Link: https://www.nytimes.com/2021/12/04/business/media/conde-nast-anna-wintour.html? Questions for discussion: What has happened to this business in recent years? How has the company responded? What would you advise the firm do today?… Read more »
Economics and Politics of Inflation
Description: Inflation in the U.S. is creating financial hardships for nearly half of Americans. What is driving up the cost of goods and services right now — and how much is it related to supply and demand? Dr. Jonathan Rothwell, Gallup’s principal economist, joins the podcast to untangle these questions and more. Source: Gallup.org – podcast Date:… Read more »
Ford ‘could become the second largest EV manufacturer globally’: Analyst
Description: CFRA Research Senior Equity Analyst Garrett Nelson speaks with Yahoo Finance about how traditional automakers and new startups are vying for share in the global electric vehicle market. Source: Yahoo.Finance.com – video report Date: Dec 03, 2021 Link: https://finance.yahoo.com/video/ford-could-become-second-largest-210834617.html?contentType=VIDEO Questions for discussion: Summarize the key points related to Ford’s stock valuation and future direction…. Read more »
The Breakup of GE and J&J: The End of the Conglomerate?
Description: Breaking up isn’t hard to do in a bullish market. General Electric’s announcement last week that it will split into three separate companies was quickly followed by similar news from Johnson & Johnson, which detailed plans to separate its consumer products business from its pharmaceutical and medical device operations. Source: knowledge.wharton.upenn.edu Date: Nov 16, 2021 Link:… Read more »
Twitter’s stock is nearing a bottom, trader says after Ark Invest buy-in
Description: Twitter is nearing a turning point, says one top strategist. Source: CNBC.com – video report Date: Dec 02, 2021 Link: https://www.cnbc.com/2021/12/02/twitter-is-nearing-a-bottom-trader-says-after-ark-invest-buy-in.html Questions for discussion: What is the basis for this call? Do you agree with the interpretation of the data and management events?
Big Six go six-for-six as BMO hikes dividend and plans buyback
Description: Bank of Montreal has made it a clean sweep for Canada’s Big Six lenders in dishing out dividend hikes and share buybacks. Source: BNNBloomberg.ca – video report Date: Dec 03, 2021 Link: https://www.bnnbloomberg.ca/big-six-go-six-for-six-as-bmo-hikes-dividend-and-plans-buyback-1.1690652 Questions for discussion: How have Canadian bank shares performed, according to the report? What explains the overall performance? What would you… Read more »
