Description: Toyland is a treacherous place these days, and Mattel is the latest victim. Quarterly sales for the company plummeted 22%, and earnings missed forecasts. Source: MediaPost.com Date: Feb 10, 2023 Link: https://www.mediapost.com/publications/article/382432/turmoil-in-toyland-mattel-sales-tumble-hasbro-ha.html?utm_source=newsletter&utm_medium=email&utm_content=readnow&utm_campaign=129253&hashid=7T9TCmQZSDGbnu-424RuBQ Questions for discussion: Is this a marketing, management or financial problem? What are the possible explanations for these financial results? How does… Read more »
Monthly Archives: February 2023
Haunted By Kanye Deal, Adidas Posts Warning
Description: Adidas is launching a new line with actress Jenna Ortega Adidas unexpectedly updated its financial guidance for the coming year, warning investors that the aftershocks of its dealing with Ye, the rapper formerly known as Kanye West, keep on coming. If it does not sell the existing Yeezy stock, it could lower sales by… Read more »
Clock Is Ticking Louder on a Stock Rally the Pros Never Believed In
Description: (Bloomberg) — The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in. Source: Bloomberg.com/Yahoo.Finance.com Date: Feb 10, 2023 Link: https://finance.yahoo.com/news/clock-ticking-louder-stock-rally-212410089.html Questions for discussion: What are the technical signals that are of concern to those believing the rally is real, this time?… Read more »
Why Google’s AI rollout cost shareholders more than $100 billion
Description: Google (GOOG, GOOGL) on Wednesday unveiled a round of new AI-focused features for its Search, Maps, and Lens apps — and investors and experts weren’t terribly impressed. Source: Yahoo.Finance.com – video report Date: Feb 09, 2023 Link: https://ca.finance.yahoo.com/news/why-googles-ai-rollout-cost-shareholders-more-than-100-billion-174703170.html Questions for discussion: What does the report say about Google’s handling of the rollout and the consequences? Given the… Read more »
Value Stocks? Growth Stocks? Markets Last Year Turned Everything Topsy-Turvy.
Description: With the exception of Apple, eight tech giants are no longer “pure growth” stocks, while Exxon and Chevron are, a new study says. Our columnist says: Buyer, beware. Source: NYTimes.com Date: Feb 05, 2023 Link: https://www.nytimes.com/2023/02/03/business/value-growth-stocks.html Questions for discussion: What does the report say about why value and growth stocks are being redefined? Do… Read more »
‘Nuclear is back with a vengeance,’ says Cameco CEO as shares rise on new demand
Description: Uranium miner increases production outlook thanks to ‘best fundamentals’ company has ever seen Source: FinancialPost.ca Date: Feb 09, 2023 Link: https://financialpost.com/commodities/energy/nuclear-back-cameco-shares-rise-new-demand Questions for discussion: What does the report say about the uranium mining industry and this firm in particular? What are risks and opportunities related to investing in this firm? Do you think the… Read more »
The Manhattan high-rise that shrunk itself down
Description: In 1986, a New York zoning activist made a startling discovery: A newly constructed building was over a dozen floors too high. What followed was one of the strangest outcomes in the history of big-city housing. Source: TheHustle.co Date: Feb 03, 2023 Link: https://link.thehustle.co/view/6336092910af034736048108i4gus.4amh/236068f4 Questions for discussion: What does the article say about the… Read more »
The Great Construction Mystery
Description: Here’s something odd: We’re getting worse at construction. Think of the technology we have today that we didn’t in the 1970s. The new generations of power tools and computer modeling and teleconferencing and advanced machinery and prefab materials and global shipping. You’d think we could build much more, much faster, for less money, than… Read more »
Spotify not raising prices reveals ‘competitive weakness’: Analyst
Description: Spotify’s (SPOT) decision not to raise prices on its U.S.-based premium subscription plan speaks volumes about the music streaming giant’s lack of pricing power. At least according to one bearish analyst. Source: Yahoo.Finance.com Date: Feb 03, 2023 Link: https://ca.finance.yahoo.com/news/spotify-not-raising-prices-reveals-competitive-weakness-analyst-160358564.html Questions for discussion: What does the report say about Spotify’s ability to manage pricing, compared to… Read more »
Apple, Alphabet and Amazon hurt as economic slump crimps demand
Description: Technology bellwethers Apple Inc., Amazon.com Inc. and Alphabet Inc. posted results Thursday that show an economic slowdown is throttling demand for everything from electronics and e-commerce to cloud computing and digital advertising. Source: BNNBloomberg.ca – video report Date: Feb 02, 2023 Link: https://www.bnnbloomberg.ca/apple-alphabet-and-amazon-hurt-as-economic-slump-crimps-demand-1.1878740 Questions for discussion: What does the report say about the way… Read more »
