Description: Could the Federal Reserve ever adopt a negative rate policy? Source: MarketWatch.com Date: Nov 12, 2019 Link: https://sponsor.marketwatch.com/cme-group/economist-perspective-negative-rates-an-option-in-the-feds-playbook/ Questions for discussion: Summarize Blu Putnam’s opinions on future Fed actions. Do you agree? What should investors take away from these thoughts?
Posts By: Brahm Canzer
Description: Larry Sarbit: When markets fall — not if — you don’t want to suffer by giving back a large chunk of the profits you’ve made over the last decade Source: FinancialPost.com Date: Nov 13, 2019 Link: https://business.financialpost.com/investing/investing-pro/if-you-havent-built-yourself-an-investing-fallout-shelter-now-is-the-time Questions for discussion: Summarize the analysis and advice presented in this article. Do you agree? How can… Read more »
Description: So, no need to worry about recession? Hmm, maybe Source: TheEconomist.com Date: Nov 13, 2019 Link: https://www.economist.com/united-states/2019/11/13/americas-yield-curve-is-no-longer-inverted Questions for discussion: What is the inverted yield curve predicting, according to the analysis in this article? What do you think is likely? How should investors adjust to this assessment?
Description: Martin Pelletier: While many are singing the praises of Toronto’s tech scene, the fact of the matter is there are only 15 tech companies on the TSX to choose from Source: FinancialPost.com Date: Nov 11, 2019 Link: https://business.financialpost.com/investing/investing-pro/canada-needs-to-ditch-its-addiction-to-real-estate-and-start-investing-in-technology Questions for discussion: What are the issues related to the limited number of technology stocks available to… Read more »
Description: Though TikTok has become a craze among some younger Americans over the past year, recent headlines about a US government investigation into the platform’s Chinese parent company ByteDance regarding national security concerns have some marketers worrying. Source: eMarketer.com Date: Nov 12, 2019 Link: https://www.emarketer.com/content/how-marketers-are-responding-to-recent-tiktok-headlines?ecid=NL1001 Questions for discussion: What are the concerns for users, marketers… Read more »
Description: A French cosmetics giant uses one to create artificial skin. A Wisconsin start-up designs ceramic guides that pinpoint tumors in individual cancer patients. Workers on a remote North Sea oil rig make replacement parts on the spot rather than wait days for a ship or helicopter to arrive. All these actions are made possible… Read more »
Description: The deal would be the biggest LBO ever — and carry echoes of a troubled deal of the past Source: MarketWatch.com Date: Nov 07, 2019 Link: https://www.marketwatch.com/story/walgreens-possible-70-billion-buyout-is-a-clear-sign-the-stock-market-rally-is-about-to-end-2019-11-06?mod=home-page Questions for discussion: What are the concerns, as highlighted in the article? Do you share these concerns?
Description: Roku’s shares plummeted after Wednesday’s earnings report offered no upside to Q4 revenue forecasts, but CFO Steve Louden was upbeat about the arrival of Apple TV+ and Disney+. Source: TheStreet.com – video report Date: Nov 07, 2019 Link: https://www.thestreet.com/technology/roku-plunges-cfo-advises-looking-past-noise-15158142 Questions for discussion: Why did the stock price fall? Do you think this presents an… Read more »
Description: With eight weeks until 2020, one of Morgan Stanley Investment Management’s top fund managers is positioning for a market breakout that he thinks is just beginning. Source: CNBC.com – video report Date: Nov 01, 2019 Link: https://www.cnbc.com/2019/11/05/top-fund-manager-sees-5percent-market-rally-before-2020-led-by-value-stocks.html Questions for discussion: What is the basis for the predictions? Do you agree with this assessment?
Description: BlackBerry Ltd. says its president and chief operating officer, Bryan Palma, has left the company after less than a year in the job. Source: BNNBloomberg.com – video report Date: Nov 06, 2019 Link: https://www.bnnbloomberg.ca/another-nail-in-the-coffin-blackberry-president-jumps-ship-1.1342843 Questions for discussion: Why is this event considered bad news for the investors and the firm? Should investors be concerned,… Read more »