Dividends Are Down, but They Are Vastly Better Than Expected

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Description: After predictions of cuts of 20 percent or more, stock dividends have been surprisingly resilient. Low interest rates have helped to keep companies flush with cash. Source: NYTimes.com Date: Nov 21, 2020 Link: https://www.nytimes.com/2020/11/20/business/dividends-coronavirus-economy-stocks.html Questions for discussion: Why have dividend payments fared so well during the past slowdown? Given a return to more normal… Read more »

When Tesla joins the S&P 500, you know it’s game over

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Description: (Bloomberg Opinion) — In an anecdote often attributed to President John F. Kennedy’s father, the moment he knew to get out of the 1920s stock market boom was when he started receiving share tips from his shoeshine boy. Source: Bloombergquint.com Date: Nov 18, 2020 Link:  https://www.bloombergquint.com/onweb/will-the-stock-bubble-burst-as-soon-as-tesla-joins-the-s-p-500 Questions for discussion: Summarize the financial analysis presented… Read more »

Nvidia earnings: Chip stock is at a critical juncture, chart suggests

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Description: Nvidia is having a noteworthy year. The top-performing information technology stock in the S&P 500 year to date, Nvidia has climbed more than 128% in 2020, its best annual gain since 2016 and its fourth biggest on record. Source: CNBC.com – video report Date: Nov 18, 2020 Link: https://www.cnbc.com/2020/11/18/nvidia-earnings-chip-stock-is-at-a-critical-juncture-chart-suggests.html Questions for discussion: Explain the technical analysis on… Read more »

Kevin Carmichael: If BlackBerry sells its patents, Ottawa should be first in line

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Description: If pipelines, automakers and ketchup plants are worthy of public backing, IP — the 21st-century equivalent of oil — certainly is Source: FinancialPost.com Date: Nov 18, 2020 Link: https://financialpost.com/technology/if-pipelines-automakers-and-ketchup-plants-are-worthy-of-public-backing-blackberrys-patents-should-be-as-well?r Questions for discussion: Summarize the arguments surrounding the sale of patents? Do you think the Canadian government should step up and get involved? What do… Read more »

Target and Walmart prove the pandemic e-commerce surge won’t reverse

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Description: Walmart and Target both reported stellar third-quarter earnings this week, sending their shares soaring. And once again, the biggest headline for both was e-commerce. Walmart (WMT) said its online sales rose 79% in the quarter. Target (TGT) said its online sales rose 155%. Source: Yahoo.Finance.com – video report Date: Nov 20, 2020 Link: https://ca.finance.yahoo.com/news/target-and-walmart-prove-the-pandemic-ecommerce-surge-wont-reverse-133454888.html Questions for discussion:… Read more »

8VC founder Joe Lonsdale on why he decided to move this company from California to Texas

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Management Issues.

Description: 8VC founding partner and Palantir co-founder Joe Lonsdale wrote in an op-ed for the Wall Street Journal this week about why he decided to move his company from California to Texas. He joins ‘Power Lunch’ to discuss what tipped him over the edge and the reasons behind the decision. Source: CNBC.com – video report… Read more »

Burberry releases interim results, operating profits fall 75%

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Description: The COVID-19 pandemic significantly hurt sales at Burberry but a recovery is already underway. Yahoo Finance’s Brian Sozzi breaks down the Luxury company’s latest results and what it signals for the retail sector. Source: Yahoo.Finance.com – video report Date: Nov 12, 2020 Link: https://ca.finance.yahoo.com/video/burberry-releases-interim-results-operating-152136905.html Questions for discussion: Explain what has happened to the stock… Read more »

Short sellers lost $5.5 billion so far in November. Here are the trades that hurt the most

Posted by & filed under Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis.

Description: It has so far been a bruising November for those investors betting against cyclically oriented sectors that have been hobbled due to the spread of a coronavirus and social-distancing measures. Source: MarketWatch.com Date: Nov 12, 2020 Link: https://www.marketwatch.com/story/short-sellers-lost-5-5-billion-so-far-in-november-here-are-the-trades-that-hurt-the-most-11605126134?mod=home-page Questions for discussion: What happened to short-sellers during November? Which stocks were particularly hard hit and… Read more »

McDonald’s ‘McPlant’ announcement spooked Beyond Meat investors, analyst says

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Description: Shares of Beyond Meat cratered as much as 28% Monday in after-hours trading following the release of disappointing third-quarter results, capping off a frenzied day of trading for the volatile stock. Source: CNBC.com – video report Date: Nov 09, 2020 Link: https://www.cnbc.com/2020/11/09/mcdonalds-mcplant-news-spooked-beyond-meat-investors-analyst-says.html Questions for discussion: What caused investors to sell off the stock? Why is the supply… Read more »

Barberian’s Steak House owner ‘shocked’ after COVID-19 pivot triggers CRA audit

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Description: One of Toronto’s top restaurateurs said he couldn’t believe his eyes after the Canada Revenue Agency decided to audit his business as it continued to struggle with the pandemic. Source: BNNBloomberg.com – video report Date: Nov 12, 2020 Link: https://www.bnnbloomberg.ca/barberian-s-steak-house-owner-shocked-after-covid-19-pivot-triggers-cra-audit-1.1521108 Questions for discussion: Summarize the damage done to restaurants, landlords and suppliers by the… Read more »