This Wall Street legend’s 10 rules for investing are very applicable to today’s bull market

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

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

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

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

Posted by & filed under Company Analysis, Economic Analysis, Growth & Valuation, Personal Finance.

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

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

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 »

‘Dean of valuation’ says Tesla would need VW-like sales and Apple-like margins to justify stock

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Tesla has a long way to go before it justifies its current stock price, New York University finance professor Aswath Damodaran told CNBC on Thursday. Source: CNBC.com – video report Date: Feb 13, 2020 Link: https://www.cnbc.com/2020/02/13/damodaran-tesla-needs-vw-like-sales-apple-like-margins-to-justify-stock.html Questions for discussion: Explain what Aswath Damodaran means when he says Tesla would need VW-like sales and Apple-like margins to… Read more »

The Woman Rising From Goldman Trader to Its Face on Wall Street

Posted by & filed under Company Analysis, Management Issues.

Description: One after the other as the morning wore on, Goldman Sachs Group Inc.’s most senior leaders — all men — took turns on stage describing their plan to restore its dimmed star. Much of it rests on a woman who’s being groomed to join them. Source: Bloomberg.com Date: Feb 13, 2020 Link: https://www.bloomberg.com/amp/news/articles/2020-02-13/the-woman-rising-from-goldman-trader-to-its-face-on-wall-street Questions for… Read more »

Tesla stock soars, hitting $700 per share for the first time after bullish call from Argus Research

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Shares of Tesla soared as much as 18% on Monday after Argus Research raised its price target to $808 from $556. Source: CNBC.com – video report Date: Feb 03, 2020 Link: https://www.cnbc.com/2020/02/03/tesla-stock-soars-hitting-700-per-share-for-the-first-time.html Questions for discussion: Why is Tesla stock suddenly on fire? What do short selling positions have to do with Tesla stock prices?

Opinion: Why AMD’s best days are behind it

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: AMD had a shot to catch Intel and blew it Source: MarketWatch.com Date: Feb 06, 2020 Link: https://www.marketwatch.com/story/why-amds-best-days-are-behind-it-2020-02-06?mod=home-page Questions for discussion: Why has AMD received such a poor evaluation in this article? Do you agree with the sentiment? How should investors deal with this review?

Analysts recommend buying Nike on coronavirus weakness: ‘Multi-year buying opportunity’

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

Description: Analysts on Wall Street recommend buying the recent dip in Nike’s stock, which is getting hit on worries about the impact of the coronavirus epidemic. Source: CNBC.com Date: Feb 03, 2020 Link: https://www.cnbc.com/2020/02/03/analysts-recommend-buying-nike-on-coronavirus-weakness-multi-year-buying-opportunity.html Questions for discussion: What is the basis for buying shares now? Do you agree with this line of thinking?

Never mind Canada’s bank stocks as traders bet on life insurers

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: In a rare turn of events, once-loved Canadian bank stocks are no longer the favourites. Instead, investors are turning their attention to the country’s life insurers. Source: BNNBloomberg.com – video report Date: Feb 06, 2020 Link: https://www.bnnbloomberg.ca/never-mind-canada-s-bank-stocks-as-traders-bet-on-life-insurers-1.1385918 Questions for discussion: How do bank financials compare to the insurance companies mentioned in the report? What… Read more »