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 »
Posts By: Brahm Canzer
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 »
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 »
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 »
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?
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?
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?
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 »
Description: You probably know that most experts caution against trying to time the stock market. Yet, if you think there’s trouble ahead, could moving entirely to cash ever be a good idea? Source: CNBC.com Date: Feb 06, 2020 Link: https://www.cnbc.com/2020/02/05/there-is-a-time-to-dump-stocks-and-move-to-cash-some-experts-say.html Questions for Discussion: What is the message to investors? How much cash, as a percentage… Read more »
Description: With technology and capital rapidly increasing the pace of innovation, Christensen’s thinking is more relevant today than ever. What do we know now about the power of disruption and where it’s taking us? Source: SloanReview.mit.edu Date: Feb 04, 2020 Link: https://sloanreview.mit.edu/article/an-interview-with-clayton-m-christensen/?utm_source=El1&utm_medium=pr&utm_campaign=Chris0220 Questions for discussion: What are the important lessons directed at managers, marketers and investors? Which… Read more »