Nvidia stock pops amid increasing role in the ‘AI arms race’

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Description: Nvidia shares jumped as Bank of America says the company is well-position in the A.I. space. Source: Yahoo.Finance.com – video report Date: Feb 13, 2023 Link: https://ca.finance.yahoo.com/video/nvidia-stock-pops-amid-increasing-204757704.html?contentType=VIDEO Questions for discussion: Why did the stock jump in price, according to the report? Would you be a buyer at this time?

Charlie Munger says BYD is so far ahead of Tesla in China it’s almost ridiculous

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Description: Charlie Munger said Wednesday that Tesla pales in comparison to BYD in China, calling the Chinese electric vehicle maker his favorite stock ever. Source: CNBC.com – video report Date: Feb 15, 2023 Link: https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html Questions for discussion: Compare BYD’s stock performance to Tesla’s over the last 10 years. What explains this difference? Would you be a… Read more »

Woe Canada! Energy outlook sours as natural gas prices collapse

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Description: From Wall Street to Toronto’s Bay Street, analysts are slashing the outlooks for companies in one corner of the global oil patch that was expected to resist a sharp, double-digit earnings downturn: Canada. Source: BNNBloomberg.ca – video report Date: Feb 14, 2023 Link: https://www.bnnbloomberg.ca/woe-canada-energy-outlook-sours-as-natural-gas-prices-collapse-1.1883833 Questions for discussion: Why have prices collapsed? How should investors… Read more »

Turmoil In Toyland? Mattel Sales Tumble, Hasbro Has Layoffs

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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 »

Haunted By Kanye Deal, Adidas Posts Warning

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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

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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

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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.

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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

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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

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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 »