Apple, Amazon, Microsoft and Alphabet have traveled similar paths on the road to $1 trillion

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

Description: Four technology giants now sit on top of the list of most valuable U.S. companies, each worth more than $1 trillion — and there’s a familiar theme to each of their stories. Source: CNBC.com Date: Jan 31, 2020 Link: https://www.cnbc.com/2020/01/31/apple-amazon-microsoft-and-alphabet-and-the-road-to-1-trillion.html Questions for discussion: Why have these tech companies performed so well in recent years?… Read more »

Opinion: The main reason for the stock market’s decline is NOT the coronavirus

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

Description: The real driver is that investors had gotten too bullish Source: MarketWatch.com Date: Jan 27, 2020 Link: https://www.marketwatch.com/story/the-main-reason-for-the-stock-markets-decline-is-not-the-coronavirus-2020-01-27 Questions for discussion: Summarize the explanation presented in this report. What should investors do with this information, in your opinion?

The next big thing in ETFs could give a boost to long suffering active investors

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

Description: Active portfolio managers could get some help in the battle against passive investing if a new kind of financial instrument gains traction with investors: the “nontransparent ETF.” Source: CNBC.com Date: Jan 25, 2020 Link: https://www.cnbc.com/2020/01/25/the-next-big-thing-in-etfs-could-give-a-boost-to-long-suffering-active-investors.html Questions for discussion: What are “nontransparent ETFs”? Do you think they will attract a segment of the ETF market?… Read more »

Canadian rare earths metals look for shot in the arm from U.S. government funds

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

Description: The U.S. government is putting up millions of dollars for the construction of processing plants in North America, and Canadian companies are eligible to apply Source: FinancialPost.com Date: Jan 31, 2020 Link: https://business.financialpost.com/commodities/mining/canadian-rare-earths-metals-look-for-shot-in-the-arm-from-u-s-government-funds Questions for discussion: Why does this North American-wide economic policy make sense? How can the mining industry and investors be expected… Read more »

Soul of Business

Posted by & filed under Management Issues.

Description: Here it is: Six Pixels of Separation – Episode #707 – Host: Mitch Joel. Rishad Tobaccowala is a Senior Adviser to the Publicis Groupe, one of the world’s largest marketing, communications and advertising network with 80,000 employees. Most recently, Rishad served as its Chief Growth Officer and Chief Strategist, where he helped acquire and grow the business through… Read more »

Hemp Prices Plunge as CBD Demand Falls Short: Cannabis Weekly

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Description: It may not be apparent when you’re spending $70 on CBD foot cream, but hemp prices are plunging amid a “grossly oversupplied” market, according to the head of the industry’s first price provider. Source: Bloomberg.com Date: Jan 26, 2020 Link: https://www.bloomberg.com/news/articles/2020-01-26/hemp-prices-plunge-as-cbd-demand-falls-short-cannabis-weekly?srnd=premium-canada Questions for discussion: Explain price movements in this commodity. How can the industry deal with the… Read more »

Former Wells Fargo CEO John Stumpf barred from industry, to pay $17.5 million for sales scandal

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Description: The U.S. government announced Thursday that former Wells Fargo CEO John Stumpf has been banned from ever working at a bank again and will pay $17.5 million for scandals in which millions of fake accounts were set up to meet sales quotas. Source: CNBC.com – video report Date: Jan 23, 2020 Link: https://www.cnbc.com/2020/01/23/former-wells-fargo-ceo-stumpf-barred-from-industry-to-pay-17point5-million-over-sales-scandal.html Questions for discussion: What are… Read more »

General Electric is the ‘ultimate show-me’ industrials stock, strategist warns

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Description: A one-time beaten-down laggard of the industrials sector has renewed life. General Electric shares have raced nearly 30% higher during the past three months, topping the XLI industrials ETF over that stretch, as its turnaround efforts take root. Source: CNBC.com – video report Date: Jan 23, 2020 Link: https://www.cnbc.com/2020/01/24/ge-is-the-ultimate-show-me-industrials-stock-strategist-warns.html Questions for discussion: Summarize the strategy proposed in… Read more »

More Consumers Are Turning to Digital Payment Plans, Even for Low-Cost Items

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

Description: And many retailers are going after this budget-conscious group Source: eMarketer.com Date: Jan 23, 2020 Link: https://www.emarketer.com/content/more-consumers-are-turning-to-digital-payment-plans-even-for-low-cost-items?ecid=NL1001 Questions for discussion: What does the report say about how payments are being made and planned? What does this mean for traditional credit systems such as credit cards and bank lending?

Scotiabank sees more room to grow within the domestic banking sector as it works to protect its home base

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

Description: Bank looking to deepen ties with Canadian households, eyeing further growth in capital markets and investment banking business Source: FinancialPost.com Date: Jan 24, 2020 Link: https://business.financialpost.com/news/fp-street/protect-our-home-base-scotiabank-sees-more-room-to-grow-within-domestic-banking-sector Questions for discussion: Summarize the positive and negative aspects of the bank’s current operations. Would you be a new investor at this time? Explain your decision.