Description: Momentum investing revolves around the idea of following a stock’s recent trend in either direction. In the ‘long’ context, investors will be essentially be “buying high, but hoping to sell even higher.” With this methodology, taking advantage of trends in a stock’s price is key; once a stock establishes a course, it is more… Read more »
Posts Categorized: Company Analysis
Description: Thomas George, president of Grizzle, discusses Nemaska Lithium versus Lithium Americas. Source: BNNBloomberg.com – video report Date: Jan 09, 2020 Link: https://www.bnnbloomberg.ca/investing/video/thomas-george-discusses-nemaska-lithium-versus-lithium-americas~1339075 Questions for discussion: What does Thomas George say is the reason for poor financial performances in the industry? How should investors deal with this information?
Description: A growing number of investors are betting the company’s shares are earthbound as inventories pile up and sales growth slows Source: FinancialPost.com – video report Date: Jan 10, 2020 Link: https://business.financialpost.com/investing/canada-gooses-new-years-challenge-prove-short-traders-wrong Questions for discussion: What are the main factors supporting the company share price and those against? Why is inventory such a great concern?… Read more »
Description: Boeing employees boasted about bullying regulators to approve the now-grounded 737 Max without requiring pilots to undergo simulator training while others raised safety concerns and complained about lax standards, according to a trove of internal documents the company released on Thursday. Source: CNBC.com – video report Date: Jan 10, 2020 Link: https://www.cnbc.com/2020/01/09/boeing-releases-communications-on-737-max-simulators-it-calls-completely-unacceptable.html Questions for discussion:… Read more »
Description: The high-tech industry is as cyclical as any commodity Source: Economist.com Date: Jan 11, 2020 Link: https://www.economist.com/business/2020/01/11/a-revival-is-under-way-in-the-chip-business?cid1=cust/ednew/n/bl/n/2020/01/9n/owned/n/n/nwl/n/n/NA/375381/n Questions for discussion: Summarize the key points made about the industry in the report. What does the report suggest about the near future for the industry?
Description: 2019 has been Disney’s year at the box office. The company had six movies surpass the $1 billion mark — has a likely seventh on the way — and has grossed more than $10 billion at the global box office. In the U.S., Disney-produced films tallied more than $3.72 billion at the box office, beating the… Read more »
Description: List includes tech companies, an airline giant, dollar stores and a label maker Source: FinancialPost.com – video report Date: Dec 31, 2019 Link: https://business.financialpost.com/investing/the-tsxs-top-10-performing-stocks-of-the-decade-some-boasting-4000-plus-returns Questions for discussion: Explain why these Canadian firms outperformed the index as a whole? What lessons are there for investors?
Description: Here it is: Six Pixels of Separation – Episode #703 – Host: Mitch Joel. He’s an old friend and someone who has experienced a tremendous amount of success in the technology and startup world. While many know his name… most do not. Let’s change that. Brett Hurt is the CEO and co-founder of data.world (of which I am an advisor),… Read more »
Description: Dick’s Sporting Goods on Tuesday reported its strongest same-store sales gains since 2013, as its e-commerce sales grew 13% during the latest quarter, and it sold more apparel and footwear. Source: CNBC.com Date: Nov 26, 2019 Link: https://www.cnbc.com/2019/11/26/dicks-sporting-goods-dks-reports-q3-2019-earnings-beat-ups-outlook.html Questions for discussion: Summarize the financial results for the firm. Do you think the company is a… Read more »
Description: Booth said there could be “carnage” in Canada’s cannabis industry over the next year if some producers remain unable to drop their cost of producing their cannabis amidst what has become an oversupplied market. Source: BNNBloomberg.com Date: Nov 29, 2019 Link: https://www.bnnbloomberg.ca/aurora-ceo-eyes-u-s-amid-looming-carnage-for-canadian-pot-industry-1.1355362 Questions for discussion: Summarize the highlights presented in this report and the… Read more »