Description: BMO Capital Markets has raised its price targets on a number of Canadian oilfield services companies as North American drilling activity ramps up. Source: BNNBloomberg.ca – video report Date: Mar 15, 2022 Link: https://www.bnnbloomberg.ca/glory-days-ahead-for-canadian-oilfield-services-stocks-bmo-1.1737545 Questions for discussion: What does the report say about the changes taking place in the industry? Do you agree? What… Read more »
Posts Categorized: Company Analysis
Warehouses Transform N.Y.C. Neighborhoods as E-Commerce Booms
Description: The region is home to the largest concentration of online shoppers in the country. The facilities, key to delivering packages on time, are reshaping neighborhoods. Source: NYTimes.com Date: Mar 16, 2022 Link: https://www.nytimes.com/2022/03/16/nyregion/ecommerce-warehouses-nyc.html? Questions for discussion: What is happening in the NYC area and why? What are the benefits and drawbacks? Are there alternatives… Read more »
Amazon Split Its Stock 20-for-1 — and That’s Not Even the Best Reason to Buy the Stock
Description: On Wednesday, March 9, Amazon (AMZN) dropped a bombshell: For the first time since September 1999, the first time this century — the first time this millennium — Amazon will split its stock. Source: Yahoo.Finance.com Date: Mar 11, 2022 Link: https://finance.yahoo.com/news/amazon-split-stock-20-1-200632034.html Questions for discussion: What does the report say are the reasons for buying Amazon now?… Read more »
Bed Bath & Beyond shares surge after GameStop chairman reveals big stake, pushes turnaround
Description: Bed Bath & Beyond surged over 50% Monday morning after GameStop Chairman Ryan Cohen revealed he had a nearly 10% stake in the retailer, through his investment company RC Ventures. Source: CNBC.com – video report Date: Mar 07, 2022 Link: https://www.cnbc.com/2022/03/07/bed-bath-beyond-shares-surge-after-gamestop-chairman-reveals-big-stake.html Questions for discussion: Explain the dramatic jump in the company stock price. What would you advise… Read more »
‘Drilling their brains out’: Crude-by-rail key for Canada as oil booms
Description: With a ban on Russian oil imports leaving the U.S. short on supply, Canada’s energy heartland is making it clear it’s ready to step up and fill that void. Source: BNNBloomberg.ca – video report Date: Mar 11, 2022 Link: https://www.bnnbloomberg.ca/drilling-their-brains-out-crude-by-rail-key-for-canada-as-oil-booms-1.1736449 Questions for discussion: What does the report say about oil exports from Canada? What… Read more »
Tesla bull says approval of Berlin Gigafactory removes major overhang on the stock
Description: A “major overhang” on Tesla’s stock has been removed after German authorities said the carmaker could start production at a new factory in Berlin, according to Wedbush analyst Dan Ives. Source: CNBC.com – video report Date: Mar 07, 2022 Link: https://www.cnbc.com/2022/03/07/tesla-berlin-gigafactory-approval-removes-major-overhang-on-the-stock.html Questions for discussion: What is so significant about this announcement for the company production plans and the… Read more »
What’s next for Pfizer, Moderna beyond their projected $51 billion in combined Covid vaccine sales this year
Description: Pfizer and Moderna expect $51 billion in combined vaccine sales in the coming year, even as the omicron wave dramatically subsides in many parts of the world and both companies believe the pandemic is shifting into an endemic phase where the virus will be less disruptive to society. Source: CNBC.com Date: Mar 04, 2022 Link: https://www.cnbc.com/2022/03/03/covid-pfizer-moderna-project-51-billion-in-combined-vaccine-sales-this-year.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions… Read more »
Why Russian oil can’t find buyers even as crude soars above $100 a barrel
Description: Call it a “buyers strike” or “self-sanctioning,” but Russian crude is being shunned in the physical market even as a scramble for barrels sends oil futures to their highest levels in years. Source: MarketWatch.com Date: Mar 04, 2022 Link: https://www.marketwatch.com/story/why-russian-oil-cant-find-buyers-even-as-crude-nearly-touches-120-a-barrel-11646347974 Questions for discussion: Why can’t Russian oil find buyers? How do you believe the… Read more »
Russia’s Sberbank collapses 95% on London stock exchange as it exits Europe
Description: LONDON — Shares of Russia’s Sberbank plunged 95% on the London Stock Exchange on Wednesday to trade as low as a penny after the bank announced that it was pulling out of the European market. Source: CNBC.com – video report Date: Mar 02, 2022 Link: https://www.cnbc.com/2022/03/02/russias-sberbank-collapses-95percent-on-london-exchange-as-it-exits-europe.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the report’s analysis that explains the collapse. What… Read more »
For Warren Buffett, Apple is his new Cola-Cola as the investing icon reaps $100 billion in six years
Description: Warren Buffett’s recent success from his massive Apple bet is spurring comparisons with the legend’s greatest investment of all time — Coca-Cola. Source: CNBC.com – video report Date: Mar 03, 2022 Link: https://www.cnbc.com/2022/03/03/for-warren-buffett-apple-is-his-new-cola-cola-as-the-investing-icon-reaps-100-billion-in-six-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What do you believe draws Warren Buffet to Apple? What are the commonalities between Apple and Coca Cola? What does this… Read more »
