Description: A Bay Street analyst who hasn’t shied away from going bearish on the banks is doing it again. Source: BNNBloomberg.ca – video report Date: Feb 09, 2022 Link: https://www.bnnbloomberg.ca/analyst-cuts-five-of-big-six-banks-to-sell-on-rate-hike-fallout-1.1721005 Questions for discussion: What is the current status of bank stocks, according to the reports? Why is D’Souza suggesting a fall-back in stock prices? Do you agree… Read more »
Posts Categorized: Company Analysis
Peloton’s new CEO, Barry McCarthy, says he’s ‘here for the comeback story,’ an internal email shows
Description: Peloton’s new CEO, Barry McCarthy, is telling remaining staff that he’s “here for the comeback story.” Source: CNBC.com – video report Date: Feb 09, 2022 Link: https://www.cnbc.com/2022/02/09/read-the-email-that-pelotons-new-ceo-barry-mccarthy-sent-to-staff.html Questions for discussion: What are the positive and negative factors facing the new CEO? What is his plan? What would you advise? Do you think the firm… Read more »
A Meta-morphosis of sentiment that may turn again: Morning Brief
Description: Despite a Meta-drubbing, all might not be lost . Unleash the Meta-phors. The big fourth quarter earnings miss by Facebook’s re-christened parent company (FB) Meta-stasized on Wall Street (sorry, I just couldn’t resist) — dragging all the major indexes lower in an unmitigated bloodbath. Source: Yahoo.Finance.com – video report Date: Feb 04, 2022 Link: https://finance.yahoo.com/news/a-meta-morphosis-in-market-sentiment-morning-brief-100754611.html Questions… Read more »
Trans Mountain expansion is running over budget by billions of dollars and months behind schedule
Description: Work to expand the oil pipeline is now forecast to cost more than $17 billion and likely won’t be done until sometime in 2023, sources say Source: FinancialPost.com Date: Feb 03, 2022 Link: https://financialpost.com/commodities/energy/oil-gas/trans-mountain-expansion-running-over-budget-by-billions-of-dollars-and-months-behind-schedule Questions for discussion: Why are projected costs rising? How does government ownership influence the factors affecting this project, in your… Read more »
What to know about the Apple privacy changes that crushed Facebook parent Meta
Description: Shares of Facebook parent Meta were hammered Thursday, falling 26% after the company revealed that privacy changes Apple made to its iOS platform last year have begun to sink their teeth into the social networking giant’s bottom line. Source: Yahoo.Finance.com – video report Date: Feb 03, 2022 Link: https://finance.yahoo.com/news/how-apple-app-tracking-transparency-works-162225922-220141435.html Questions for discussion: Why did… Read more »
Streaming video no longer impresses investors, so media companies need a next act
Description: For the past two years, media and entertainment companies have been dead-set on showing Wall Street that they have a strong streaming video strategy to counter traditional pay-TV declines. Source: CNBC.com – video report Date: Jan 29, 2022 Link: https://www.cnbc.com/2022/01/29/streaming-video-no-longer-impresses-investors-whats-next.html Questions for discussion: Summarize the main challenges facing the industry competitors? What do you… Read more »
Wood, Buffett Post Similar 2-Year Gain With Divergent Strategies
Description: (Bloomberg) — The investment approaches of Cathie Wood and Warren Buffett couldn’t be more different. But over the past two years, their investors have ended up with almost exactly the same results. Source: Yahoo.Finance.com/Bloomberg.com Date: Jan 25, 2022 Link: https://news.yahoo.com/wood-buffett-post-similar-2-112314999.html Questions for discussion: What is being suggested by this comparison? What influence, if any,… Read more »
Microsoft shares up on strong cloud guidance
Description: Microsoft shares were up about 4% Wednesday, a day after the company provided strong guidance for the next quarter in its latest earnings report. Source: CNBC.com Date: Jan 26, 2022 Link: https://www.cnbc.com/2022/01/26/microsoft-stock-up-on-strong-cloud-guidance.html Questions for discussion: Summarize the story on Microsoft. Why did Microsoft stock behave as it did, in your opinion? Would you be a buyer today?
SPOS #811 – Ruth Gotian On Peak Business Performance
Description: Here it is: Six Pixels of Separation – Episode #811 – Host: Mitch Joel. Dr. Ruth Gotian is the Chief Learning Officer and Assistant Professor of Education in Anesthesiology and former Assistant Dean of Mentoring and Executive Director of the Mentoring Academy at Weill Cornell Medicine. She has been hailed by the journal Nature and Columbia University as an expert in mentoring… Read more »
Activist investor Blackwells calls on Peloton to fire CEO, explore sale
Description: An activist is pushing Peloton to fire its chief executive officer immediately and consider a sale as its share price has plummeted. Source: CNBC.com – video report Date: Jan 23, 2022 Link: https://www.cnbc.com/2022/01/24/activist-investor-to-call-on-peloton-to-fire-ceo-explore-sale-report.html?recirc=taboolainternal Questions for discussion: Was this a failure of management? Leadership? What would you advise the firm do now?
