Charles Schwab says he would never buy the money-losing companies going public these days

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

Description: Investing legend Charles Schwab, founder and chairman of his namesake brokerage firm, said he would stay away from money-losing companies going public. Source: CNBC.com Date: Oct 07, 2019 Link: https://www.cnbc.com/2019/10/07/charles-schwab-says-he-would-never-buy-the-money-losing-companies-going-public-these-days.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What is Charles Schwab’s advice to investors? Do you agree with his assessment?

With palladium rising to record highs, a $1-billion deal for a darling of the Canadian exchange

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

Description: Toronto-based North American Palladium on Monday presented shareholders with a $1 billion buyout proposal from a larger South African rival just as its namesake metal touches record high prices. Source: FinancialPost.com Date: Oct 08, 2019 Link: https://business.financialpost.com/commodities/mining/south-africas-impala-to-buy-north-american-palladium-for-c1-billion Questions for discussion: What is driving this deal? What do you think of the deal, from the… Read more »

WeWork Meltdown Seen Signaling End of Era Like Bear Stearns and AOL

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

Description: The collapse of WeWork’s attempted IPO – the firm once valued at $47 billion but now at the brink of bankruptcy – marks the end of an era, according to Mike Wilson, Morgan Stanley’s chief U.S. equity strategist. According to Wilson, investors have showed that they are no longer willing to accept financial excess in a… Read more »

As Trans Mountain flies under the election radar, a missed opportunity

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

Description: Despite the controversy over the federally-owned Trans Mountain expansion project in the last few years, the pipeline has largely been flying under the radar in this election campaign. Source: BNNBloomberg.com – video report Date: Oct 04, 2019 Link: https://www.bnnbloomberg.ca/as-trans-mountain-flies-under-the-election-radar-a-missed-opportunity-1.1326709 Questions for discussion: Summarize the status of the pipeline deal. What do you think will… Read more »

The Weekly Listen: Airbnb’s IPO and Facebook Acquires ‘Mind-Reading Wristband’ Company

Posted by & filed under Company Analysis, Financial analysis, Management Issues, Personal Finance.

Description: eMarketer principal analysts Mark Dolliver and Nicole Perrin join vice president of content studio Paul Verna to discuss Airbnb’s upcoming IPO, Facebook’s acquisition of “mind-reading wristband” company CTRL-labs, highlights from New York Advertising Week 2019 and more. Source: eMarketer.com – podcast Date: Sep 25, 2019 Link: https://www.emarketer.com/content/podcast-the-weekly-listen-airbnb-ipo-and-facebook-acquires-mind-reading-wristband-company?ecid=NL1001 Questions for discussion: What are the highlights… Read more »

The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years. Source: Bloomberg.com – video report Date: Sep 04, 2019 Link: https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos Questions for discussion: Summarize the analysis presented? Do you agree with the risk perception? What should investors… Read more »

Biggest Bond Rout in Years Whiplashes Bulls Who Had Been Right

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: (Bloomberg) — After August’s historic drop, it was starting to seem like Treasury yields could only fall. And then came Thursday, when an enormous surge reminded even well-entrenched bulls that the world’s biggest bond market isn’t a one-way street. Source: Bloomberg – Yahoo.Finance.com – video report Date: Sep 05, 2019 Link: https://finance.yahoo.com/news/bond-bulls-big-reminder-treasuries-145330270.html Questions for… Read more »

Beyond Meat’s stock falls after D.A. Davidson analyst starts coverage with a rare bearish rating

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

Description: Shares of Beyond Meat Inc. BYND, -3.91% sank 3.2% in midday trading Thursday, after analyst Brian Holland at D.A. Davidson started coverage of the plant-based meat company with a rare bearish rating, citing concerns over the total addressable market of “non-meat” eaters over the longer term. Source: MarketWatch.com Date: Sep 06, 2019 Link: https://www.marketwatch.com/story/beyond-meats-stock-falls-after-da-davidson-analyst-starts-coverage-with-a-rare-bearish-rating-2019-09-06?mod=mw_theo_homepage Questions for discussion:… Read more »

In a world of disappearing income, these stable stocks pay a high dividend yield

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

Description: In a world of falling and even negative interest rates, investors are searching high and low for yield. Source: CNBC.com Date: Sep 04, 2019 Link: https://www.cnbc.com/2019/09/04/in-a-world-of-disappearing-income-these-stable-stocks-pay-a-high-dividend-yield.html Questions for discussion: What do you think about the advice presented to investors in this report? What are the risks to investors who choose to follow the advice?… Read more »

WeWork Is Going Public. Are Its Numbers Too Private?

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

Description: As the fast-growing purveyor of shared work space prepares for an I.P.O., its filings lack some important insights. Source: NYTimes.com Date: Aug 29, 2019 Link: https://www.nytimes.com/2019/08/29/business/wework-ipo.html Questions for discussion: What are the concerns expressed in the article? What do you think of the WEWORK business model, from an investor’s point of view?