Description: Nvidia shares jumped as Bank of America says the company is well-position in the A.I. space. Source: Yahoo.Finance.com – video report Date: Feb 13, 2023 Link: https://ca.finance.yahoo.com/video/nvidia-stock-pops-amid-increasing-204757704.html?contentType=VIDEO Questions for discussion: Why did the stock jump in price, according to the report? Would you be a buyer at this time?
Posts Categorized: Financial Planning
Charlie Munger says BYD is so far ahead of Tesla in China it’s almost ridiculous
Description: Charlie Munger said Wednesday that Tesla pales in comparison to BYD in China, calling the Chinese electric vehicle maker his favorite stock ever. Source: CNBC.com – video report Date: Feb 15, 2023 Link: https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html Questions for discussion: Compare BYD’s stock performance to Tesla’s over the last 10 years. What explains this difference? Would you be a… Read more »
‘Nuclear is back with a vengeance,’ says Cameco CEO as shares rise on new demand
Description: Uranium miner increases production outlook thanks to ‘best fundamentals’ company has ever seen Source: FinancialPost.ca Date: Feb 09, 2023 Link: https://financialpost.com/commodities/energy/nuclear-back-cameco-shares-rise-new-demand Questions for discussion: What does the report say about the uranium mining industry and this firm in particular? What are risks and opportunities related to investing in this firm? Do you think the… Read more »
The Great Construction Mystery
Description: Here’s something odd: We’re getting worse at construction. Think of the technology we have today that we didn’t in the 1970s. The new generations of power tools and computer modeling and teleconferencing and advanced machinery and prefab materials and global shipping. You’d think we could build much more, much faster, for less money, than… Read more »
Spotify not raising prices reveals ‘competitive weakness’: Analyst
Description: Spotify’s (SPOT) decision not to raise prices on its U.S.-based premium subscription plan speaks volumes about the music streaming giant’s lack of pricing power. At least according to one bearish analyst. Source: Yahoo.Finance.com Date: Feb 03, 2023 Link: https://ca.finance.yahoo.com/news/spotify-not-raising-prices-reveals-competitive-weakness-analyst-160358564.html Questions for discussion: What does the report say about Spotify’s ability to manage pricing, compared to… Read more »
How a Drug Company Made $114 Billion by Gaming the U.S. Patent System
Description: AbbVie for years delayed competition for its blockbuster drug Humira, at the expense of patients and taxpayers. The monopoly is about to end. Source: NYTimes.com Date: Jan 28, 2023 Link: https://www.nytimes.com/2023/01/28/business/humira-abbvie-monopoly.html Questions for discussion: Summarize the issues related to how businesses, governments, insurance companies and consumers are connected to the drug Humira. Is this… Read more »
What the hell are stock buybacks?
Description: Major corporations are buying back their own stock at alarming rates. But whom does the practice really benefit? Source: TheHustle.co Date: Jan 23, 2023 Link: https://thehustle.co/what-the-hell-are-stock-buybacks/ Questions for discussion: Summarize the key points made in the article about corporate profits, executive compensation, shareholder value as they relate to buybacks. What does all of this… Read more »
Bank of Canada strategy to tame inflation is out of date, says economist
Description: Economist Armine Yalnizyan says the kinds of inflationary pressures that exist today make it extremely difficult for the Bank of Canada to tame inflation to about 2 per cent through interest rate hikes. Source: CBC.ca – video report Date: Jan 26, 2023 Link: https://www.cbc.ca/player/play/2165279811808 Questions for discussion: Summarize the key points made by Armine… Read more »
Why Florida Makes $20M A Year From Gatorade
Description: The Gatorade shower is a post-game ritual seen from the Sandlot to the Super Bowl. Celebrations aside, Gatorade is the most popular sports drink in the world, bringing in billions of dollars every year to its parent company, PepsiCo. But Pepsi doesn’t get to keep every dollar. Over the last few years, Pepsi has… Read more »
What did Tesla’s stock plunge cost S&P 500 investors last year? Billions and billions
Description: A lot of retail investors are getting a good laugh from watching the impact that the huge decline in Tesla’s (TSLA) share price is having on CEO Elon Musk, who was the world’s richest person before Tesla started tanking. Source: Yahoo.Finance.com – video report Date: Jan 07, 2023 Link: https://finance.yahoo.com/news/what-did-teslas-stock-plunge-cost-sp-500-investors-last-year-billions-and-billions-135118666.html Questions for discussion: What does the… Read more »
