Description: United Airlines forecast another profit for the end of the year and said consumer appetite for travel is showing no signs of slowing down despite high airfares. Shares jumped more than 7% in after-hours trading on Tuesday. Source: CNBC.com – video report Date: Oct 18, 2022 Link: https://www.cnbc.com/2022/10/18/united-airlines-ual-earnings-3q-22.html Questions for discussion: What does the report… Read more »
Posts Categorized: Financial Planning
Pfizer CEO: 2023 will be a ‘pivotal year’ as COVID-19 drug sales wane
Description: Americans are moving on from COVID-19. Most public places, transit, and municipalities have gotten rid of mask mandates. Vaccine booster rates have plateaued, even with the introduction of a new “bivalent” shot targeting multiple variants, including Omicron. Source: Yahoo.Finance.com – video report Date: Oct 18, 2022 Link: https://ca.finance.yahoo.com/news/pfizer-ceo-2023-pivotal-year-as-covid-19-drug-sales-wane-195020896.html Questions for discussion: How is the… Read more »
3 Ways to Prepare Yourself for the Great Wealth Transfer
Description: We have officially entered the largest wealth transfer period in history. Here are three key ways to prepare yourself for the Great Wealth Transfer and improve our financial position. Source: Entrepreneur.com Date: Sep 27, 2022 Link: https://www.entrepreneur.com/money-finance/3-ways-to-prepare-yourself-for-the-great-wealth-transfer/434715?utm_source=newsletter&utm_medium=email Questions for discussion: What does the report say about “the great wealth transfer” and how to prepare… Read more »
Pandemic savings erased amid ‘perfect storm’ of economic pressures: StatCan
Description: The financial cushion that Canadians were able to build up when pandemic-related restrictions were in place has largely evaporated, according to Statistics Canada, as household budgets feel the pinch from a number of economic strains. Source: Yahoo.Finance.com Date: Oct 03, 2022 Link: https://ca.finance.yahoo.com/news/pandemic-savings-erased-amid-perfect-storm-of-economic-pressures-stat-can-170021198.html Questions for discussion: What does the report say about the condition… Read more »
Ray Dalio says watch out for rates reaching this level, because Wall Street stocks will take a 20% hit
Description: After that CPI shock earlier in the week, Wall Street is fielding a fresh batch of data on Thursday, with the headline retail sales number coming in stronger than expected. And a disastrous rail strike may be inverted. Source: MarketWatch.com Date: Sep 06, 2022 Link: https://www.marketwatch.com/story/ray-dalio-says-watch-out-for-rates-hitting-this-level-because-wall-street-stocks-will-take-a-20-hit-11663239288?siteid=yhoof2 Questions for discussion: What is the basis for… Read more »
$20 billion Figma deal is a historic coup for startup investors in an otherwise miserable year
Description: Adobe is paying 2021 prices. It’s 2022. Wall Street hates it. Silicon Valley is thrilled. Source: CNBC.com – video report Date: Sep 15, 2022 Link: https://www.cnbc.com/2022/09/15/figma-investors-score-historic-coup-with-adobe-deal-in-down-year-.html Questions for discussion: Why does Wall Street hate this deal? Do you think it was a good one for both company’s shareholders?
Peloton co-founders John Foley and Hisao Kushi are leaving the company in a broad executive shakeup
Description: Peloton on Monday announced the resignations of two of the company’s founders and another top executive, marking the end of an era for the struggling fitness-equipment company as CEO Barry McCarthy dramatically reshapes the business. Source: CNBC.com – video report Date: Sep 13, 2022 Link: https://www.cnbc.com/2022/09/12/peloton-co-founders-john-foley-hisao-kushi-are-leaving-company.html Questions for discussion: What has happened at the firm… Read more »
How to boost your portfolio ‘without doing anything,’ from a chief investment strategist: You can ‘improve your performance by a third’
Description: It’s been a volatile and difficult year for investors in the broad stock market, and tech-stock investors have had it even worse. If you invest in dividend stocks, however, you’re probably doing somewhat better. Source: CNBC.com Date: Sep 09, 2022 Link: https://www.cnbc.com/2022/09/09/how-dividends-work-add-to-stock-returns-chief-investment-strategist.html Questions for discussion: What does the article say is the easy way… Read more »
TSX stocks: Energy sector to shield Canada’s main index from Euro, U.K. weakness
Description: Oil, natural gas and renewable power producers will boost Canada’s energy-heavy benchmark stock index, as economic weakness in Europe and the U.K. weighs on this country’s technology and industrial shares. Source: YahooFinance.com – video report Date: Sep 08, 2022 Link: https://ca.finance.yahoo.com/news/tsx-stocks-economic-pain-in-uk-europe-likely-to-be-slightly-positive-153007136.html Questions for discussion: What does the report say about the performance of the… Read more »
What Lies Ahead for the IPO Market?
Description: Many macro factors and regulatory uncertainty lower IPO market sentiment, but a hugely successful offering could reignite it, says Wharton’s David Hsu. Source: https://knowledge.wharton.upenn.edu Date: Apr 12, 2022 Link: https://knowledge.wharton.upenn.edu/article/what-lies-ahead-for-the-ipo-market/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=4-13-2022&utm_content=What_Lies_Ahead_for_the_IPO_Market? Questions for discussion: What does Professor Hsu think is happening and likely to happen in the IPO environment? Do you agree with his analysis?… Read more »
