Trans Mountain expansion is running over budget by billions of dollars and months behind schedule

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

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 »

Chipmakers are set to be ‘winners’ as the metaverse takes off

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Description: The metaverse, which requires a massive amount of computing power, is set to benefit global chipmakers— but other tech-related industries could also gain from it, analysts say. Source: CNBC.com – video report Date: Jan 18, 2022 Link: https://www.cnbc.com/2022/01/13/analysts-on-metaverse-benefiting-chipmakers-big-tech-crypto.html?recirc=taboolainternal Questions for discussion: Explain why chipmakers are expected to do well? Do some manufacturers present better… Read more »

Intel’s $20 Billion Ohio Chip Hub Will Be World’s Largest

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Description: Intel Corp. plans to spend $20 billion on a chipmaking hub on the outskirts of Columbus, Ohio, which the company expects to grow to be the world’s biggest semiconductor-manufacturing site. ​Source: Bloomberg.com Date: Jan 21, 2022 Link: https://www.bloomberg.com/news/articles/2022-01-21/intel-plans-to-spend-20-billion-on-ohio-chipmaking-hub Questions for discussion: Why is Intel building the plant in Ohio? What does this choice suggest about… Read more »

Elon Musk’s Tunnel System Works, but the Real Test Is Still to Come

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Description: (Bloomberg) — The CES technology show in Las Vegas last week was an important milestone for Elon Musk’s Boring Co., which operates a network of underground tunnels to ferry passengers around the massive convention center in Tesla Inc. cars. ​Source: Yahoo.Finance.com/Bloomberg.com Date: Jan 14, 2022 Link: https://finance.yahoo.com/news/elon-musk-tunnel-system-works-174101804.html Questions for discussion: Explain the financing set-up… Read more »

2021 rally brings opportunity to reduce portfolio risk in 2022

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Description: As the glow of a stellar 2021 for equity markets fades, retirement investors are faced with the stark reality that the world remains fraught with risk. ​Source: BNNBloomberg.ca – video report Date: Jan 14, 2022 Link: https://www.bnnbloomberg.ca/2021-rally-brings-opportunity-to-reduce-portfolio-risk-in-2022-1.1707871 Questions for discussion: What personal investment advice is presented in this article? Do you agree with these… Read more »

Bill Gates’ TerraPower aims to build its first advanced nuclear reactor in a coal town in Wyoming

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Description: Bill Gates’ TerraPower aims to build its first advanced nuclear reactor in a coal town in Wyoming Source: CNBC.com – video report Date: Nov 17, 2021 Link: https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html Questions for discussion: What are the business implications for this new technology? What sort of headwinds can the industry expect and how should they deal with… Read more »

How NFTs Create Value

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Description: Summary.   How much could a cluster of pixels possibly be worth? More pointedly, why is it worth anything at all? The explosion of NFTs and their accompanying marketplaces have left many baffled, incredulous, and deeply skeptical. But while NFTs may be fetching.. Source: HBR.org Date: Nov 10, 2021 Link: https://hbr.org/2021/11/how-nfts-create-value?ab=hero-main-text Questions for discussion: Explain the… Read more »

Hyperinflation warnings are ‘totally ridiculous,’ economist and longtime bear David Rosenberg says

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Description: Economist David Rosenberg suggests hyperinflation warnings are irrational. The longtime bear, known for his contrarian views, blames rising prices on Covid-19-induced supply side shocks. According to Rosenberg, it’s wrong to assume the impact will cripple the economy and feed into runaway inflation. Source: CNBC.com – video report Date: Oct 26, 2021 Link: https://www.cnbc.com/2021/10/26/hyperinflation-warnings-are-totally-ridiculous-david-rosenberg.html Questions for… Read more »

Shopify’s 6-year earnings streak shatters; shares drop 6%

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Description: Shopify Inc. posted weaker-than-expected adjusted earnings in the third quarter, the first time it has disappointed analysts since its 2015 initial public offering, as merchants did less business across its platform than expected. Source: BNNBloomberg.ca – video report Date: Oct 28, 2021 Link: https://www.bnnbloomberg.ca/shopify-s-6-year-earnings-streak-shatters-shares-drop-6-1.1673324 Questions for discussion: Summarize the key points presented in this… Read more »

Inflation is here. It’s ugly. It stings. But it could make you money

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Description: Funny (or sad, depending on how you look at it) short story from this past week that will inspire you to (hopefully) scrutinize your portfolio as we head into 2022. Source: Yahoo.Finance – video report Date: Oct 11, 2021 Link: https://finance.yahoo.com/news/inflation-is-here-its-ugly-it-stings-but-it-could-make-you-money-morning-brief-091043620.html Questions for discussion: Summarize the analysis presented in this report. How does inflation… Read more »