Kevin Carmichael: If BlackBerry sells its patents, Ottawa should be first in line

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

Description: If pipelines, automakers and ketchup plants are worthy of public backing, IP — the 21st-century equivalent of oil — certainly is Source: FinancialPost.com Date: Nov 18, 2020 Link: https://financialpost.com/technology/if-pipelines-automakers-and-ketchup-plants-are-worthy-of-public-backing-blackberrys-patents-should-be-as-well?r Questions for discussion: Summarize the arguments surrounding the sale of patents? Do you think the Canadian government should step up and get involved? What do… Read more »

8VC founder Joe Lonsdale on why he decided to move this company from California to Texas

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Management Issues.

Description: 8VC founding partner and Palantir co-founder Joe Lonsdale wrote in an op-ed for the Wall Street Journal this week about why he decided to move his company from California to Texas. He joins ‘Power Lunch’ to discuss what tipped him over the edge and the reasons behind the decision. Source: CNBC.com – video report… Read more »

Coronavirus ‘dramatically accelerated’ e-commerce up to 5+ years: Kohl’s CEO

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

Description: In a new interview, Kohl’s (KSS) CEO Michelle Gass told Yahoo Finance that COVID-19 has “dramatically accelerated” online shopping, shifting customer behavior up to five or more years earlier than it would have otherwise. Source: Yahoo.Finance.com – video report Date: Nov 05, 2020 Link: https://ca.finance.yahoo.com/news/coronavirus-dramatically-accelerated-ecommerce-kohls-ceo-151151159.html Questions for discussion: What has been the effect of… Read more »

Hanes Plummets as Champion Owner Announces a Business Review

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

Description: Hanesbrands Inc. shares plunged as much as 16% after the company reported a review of its business and a slump in sales at a time when everyone’s wearing sweatpants. Date: Nov 05, 2020 Link: https://www.bloomberg.com/news/articles/2020-11-05/hanes-plummets-as-champion-owner-announces-a-review-of-business Questions for discussion: What is the financial story at the firm? What do you believes explains the decline in sales?… Read more »

Chipmakers AMD and Nvidia are using skyrocketing stock prices to make industry’s biggest acquisitions

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

Description: The semiconductor industry is experiencing historic consolidation, thanks to a wild rally in the stock market. In the past six weeks, two of the biggest three acquisitions ever in the chip industry have been announced, after AMD said on Tuesday that it’s buying Xilinx for $35 billion. Last month, Nvidia agreed to acquire Arm from SoftBank in a deal worth $40 billion. Source: CNBC.com –… Read more »

Bond Defaults Deliver 99% Losses in New Era of U.S. Bankruptcies

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

Description: Bankruptcy filings are surging due to the economic fallout of Covid-19, and many lenders are coming to the realization that their claims are almost completely worthless. Instead of recouping, say, 40 cents for every dollar owed, as has been the norm for years, unsecured creditors now face the unenviable prospect of walking away with just pennies… Read more »

The forces driving the Canadian dollar have changed — it’s not just oil and the Bank of Canada anymore

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

Description: A catalyst is emerging for the Canadian dollar that is gnawing at the central bank’s influence and potentially its monetary policy: the performance of global equities. The loonie has traditionally been seen as a commodity-linked currency because of the country’s vast natural resources. But trillions of dollars of stimulus, along with interest rate cuts… Read more »

Opinion | Kara Swisher Talks Big Tech Monopolies and the Google Antitrust Case with Lina Khan

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Description: Opinion | Kara Swisher Talks Big Tech Monopolies and the Google Antitrust Case with Lina Khan Source: NYTimes.com – podcast Date: Oct 30, 2020 Link: https://www.nytimes.com/2020/10/29/opinion/sway-kara-swisher-lina-khan.html Questions for discussion: What are the issues relating to the tech monopolies? How do you think the conflict between the parties will play out? How will the results… Read more »

Opinion: Apple, Amazon, Facebook and Google all produce record sales amid Big Tech backlash

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Description: Amid congressional tongue-lashing, antitrust issues and pandemic, Big Tech earnings soar again Source: MarketWatch.com Date: Oct 29, 2020 Link: https://www.marketwatch.com/story/apple-amazon-facebook-and-google-all-produce-record-sales-amid-big-tech-backlash-11604020309?mod=home-page Questions for discussion: Summarize what is happening at these tech firms and why? What sort of future do you see for these firms over the next six months? Explain your thinking and advice to… Read more »

The bond market is starting to wake up with interest rates headed higher

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

Description: The bond market appears to be waking up. After trading in a close range since June, Treasury yields are starting to break out of their range and look set to edge higher. The 10-year yield reached a high of 0.834% early Wednesday morning and was hovering just at the 0.80% level in afternoon trading…. Read more »