President Trump and Federal Reserve chief Powell may join forces to send stocks skyrocketing

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

Description: President Trump has consistently, vocally trashed the monetary policy work done by his handpicked Federal Reserve chief Jerome Powell. Powell has taken it in stride, at least out in public settings. Source: Yahoo.Finance.com – video report Date: Oct 11, 2019 Link: https://finance.yahoo.com/news/trump-and-federal-reserve-chair-jerome-powell-may-join-forces-to-send-stocks-skyrocketing-164032925.html Questions for discussion: What does the report say about the reasons for… Read more »

Trade War Is Bleeding Into Enterprise Software — NetApp, Cisco, HPQ Downgraded

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

Description: Here’s the significance of an enterprise software industry downgrade some may overlook Source: TheStreet.com – video report Date: Oct 10, 2019 Link: https://www.thestreet.com/video/trade-is-war-bleeding-into-enterprise-software-netapp-cisco-hpq-downgraded-15122738 Questions for discussion: What does the report say about the effect the trade war is having on enterprise software firms? How should investors respond?

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 »

Budweiser wants to take on China, the world’s largest beer market where local brews rule

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: The world’s largest brewer is making a big push for China and other parts of Asia — but it could prove challenging for Anheuser-Busch InBev to topple local beers that have long dominated their home markets. Source: CNBC.com Date: Oct 06, 2019 Link: https://www.cnbc.com/2019/10/07/budweiser-seeks-growth-in-china-vietnam-india-south-korea-beer-markets.html Questions for discussion: Why does this strategy make sense for the company?… Read more »

Now Is a Really Good Time to Get Into Munis, Neuberger’s Iselin Says

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

Description: James Iselin, Neuberger Berman Group managing director, discusses the outlook for the municipal bond market with Bloomberg’s Taylor Riggs on “Bloomberg Markets.” Source: Bloomberg.com – video report Date: Oct 02, 2019 Link: https://www.youtube.com/watch?v=xMB2GUenlfk Questions for discussion: What does the report say about getting into municipal bonds today? Do you agree with the assessments and… Read more »

Apple Stock Is Rising After Reports Suggest the New iPhone Isn’t a Dud After All

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

Description: Apple’s bet on a more affordable iPhone model might be paying off after Nikkei reported that the company is increasing production by as much as 10%. That news has helped push Apple stock higher in premarket trading. Source: Barrons.com Date: Oct 04, 2019 Link: https://www.barrons.com/articles/apple-stock-rises-on-reports-of-increased-iphone-production-51570191033?siteid=yhoof2&yptr=yahoo Questions for discussion: What does the article say about Apple and its… 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 »

Behind the GM strike: Declining productivity at U.S. operations – Reuters analysis

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Description: (Reuters) – General Motors Co’s <GM.N> U.S. workforce productivity has declined since the automaker recovered from a 2009 bankruptcy, even as its profit per employee has risen, a Reuters analysis shows. Source: Yahoo.Finance.com Date: Oct 04, 2019 Link: https://finance.yahoo.com/news/behind-gm-strike-declining-productivity-213655945.html Questions for discussion: How does the productivity issue affect employment, investment, and marketing of GM… Read more »