A Roundtable of Investing Experts Share Their Best Advice for 2020

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

Description: Fortune’s panelists see great opportunities for 2020. But they also see a changing of the guard among the stock market’s winners. Source: Fortune.com – video report Date: Nov 21, 2019 Link: https://fortune.com/longform/best-stocks-2020-investing-advice-experts/ Questions for discussion: Summarize and explain what the panel suggests will happen in 2020. Do you agree?

Bond defaults have soared in China

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Description: But officials and some investors see it as a sign of a healthier market Source: TheEconomist.com Date: Nov 29, 2019 Link: https://www.economist.com/finance-and-economics/2019/11/28/bond-defaults-have-soared-in-china Questions for discussion: Summarize the points presented in this article. How should investors deal with the analysis and interpretation?

Beware the ‘bezzle’: Three likely sources of illusory wealth in the markets today

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Description: Tom Bradley: With the ‘bezzle,’ you don’t know you’ve been robbed until much later Source: FinancialPost.com Date: Nov 29, 2019 Link: https://business.financialpost.com/investing/investing-pro/beware-the-bezzle-three-likely-sources-of-illusory-wealth-in-the-markets-today Questions for discussion: For what is Tom Bradley warning investors to be on the lookout? What do you think about his concerns? Do you think investors are wise to these issues?

Why Libra passes the money test and bitcoin doesn’t

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

Description: Private digital money just doesn’t work. Or so say the doubters, and they’ve been right. Wildly fluctuating cryptocurrencies — bitcoin and thousands of variants — have demonstrated that the miracle of blockchain-driven digital currencies, altcoins, crypto tokens and other forms of electronic cash cannot serve the role of money. Source: FinancialPost.com Date: Nov 29,… Read more »

What the Streaming Wars Mean for the Future of TV

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

Description: If all goes as planned, by mid-2020 four of the most valuable companies on the S&P 500 will have introduced streaming services in less than a year. Source: Bloomberg.com Date: Nov 30, 2019 Link: https://www.bloomberg.com/news/articles/2019-11-30/what-the-streaming-wars-mean-for-the-future-of-tv-quicktake?srnd=businessweek-v2 Questions for discussion: What does the article say is happening to the current business model for TV? What does… Read more »

ETFs are seeing ‘enormous growth’ in this part of the global market, says pro

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Description: Bond funds are having a banner year. Fixed-income-based exchange-traded funds are on pace for a record year, accruing $130 billion in inflows as of Nov. 14, according to ETF.com. If the year ended there, that would be the largest-ever annual haul for fixed-income ETFs, the research website says. Source: CNBC.com – video report Date: Nov… Read more »

Don’t time the market, but if you do, here’s when the bear might come knocking

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Description: More money has been lost by investors trying to anticipate corrections, than has been lost in corrections themselves Source: MarketWatch.com Date: Nov 29, 2019 Link: https://www.marketwatch.com/story/dont-time-the-market-but-if-you-do-heres-when-the-bear-might-come-knocking-2019-11-29?mod=home-page Questions for discussion: What is the advice presented to investors in this article? Do you think most people will follow?

Dick’s Sporting Goods shares skyrocket on earnings beat, raised outlook

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

Description: Dick’s Sporting Goods on Tuesday reported its strongest same-store sales gains since 2013, as its e-commerce sales grew 13% during the latest quarter, and it sold more apparel and footwear. Source: CNBC.com Date: Nov 26, 2019 Link: https://www.cnbc.com/2019/11/26/dicks-sporting-goods-dks-reports-q3-2019-earnings-beat-ups-outlook.html Questions for discussion: Summarize the financial results for the firm. Do you think the company is a… Read more »

Aurora CEO eyes U.S. amid looming ‘carnage’ for Canadian pot industry

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Description: Booth said there could be “carnage” in Canada’s cannabis industry over the next year if some producers remain unable to drop their cost of producing their cannabis amidst what has become an oversupplied market. Source: BNNBloomberg.com Date: Nov 29, 2019 Link: https://www.bnnbloomberg.ca/aurora-ceo-eyes-u-s-amid-looming-carnage-for-canadian-pot-industry-1.1355362 Questions for discussion: Summarize the highlights presented in this report and the… Read more »

TV Ad Spending Will Never Be the Same

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

Description: eMarketer forecasting analyst Eric Haggstrom, vice president of content studio Paul Verna and vice president of forecasting Monica Peart talk about the peaking of US TV ad spending. Why has it stopped growing, how does cord-cutting contribute, and what makes video streaming services attractive? They then discuss the performance of Disney+ in its first… Read more »