Description: As the COVID-19 pandemic ramped up in early 2020, leading to widespread lockdowns and a plunge in economic activity, the Canadian government, like virtually all its peers, flooded households with extra cash to supplement cascading income. As a result, even though employee compensation fell 9.2 per cent, a whopping 30.5 per cent surge in… Read more »
Posts Categorized: Growth & Valuation
Fred Franzia, creator of ‘Two Buck Chuck’ and champion of affordable wine, has died
Description: Fred Franzia, the man behind the famous “Two Buck Chuck,” died on Tuesday at age 79. Source: NPR.org Date: Sep 15, 2022 Link: https://www.npr.org/2022/09/15/1123070279/fred-franzia-two-buck-chuck-wine-bronco-dies Questions for discussion: What does the article say about the marketing of wine and consumer perception of price, in particular? Do you think $2 wine could sell as well in… Read more »
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 »
Burger King unveils $400 million plan to revive U.S. sales with investments in renovations and advertising
Description: Burger King on Friday said it plans to spend $400 million over the next two years on advertising and renovating its restaurants as part of a broader strategy to revive lagging U.S. sales. Source: CNBC.com Date: Sep 09, 2022 Link: https://www.cnbc.com/2022/09/09/burger-king-400-million-plan-to-revive-us-sales-with-remodels-advertising.html Questions for discussion: Summarize the highlights for the future. What do you think… Read more »
Why the Housing Market Is Not in Recession
Description: Wharton real estate professor Fernando Ferreira doesn’t believe the U.S. housing market has entered a recession. Source: https://knowledge.wharton.upenn.edu Date: Sep 06, 2022 Link: https://knowledge.wharton.upenn.edu/article/why-the-housing-market-is-not-in-recession/ Questions for discussion: What does the article say is happening in the real estate industry? Why is this industry so important to understanding the economy? How are business decisions affected by changes… Read more »
How to Confront the Anti-ESG Campaign
Description: In the following opinion piece, Witold Henisz, vice dean and faculty director of Wharton’s Environmental, Social and Governance (ESG) Initiative, explains why the anti-ESG investing movement is gaining ground, and what can be done to mitigate its impact. Source: https://knowledge.wharton.upenn.edu – podcast Date: August 30, 2022 Link: https://knowledge.wharton.upenn.edu/article/how-to-confront-the-anti-esg-campaign/ Questions for discussion: What are the issues… Read more »
‘Why shouldn’t it be as bad as the 1970s?’: Historian Niall Ferguson has a warning for investors
Description: Historian Niall Ferguson warned Friday that the world is sleepwalking into an era of political and economic upheaval akin to the 1970s — only worse. Source: CNBC.com – video report Date: Sep 02, 2022 Link: https://www.cnbc.com/2022/09/02/1970s-inflation-historian-niall-ferguson-has-a-warning-for-investors.html Questions for discussion: What does historian Niall Ferguson think is happening and likely to happen in the near… Read more »
Lululemon earnings show ‘the brand is strong’: Analyst
Description: BMO Managing Director Simeon Siegel joins Yahoo Finance Live to discuss second-quarter earnings for Lululemon, consumer demand, competition in the athletic apparel space, inventory, and the outlook for profit growth. Source: YahooFinance.com – video report Date: Sep 02, 2022 Link: https://ca.finance.yahoo.com/video/lululemon-earnings-show-brand-strong-150359430.html Questions for discussion: What does the report say about the performance of the… Read more »
How electric vehicle manufacturing could shrink the Midwestern job market
Description: The race to build electric vehicles in the U.S. is heating up as fresh rounds of investment come out of Washington. Workers at the former heart of the auto industry fear being left behind. Source: CNBC.com – video report Date: Sep 04, 2022 Link: https://www.cnbc.com/2022/09/04/ev-manufacturing-may-shrink-us-midwest-auto-parts-trade.html Questions for discussion: What is happening to the industry as the… Read more »
