Description: Members of the deal team at Canopy Rivers Inc. (RIV.V) look at about seven investment opportunities a day, getting to know cannabis entrepreneurs eager for financial backing in a sector where the stigma of illegal drugs lingers. Source: Yahoo.Finance.com Date: Sep 05, 2019 Link: https://ca.finance.yahoo.com/news/canada-is-pretty-much-played-out-what-canopy-rivers-learned-from-thousands-of-pot-pitches-141549137.html Questions for discussion: Summarize the investment thinking at Canopy… Read more »
Posts Categorized: Growth & Valuation
Description: America’s currency has become the lingua franca of commerce. That’s “putting the global economy under increasing strain.” Source: Bloomberg.com Date: Aug 29, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-29/the-almighty-dollar-needs-a-rival?srnd=businessweek-v2 Questions for discussion: What are the issues related to the role played by the U.S. dollar in global business and investment? Do you think there would be a serious… Read more »
Description: Bond yields are heading south, and there appears to be no stopping them for now. Source: CNBC.com – video report Date: Aug 29, 2019 Link: https://www.cnbc.com/2019/08/28/bond-yields-still-heading-lower-as-market-fears-disaster-scenario.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article say is reason for concern? Do you agree with the analysis? What should investors do today?
Description: Winners include Mastercard and Costco, while Kraft Heinz is one of the worst performers Source: MarketWatch.com Date: Aug 29, 2019 Link: https://www.marketwatch.com/story/heres-how-the-stocks-held-by-warren-buffetts-berkshire-hathaway-have-performed-in-2019-2019-08-29?mod=mw_theo_homepage Questions for discussion: Summarize the portfolio performance. Explain what happened? What can an investor learn from Buffett’s decisions?
Description: As the fast-growing purveyor of shared work space prepares for an I.P.O., its filings lack some important insights. Source: NYTimes.com Date: Aug 29, 2019 Link: https://www.nytimes.com/2019/08/29/business/wework-ipo.html Questions for discussion: What are the concerns expressed in the article? What do you think of the WEWORK business model, from an investor’s point of view?
Description: Roku’s streaming business is growing faster than Netflix was at a similar stage in the company’s life, according to analysts at William Blair. The firm said it expects Roku to reach 80 million active accounts by 2025. Source: CNBC.com Date: Aug 27, 2019 Link: https://www.cnbc.com/2019/08/27/roku-growing-faster-than-netflix-did-at-same-point-william-blair-says.html Questions for discussion: Why is this financial analyst so optimistic about the… Read more »
Description: Three Canadian banks are retesting the floors they reached in December, decoupling from the rest of the Big Six in what analysts say is a sign of uncertain times. Source: FinancialPost.com Date: Aug 28, 2019 Link: https://business.financialpost.com/investing/canadian-banks-decouple-from-one-another-as-economic-cycle-wanes Questions for discussion: Summarize the assessments and predictions made in this report. Do you agree? What should… Read more »
Description: NEW YORK (Project Syndicate) — There are three negative supply shocks that could trigger a global recession by 2020. All of them reflect political factors affecting international relations, two involve China, and the United States is at the center of each. Source: MarketWatch.com Date: Aug 22, 2019 Link: https://www.marketwatch.com/story/the-fed-cant-rescue-us-from-the-coming-supply-shock-recession-2019-08-22 Questions for discussion: What does the report… Read more »
Description: Multinationals that rely on the supply chain from China are tumbling after President Donald Trump ordered them to find alternatives to their Chinese operations. Source: CNBC.com Date: Aug 23, 2019 Link: https://www.cnbc.com/2019/08/23/shares-of-companies-that-manufacture-in-china-plunge-after-trump-orders-them-to-move.html Questions for discussion: Why did these particular share-values fall so dramatically? Why did the market decline overall? Is this the start of… Read more »
Description: If a potential global economic slowdown and recent market volatility has you worried, you should proceed with caution with your own investments. Source: CNBC.com – video report Date: Aug 24, 2019 Link: https://www.cnbc.com/2019/08/24/dan-ariely-on-portfolio-mistakes-you-want-to-avoid–during-volatility.html Questions for discussion: Summarize the investor thinking and behavior suggested by Professor Ariely. Do you think he is right? What would… Read more »