Why companies like Microsoft and Google are betting big on Africa

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

Description: As technology companies continue to look for areas of growth, Africa is emerging as an area of opportunity. And Big Tech has taken notice. Companies such as Twitter, Google and Microsoft are all attempting to establish a presence in fast-growing African economies. Twitter CEO and founder Jack Dorsey, who also runs mobile payment company… Read more »

Global Credit Market Seizes Up as Coronavirus Halts Bond Sales

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: (Bloomberg) — The global credit machine is grinding to a halt. The $2.6 trillion international bond market, where the world’s biggest companies raise money to fund everything from acquisitions to factory upgrades, has come to a virtual standstill as the coronavirus spreads fear through company boardrooms. Source: Bloomberg.com Date: Feb 26, 2020 Link: https://www.bloomberg.com/news/articles/2020-02-26/coronavirus-chaos-brings-corporate-debt-market-to-its-knees… Read more »

Opinion: Buffett is bullish on stocks but says the market can drop 50% — is he wrong?

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

Description: Amid a 10-year-plus bull market, many investors can’t come to terms with the idea that there could be a substantial decline in the stock market Source: MarketWatch.com Date: Feb 25, 2020 Link: https://www.marketwatch.com/story/buffett-is-bullish-on-stocks-but-says-the-market-can-drop-50-is-he-wrong-2020-02-24?siteid=yhoof2&yptr=yahoo Questions for discussion: What are the main points made by Warren Buffett that investors should focus on at this time of… Read more »

Turnaround Tuesday? Stocks tend to bounce back quickly from market drops like this one

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

Description: Monday’s trading session was a bloodbath for the market as all major indices slid more than 3%, but if history is any indication, Tuesday might prove to be a different story entirely. Source: CNBC.com Date: Feb 24, 2020 Link: https://www.cnbc.com/2020/02/24/turnaround-tuesday-stocks-tend-to-bounce-back-quickly-from-market-drops-like-this-one.html Questions for discussion: Historically, what is the typical reaction after a major stock market… Read more »

Scotiabank, Bank of Montreal earnings boosted by market surge

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Description: Improving markets gave Bank of Nova Scotia and Bank of Montreal a first-quarter profit boost, with the two Canadian financial giants reporting higher earnings in capital markets and wealth management. Source: BNNBloomberg.com – video report Date: Feb 26, 2020 Link: https://www.bnnbloomberg.ca/scotiabank-bank-of-montreal-earnings-boosted-by-market-surge-1.1395386 Questions for discussion: What were the financial results and what do they suggest… Read more »

A Texas Border Town’s Booming Trade in Great Tacos

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

Description: Brownsville has its troubles, but it’s also starting to draw attention for its thriving collection of distinctive taquerias. Source: NYTimes.com Date: Feb 25, 2020 Link: https://www.nytimes.com/2020/02/25/dining/tacos-brownsville-texas.html?action=click&module=Top%20Stories&pgtype=Homepage Questions for discussion: How has Brownsville responded to the economic challenges it is facing? What else could this community capitalize on because of its location, culture and history?

How to make sense of the latest tech surge

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

Description: In 2018 a new word entered Silicon Valley’s lexicon: the “techlash”, or the risk of a consumer and regulatory revolt against big tech. Today that threat seems empty. Even as regulators discuss new rules and activists fret about the right to privacy, the shares of the five biggest American tech firms have been on a… Read more »

Investors are flocking to the largest US growth stocks as concerns rise over the global economy

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

Description: The way markets have been acting this year, treating high-quality American assets as a haven, makes sense. But even a sensible move can reach extremes and create distortions. Source: CNBC.com Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/investors-are-flocking-to-the-largest-us-growth-stocks-as-concerns-rise-over-the-global-economy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article suggest is driving stocks and investors’ decisions? What would snap this… Read more »

Opinion: 9 secrets of dividend investing, from a couple of stock pros who beat the market

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

Description: Two winning fund managers pick some favorite cash-generating stocks Source: MarketWatch.com Date: Feb 20, 2020 Link: https://www.marketwatch.com/story/9-secrets-of-dividend-investing-from-a-couple-of-stock-pros-who-beat-the-market-2020-02-19?mod=home-page Questions for discussion: What are the key financial ratios considered by these analysts? Do you think their strategy still makes sense in today’s environment?

Why Charlie Munger’s ‘bulls–t earnings’ metric is used by so many tech companies

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

Description: In Uber’s earnings report last week, the acronym EBITDA showed up 42 times. Pinterest used it 25 times the same day. The term showed up 33 times in Lyft’s report this week, while Yelp included it 39 times in its earnings release after the close of trading on Thursday. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/why-ebitda-earnings-are-used-by-so-tech-companies-like-uber-and-yelp.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for… Read more »