‘Canada is pretty much played out’: What Canopy Rivers learned from thousands of pot pitches

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

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 »

The Almighty Dollar Needs a Rival

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

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 »

Why record low bond yields could keep heading lower as market fears ‘disaster scenario’

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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?

Here’s how the stocks held by Warren Buffett’s Berkshire Hathaway have performed in 2019

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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?

WeWork Is Going Public. Are Its Numbers Too Private?

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

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?

Roku is growing even faster than Netflix did at the same point, analyst says

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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 »

Credit risks see three banks decouple from Big Six

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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 »

Opinion: The Fed can’t rescue us from the coming supply-shock recession

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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 »

Shares of companies that manufacture in China plunge after Trump orders them to move

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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 »

The investing mistakes you want to avoid as the market sinks — and what to do instead

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

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 »