Never mind Canada’s bank stocks as traders bet on life insurers

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

Description: In a rare turn of events, once-loved Canadian bank stocks are no longer the favourites. Instead, investors are turning their attention to the country’s life insurers. Source: BNNBloomberg.com – video report Date: Feb 06, 2020 Link: https://www.bnnbloomberg.ca/never-mind-canada-s-bank-stocks-as-traders-bet-on-life-insurers-1.1385918 Questions for discussion: How do bank financials compare to the insurance companies mentioned in the report? What… Read more »

There actually is a time to dump stocks and move to cash, some experts say

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

Description: You probably know that most experts caution against trying to time the stock market. Yet, if you think there’s trouble ahead, could moving entirely to cash ever be a good idea? Source: CNBC.com Date: Feb 06, 2020 Link: https://www.cnbc.com/2020/02/05/there-is-a-time-to-dump-stocks-and-move-to-cash-some-experts-say.html Questions for Discussion: What is the message to investors? How much cash, as a percentage… Read more »

Disruption 2020: An Interview With Clayton M. Christensen

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

Description: With technology and capital rapidly increasing the pace of innovation, Christensen’s thinking is more relevant today than ever. What do we know now about the power of disruption and where it’s taking us? Source: SloanReview.mit.edu Date: Feb 04, 2020 Link: https://sloanreview.mit.edu/article/an-interview-with-clayton-m-christensen/?utm_source=El1&utm_medium=pr&utm_campaign=Chris0220 Questions for discussion: What are the important lessons directed at managers, marketers and investors? Which… Read more »

Apple, Amazon, Microsoft and Alphabet have traveled similar paths on the road to $1 trillion

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

Description: Four technology giants now sit on top of the list of most valuable U.S. companies, each worth more than $1 trillion — and there’s a familiar theme to each of their stories. Source: CNBC.com Date: Jan 31, 2020 Link: https://www.cnbc.com/2020/01/31/apple-amazon-microsoft-and-alphabet-and-the-road-to-1-trillion.html Questions for discussion: Why have these tech companies performed so well in recent years?… Read more »

Opinion: The main reason for the stock market’s decline is NOT the coronavirus

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

Description: The real driver is that investors had gotten too bullish Source: MarketWatch.com Date: Jan 27, 2020 Link: https://www.marketwatch.com/story/the-main-reason-for-the-stock-markets-decline-is-not-the-coronavirus-2020-01-27 Questions for discussion: Summarize the explanation presented in this report. What should investors do with this information, in your opinion?

Canadian rare earths metals look for shot in the arm from U.S. government funds

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

Description: The U.S. government is putting up millions of dollars for the construction of processing plants in North America, and Canadian companies are eligible to apply Source: FinancialPost.com Date: Jan 31, 2020 Link: https://business.financialpost.com/commodities/mining/canadian-rare-earths-metals-look-for-shot-in-the-arm-from-u-s-government-funds Questions for discussion: Why does this North American-wide economic policy make sense? How can the mining industry and investors be expected… Read more »

Hemp Prices Plunge as CBD Demand Falls Short: Cannabis Weekly

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

Description: It may not be apparent when you’re spending $70 on CBD foot cream, but hemp prices are plunging amid a “grossly oversupplied” market, according to the head of the industry’s first price provider. Source: Bloomberg.com Date: Jan 26, 2020 Link: https://www.bloomberg.com/news/articles/2020-01-26/hemp-prices-plunge-as-cbd-demand-falls-short-cannabis-weekly?srnd=premium-canada Questions for discussion: Explain price movements in this commodity. How can the industry deal with the… Read more »

Former Wells Fargo CEO John Stumpf barred from industry, to pay $17.5 million for sales scandal

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

Description: The U.S. government announced Thursday that former Wells Fargo CEO John Stumpf has been banned from ever working at a bank again and will pay $17.5 million for scandals in which millions of fake accounts were set up to meet sales quotas. Source: CNBC.com – video report Date: Jan 23, 2020 Link: https://www.cnbc.com/2020/01/23/former-wells-fargo-ceo-stumpf-barred-from-industry-to-pay-17point5-million-over-sales-scandal.html Questions for discussion: What are… Read more »

General Electric is the ‘ultimate show-me’ industrials stock, strategist warns

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

Description: A one-time beaten-down laggard of the industrials sector has renewed life. General Electric shares have raced nearly 30% higher during the past three months, topping the XLI industrials ETF over that stretch, as its turnaround efforts take root. Source: CNBC.com – video report Date: Jan 23, 2020 Link: https://www.cnbc.com/2020/01/24/ge-is-the-ultimate-show-me-industrials-stock-strategist-warns.html Questions for discussion: Summarize the strategy proposed in… Read more »

Scotiabank sees more room to grow within the domestic banking sector as it works to protect its home base

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

Description: Bank looking to deepen ties with Canadian households, eyeing further growth in capital markets and investment banking business Source: FinancialPost.com Date: Jan 24, 2020 Link: https://business.financialpost.com/news/fp-street/protect-our-home-base-scotiabank-sees-more-room-to-grow-within-domestic-banking-sector Questions for discussion: Summarize the positive and negative aspects of the bank’s current operations. Would you be a new investor at this time? Explain your decision.