Description: Uranium miner increases production outlook thanks to ‘best fundamentals’ company has ever seen Source: FinancialPost.ca Date: Feb 09, 2023 Link: https://financialpost.com/commodities/energy/nuclear-back-cameco-shares-rise-new-demand Questions for discussion: What does the report say about the uranium mining industry and this firm in particular? What are risks and opportunities related to investing in this firm? Do you think the… Read more »
Posts Categorized: Growth & Valuation
The Great Construction Mystery
Description: Here’s something odd: We’re getting worse at construction. Think of the technology we have today that we didn’t in the 1970s. The new generations of power tools and computer modeling and teleconferencing and advanced machinery and prefab materials and global shipping. You’d think we could build much more, much faster, for less money, than… Read more »
Spotify not raising prices reveals ‘competitive weakness’: Analyst
Description: Spotify’s (SPOT) decision not to raise prices on its U.S.-based premium subscription plan speaks volumes about the music streaming giant’s lack of pricing power. At least according to one bearish analyst. Source: Yahoo.Finance.com Date: Feb 03, 2023 Link: https://ca.finance.yahoo.com/news/spotify-not-raising-prices-reveals-competitive-weakness-analyst-160358564.html Questions for discussion: What does the report say about Spotify’s ability to manage pricing, compared to… Read more »
Apple, Alphabet and Amazon hurt as economic slump crimps demand
Description: Technology bellwethers Apple Inc., Amazon.com Inc. and Alphabet Inc. posted results Thursday that show an economic slowdown is throttling demand for everything from electronics and e-commerce to cloud computing and digital advertising. Source: BNNBloomberg.ca – video report Date: Feb 02, 2023 Link: https://www.bnnbloomberg.ca/apple-alphabet-and-amazon-hurt-as-economic-slump-crimps-demand-1.1878740 Questions for discussion: What does the report say about the way… Read more »
Jobs report shows increase of 517,000 in January, crushing estimates, as unemployment rate hit 53-year low
Description: The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their biggest gain since July 2022. Source: CNBC.com – video report Date: Feb 03, 2023 Link: https://www.cnbc.com/2023/02/03/jobs-report-january-2023-.html Questions for discussion: Where were the main growth areas for employment? What does this say about how the economy is recovering from… Read more »
How a Drug Company Made $114 Billion by Gaming the U.S. Patent System
Description: AbbVie for years delayed competition for its blockbuster drug Humira, at the expense of patients and taxpayers. The monopoly is about to end. Source: NYTimes.com Date: Jan 28, 2023 Link: https://www.nytimes.com/2023/01/28/business/humira-abbvie-monopoly.html Questions for discussion: Summarize the issues related to how businesses, governments, insurance companies and consumers are connected to the drug Humira. Is this… Read more »
The 2023 stock market rally is facing its first technical challenge: Morning Brief
Description: As we’ve been writing, this year’s market action has been a reversal of one of last year’s most important trends, which saw the Dow outperform the Nasdaq by the widest margin in two decades.This year, the Nasdaq is now up 8%, substantially outperforming the Dow’s return of just under 2%. Source: Yahoo.Finance.com – video report Date: Jan… Read more »
What the hell are stock buybacks?
Description: Major corporations are buying back their own stock at alarming rates. But whom does the practice really benefit? Source: TheHustle.co Date: Jan 23, 2023 Link: https://thehustle.co/what-the-hell-are-stock-buybacks/ Questions for discussion: Summarize the key points made in the article about corporate profits, executive compensation, shareholder value as they relate to buybacks. What does all of this… Read more »
Microsoft beats on earnings as cloud unit shows strong growth
Description: Microsoft shares rose as much as 5% in extended trading on Tuesday after the company reported fiscal second-quarter earnings that topped analysts’ estimates. Source: CNBC.com – video report Date: Jan 24, 2023 Link: https://www.cnbc.com/2023/01/24/microsoft-msft-earnings-q2-2023.html Questions for discussion: What does the report say about Microsoft financials and stock performance? Would you be an investor in Microsoft… Read more »
Law Professor Urges FTC To Regulate Ad-Tech
Description: Many online ad practices are “unfair, deceptive, and privacy-invasive,” Brooklyn Law School professor Jonathan Askin says in a petition filed this month with the Federal Trade Commission. Source: MediaPost.com Date: Jan 19, 2023 Link: https://www.mediapost.com/publications/article/381747/law-professor-urges-ftc-to-regulate-ad-tech.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129023&hashid=xIhhTnG4Qdmubrqstxmgaw Questions for discussion: What is the goal of the petition? Do you think it is justified and regulations should be adopted?… Read more »
