Description: The Gatorade shower is a post-game ritual seen from the Sandlot to the Super Bowl. Celebrations aside, Gatorade is the most popular sports drink in the world, bringing in billions of dollars every year to its parent company, PepsiCo. But Pepsi doesn’t get to keep every dollar. Over the last few years, Pepsi has… Read more »
Posts Categorized: Growth & Valuation
U.S. stocks flash rare bull-market signal for first time in nearly 3 years, but some have their doubts
Description: Chart watchers question indicator’s reliability Source: MarketWatch.com – video report Date: Jan 19, 2023 Link: https://www.marketwatch.com/story/stocks-flash-rare-bull-market-signal-for-first-time-in-nearly-3-years-but-some-have-their-doubts-11674079952 Questions for discussion: What is the basis for this technical analysis? Why is there doubt by some analysts? What do you think the analysis suggests about the market?
Apple is the only tech giant that still hasn’t announced layoffs — these charts may explain why
Description: Many of the biggest technology companies are laying off staff as fears of a recession rises. But the job cuts come after a few years of rapid expansion. Source: CNBC.com Date: Jan 18, 2023 Link: https://www.cnbc.com/2023/01/18/apple-had-slower-headcount-growth-than-tech-peers-no-layoffs-yet.html Questions for discussion: Why is Apple not laying off employees at this time while other technology firms are?… Read more »
David Rosenberg: Permabear to turn into a bull sooner than you think
Description: David Rosenberg took Breakfast with Dave on the road with a live event in Toronto hosted by Rosenberg Research in partnership with the Financial Post. The Year of the Rabbit: Hopping out of the Hole! took an in-depth look into the global financial markets and the economic outlook for 2023. Source: Yahoo.Finance.com/FinancialPost.com Date: Jan 19,… Read more »
3 Lessons From Elon Musk’s Sabotage Of Tesla
Description: Know your customers’ needs, track your rivals, and choose a clear strategy. Source: INC.com Date: Jan 19, 2023 Link: https://www.inc.com/peter-cohan/3-lessons-from-elon-musks-sabotage-of-tesla.html Questions for discussion: What are the key criticisms and strategic advice that is presented to the company? Do you agree with this line of thinking? What would you advise?
Annual Silicon Valley Bank Report Paints Sober Picture For Wine
Description: A trend called Neo-Prohibitionism combined with less wine consumption by younger generations has left baby boomers as the wine industry’s sole BFFs. Those are three main takeaways from a sobering analysis of U.S. wine consumption by the wine division of Silicon Valley Bank (SVB). Source: Mediapost.com Date: Jan 19, 2023 Link: https://www.mediapost.com/publications/article/381730/annual-silicon-valley-bank-report-paints-sober-pic.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129003&hashid=7T9TCmQZSDGbnu-424RuBQ Questions for… Read more »
Why Salesforce layoffs may actually be a problem for the stock
Description: In the wake of Salesforce’s (CRM) mass layoff announcement last week, Wall Street may have overlooked one key element in its haste to predict better profit margins from the tech giant. Source: Yahoo.Finance.com – video report Date: Jan 11, 2023 Link: https://ca.finance.yahoo.com/news/why-salesforce-layoffs-may-actually-be-a-problem-for-the-stock-190153289.html Questions for discussion: What is the concern about the layoffs? Do you agree… Read more »
Why Thursday’s U.S. CPI report might kill stock market’s hope of inflation melting away
Description: A mild stock market rally to kick off the new year will be put to the test.. Source: MarketWatch.com Date: Jan 11, 2023 Link: https://www.marketwatch.com/story/why-thursdays-u-s-cpi-report-might-kill-stock-markets-hope-of-inflation-melting-away-11673449025?mod=home-page Questions for discussion: What does the report say about the expectations for Fed action on interest rates? How do you expect the markets to behave if this proves to… Read more »
People are leaving Canada’s biggest cities amid a housing crunch
Description: Canada’s largest cities are getting bigger and more expensive, forcing hundreds of thousands of people to search for affordable housing elsewhere.Toronto, the country’s biggest urban center, saw nearly 100,000 people leave the area, with 78 per cent choosing to settle in other parts of the province over a one-year period to July 1, according… Read more »
The Fed delivered a message to the stock market: Big rallies will prolong pain
Description: The proverbial Fed put is officially dead and gone: strategist Source: MarketWatch.com Date: Jan 06, 2023 Link: https://www.marketwatch.com/story/why-the-fed-doesnt-like-stock-market-rallies-11672945830 Questions for discussion: What does the article say is going on in the stock market and the role played by the Fed? Do you think the Fed is behaving wisely? Do you think there is a… Read more »
