Microsoft shares up on strong cloud guidance

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Description: Microsoft shares were up about 4% Wednesday, a day after the company provided strong guidance for the next quarter in its latest earnings report. Source: CNBC.com Date: Jan 26, 2022 Link: https://www.cnbc.com/2022/01/26/microsoft-stock-up-on-strong-cloud-guidance.html Questions for discussion: Summarize the story on Microsoft. Why did Microsoft stock behave as it did, in your opinion? Would you be a buyer today?

Canada’s housing market is betting interest rates will never rise

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Description: The low interest rate loans that are helping propel one of the world’s frothiest property markets could also be what make it burst. Source: BNNBloomberg.ca – video report Date: Jan 26, 2022 Link: https://www.bnnbloomberg.ca/canada-s-housing-market-is-betting-interest-rates-will-never-rise-1.1712555 Questions for discussion: Summarize what the report says about interest rates and the housing industry? What does this suggest to… Read more »

Here’s one reason the stock market is selling off in the final hour of trade: ‘We’ve shifted from buy the dip to sell the rally,’ says analyst

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Description: The Nasdaq Composite squandered its biggest intraday gain in almost 2 years on Thursday and was seeing declines deepen on Friday Source: MarketWatch.com Date: Jan 21, 2022 Link: https://www.marketwatch.com/story/heres-one-reason-the-stock-market-is-squandering-big-early-leads-weve-shifted-from-buy-the-dip-to-sell-the-rally-says-analyst-11642714042?siteid=yhoof2 Questions for discussion: What are the reasons for the market behavior? According to the report, what are the technical concerns? What do you think about… Read more »

Debt-strapped Canadians brace for a risky rate-hiking cycle

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Description: The era of historically low interest rates, which inflated Canadians’ wealth and facilitated their spending, is coming to an end. Source: BNNBloomberg.ca – video report Date: Jan 21, 2022 Link: https://www.bnnbloomberg.ca/debt-strapped-canadians-brace-for-a-risky-rate-hiking-cycle-1.1711107 Questions for discussion: Summarize what the report says is coming and how investments and spending are likely to be affected. Do you agree with… Read more »

Earnings season is the next big test for the market and value stocks in the week ahead

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Description: Market focus in the coming week turns toward fourth-quarter earnings, which are expected to reveal stronger profit growth for economically sensitive stocks over tech names. ​Source: CNBC.com – video report Date: Jan 14, 2022 Link: https://www.cnbc.com/2022/01/14/earnings-season-is-the-next-big-test-for-the-market-and-value-stocks-in-the-week-ahead.html ​Questions for discussion: What does the report suggest is affecting the market? What do you think is likely… Read more »

2021 rally brings opportunity to reduce portfolio risk in 2022

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Description: As the glow of a stellar 2021 for equity markets fades, retirement investors are faced with the stark reality that the world remains fraught with risk. ​Source: BNNBloomberg.ca – video report Date: Jan 14, 2022 Link: https://www.bnnbloomberg.ca/2021-rally-brings-opportunity-to-reduce-portfolio-risk-in-2022-1.1707871 Questions for discussion: What personal investment advice is presented in this article? Do you agree with these… Read more »

A major shift is underway at the Federal Reserve that could see a speedier end to its easy policies

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Description: A major shift is underway at the Federal Reserve to begin to remove the central bank’s massive pandemic easing policies, and could see it hike rates sooner than is priced in by markets. Source: CNBC.com – video report Date: Dec 06, 2021 Link: https://www.cnbc.com/2021/12/06/a-major-shift-is-underway-at-the-federal-reserve-that-could-see-a-speedier-end-to-its-easy-policies.html Questions for discussion: What is happening at the Federal Reserve… Read more »

Economics and Politics of Inflation

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Description: Inflation in the U.S. is creating financial hardships for nearly half of Americans. What is driving up the cost of goods and services right now — and how much is it related to supply and demand? Dr. Jonathan Rothwell, Gallup’s principal economist, joins the podcast to untangle these questions and more. Source: Gallup.org – podcast Date:… Read more »

Twitter’s stock is nearing a bottom, trader says after Ark Invest buy-in

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Description: Twitter is nearing a turning point, says one top strategist. Source: CNBC.com – video report Date: Dec 02, 2021 Link: https://www.cnbc.com/2021/12/02/twitter-is-nearing-a-bottom-trader-says-after-ark-invest-buy-in.html Questions for discussion: What is the basis for this call? Do you agree with the interpretation of the data and management events?

Big Six go six-for-six as BMO hikes dividend and plans buyback

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Description: Bank of Montreal has made it a clean sweep for Canada’s Big Six lenders in dishing out dividend hikes and share buybacks. Source: BNNBloomberg.ca – video report Date: Dec 03, 2021 Link: https://www.bnnbloomberg.ca/big-six-go-six-for-six-as-bmo-hikes-dividend-and-plans-buyback-1.1690652 Questions for discussion: How have Canadian bank shares performed, according to the report? What explains the overall performance? What would you… Read more »