Description: With the exception of Apple, eight tech giants are no longer “pure growth” stocks, while Exxon and Chevron are, a new study says. Our columnist says: Buyer, beware. Source: NYTimes.com Date: Feb 05, 2023 Link: https://www.nytimes.com/2023/02/03/business/value-growth-stocks.html Questions for discussion: What does the report say about why value and growth stocks are being redefined? Do… Read more »
Posts Categorized: Market Analysis
‘Nuclear is back with a vengeance,’ says Cameco CEO as shares rise on new demand
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 »
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 »
Some of Wall Street’s biggest names are exposed to the Adani Enterprises plunge
Description: Shares of India’s Adani Enterprises have plummeted over the past week, after the publication of an extensive critical report from U.S. short-seller Hindenburg Research. Some big international players have exposure. Source: CNBC.com – video report Date: Feb 03, 2023 Link: https://www.cnbc.com/2023/02/03/some-of-wall-streets-biggest-names-are-exposed-to-the-adani-enterprises-plunge.html Questions for discussion: What does the report say about Adani Enterprises? Why is this story a concern… Read more »
Investors made up 20 to 30% of homeowners in some provinces: Statistics Canada
Description: New Statistics Canada data shows investors made up almost one third of homeowners in some provinces in 2020. Source: BNNBloomberg.ca – video report Date: Feb 03, 2023 Link: https://www.bnnbloomberg.ca/investors-made-up-20-to-30-of-homeowners-in-some-provinces-statistics-canada-1.1879113 Questions for discussion: What does the report say about who owns homes and condos as an investment? What does this mean in terms of valuations… 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 »
Bank of Canada strategy to tame inflation is out of date, says economist
Description: Economist Armine Yalnizyan says the kinds of inflationary pressures that exist today make it extremely difficult for the Bank of Canada to tame inflation to about 2 per cent through interest rate hikes. Source: CBC.ca – video report Date: Jan 26, 2023 Link: https://www.cbc.ca/player/play/2165279811808 Questions for discussion: Summarize the key points made by Armine… Read more »
