Description: The deal would be the biggest LBO ever — and carry echoes of a troubled deal of the past Source: MarketWatch.com Date: Nov 07, 2019 Link: https://www.marketwatch.com/story/walgreens-possible-70-billion-buyout-is-a-clear-sign-the-stock-market-rally-is-about-to-end-2019-11-06?mod=home-page Questions for discussion: What are the concerns, as highlighted in the article? Do you share these concerns?
Posts Categorized: Personal Finance
Description: Roku’s shares plummeted after Wednesday’s earnings report offered no upside to Q4 revenue forecasts, but CFO Steve Louden was upbeat about the arrival of Apple TV+ and Disney+. Source: TheStreet.com – video report Date: Nov 07, 2019 Link: https://www.thestreet.com/technology/roku-plunges-cfo-advises-looking-past-noise-15158142 Questions for discussion: Why did the stock price fall? Do you think this presents an… Read more »
Description: With eight weeks until 2020, one of Morgan Stanley Investment Management’s top fund managers is positioning for a market breakout that he thinks is just beginning. Source: CNBC.com – video report Date: Nov 01, 2019 Link: https://www.cnbc.com/2019/11/05/top-fund-manager-sees-5percent-market-rally-before-2020-led-by-value-stocks.html Questions for discussion: What is the basis for the predictions? Do you agree with this assessment?
Description: BlackBerry Ltd. says its president and chief operating officer, Bryan Palma, has left the company after less than a year in the job. Source: BNNBloomberg.com – video report Date: Nov 06, 2019 Link: https://www.bnnbloomberg.ca/another-nail-in-the-coffin-blackberry-president-jumps-ship-1.1342843 Questions for discussion: Why is this event considered bad news for the investors and the firm? Should investors be concerned,… Read more »
Description: How Chipotle returned to the top after disastrous food-safety scares Source: CNBC.com – video report Date: Nov 06, 2019 Link: https://www.cnbc.com/video/2019/11/05/ceo-brian-niccol-turns-chipotle-mexican-grill-around-after-food-safety-scares.html Questions for discussion: How is Taco Bell managed differently from Chipotle? How would you increase business at Chipotle? Do you think Chipotle is a good investment today?
Description: The S&P 500 surged to a new all-time high on Monday, and Goldman Sachs says the bull market will keep on rolling into 2020 on the back of three big buyers: corporations, foreign investors and US households. Companies will spend $470 billion on stocks next year, with foreign investors and US households contributing $50 billion and… Read more »
Description: With stocks near all time highs, and the Fed signaling that after three rate cuts they’re ready to hit pause (indicating they don’t believe the economy is about to slide into recession) it may be tempting for investors to breathe easy, too. Source: Fortune.com – video report Date: Oct 31, 2019 Link: https://fortune.com/2019/10/31/secret-recession-signs-next-downturn-2019-2020/ Questions… Read more »
Description: The U.S. dollar index could fall to as low as 85 as the Federal Reserve grows its balance sheet again by purchasing more bond assets, a Citi strategist said Thursday. Source: CNBC.com – video report Date: Nov 01, 2019 Link: https://www.cnbc.com/2019/11/01/us-dollar-could-weaken-to-85-on-the-dollar-index-citi.html Questions for discussion: Summarize the predictions made in this report for the value of the U.S. dollar. How should… Read more »
Description: CALGARY / EDMONTON – Described as a “tragedy” in a downtrodden industry, one of Canada’s oldest and largest energy companies Encana Corp. is dropping Canada from its name and moving to the United States to attract more investors. Source: FinancialPost.com – video report Date: Oct 31, 2019 Link: https://business.financialpost.com/commodities/energy/bitter-pill-to-swallow-fear-and-dismay-as-encana-chooses-u-s-as-new-home?video_autoplay=true Questions for discussion: Why is… Read more »
Description: eMarketer senior forecasting analyst Cindy Liu discusses our recent forecast revisions for Roku’s ad business. Source: eMarketer.com – video report Date: Oct 24, 2019 Link: https://www.emarketer.com/content/daily-forecast-roku-s-ad-business-continues-to-gain?ecid=NL1001 Questions for discussion: What are the positive indicators that have led to revisions for Roku’s ad business? How would you suggest investors interpret and use this information?