Top Wall Street analysts back these stocks as earnings season kicks off

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Description: Earnings season is here, and Wall Street analysts are calling for another decline amid the pandemic. However, some pros are more optimistic about the fourth quarter earnings season, with Ignacio Cantos, investment director at ATL Capital in Madrid, noting the “next catalyst will be the upcoming earnings season.” Source: CNBC.com Date: Jan 17, 2021 Link:… Read more »

There’s a Global Wall of Cash Primed to Snap Up U.S. Treasuries

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: The Treasury market’s bears had better take notice: There’s a wall of global cash poised to swoop in and buy, likely limiting the upside in yields. Source: Bloomberg.com Date: Jan 15, 2021 Link: https://www.bloomberg.com/news/articles/2021-01-16/there-s-a-global-wall-of-cash-primed-to-snap-up-u-s-treasuries?srnd=premium-canada Questions for discussion: Explain the analysis presented and recommendations to bond players. Do you agree with this assessment?

What the Vaccine Relief Could Mean for the Commercial Real Estate Market

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Description: With COVID-19 vaccines currently being rolled out, an end to the pandemic is finally in sight, and with it a return to normal, particularly in the world of real estate. Still, it is all but certain that the commercial real estate market itself will not look the same again. Source: TheStreet.com – video report… Read more »

Canada’s Couche-Tard drops $20 billion Carrefour takeover plan, after opposition from France govt.

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Description: LONDON/PARIS — Canada’s Alimentation Couche-Tard has dropped its 16.2 billion euro ($19.6 billion) bid to acquire European retailer Carrefour SA after the takeover plan ran into stiff opposition from the French government, two sources familiar with the matter told Reuters on Friday. Source: FinancialPost.com Date: Jan 16, 2021 Link: https://financialpost.com/news/canadas-couche-tard-drops-20-billion-carrefour-takeover-plan-after-opposition-from-france-govt Questions for discussion: What… Read more »

How Miami Mayor Francis Suarez is luring tech players from Silicon Valley and New York

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Suarez’s schedule and phone have blown up since he accidentally launched a Twitter campaign to make Miami the latest innovation hub in early December, when someone on the app suggested bringing Silicon Valley to the Sunshine State. His “How can I help?” response generated 2.3 million organic impressions alone, he says. Source: CNBC.com – video report… Read more »

More than 20 years of airline passenger traffic growth got erased in 2020, report finds

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Description: SINGAPORE — More than two decades of growth in airline passenger traffic were erased in 2020, a new report found. Source: CNBC.com Date: Jan 04, 2021 Link: https://www.cnbc.com/2021/01/04/21-years-of-airline-passenger-traffic-growth-erased-in-2020-travel-report.html Questions for discussion: From an investor’s point of view, how bad is the situation for the industry? Do you think the recovery will be as described?… Read more »

The Future of Offices When Workers Have a Choice

Posted by & filed under Economic Analysis, Financial Planning, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Some work spaces in central employment districts may become housing, and some housing in residential areas may become work spaces. Source: NYTimes.com Date: Jan 04, 2021 Link: https://www.nytimes.com/2021/01/04/upshot/work-office-from-home.html Questions for discussion: What does the article predict will happen to future office and residential real estate? What does this mean for the real estate industry… Read more »

Third-Party Food Delivery: From Consolidation To Reconciliation?

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Description: With the year 2020 marked by long-anticipated consolidation among third-party restaurant delivery services, will 2021 bring long-needed reconciliation with their drivers and the restaurant industry at large? Source: mediapost.com Date: Jan 05, 2021 Link: https://www.mediapost.com/publications/article/359207/third-party-food-delivery-from-consolidation-to-r.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=120970&hashid=mI87WHEHTLqABop5-niE5Q Questions for discussion: Why should investors expect to see consolidation in this industry? Do you think the reported valuation… Read more »

Canadian M&A seen picking up after hitting 9-year low in 2020

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Description: Arrival of vaccines expected to improve public confidence in an economic recovery and revive deal-making, say bankers Source: FinancialPost.com – video report Date: Jan 07, 2021 Link: https://financialpost.com/investing/canadian-ma-seen-picking-up-after-hitting-9-year-low-in-2020 Questions for discussion: Explain why M & A is expected to pick up? Do you agree with this analysis? What would you advise investors do at… Read more »

It’s no surprise that Amazon, Berkshire, JPM health venture Haven is disbanding: Experts

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Description: The news that Haven, the joint health-care venture between Amazon (AMZN), Berkshire Hathaway (BRK-A, BRK-B) and JPMorgan (JPM), will disband next month came as no surprise to many health care experts. Source: Yahoo.Finance.com – video report Date: Jan 04, 2021 Link: https://ca.finance.yahoo.com/news/its-no-surprise-that-amazon-berkshire-jpm-health-venture-haven-is-disbanding-experts-213818212.html Questions for discussion: Why did Haven fail to disrupt the health care industry? How significant… Read more »