Opinion: Why the prospective $70 billion buyout of Walgreens may signal the stock-market rally is about to end

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

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?

As Roku Plunges, CFO Advises Looking Past ‘A Bit of Noise’

Posted by & filed under Company Analysis, Growth & Valuation, 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 »

Top Morgan Stanley fund manager sees stocks rallying another 5% before 2020, led by cheap value stocks

Posted by & filed under Growth & Valuation, Market Analysis, Personal Finance.

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?

‘Another nail in the coffin’: BlackBerry president jumps ship

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues, Personal Finance.

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 »

How Chipotle returned to the top after disastrous food-safety scares

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Management Issues, Personal Finance.

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?

Goldman says there are three big stock buyers that will keep the record rally going

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

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 »

These ‘Secret’ Recession Signs May Provide Clues to When the Next Downturn Is Coming

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

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 »

Citi predicts the greenback could weaken ‘substantially’ — to as low as 85 on the dollar index

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

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 »

‘This is a tragedy for Canada’: Fear and dismay as Encana chooses U.S. as its new home

Posted by & filed under Economic Analysis, Growth & Valuation, Management Issues, Market Analysis, Personal Finance.

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 »

Daily Forecast: Roku’s Ad Business Continues to Gain

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

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?