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

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

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 »

Glaxo-Medicago COVID shot effective against Delta in trial

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Description: A COVID-19 vaccine from GlaxoSmithKline Plc and Canada’s Medicago Inc. demonstrated 71 per cent efficacy against multiple variants of the disease in a positive outcome for the pandemic latecomers. Source: BNNBloomberg.com – video report Date: Dec 07, 2021 Link: https://www.bnnbloomberg.ca/glaxo-medicago-covid-shot-effective-against-delta-in-trial-1.1692232 Questions for discussion: What are the advantages of this new technology? Do you think… Read more »

Ford ‘could become the second largest EV manufacturer globally’: Analyst

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Description: CFRA Research Senior Equity Analyst Garrett Nelson speaks with Yahoo Finance about how traditional automakers and new startups are vying for share in the global electric vehicle market. Source: Yahoo.Finance.com – video report Date: Dec 03, 2021 Link: https://finance.yahoo.com/video/ford-could-become-second-largest-210834617.html?contentType=VIDEO Questions for discussion: Summarize the key points related to Ford’s stock valuation and future direction…. Read more »

The Breakup of GE and J&J: The End of the Conglomerate?

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Description: Breaking up isn’t hard to do in a bullish market. General Electric’s announcement last week that it will split into three separate companies was quickly followed by similar news from Johnson & Johnson, which detailed plans to separate its consumer products business from its pharmaceutical and medical device operations. Source: knowledge.wharton.upenn.edu Date: Nov 16, 2021 Link:… Read more »

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 »

Mohamed El-Erian says the Fed’s inflation screwup will ‘go down in history’ — but he’s using these 3 stocks to take advantage

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

Description: If a prominent economist is right, the Federal Reserve’s reaction to skyrocketing inflation is “going to go down in history as one of the worst inflation calls.” Source: Yahoo.Finance.com Date: Nov 25, 2021 Link: https://finance.yahoo.com/news/mohamed-el-erian-says-feds-223000705.html Questions for discussion: What are the arguments over the Fed’s decisions? What do you think about the understanding and… Read more »

Investors Hung Their Hats on Peloton and Zoom Last Year. What Now?

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Description: Some “stay-at-home” stocks that were pandemic-era darlings have experienced brutal sell-offs. ​Source: NYTimes.com Date: Nov 17, 2021 Link: https://www.nytimes.com/2021/11/17/business/peloton-zoom-stock.html Questions for discussion: Summarize the price movements of these so-called stay-at-home stocks. What would you advise investors at this time – buy, sell or hold? Explain your reasoning. ​

Nvidia data center sales grew 55% on demand for artificial intelligence chips

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Description: Nvidia stock rose more than 5% in extended trading after it reported earnings on Wednesday for its third fiscal quarter that beat expectations for both earnings and sales. Source: CNBC.com – video report Date: Nov 17, 2021 Link: https://www.cnbc.com/2021/11/17/nvidia-nvda-earnings-q3-2022.html Questions for discussion: Explain Nvidia’s financial success? How should investors evaluate the stock going forward? Is… Read more »

‘It’s like Gamestop’: Mortgage expert on risk of housing correction

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

Description: Prices in red-hot Canadian housing markets could be at risk of a “significant” correction amid extreme valuation and policy uncertainty heading into the new year, according to one of the country’s best known mortgage experts. ​Source: BNNBloomberg.ca – video report Date: Nov 25, 2021 Link: https://www.bnnbloomberg.ca/it-s-like-gamestop-mortgage-expert-on-risk-of-housing-correction-1.1687056 Questions for discussion: What is helping to inflate… Read more »