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 »
Posts Categorized: Personal Finance
Canada’s Couche-Tard drops $20 billion Carrefour takeover plan, after opposition from France govt.
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
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
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
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?
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
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
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 »
Chinese electric car company Nio doubles deliveries in 2020 as local competition ramps up for Tesla
Description: BEIJING — China’s homegrown Tesla rivals are racking up sales in the world’s largest auto market. Source: CNBC.com – video report Date: Jan 04, 2021 Link: https://www.cnbc.com/2021/01/04/chinese-electric-car-start-up-nio-doubles-deliveries-as-tesla-competition-rises.html Questions for discussion: How important do you think branding is for all of these competitors in the global market? Do you think Tesla remains a good investment at this… Read more »
‘The consumer is really the winner here’: Mark Boidman on streaming
Description: Mark Boidman, P.J. Solomon Head of Marketing & Media/Tech Services, joins Yahoo Finance’s Zack Guzman and Akiko Fujita to take a look back on the major streaming companies in 2020, and see what 2021 has in store for them as well. Source: Yahoo.Finance.com Date: Dec 30, 2020 Link: https://ca.finance.yahoo.com/video/consumer-really-winner-mark-boidman-170457509.html Questions for discussion: Summarize the… Read more »
