The Dow lost 12% in one week. Here’s why and what likely happens next

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

Description: The U.S. stock market suffered a historic pullback this week as the coronavirus spread outside of China, spooking investors and traders out of equities. Source: CNBC.com – video report Date: Feb 29, 2020 Link: https://www.cnbc.com/2020/02/28/the-dow-just-lost-12percent-in-one-week-heres-why-and-what-likely-happens-next.html Questions for discussion: What does the article say happened and the reasons? What might happen next, according to the… Read more »

Opinion: Buffett is bullish on stocks but says the market can drop 50% — is he wrong?

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

Description: Amid a 10-year-plus bull market, many investors can’t come to terms with the idea that there could be a substantial decline in the stock market Source: MarketWatch.com Date: Feb 25, 2020 Link: https://www.marketwatch.com/story/buffett-is-bullish-on-stocks-but-says-the-market-can-drop-50-is-he-wrong-2020-02-24?siteid=yhoof2&yptr=yahoo Questions for discussion: What are the main points made by Warren Buffett that investors should focus on at this time of… Read more »

Turnaround Tuesday? Stocks tend to bounce back quickly from market drops like this one

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

Description: Monday’s trading session was a bloodbath for the market as all major indices slid more than 3%, but if history is any indication, Tuesday might prove to be a different story entirely. Source: CNBC.com Date: Feb 24, 2020 Link: https://www.cnbc.com/2020/02/24/turnaround-tuesday-stocks-tend-to-bounce-back-quickly-from-market-drops-like-this-one.html Questions for discussion: Historically, what is the typical reaction after a major stock market… Read more »

Scotiabank, Bank of Montreal earnings boosted by market surge

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

Description: Improving markets gave Bank of Nova Scotia and Bank of Montreal a first-quarter profit boost, with the two Canadian financial giants reporting higher earnings in capital markets and wealth management. Source: BNNBloomberg.com – video report Date: Feb 26, 2020 Link: https://www.bnnbloomberg.ca/scotiabank-bank-of-montreal-earnings-boosted-by-market-surge-1.1395386 Questions for discussion: What were the financial results and what do they suggest… Read more »

How to make sense of the latest tech surge

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

Description: In 2018 a new word entered Silicon Valley’s lexicon: the “techlash”, or the risk of a consumer and regulatory revolt against big tech. Today that threat seems empty. Even as regulators discuss new rules and activists fret about the right to privacy, the shares of the five biggest American tech firms have been on a… Read more »

Investors are flocking to the largest US growth stocks as concerns rise over the global economy

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

Description: The way markets have been acting this year, treating high-quality American assets as a haven, makes sense. But even a sensible move can reach extremes and create distortions. Source: CNBC.com Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/investors-are-flocking-to-the-largest-us-growth-stocks-as-concerns-rise-over-the-global-economy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article suggest is driving stocks and investors’ decisions? What would snap this… Read more »

Opinion: 9 secrets of dividend investing, from a couple of stock pros who beat the market

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

Description: Two winning fund managers pick some favorite cash-generating stocks Source: MarketWatch.com Date: Feb 20, 2020 Link: https://www.marketwatch.com/story/9-secrets-of-dividend-investing-from-a-couple-of-stock-pros-who-beat-the-market-2020-02-19?mod=home-page Questions for discussion: What are the key financial ratios considered by these analysts? Do you think their strategy still makes sense in today’s environment?

Why Charlie Munger’s ‘bulls–t earnings’ metric is used by so many tech companies

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

Description: In Uber’s earnings report last week, the acronym EBITDA showed up 42 times. Pinterest used it 25 times the same day. The term showed up 33 times in Lyft’s report this week, while Yelp included it 39 times in its earnings release after the close of trading on Thursday. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/why-ebitda-earnings-are-used-by-so-tech-companies-like-uber-and-yelp.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for… Read more »

$700 and rising — why investors should stop looking at Shopify stock as a ‘tech darling’

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

Description: Financial Post reporter James McLeod talks about Shopify’s earnings report and explains what the company’s revenue growth means. Source: FinancialPost.com – video report Date: Feb 20, 2020 Link: https://www.youtube.com/watch?time_continue=14&v=FxxDTBUseWc&feature=emb_title Questions for discussion: What is the Shopify business model? Why do you think the stock value is rising so much and so quickly? Do you… Read more »

Roku CEO Anthony Wood

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

Description: Roku CEO Anthony Wood talks about Roku’s business model, streaming technology and it’s relationship with content providers like Disney. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/video/2020/02/14/watch-cnbcs-full-interview-with-roku-ceo-anthony-wood.html Questions for discussion: Summarize the key points made by Anthony Wood favouring the growth of streaming and Roku in particular. How is Roku complementing… Read more »