Description: Stock buybacks are better from a tax perspective than dividends Source: MarketWatch.com Date: Jan 13, 2020 Link: https://www.marketwatch.com/story/apple-shareholders-should-be-thankful-the-company-isnt-handing-them-more-cash-2020-01-13?mod=home-page Questions for discussion: Summarize the highlights in this report. Do you agree with the assessments and advice to investors?
Posts Categorized: Personal Finance
RBC files AI patents to predict clients’ needs as big tech encroaches on bankers’ turf
Description: Concerns about how big technology companies are finding ways to get between the lender and customers Source: FinancialPost.com Date: Jan 17, 2020 Link: https://business.financialpost.com/technology/rbc-files-purchase-prediction-patent-as-big-tech-continues-to-encroach-on-bankings-turf Questions for discussion: What is RBC getting involved with and how will this relate to banking services? Do you think this makes sense for the bank?
Lululemon used to be a niche player, now some think it could be the next Nike
Description: For six years, between 2011 and 2017, Lululemon Athletica Inc.’s stock looked as if it was tapped out. The yogawear company was already an incredible success for investors, who backed it from its US$14 IPO in 2007, but further growth was a concern. Source: FinancialPost.com Date: Jan 16, 2020 Link: https://business.financialpost.com/investing/lululemon-used-to-be-a-niche-player-now-some-think-it-could-be-the-next-nike Questions for discussion:… Read more »
Here’s Why Momentum Investors Will Love Apple (AAPL)
Description: Momentum investing revolves around the idea of following a stock’s recent trend in either direction. In the ‘long’ context, investors will be essentially be “buying high, but hoping to sell even higher.” With this methodology, taking advantage of trends in a stock’s price is key; once a stock establishes a course, it is more… Read more »
Thomas George discusses Nemaska Lithium versus Lithium Americas
Description: Thomas George, president of Grizzle, discusses Nemaska Lithium versus Lithium Americas. Source: BNNBloomberg.com – video report Date: Jan 09, 2020 Link: https://www.bnnbloomberg.ca/investing/video/thomas-george-discusses-nemaska-lithium-versus-lithium-americas~1339075 Questions for discussion: What does Thomas George say is the reason for poor financial performances in the industry? How should investors deal with this information?
Monetary policy will not be enough to fight the next recession
Description: The biggest challenge economists face today is how to deal with downturns. America’s expansion is the longest on record; a slowdown at some point is inevitable. The fear is that central banks will not have enough tools to fight the next recession. Source: Economist.com Date: Jan 09, 2020 Link: https://www.economist.com/leaders/2020/01/11/monetary-policy-will-not-be-enough-to-fight-the-next-recession?cid1=cust/dailypicks1/n/bl/n/2020019n/owned/n/n/dailypicks1/n/n/NA/375620/n Questions for discussion: Summarize the… Read more »
‘Damning’ Boeing messages reveal efforts to manipulate regulators of 737 Max
Description: Boeing employees boasted about bullying regulators to approve the now-grounded 737 Max without requiring pilots to undergo simulator training while others raised safety concerns and complained about lax standards, according to a trove of internal documents the company released on Thursday. Source: CNBC.com – video report Date: Jan 10, 2020 Link: https://www.cnbc.com/2020/01/09/boeing-releases-communications-on-737-max-simulators-it-calls-completely-unacceptable.html Questions for discussion:… Read more »
A revival is under way in the chip business
Description: The high-tech industry is as cyclical as any commodity Source: Economist.com Date: Jan 11, 2020 Link: https://www.economist.com/business/2020/01/11/a-revival-is-under-way-in-the-chip-business?cid1=cust/ednew/n/bl/n/2020/01/9n/owned/n/n/nwl/n/n/NA/375381/n Questions for discussion: Summarize the key points made about the industry in the report. What does the report suggest about the near future for the industry?
Stock market bubble is forming and a 50% plunge is inevitable: strategist
Description: One can’t help but to think the “everything rally” that is engulfing Wall Street right now is a classic asset bubble just waiting to explode sometime in 2020. Source: Yahoo.Finance.com – video report Date: Dec 26, 2019 Link: https://finance.yahoo.com/news/stock-market-bubble-is-forming-and-a-50-plunge-is-inevitable-strategist-164718742.html Questions for discussion: Summarize the analysis and recommendations presented. Do you agree? What is meant by… Read more »
Here’s how a bull market scrambled seasonal trends in 2019
Description: It has been a year for celebration on Wall Street, with the S&P 500 rising nearly 30%, but investors relying on seasonal trends probably found themselves frustrated as the market defied traditional patterns. Source: CNBC.com Date: Dec 29, 2019 Link: https://www.cnbc.com/2019/12/27/heres-how-a-bull-market-scrambled-seasonal-trends-in-2019.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: How did the 2019 monthly stock market behavior compare to historical averages?… Read more »
