Brookfield hoarding cash on fears 8-year bull market set to end

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Description: Brookfield Asset Management Inc. is selling off assets and paying down bank lines after an eight-year bull run in stocks and bonds near highs, joining investors such as Warren Buffett and Canada’s Prem Watsa in accumulating cash. Source: Bloomberg.com Date: Nov 11, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-11/brookfield-ceo-says-cash-is-king-after-8-year-stocks-bull-market Questions for Discussions: What does the article say about… Read more »

Is Trump Going to Mess With Your Investments? Six Tips

Posted by & filed under Governments & Regulators, Personal Finance.

Description: Financial planner Timothy LaPean is watching a wave of fear and confusion sweep over clients after Donald Trump’s stunning election as U.S. president. Source: Bloomberg.com Date: Nov 09, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-09/is-trump-going-to-mess-with-your-investments-six-tips Questions for Discussions: What advice is presented in this article? Do you think most investors will follow this advice?

Stock Markets, Initially Shaken, Edge Higher After Trump Victory

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Description: After a sharp sell-off overnight in Asia, markets staged a recovery on Wednesday as investors shook off the shock of a Donald J. Trump presidency and began to focus on whether his mix of policies could spur a still-fragile global economic recovery. Source: NYTimes.com Date: Nov 10, 2016 Link: http://www.nytimes.com/2016/11/10/business/dealbook/stock-markets-election.html Questions for discussion: How… Read more »

‘The unthinkable has happened’: President-elect Trump sends drug stocks up and other players tumbling

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

Description: President-elect is expected to take easier stance in combating drug-price hikes Source: MarketWatch.com Date: Nov 09, 2016 Link: http://www.marketwatch.com/story/drug-stocks-rally-health-insurers-tumble-as-investors-prepare-for-president-trump-2016-11-09 Questions for Discussions: What does the article say about investor reaction to the election results? What do you think the wise investor should at this time?

The Money Management Gospel of Yale’s Endowment Guru

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

Description: As he has done for decades, once a week David F. Swensen convenes his staff — including his cadre of apprentices — for a morning-long meeting among the Gothic revival flourishes and crenelations of the Yale University campus to debate investment ideas. Source: NYTimes.com Date: Nov 05, 2016 Link: http://www.nytimes.com/2016/11/06/business/the-money-management-gospel-of-yales-endowment-guru.html?ref=business Questions for discussion: What… Read more »

The restaurant recession has arrived

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

Description: Moody’s slashes its profit growth outlook as consumers struggle to pay bills and restaurants grapple with weak traffic Source: MarketWatch.com Date: Nov 03, 2016 Link: http://www.marketwatch.com/story/analysts-who-warned-this-summer-of-a-restaurant-recession-are-looking-smart-now-2016-11-01?siteid=nwtwk Questions for Discussions: What does the article say about the restaurant business and consumer spending? What does the analysis suggest to investors?

TD Ameritrade, Scottrade deal is the sign of an industry in the midst of major change

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Description: TD Ameritrade’s US$4 billion deal to acquire Scottrade Financial Services Inc. will not only give the company greater scale, but also highlights the ongoing push of discount brokerages into the wealth management sphere amid growing competition in the financial services market. Source: FinancialPost.com Date: Oct 25, 2016 Link: http://business.financialpost.com/investing/td-ameritrade-scottrade-deal-marks-an-industry-in-the-midst-of-major-change?__lsa=64cb-7420 Questions for discussion: What does… Read more »

Opinion: Here’s proof that investors are wising up to Wall Street’s earnings game

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

Description: When a company’s earnings have beaten expectations this season, the stock has barely risen Source: MarketWatch.com Date: Oct 28, 2016 Link: http://www.marketwatch.com/story/heres-proof-that-investors-are-wising-up-to-wall-streets-earnings-game-2016-10-28 Questions for Discussions: What does the article say about the “game” going on? What do you think of this analysis?