Don’t time the market, but if you do, here’s when the bear might come knocking

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

Description: More money has been lost by investors trying to anticipate corrections, than has been lost in corrections themselves Source: MarketWatch.com Date: Nov 29, 2019 Link: https://www.marketwatch.com/story/dont-time-the-market-but-if-you-do-heres-when-the-bear-might-come-knocking-2019-11-29?mod=home-page Questions for discussion: What is the advice presented to investors in this article? Do you think most people will follow?

Dick’s Sporting Goods shares skyrocket on earnings beat, raised outlook

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

Description: Dick’s Sporting Goods on Tuesday reported its strongest same-store sales gains since 2013, as its e-commerce sales grew 13% during the latest quarter, and it sold more apparel and footwear. Source: CNBC.com Date: Nov 26, 2019 Link: https://www.cnbc.com/2019/11/26/dicks-sporting-goods-dks-reports-q3-2019-earnings-beat-ups-outlook.html Questions for discussion: Summarize the financial results for the firm. Do you think the company is a… Read more »

Aurora CEO eyes U.S. amid looming ‘carnage’ for Canadian pot industry

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Description: Booth said there could be “carnage” in Canada’s cannabis industry over the next year if some producers remain unable to drop their cost of producing their cannabis amidst what has become an oversupplied market. Source: BNNBloomberg.com Date: Nov 29, 2019 Link: https://www.bnnbloomberg.ca/aurora-ceo-eyes-u-s-amid-looming-carnage-for-canadian-pot-industry-1.1355362 Questions for discussion: Summarize the highlights presented in this report and the… Read more »

TV Ad Spending Will Never Be the Same

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Description: eMarketer forecasting analyst Eric Haggstrom, vice president of content studio Paul Verna and vice president of forecasting Monica Peart talk about the peaking of US TV ad spending. Why has it stopped growing, how does cord-cutting contribute, and what makes video streaming services attractive? They then discuss the performance of Disney+ in its first… Read more »

Worldwide Snapchat Usage to Grow More than 14% This Year

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Description: Following a redesign in late 2017 that prompted some US users to leave the platform and stifled growth elsewhere, Snapchat is making a comeback. Source: eMarketer.com Date: Nov 19, 2019 Link: https://www.emarketer.com/content/worldwide-snapchat-usage-to-grow-more-than-14-this-year?ecid=NL1009 Questions for discussion: What does the report suggest to investors about the industry and individual firms? How would you evaluate the potential… Read more »

Big Tech takes aim at the low-profit retail-banking industry

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

Description: Silicon Valley giants are after your data, not your money Source: TheEconomist.com Date: Nov 21, 2019 Link: https://www.economist.com/finance-and-economics/2019/11/21/big-tech-takes-aim-at-the-low-profit-retail-banking-industry?cid1=cust/ednew/n/bl/n/2019/11/21n/owned/n/n/nwl/n/n/NA/346869/n Questions for discussion: Summarize what the report says is happening in the retail banking industry. How should investors look at this competitive landscape?

Obscure ‘marble bubble’ stock which became the best performer on the globe just crashed 98%

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Description: The best-performing stock in the world just lost nearly all its value in the blink of an eye. ArtGo Holdings, a Chinese marble miner, saw its stock crash 98% in Hong Kong trading overnight after MSCI decided not to add it to its foray of indexes. That plunge wiped out more than $5 billion… Read more »

Goldman Sees Baby Bond Bear Market, Cyclicals Rally in 2020

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Description: The global economy and earnings will stabilize in 2020, allowing riskier assets to flourish even with central banks keeping policy little changed, according to Goldman Sachs Group Inc. Source: Bloomberg.com Date: Nov 22, 2019 Link: https://www.bloomberg.com/news/articles/2019-11-22/goldman-sees-baby-bond-bear-market-cyclical-stock-rally-in-2020 Questions for discussion: Summarize the thinking at Goldman, according to this report. What do you think of this… Read more »

The fourth industrial revolution is already disrupting our economy — that’s why it’s so hard to read

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

Description: Kevin Carmichael: BoC Governor Stephen Poloz argues history shows major technology advances need to be accommodated by neutral monetary policy Source: FinancialPost.com – video report Date: Nov 15, 2019 Link: https://business.financialpost.com/news/economy/the-fourth-industrial-revolution-is-already-disrupting-our-economy-thats-why-its-so-hard-to-read?video_autoplay=true Questions for discussion: What is the theory related to the “fourth industrial revolution” and interest rates? What is the recommendation to central bankers… Read more »

Economist Perspective: Negative Rates—An Option in the Fed’s Playbook?

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Description: Could the Federal Reserve ever adopt a negative rate policy? Source: MarketWatch.com Date: Nov 12, 2019 Link: https://sponsor.marketwatch.com/cme-group/economist-perspective-negative-rates-an-option-in-the-feds-playbook/ Questions for discussion: Summarize Blu Putnam’s opinions on future Fed actions. Do you agree? What should investors take away from these thoughts?