If you haven’t built yourself an investing fallout shelter, now is the time

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

Description: Larry Sarbit: When markets fall — not if — you don’t want to suffer by giving back a large chunk of the profits you’ve made over the last decade Source: FinancialPost.com Date: Nov 13, 2019 Link: https://business.financialpost.com/investing/investing-pro/if-you-havent-built-yourself-an-investing-fallout-shelter-now-is-the-time Questions for discussion: Summarize the analysis and advice presented in this article. Do you agree? How can… Read more »

America’s yield curve is no longer inverted

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

Description: So, no need to worry about recession? Hmm, maybe Source: TheEconomist.com Date: Nov 13, 2019 Link: https://www.economist.com/united-states/2019/11/13/americas-yield-curve-is-no-longer-inverted Questions for discussion: What is the inverted yield curve predicting, according to the analysis in this article? What do you think is likely? How should investors adjust to this assessment?

Canada needs to ditch its addiction to real estate and start investing in technology

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

Description: Martin Pelletier: While many are singing the praises of Toronto’s tech scene, the fact of the matter is there are only 15 tech companies on the TSX to choose from Source: FinancialPost.com Date: Nov 11, 2019 Link: https://business.financialpost.com/investing/investing-pro/canada-needs-to-ditch-its-addiction-to-real-estate-and-start-investing-in-technology Questions for discussion: What are the issues related to the limited number of technology stocks available to… Read more »

How Marketers Are Responding to Recent TikTok Headlines

Posted by & filed under Company Analysis, Governments & Regulators, Management Issues, Personal Finance.

Description: Though TikTok has become a craze among some younger Americans over the past year, recent headlines about a US government investigation into the platform’s Chinese parent company ByteDance regarding national security concerns have some marketers worrying. Source: eMarketer.com Date: Nov 12, 2019 Link: https://www.emarketer.com/content/how-marketers-are-responding-to-recent-tiktok-headlines?ecid=NL1001 Questions for discussion: What are the concerns for users, marketers… Read more »

How 3-D printing is transforming the $12 trillion manufacturing industry and fueling the 4th Industrial Revolution

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

Description: A French cosmetics giant uses one to create artificial skin. A Wisconsin start-up designs ceramic guides that pinpoint tumors in individual cancer patients. Workers on a remote North Sea oil rig make replacement parts on the spot rather than wait days for a ship or helicopter to arrive. All these actions are made possible… Read more »

Opinion: Why the prospective $70 billion buyout of Walgreens may signal the stock-market rally is about to end

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

Description: The deal would be the biggest LBO ever — and carry echoes of a troubled deal of the past Source: MarketWatch.com Date: Nov 07, 2019 Link: https://www.marketwatch.com/story/walgreens-possible-70-billion-buyout-is-a-clear-sign-the-stock-market-rally-is-about-to-end-2019-11-06?mod=home-page Questions for discussion: What are the concerns, as highlighted in the article? Do you share these concerns?

As Roku Plunges, CFO Advises Looking Past ‘A Bit of Noise’

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

Description: Roku’s shares plummeted after Wednesday’s earnings report offered no upside to Q4 revenue forecasts, but CFO Steve Louden was upbeat about the arrival of Apple TV+ and Disney+. Source: TheStreet.com – video report Date: Nov 07, 2019 Link: https://www.thestreet.com/technology/roku-plunges-cfo-advises-looking-past-noise-15158142 Questions for discussion: Why did the stock price fall? Do you think this presents an… Read more »

Top Morgan Stanley fund manager sees stocks rallying another 5% before 2020, led by cheap value stocks

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

Description: With eight weeks until 2020, one of Morgan Stanley Investment Management’s top fund managers is positioning for a market breakout that he thinks is just beginning. Source: CNBC.com – video report Date: Nov 01, 2019 Link: https://www.cnbc.com/2019/11/05/top-fund-manager-sees-5percent-market-rally-before-2020-led-by-value-stocks.html Questions for discussion: What is the basis for the predictions? Do you agree with this assessment?

‘Another nail in the coffin’: BlackBerry president jumps ship

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

Description: BlackBerry Ltd. says its president and chief operating officer, Bryan Palma, has left the company after less than a year in the job. Source: BNNBloomberg.com – video report Date: Nov 06, 2019 Link: https://www.bnnbloomberg.ca/another-nail-in-the-coffin-blackberry-president-jumps-ship-1.1342843 Questions for discussion: Why is this event considered bad news for the investors and the firm? Should investors be concerned,… Read more »

How Chipotle returned to the top after disastrous food-safety scares

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

Description: How Chipotle returned to the top after disastrous food-safety scares Source: CNBC.com – video report Date: Nov 06, 2019 Link: https://www.cnbc.com/video/2019/11/05/ceo-brian-niccol-turns-chipotle-mexican-grill-around-after-food-safety-scares.html Questions for discussion: How is Taco Bell managed differently from Chipotle? How would you increase business at Chipotle? Do you think Chipotle is a good investment today?