Netflix soars 8% after beating on earnings, despite miss on subscribers

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Description: Shares of Netflix surged 8% in premarket trading after the company late Wednesday released its earnings report for the third quarter. The company reported mixed results, with an earnings beat and a miss on domestic subscriber adds, while revenue slightly missed analysts’ expectations. Source: CNBC.com – video report Date: Oct 16, 2019 Link: https://www.cnbc.com/2019/10/16/netflix-q3-2019-earnings.html Questions for discussion: Summarize… Read more »

Recession odds in Canada’s crude, condo and cannabis economy

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

Description: Canada’s economy has been a bright spot in the dimming global economy — but perhaps not for much longer, according to several bold calls at Bloomberg’s Canadian Fixed Income Conference Wednesday. Source: BNNBloomberg.com – video report Date: Oct 17, 2019 Link: https://www.bnnbloomberg.ca/recession-odds-in-canada-s-crude-condo-and-cannabis-economy-1.1332984 Questions for discussion: What does David Rosenberg say is happening in the… Read more »

Ken Fisher’s sexist comments have cost his company nearly $1 billion in assets

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Description: The City of Boston is ending its relationship with Fisher Investments, pulling $248 million in pension assets from the firm. Source: CNBC.com – video report Date: Oct 16, 2019 Link: https://www.cnbc.com/2019/10/16/fisher-investments-takes-248m-hit-as-boston-pulls-pension-assets.html Questions for discussion: Explain the reaction by City of Boston and other clients of Ken Fisher. Do you think there is a public… Read more »

The world economy’s strange new rules

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

Description: How economies work has changed radically. So must economic policy Source: Economist.com Date: Oct 10, 2019 Link: https://www.economist.com/leaders/2019/10/10/the-world-economys-strange-new-rules Questions for discussion: Summarize the highlights discussed in this article. How do you think the restructuring process will play out?

President Trump and Federal Reserve chief Powell may join forces to send stocks skyrocketing

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

Description: President Trump has consistently, vocally trashed the monetary policy work done by his handpicked Federal Reserve chief Jerome Powell. Powell has taken it in stride, at least out in public settings. Source: Yahoo.Finance.com – video report Date: Oct 11, 2019 Link: https://finance.yahoo.com/news/trump-and-federal-reserve-chair-jerome-powell-may-join-forces-to-send-stocks-skyrocketing-164032925.html Questions for discussion: What does the report say about the reasons for… Read more »

Trade War Is Bleeding Into Enterprise Software — NetApp, Cisco, HPQ Downgraded

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Description: Here’s the significance of an enterprise software industry downgrade some may overlook Source: TheStreet.com – video report Date: Oct 10, 2019 Link: https://www.thestreet.com/video/trade-is-war-bleeding-into-enterprise-software-netapp-cisco-hpq-downgraded-15122738 Questions for discussion: What does the report say about the effect the trade war is having on enterprise software firms? How should investors respond?

Charles Schwab says he would never buy the money-losing companies going public these days

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Description: Investing legend Charles Schwab, founder and chairman of his namesake brokerage firm, said he would stay away from money-losing companies going public. Source: CNBC.com Date: Oct 07, 2019 Link: https://www.cnbc.com/2019/10/07/charles-schwab-says-he-would-never-buy-the-money-losing-companies-going-public-these-days.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What is Charles Schwab’s advice to investors? Do you agree with his assessment?

With palladium rising to record highs, a $1-billion deal for a darling of the Canadian exchange

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Description: Toronto-based North American Palladium on Monday presented shareholders with a $1 billion buyout proposal from a larger South African rival just as its namesake metal touches record high prices. Source: FinancialPost.com Date: Oct 08, 2019 Link: https://business.financialpost.com/commodities/mining/south-africas-impala-to-buy-north-american-palladium-for-c1-billion Questions for discussion: What is driving this deal? What do you think of the deal, from the… Read more »

Now Is a Really Good Time to Get Into Munis, Neuberger’s Iselin Says

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

Description: James Iselin, Neuberger Berman Group managing director, discusses the outlook for the municipal bond market with Bloomberg’s Taylor Riggs on “Bloomberg Markets.” Source: Bloomberg.com – video report Date: Oct 02, 2019 Link: https://www.youtube.com/watch?v=xMB2GUenlfk Questions for discussion: What does the report say about getting into municipal bonds today? Do you agree with the assessments and… Read more »

Apple Stock Is Rising After Reports Suggest the New iPhone Isn’t a Dud After All

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Description: Apple’s bet on a more affordable iPhone model might be paying off after Nikkei reported that the company is increasing production by as much as 10%. That news has helped push Apple stock higher in premarket trading. Source: Barrons.com Date: Oct 04, 2019 Link: https://www.barrons.com/articles/apple-stock-rises-on-reports-of-increased-iphone-production-51570191033?siteid=yhoof2&yptr=yahoo Questions for discussion: What does the article say about Apple and its… Read more »