Description: Roku’s streaming business is growing faster than Netflix was at a similar stage in the company’s life, according to analysts at William Blair. The firm said it expects Roku to reach 80 million active accounts by 2025. Source: CNBC.com Date: Aug 27, 2019 Link: https://www.cnbc.com/2019/08/27/roku-growing-faster-than-netflix-did-at-same-point-william-blair-says.html Questions for discussion: Why is this financial analyst so optimistic about the… Read more »
Posts Categorized: Personal Finance
Credit risks see three banks decouple from Big Six
Description: Three Canadian banks are retesting the floors they reached in December, decoupling from the rest of the Big Six in what analysts say is a sign of uncertain times. Source: FinancialPost.com Date: Aug 28, 2019 Link: https://business.financialpost.com/investing/canadian-banks-decouple-from-one-another-as-economic-cycle-wanes Questions for discussion: Summarize the assessments and predictions made in this report. Do you agree? What should… Read more »
Opinion: The Fed can’t rescue us from the coming supply-shock recession
Description: NEW YORK (Project Syndicate) — There are three negative supply shocks that could trigger a global recession by 2020. All of them reflect political factors affecting international relations, two involve China, and the United States is at the center of each. Source: MarketWatch.com Date: Aug 22, 2019 Link: https://www.marketwatch.com/story/the-fed-cant-rescue-us-from-the-coming-supply-shock-recession-2019-08-22 Questions for discussion: What does the report… Read more »
Shares of companies that manufacture in China plunge after Trump orders them to move
Description: Multinationals that rely on the supply chain from China are tumbling after President Donald Trump ordered them to find alternatives to their Chinese operations. Source: CNBC.com Date: Aug 23, 2019 Link: https://www.cnbc.com/2019/08/23/shares-of-companies-that-manufacture-in-china-plunge-after-trump-orders-them-to-move.html Questions for discussion: Why did these particular share-values fall so dramatically? Why did the market decline overall? Is this the start of… Read more »
The investing mistakes you want to avoid as the market sinks — and what to do instead
Description: If a potential global economic slowdown and recent market volatility has you worried, you should proceed with caution with your own investments. Source: CNBC.com – video report Date: Aug 24, 2019 Link: https://www.cnbc.com/2019/08/24/dan-ariely-on-portfolio-mistakes-you-want-to-avoid–during-volatility.html Questions for discussion: Summarize the investor thinking and behavior suggested by Professor Ariely. Do you think he is right? What would… Read more »
Why one big stock-market bear says it’s ‘dangerous to be short’ right now
Description: ‘It’s certainly possible we can rally another six or nine months because we have Trump who does not want to see the market go down in front of the election. We have Jerome Powell… on the side of trying to keep the market up… It’s dangerous to be short right now.’David Tice Source: MarketWatch.com… Read more »
The $30 Billion Exodus: Foreign Oil Firms Bail on Canada
Description: Capital keeps marching out of Canada’s oil industry, with Kinder Morgan Inc.’s sale of its remaining holdings in the country on Wednesday adding to more than $30 billion of foreign-company divestitures in the past three years. Source: Bloomberg.com Date: Aug 21, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-21/the-30-billion-exodus-foreign-oil-firms-are-bailing-on-canada?srnd=premium-canada Questions for discussion: What is happening in the Canadian oil… Read more »
Apple’s iPhone trade-in boost has just begun
Description: Apple Inc. may have just seen its worst sequential drop in iPhone revenue for any March quarter in the company’s history, but investors seem optimistic about where the smartphone giant is headed. Shares of Apple AAPL, +7.05% were up 6.2% in Wednesday morning trading, putting the company on track to reclaim a $1 trillion valuation. The stock would… Read more »
Jeremy Siegel blames the Fed for the 20% stock market drop late last year
Description: Jeremy Siegel, the longtime stock market bull and influential Wharton School professor, called for more diversity of thought among the members of the Federal Reserve’s policymaking committee, saying the central bank’s groupthink causes it to make mistakes. Source: CNBC.com – video report Date: May 01, 2019 Link: https://www.cnbc.com/2019/05/01/jeremy-siegel-blames-fed-groupthink-for-20percent-market-drop-late-last-year.html Questions for discussion: What is the basis… Read more »
U.S. Factory Gauge Falls to Two-Year Low
Description: A gauge of U.S. factories fell in April to the weakest level since late 2016, signaling that manufacturing headwinds extended into the second quarter as companies continue to confront uncertainty about trade. Source: Bloomberg.com Date: May 01, 2019 Link: https://www.bloomberg.com/news/articles/2019-05-01/u-s-factory-gauge-falls-to-two-year-low-as-orders-output-cool?srnd=markets-vp Questions for discussion: What does the report suggest about the economy and future interest… Read more »
