Stock market busts through the weakest 6-month period, which bodes well for the rest of the year

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

Description: On Wall Street, it’s sometimes possible to see a rainbow — and maybe even find a pot of gold — without having to suffer through a downpour first. Source: CNBC.com Date: Oct 31, 2017 Link: https://www.cnbc.com/2017/10/31/stock-market-busts-through-sell-in-may-period.html Questions for discussion: What does the data say about the strength of the current bull market? What would… Read more »

‘House of Cards’ made Netflix a powerhouse. What now?

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Description: The fate of the Netflix hit show “House of Cards” is up in the air following the sexual abuse accusations lodged against Kevin Spacey, who stars as the manipulative Frank Underwood. Source: CNNMoney.com – video report Date: Nov 01, 2017 Link: http://money.cnn.com/2017/11/01/investing/netflix-stock-house-of-cards-kevin-spacey/index.html Questions for discussion: What is the financial condition at Netflix at the… Read more »

David Rosenberg: Fifteen reasons why investors should love Japan

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

Description: Things are starting to look up in the Land of the Rising Sun Source: FinancialPost.com Date: Nov 02, 2017 Link: http://business.financialpost.com/investing/david-rosenberg-fifteen-reasons-why-investors-should-love-japan Questions for discussion: Of the reasons listed, which three do you think have the most merit? Do you agree with his assessment and thinking?

World’s First AI-Run Global ETF Makes Its Own Managers Nervous

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Description: Horizons Active AI Global Equity ETF debuts in Toronto Source: Bloomberg.com – video report Date: Nov 01, 2017 Link: https://www.bloomberg.com/news/articles/2017-11-01/world-s-first-ai-run-global-etf-makes-its-own-managers-nervous Questions for discussion: How does this decision-making technology work? Who do you think will buy this ETF? Do you think this is a real concern for managers and employment in the investment field?

Could GE get booted from the Dow after 110 years?

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Description: Shares of General Electric (GE) keep falling after the company reported lousy earnings last week. GE is down more than 30% this year, easily the worst performer of the 30 companies in the venerable stock average. Source: CNNMoney.com – video report Date: Oct 25, 2017 Link: http://money.cnn.com/2017/10/25/investing/ge-stock-dow-exit/index.html Questions for discussion: Why is GE at risk of delisting from the… Read more »

Comcast’s Careful Steps to Grow Past Cable Yield Results

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Description: Comcast is earning its peacock feathers. The $170 billion media firm was early and careful in expanding beyond cable. Source: NYTimes.com Date: Oct 26, 2017 Link: https://www.nytimes.com/2017/10/26/business/dealbook/comcasts-careful-steps-to-grow-past-cable-yield-results.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=sectionfront Questions for discussion: Explain Comcast’s success? What other acquisitions do you think management should consider?

Bitcoin’s Bewildering Race to $100 Billion

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Description: There is no official measurement of a market bubble, but one could be the speed and force of the rise, a technique borrowed from the physical realm. Dot-com stocks rose 680 percent from the beginning of 1996 to the end of March 2000. Bitcoin has risen nearly 825 percent in the past year alone, to about $5,700. Source:… Read more »

Not America’s beer? Bud sales fall in U.S.

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Description: This Bud’s not for you? Anheuser-Busch InBev, the owner of Budweiser, Bud Light and Stella Artois, said that beer sales in the U.S. fell 5.6% in the third quarter. Source: CNNMoney.com – video report Date: Oct 26, 2017 Link: http://money.cnn.com/2017/10/26/investing/anheuser-busch-inbev-budweiser-beer-sales/index.html Questions for discussion: What might explain poor sales? What does the report suggest about… Read more »

TD Has Quickly Become a Top 10 U.S. Bank and It’s Not Done Yet

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Description: Toronto-Dominion Bank’s new U.S. head isn’t being critical when he describes the lender as “sub-scale” in small business and corporate lending, and “underweight” in wealth management. He just thinks there’s market share to be had. Source: Bloomberg.com – video report Date: Oct 23, 2017 Link: https://www.bloomberg.com/news/articles/2017-10-23/td-has-quickly-become-a-top-10-u-s-bank-and-it-s-not-done-yet Questions for discussion: How has TD Bank grown… Read more »

Dow cruises past 23,000 for the first time

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Description: The Dow has rocketed through yet another milestone — 23,000. Source: CNNMoney.com – video report Date: Oct 17, 2017 Link: http://money.cnn.com/2017/10/17/investing/dow-23000-stocks-trump/index.html?iid=EL Questions for discussion: Why have some Dow listed stocks declined as the index grew? How much further do you think investors will push the Dow before there is a general correction?