Wiley Corporate Finance Updates

Posted October 16th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: By next year, half of Medicare beneficiaries will have a private Medicare Advantage plan. Most large insurers in the program have been accused in court of fraud.

Source: NYTimes.com

Date: Oct 08, 2022

Link: https://www.nytimes.com/2022/10/08/upshot/medicare-advantage-fraud-allegations.html

Questions for discussion:

What does the report say about the reasons for the growth of these insurance companies?
Should investors be concerned about this discussion?
Would you be a buyer of these companies today?

Posted October 16th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: If you want to know who really controls Deere & Company (NYSE:DE), then you’ll have to look at the makeup of its share registry. We can see that institutions own the lion’s share in the company with 72% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

Source: Yahoo.Finance.com

Date: Oct 11, 2022

Link: https://uk.finance.yahoo.com/news/great-week-adds-deere-companys-110028467.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNhLw&guce_referrer_sig=AQAAAHFWTlY_YjAdFhUsqk0Q7Ysx-N2hr1Y705yt0t4mUEoZLNRYfmKwQxD6JxSBu550H4LCqt20pSg2q1g-0H7PPuQUhp4R9pOsQfHnbTUrjMTSXMp38oYqmF_N1C5P7mwjIZuOMXVDQApOgIVpPfDEjstvYtepKpa2BxljVisWgRZV

Questions for discussion:

Describe the ownership structure of the company.
What does the report say this implies about the risks associated with the stock?
Would you be an investor in the company today?

Posted October 16th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: More than 70 per cent of Canadians support increasing the country’s oil and gas production to reduce global dependence on Russian energy exports, according to a new poll released on Wednesday.

Source: Yahoo.Finance.com

Date: Oct 12, 2022

Link: https://ca.finance.yahoo.com/news/seven-in-10-canadians-want-more-domestic-oil-gas-output-to-cut-russian-influence-poll-161700849.html

Questions for discussion:

Summarize the key points presented in the article.
What impact, if any, do you believe public opinion might have on decisions by government and industry?
How should investors deal with this information, in your opinion?

Posted October 16th, 2022 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: After World War II, railroad companies ceded freight, including mail and perishables, to semi trucks and instead favored goods like newsprint, chemicals and steel coils, which could sit in rail yards for days. Many freight companies made this change enthusiastically; trucking’s rise gave them a strong reason to stop servicing goods that were financial and logistical pains to ship. So long to the rail cars full of livestock.

Source: NYTimes.com

Date: Oct 09, 2022

Link: https://www.nytimes.com/2022/10/09/opinion/business-economics/freight-train-mismanagement.html

Questions for discussion:

How has the railroad industry mismanaged itself, according to the report?
What are the solutions?
Can truck and rail transportation co-operate and become a a more efficient system?
How would this impact prices and supply management?

Posted October 16th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Costco’s popular chickens have stayed fixed at $4.99 for more than a decade — even in the face of raging inflation. But it’s come at a cost.

Source: TheHustle.com

Date: Oct 08, 2022

Link: https://thehustle.co/the-economics-of-costco-rotisserie-chicken/

Questions for discussion:

Why has Costco kept chicken prices fixed?
How has this strategy fit with overall branding strategy?
Do you think the company has chosen the “right” product to telegraph the branding message?
What other products would also communicate the Costco message, in your opinion?

Posted October 9th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Can John Deere become one of the leading AI and robotics companies in the world alongside Tesla and Silicon Valley technology giants over the next decade

Source: CNBC.com

Date: Oct 02, 2022

Link: https://www.cnbc.com/2022/10/02/how-deere-plans-to-build-a-world-of-fully-autonomous-farming-by-2030.html

Questions for discussion:

Based on the report, how would you answer the question posed at the start?
How should investors weigh this factor in evaluating the company stock?
Would you be a buyer today?
What would robotics mean for the agricultural industry?

Posted October 9th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: At the outset of the Depression, Charles Mitchell was the most wanted banker in America. Today, his name’s largely been forgotten.

Source: TheHustle.com

Date: Oct 02, 2022

Link: https://link.thehustle.co/view/6336092910af034736048108heacb.ymsz/f4024843

Questions for discussion:

What caused the crash, according to the article?
Do you see similarities in today’s market and investing environment?
Do you have any concerns of further decline in stock market values?

Posted October 9th, 2022 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: We have officially entered the largest wealth transfer period in history. Here are three key ways to prepare yourself for the Great Wealth Transfer and improve our financial position.

Source: Entrepreneur.com

Date: Sep 27, 2022

Link: https://www.entrepreneur.com/money-finance/3-ways-to-prepare-yourself-for-the-great-wealth-transfer/434715?utm_source=newsletter&utm_medium=email

Questions for discussion:

What does the report say about “the great wealth transfer” and how to prepare for it?
Do you agree with the sentiments and strategic thinking?

Posted October 9th, 2022 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Market Analysis, Personal Finance.

Description: The financial cushion that Canadians were able to build up when pandemic-related restrictions were in place has largely evaporated, according to Statistics Canada, as household budgets feel the pinch from a number of economic strains.

Source: Yahoo.Finance.com

Date: Oct 03, 2022

Link: https://ca.finance.yahoo.com/news/pandemic-savings-erased-amid-perfect-storm-of-economic-pressures-stat-can-170021198.html

Questions for discussion:

What does the report say about the condition of Canadian savings and wealth accumulation?
What should investors do today, in your opinion?

Posted October 9th, 2022 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: YouTube has consumed a good part of my days for more than a decade. As a teen-ager, I used the video-streaming platform to scrounge for crumbs of knowledge, watching free lectures on everything from algebra to literary modernism. Now I navigate to the YouTube app on my television most mornings to watch the news. I stream workout videos. I listen to music. I watch celebrities give tours of their garishly decorated mansions. Sometimes I stay on the site for hours, lost in the maze of memes, dinner ideas, and all manner of distraction.

Source: NewYorker.com

Date: Oct 04, 2022

Link: https://www.newyorker.com/books/under-review/the-overlooked-titan-of-social-media

Questions for discussion: