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

Description: Micron will spend up to $100 billion over at least the next two decades building a new computer chip factory in upstate New York, the state said on Tuesday.

Source: CNBC.com – video report

Date: Oct 04, 2022

Link: https://www.cnbc.com/2022/10/04/micron-to-spend-up-to-100-billion-to-build-new-york-chip-plant.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Why is this announcement so significant?
  • What are the implications of this development for globally operating businesses in this field?

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

Description: In Tom Wolfe’s famous essay about the 1970s, “The Me Decade,” he wrote about how Americans had abandoned communal thinking in favour of personal wealth. “They took their money and ran,” he wrote. In fact, there wasn’t much money to take.

Source: Yahoo.Finance.com – video report

Date: Sep 24, 2022

Link: https://finance.yahoo.com/news/how-to-survive-the-worst-bear-market-of-all-time-120034754.html

Questions for discussion:

  • What does the report say about the stock market today in comparison to past performances?
  • What does the report say might be taking place in markets again, because of inflation?

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

Description: Banks love housing booms because they offer attractive returns on investment. But they also get preoccupied with real estate during those boom times at the cost of lending to other parts of the economy, according to research by Wharton finance professor Itay Goldstein, Miami Business School finance professor Indraneel Chakraborty, and Virginia Tech professor Andrew MacKinlay.

Source: https://knowledge.wharton.upenn.edu/

Date: Sep 27, 2022

Link: https://knowledge.wharton.upenn.edu/article/how-banks-crowd-out-commercial-lending-during-real-estate-booms/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=9-28-2022&utm_content=How_Banks_Crowd_Out_Commercial_Lending_During_Real_Estate_Booms

Questions for discussion:

  • What does the report say about the reasons banks love real estate booms?
  • What else does the research say?
  • What does this mean in terms of investment in banks today?

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

Description: ESG and sustainable investing generally have come under fire recently, with critics pointing to a lack of transparency and differing definitions sparking confusion around what investors are actually buying.

Source: CNBC.com

Date: Sep 28, 2022

Link: https://www.cnbc.com/2022/09/28/esg-without-returns-is-simply-not-sustainable-says-investor-lauren-taylor-wolfe.html

Questions for discussion:

  • What is ESG?
  • Why is it a factor for some investors and not others, in your opinion?
  • What does the report say about ESG investing?
  • How do you think this research will affect regular investors?

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

Description: Massive export terminal under construction in Kitimat B.C. on track for first deliveries by middle of decade

​Source: FinancialPost.com

Date: Sep 29, 2022

Link: https://financialpost.com/commodities/energy/oil-gas/lng-canada-kitimat-export-liquefied-natural-gas

Questions for discussion:

  • What does the article say about the future of the industry?
  • Do you agree with this analysis and projection for the future?
  • What would you advise investors at this time?

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

Description: For a limited time only, Happy Meals aren’t just for kids. McDonald’s teamed up with the fashion streetwear brand Cactus Plant Flea Market to release an adult meal box, complete with a classic character toy.

Source: NPR.org

Date: Sep 29, 2022

Link: https://www.npr.org/2022/09/29/1125809528/mcdonalds-adult-happy-meals-october

Questions for discussion:

  • What do you think about this promotional effort?
  • Do you think there is a place for defining a combination of items under a branded meal name?
  • How would this affect operations and sales?
  • Do you think customers would welcome a select few meal combos or would this be confusing?

Posted by & filed under Company Analysis, Economic Analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Piano-building was once one of the country’s largest industries. Today, only two companies remain in business.

Source: TheHustle.co

Date: Sep 29, 2022

Link: https://link.thehustle.co/view/61200bfe5acd1b72de2e7829hcmwm.d74a/f28d4c31

Questions for discussion:

  • Summarize the history of the industry.
  • How has the customer changed over time?
  • Who are the competitors today?
  • Is there a way to rejuvenate the industry?
  • What would you recommend to the industry today?

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

Description: When Federal Reserve officials called inflation ‘transitory’ (or temporary) in 2021, Mohamed El-Erian warned investors that the data didn’t back up their claims.

Source: YahooFinance.com – video report

Date: Sep 20, 2022

Link: https://finance.yahoo.com/news/mohammed-el-erian-policymakers-avoid-110000027.html

Questions for discussion:

  • Summarize the analysis presented by Mohamed El-Erian, his advice to governments and his predictions.
  • Do you you agree with his thinking?
  • What would you advise investors do at this time?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: To say streaming platform and hardware provider Roku (NASDAQ: ROKU) stock is having a bad year down (69%) would be an understatement.

Source: Entrepreneur.com

Date: Sep 21, 2022

Link: https://www.entrepreneur.com/finance/roku-stock-is-down-but-not-out/435715

Questions for discussion:

  • What does the report say about the reasons for Roku’s stock valuation and prospects for recovery?
  • Do you agree with this analysis?
  • Would you be a buyer of the stock today?

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

Description: With inflation continuing to hover near 40-year highs, consumers seek out savings wherever they can find them — except for one surprising segment.

Source: MediaPost.com

Date: Sep 15, 2022

Link: https://www.mediapost.com/publications/article/377781/cash-strapped-consumers-seek-simple-pleasures.html?utm_source=newsletter&utm_medium=email&utm_content=readmore&utm_campaign=127642&hashid=sEI_WGOFRPC9S2yOZBKY8g

Questions for discussion:

  • How have consumers reacted to inflation, according to the article?
  • How have marketers succeeded in this pricing environment?
  • What else does the article suggest to marketers?
  • What does this suggest to investors looking for winners in this inflationary environment?