Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description: If it’s handmade or over 20 years old, there’s a good chance you can find it on Etsy, the go-to online marketplace for handcrafted and vintage goods.

Source: CNBC.com – video report

Date: Sep 05, 2020

Link: https://www.cnbc.com/2020/09/05/how-etsy-built-a-handmade-empire.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

    • How would you describe Etsy’s business model?
    • Summarize the evolution of the firm’s management.
    • Why do you think the firm experienced so many growing pains?
    • Explain the firm’s success.
    • Who are Etsy’s competitors?

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

Description: When the coronavirus hit, medical practitioners started ramping up their virtual offerings – notably appointments via videoconferencing apps such as FaceTime and Zoom – as a way to continue caring for patients and keep their businesses alive.

Source: Bloomberg.com

Date: Sep 12, 2020

Link: https://www.bloomberg.com/quicktake/telemedicine?srnd=businessweek-v2

Questions for discussion:

  • What does the report say about telemedicine as a means to improve services and reduce costs?
  • What do you think of the concept?
  • How can practitioners increase participation amongst clients?

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

Description: What’s up with this crazy stock market anyway? Apple, Tesla, Zoom and their ilk have been going nuts, driving the Nasdaq and S&P 500 to record highs—and greatly enriching the billionaire class—(only to drop precipitously late this week.) All this while the economy is in recession and millions are unemployed—some even unable to put food on the table.

Source: Finance.Yahoo.com

Date: Sep 05, 2020

Link: https://finance.yahoo.com/news/stock-market-and-the-economy-actually-arent-disconnected-114621662.html

Questions for discussion:

  • What is actually happening to indexes and why?
  • How connected are the markets and the economy?
  • Given this analysis, what would you advise investors?

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

Description: The S&P Dow Jones Indices announced changes to the S&P 500 index, effective at the open of trading Sept. 21. The addition list did not include Tesla  (TSLA) – Get Report, which was in the running to join the elite index.

Source: TheStreet.com – video report

Date: Sep 04, 2020

Link: https://www.thestreet.com/investing/tesla-wont-be-joining-the-s-and-p-500?jwsource=cl

Questions for discussion:

  • What is the warning presented in the video based on?
  • What do you think of this analysis?
  • What would you recommend to investors at this time, given this assessment?

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

Description: The tech wreck is probably not over, despite Friday’s market comeback. Analysts expect the shakeout in stocks to continue after the long Labor Day weekend, especially in technology names and the Nasdaq, areas of the market that notched the sharpest gains.

Source: CNBC.com – video report

Date: Sep 04, 2020

Link: https://www.cnbc.com/2020/09/04/the-stock-market-shakeout-is-likely-not-over-yet-even-with-fridays-comeback.html

Questions for discussion:

  • What does the report say about the near future of stock market activity?
  • Do you agree with this assessment?

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

Description: Brian Belski, Chief Investment Strategist at BMO Capital Markets, speaks with Financial Post’s Larysa Harapyn about what might affect stock prices and why the TSX is headed to an all-time high by year-end.

Source: FinancialPost.com – video report

Date: Sep 02, 2020

Link: https://youtu.be/z7cLq6Hwd24

Questions for discussion:

  • Summarize the highlights presented in this interview with Brian Belski.
  • What do you think about his assessments and predictions?

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

Description: The coronavirus pandemic is spurring on a growing number of restaurant chains to build restaurants with new bells and whistles focused on convenience and safety.

Source: CNBC.com

Date: Sep 04, 2020

Link: https://www.cnbc.com/2020/09/05/restaurant-chains-are-unveiling-new-designs-inspired-by-the-pandemic.html

Questions for discussion:

  • How have these restaurant chains responded to the coronavirus pandemic?
  • Do you think these are good decisions?
  • What else would you advise the managers of these chains?
  • Should these measures be retained after the pandemic subsides?

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

 Description: Yahoo Finance Canada’s Alicja Siekierska and strategy expert Mark Satov discuss Walmart’s new membership service and how it will stack up against Amazon Prime.

Source: Yahoo.Finance.com – video report

Date: Sep 04, 2020

Link: https://ca.finance.yahoo.com/video/crisis-management-walmart-not-aggressive-194154877.html

Questions for discussion:

  • What does the report say about Walmart’s effort to launch a competing plan against Amazon Prime?
  • Do you agree with the analysis?
  • What would you recommend to Walmart in order to compete better against Amazon Prime?

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

Description: Ray Dalio says government spending will soon erode the value of the U.S. dollar

Source: MarketWatch.com

Date: Apr 09, 2020

Link: https://www.marketwatch.com/story/founder-of-worlds-largest-hedge-fund-doubles-down-on-cash-is-trash-argument-warning-of-debt-fueled-inflation-2020-04-08?mod=home-page

Questions for discussion:

  • What is the inflation scenario painted by Ray Dalio?
  • Do think this is likely?
  • What should investors do if they agree with this scenario?

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Management Issues, Personal Finance.

Description: Startup ‘camels’ prioritize sustainability by balancing growth with cash flow.

Source: Entrepreneur.com

Date: Apr 07, 2020

Link: https://www.entrepreneur.com/article/347659?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • What is the fundament difference between growing a unicorn versus a camel?
  • What are the financial recommendations for start-ups and the reasons given for those choices?
  • Do you agree with these suggestions?