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

Description: Know your customers’ needs, track your rivals, and choose a clear strategy.

Source: INC.com

Date: Jan 19, 2023

Link: https://www.inc.com/peter-cohan/3-lessons-from-elon-musks-sabotage-of-tesla.html

Questions for discussion:

  • What are the key criticisms and strategic advice that is presented to the company?
  • Do you agree with this line of thinking?
  • What would you advise?

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

Description: A trend called Neo-Prohibitionism combined with less wine consumption by younger generations has left baby boomers as the wine industry’s sole BFFs. Those are three main takeaways from a sobering analysis of U.S. wine consumption by the wine division of Silicon Valley Bank (SVB).

Source: Mediapost.com

Date: Jan 19, 2023

Link: https://www.mediapost.com/publications/article/381730/annual-silicon-valley-bank-report-paints-sober-pic.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129003&hashid=7T9TCmQZSDGbnu-424RuBQ

Questions for discussion:

  • Summarize the marketing issues facing the wine industry and alcohol consumption in general.
  • What would you advise the wine industry at this time?
  • Do you think alcohol consumption will go the same way as tobacco?

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

Description: In the wake of Salesforce’s (CRM) mass layoff announcement last week, Wall Street may have overlooked one key element in its haste to predict better profit margins from the tech giant.

Source: Yahoo.Finance.com – video report

Date: Jan 11, 2023

Link: https://ca.finance.yahoo.com/news/why-salesforce-layoffs-may-actually-be-a-problem-for-the-stock-190153289.html

Questions for discussion:

  • What is the concern about the layoffs?
  • Do you agree with this analysis?
  • What would you advise investors do, given these conditions?

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

Description: The Swiss National Bank on Monday reported a loss of 132 billion Swiss francs ($143 billion) for the 2022 financial year, citing preliminary figures. It represents the biggest loss in the central bank’s 116-year history and equates to roughly 18% of Switzerland’s projected gross domestic product of 744.5 billion Swiss francs. Its previous record loss was 23 billion francs in 2015.

Source: CNBC.com – video report

Date: Jan 09, 2023

Link: https://www.cnbc.com/2023/01/09/swiss-national-bank-posts-record-143-billion-loss.html

Questions for discussion:

  • How did the bank lose money, according to the report?
  • Was there any way, these losses could have been mitigated by management?
  • How is this central bank similar but different from other banks?

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

Description: A mild stock market rally to kick off the new year will be put to the test..

Source: MarketWatch.com

Date: Jan 11, 2023

Link: https://www.marketwatch.com/story/why-thursdays-u-s-cpi-report-might-kill-stock-markets-hope-of-inflation-melting-away-11673449025?mod=home-page

Questions for discussion:

  • What does the report say about the expectations for Fed action on interest rates?
  • How do you expect the markets to behave if this proves to be correct?

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

Description: Canada’s largest cities are getting bigger and more expensive, forcing hundreds of thousands of people to search for affordable housing elsewhere.Toronto, the country’s biggest urban center, saw nearly 100,000 people leave the area, with 78 per cent choosing to settle in other parts of the province over a one-year period to July 1, according to Statistics Canada data released Wednesday. Montreal and Vancouver, Canada’s second and third biggest cities, saw about 35,000 and 14,000 people exit, respectively.

Source: BNNBloomberg.ca – video report

Date: Jan 11, 2023

Link: https://www.bnnbloomberg.ca/people-are-leaving-canada-s-biggest-cities-amid-a-housing-crunch-1.1868764

Questions for discussion:

  • Summarize the analysis of the industry.
  • What does this mean for realtors, builders, and the banks?
  • What would you advise investors?

Posted by & filed under Company Analysis, Management Issues.

Description: There were more than a handful of worthy candidates considered by MediaPost editors for this year’s Executive of the Year honors.

Source: MediaPost.com

Date: Jan 08, 2023

Link: https://www.mediapost.com/publications/article/380606/2022-executive-of-the-year-marc-pritchard.html?utm_source=newsletter&utm_medium=email&utm_content=comment&utm_campaign=128856

Questions for discussion:

  • What are some marketing insights posed by Marc Pritchard?
  • Do you agree that there is “no average consumer”?
  • Can marketers always follow this line of thinking in all product categories?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: Widespread medical debt is a uniquely American problem. Roughly 40% of U.S. adults have at least $250 in medical debt, according to a survey conducted by Kaiser Family Foundation.

Source: CNBC.com – video report

Date: Jan 08, 2023

Link: https://www.cnbc.com/2023/01/08/how-health-insurance-may-have-made-health-care-more-expensive.html

Questions for discussion:

  • What is the explanation presented in this report for higher health care costs?
  • What are the solutions?
  • What would this mean for those businesses connected to health services, especially, insurance companies?

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

Description: The proverbial Fed put is officially dead and gone: strategist

Source: MarketWatch.com

Date: Jan 06, 2023

Link: https://www.marketwatch.com/story/why-the-fed-doesnt-like-stock-market-rallies-11672945830

Questions for discussion:

  • What does the article say is going on in the stock market and the role played by the Fed?
  • Do you think the Fed is behaving wisely?
  • Do you think there is a strategy for investors because of this “cat and mouse game”?

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

Description: Amazon said Wednesday it will cut more than 18,000 jobs, a bigger number than the e-retailer initially said it would be eliminating last year.

Source: CNBC.com – video report

Date: Jan 04, 2023

Link: https://www.cnbc.com/2023/01/04/amazon-says-it-will-cut-over-18000-jobs-more-than-initially-planned.html?qsearchterm=amazon

Questions for discussion:

  • What does the report say about the job cuts and the reasons given?
  • What do you believe this means for the short and long term value to investors?