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

Description: Lyft Co-founder John Zimmer joins Yahoo Finance’s Brian Sozzi, Myles Udland, and Julie Hyman to discuss how the ride sharing company is faring amid COVID-19.

Source: Yahoo.Finance.com – video report

Date: Nov 12, 2020

Link: https://ca.finance.yahoo.com/video/lyft-co-founder-food-delivery-153323158.html

Questions for discussion:

  • How well is Lyft managing during this time of covid?
  • What are the ways Lyft can generate revenues?
  • How does Lyft manage drivers’ availability?
  • How does the company performance compare to Uber?
  • Would you be a buyer of the company stock now?

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

Description: The bike maker Peloton announced Tuesday morning a multiyear partnership with singer-songwriter Beyonce to produce exclusive content with her music for its streamed workout classes.

Source: CNBC.com – video report

Date: Nov 10, 2020

Link: https://www.cnbc.com/2020/11/10/beyonce-and-peloton-in-multiyear-content-deal.html

Questions for discussion:

  • Explain the fit between these two brands.
  • Why has the stock done so well?
  • What further advice would you suggest to management of each brand?

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

Description: In a new interview, Kohl’s (KSS) CEO Michelle Gass told Yahoo Finance that COVID-19 has “dramatically accelerated” online shopping, shifting customer behavior up to five or more years earlier than it would have otherwise.

Source: Yahoo.Finance.com – video report

Date: Nov 05, 2020

Link: https://ca.finance.yahoo.com/news/coronavirus-dramatically-accelerated-ecommerce-kohls-ceo-151151159.html

Questions for discussion:

  • What has been the effect of coronavirus, according to the Michelle Gass?
  • What does this mean for investors looking forward?

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

Description: Hanesbrands Inc. shares plunged as much as 16% after the company reported a review of its business and a slump in sales at a time when everyone’s wearing sweatpants.

Date: Nov 05, 2020

Link: https://www.bloomberg.com/news/articles/2020-11-05/hanes-plummets-as-champion-owner-announces-a-review-of-business

Questions for discussion:

  • What is the financial story at the firm?
  • What do you believes explains the decline in sales?
  • What would you advise management?
  • What would you advise investors?

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

Description: There may be some relief in sight for investors. Long-time market bull Ed Yardeni believes the painful sell-off is running out of steam. “I don’t expect more than a garden variety correction, which would be a 10-15% drop,” the Yardeni Research president told CNBC’s “Trading Nation” on Friday.

Source: CNBC.com – video report

Date: Nov 01, 2020

Link: https://www.cnbc.com/2020/11/01/painful-sell-off-is-running-out-of-steam-market-bull-ed-yardeni.html

Questions for discussion:

  • What is Ed Yardeni’s prediction for markets and explanation?
  • Do you agree with his assessments?
  • What would advise investors do at this time?

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

Description: Canadian Tire Corp. Ltd. reported a surge in sales in its third quarter as the pandemic continued to encourage one-stop shopping and a larger “basket size” as shoppers stocked up to avoid multiple trips to the store.

Source: Yahoo.Finance.com

Date: Nov 05, 2020

Link: https://ca.finance.yahoo.com/news/canadian-tire-raises-quarterly-dividend-115028642.html

Questions for discussion:

  • Summarize and explain the financials at Canadian Tire.
  • How good do the numbers look, given the retail environment?
  • What would you advise investors at this time?

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

Description: The screen-time wars are over in many households, with parents having surrendered en masse. In a period when large numbers of parents and school kids are stuck at home with one another, this is one battle many parents choose to forego, at least for now.

Source: eMarketers.com

Date: Nov 04, 2020

Link: https://www.emarketer.com/content/increased-screen-time-children-teens-likely-here-stay?ecid=NL1001

Questions for discussion:

  • What does the report say is happening to the personal use of electronic devices in households?
  • What does this mean for businesses?
  • How will this trend affect development of online products and services?
  • Which businesses are likely to thrive as a result?

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

Description: Gallup’s workplace data suggest that the most likely cause of your brand problems is not related to marketing dollars.

Source: Gallup.org

Date: Nov 04, 2020

Link: https://www.gallup.com/workplace/323165/why-isn-brand-bigger-data-point-one-answer.aspx

Questions for discussion:

  • What does the Ed Boyle say is misunderstood by most businesses?
  • What should management focus on in order to improve their brand and profitability?
  • Do you agree with this assessment?

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

Description: The semiconductor industry is experiencing historic consolidation, thanks to a wild rally in the stock market. In the past six weeks, two of the biggest three acquisitions ever in the chip industry have been announced, after AMD said on Tuesday that it’s buying Xilinx for $35 billion. Last month, Nvidia agreed to acquire Arm from SoftBank in a deal worth $40 billion.

Source: CNBC.com – video report

Date: Oct 27, 2020

Link: https://www.cnbc.com/2020/10/27/amd-and-nvidia-are-using-high-stock-prices-to-make-big-acquisitions.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What is happening in this sector and why?
  • How should investors interpret these activities?

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

Description: Bankruptcy filings are surging due to the economic fallout of Covid-19, and many lenders are coming to the realization that their claims are almost completely worthless. Instead of recouping, say, 40 cents for every dollar owed, as has been the norm for years, unsecured creditors now face the unenviable prospect of walking away with just pennies — if that.

Source: Bloomberg.com – video report

Date: Oct 26, 2020

Link: https://www.bloomberg.com/news/articles/2020-10-26/bond-defaults-deliver-99-losses-in-new-era-of-u-s-bankruptcies

Questions for discussion:

  • What is the concern in the bond market?
  • Why have creditors received so little after bankruptcies?
  • Is there a a solution?
  • What should investors do given this information?