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

Description: Silicon Valley is hard at work to improve an otherwise dismal historical performance on diversity, says very well-connected LinkedIn co-founder and Greylock Partners partner Reid Hoffman.

Source: Yahoo.Finance.com – video report

Date: Mar 19, 2021

Link: https://ca.finance.yahoo.com/news/linked-in-co-founder-reid-hoffman-on-diversity-in-silicon-valley-its-top-of-mind-change-is-coming-174506884.html

Questions for discussion:

  • Summarize what the participants discuss in the video report in addition to the issue of diversity.
  • What do you think about the business model and metrics presented?
  • Do you think this business, which focusses on the home, presents an opportunity to increase diversity?

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

Description: There may be little – very little – that Stephen Harper and Justin Trudeau agree on, but their belief in the value of a so-called fourth competitor in Canadian wireless markets is indeed common ground.

​Source: BNNBloomberg.ca – video report

Date: Mar 19, 2021

Link: https://www.bnnbloomberg.ca/rogers-shaw-deal-puts-feds-in-a-corner-on-dream-of-a-fourth-wireless-competitor-1.1579653

Questions for discussion:

  • Summarize the pros and cons for the current merger, the industry, consumers and investors.
  • What would you like to see going forward?

 

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

Description: According to Euromonitor International, the gum industry’s market value hit $18.6 billion in 2020. Since 2015, Mars Wrigley has held 25% of the global brand share for chewing gum and a 40% portion in the U.S. The Covid-19 pandemic since it began in March 2020 has negatively impacted gum’s most prominent players and could negatively affect Mars Wrigley gum brands’ future.

Source: CNBC.com – video report

Date: Mar 16, 2021

Link: https://www.cnbc.com/2021/03/15/how-wrigleys-managed-to-dominate-the-chewing-gum-world-.html

Questions for discussion:

  • Why do you think gum has remained a staple candy item?
  • Why has the covid 19 pandemic reduced sales?
  • How can marketing increase sales?
  • Do you think the sale of the company was a good decision?

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

Description: Alphabet CFO Ruth Porat joins ‘Influencers with Andy Serwer’ to discuss Google’s massive $7 billion investment in U.S. offices and new jobs.

Source: Yahoo.Finance.com – video report

Date: Mar 18, 2021

Link: https://ca.finance.yahoo.com/video/google-spend-7-billion-add-123804119.html

Questions for discussion:

  • How is the growth in Google in the U.S. and globally a sign of good economic development?
  • Who might not consider this expansion a good thing?
  • What do you think of this announcement?

 

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

Description: Ark Investment Management founder and CEO Cathie Wood said she is not worried about the recent drop in her funds and that the bull market is simply broadening out to include more strategies like value.

Source: CNBC.com – video report

Date: Mar 09, 2021

Link: https://www.cnbc.com/2021/03/08/cathie-wood-says-the-underlying-bull-market-is-strengthening-will-benefit-arks-strategy-over-time.html

Questions for discussion:

  • Describe the investment strategy at Ark.
  • Do you agree with the thinking about the near and longer-term future of tech stocks?
  • Would you follow Ark’s strategy?

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

Description: Another massive injection of federal cash could ignite the economy like never before. It also could drive up inflation and burst market bubbles, creating new headaches in an otherwise positive outlook.

Source: Politico.com

Date: Mar 10, 2021

Link: https://www.politico.com/news/2021/03/09/biden-economy-coronavirus-stimulus-474860

Questions for discussion:

  • What does the article say is the connection between the deficit spending level and inflation worries?
  • How should investors deal with risks described?

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

Description: U.S. stocks jumped sharply on Tuesday after bond yields declined, causing investors to buy the dip in beaten-up technology shares.

Source: CNBC.com – video report

Date: Mar 09, 2021

Link: https://www.cnbc.com/2021/03/08/dow-futures-rise-extending-mondays-300-point-rally.html

Questions for discussion:

  • What explains the sudden movements in stocks, according to the report?
  • What would you advise investors do over the next week or so?

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

Description: Royal Bank of Canada Chief Executive Officer Dave McKay says inflationary pressures will force central banks to start raising interest rates as soon as next year.

Source: FinancialPost.com

Date: Mar 10, 2021

Link: https://www.bnnbloomberg.ca/rbc-ceo-mckay-sees-inflation-prompting-rate-hikes-next-year-1.1574442

Questions for discussion:

  • Summarize the opinions expressed by CEO Dave McKay.
  • Do you agree with his assessments and predictions?
  • What should investors do, if they agree with his thinking?

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

Description: Here it is: Six Pixels of Separation – Episode #765 – Host: Mitch Joel. Welcome to the our second-ever live podcast recoding from Clubhouse (the new social audio app that is all the rage these days). This conversation was recorded on Tuesday, February 23rd, 2021. Our conversation this week is with someone I met many moons back on the speaking circuit, Kat Cole. Kat is a true force of nature. Many know her from her appearance on Undercover Boss, while most in the corporate world know the story of how she went from being a Hooters hostess out high school to becoming one of the executive vice presidents at Hooters of America. This lead her on a spectacular ascent to the role of President at Focus Brands (the holding company of Jamba, Auntie Anne’s, Cinnabon, Carvel, Shlotzsky’s, and many more), where she recently left. Kat is a seasoned executive and leader with deep expertise building global brands, businesses, and high performing teams. Now, she is focused on a few areas, including being a board member for both corporate and non-profit organizations, an investor and advisor, and someone who is also passionate about creating compelling content to help businesses grow and do better for the world. Kat has her Substack newsletter, Checking In With Kat Cole, and holds regular events and office hours in Clubhouse (where she commands an impressive following of over one million fans). Most recently she has launched, Audio Collective, along with forty other founding members/creators, as an agency to helps brands get more engaged in the Clubhouse community. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Mar 07, 2021

Link: https://www.sixpixels.com/articles/archives/kat-cole-on-state-of-leadership-live-from-clubhouse-this-weeks-six-pixels-of-separation-podcast/

Questions for discussion:

  • Summarize the key ideas discussed in the podcast.
  • What can investors take away from the discussion with Kat Cole?

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

Description: To celebrate International Women’s Day, Lego is going old-school — all the way back to 1981. To help parents encourage their girls to keep building, it’s featuring a 40-year-old ad of a beaming redhead showing off her castle, headlined: “What it is is beautiful.”

Source: Media.Post.com

Date: Mar 08, 2021

Link: https://www.mediapost.com/publications/article/361176/lego-barbie-betty-crocker-kind-celebrate-intern.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=121662&hashid=xIhhTnG4Qdmubrqstxmgaw

Questions for discussion:

  • Are these efforts to celebrate Women’s Day effective, in your opinion?
  • What benefits can the firms gain as a result of these campaigns?
  • Do you think these campaigns affect investors’ decisions?