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

Description: The S&P 500 is forming a “double top” going into the U.S. election, which is a worrying sign for investors, according to veteran investor Mark Mobius.

Source: CNBC.com – video report

Date: Oct 27, 2020

Link: https://www.cnbc.com/2020/10/27/looks-like-a-double-top-in-the-sp-500-investor-mark-mobius-warns.html

Questions for discussion:

  • What is a double top formation?
  • What does it signal to investors?
  • What would you advise investors?

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

Description: A catalyst is emerging for the Canadian dollar that is gnawing at the central bank’s influence and potentially its monetary policy: the performance of global equities. The loonie has traditionally been seen as a commodity-linked currency because of the country’s vast natural resources. But trillions of dollars of stimulus, along with interest rate cuts from the Bank of Canada, the Federal Reserve and other central banks have realigned those forces.

Source: FinancialPost – video report

Date: Oct 27, 2020

Link: https://financialpost.com/investing/loonies-fate-hooked-to-global-stocks-with-bank-of-canada-neutralized

Questions for discussion:

  • What is happening to the Canadian dollar and what are the suggestions for investors?
  • Do you agree with this advice?

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

Description: Opinion | Kara Swisher Talks Big Tech Monopolies and the Google Antitrust Case with Lina Khan

Source: NYTimes.com – podcast

Date: Oct 30, 2020

Link: https://www.nytimes.com/2020/10/29/opinion/sway-kara-swisher-lina-khan.html

Questions for discussion:

  • What are the issues relating to the tech monopolies?
  • How do you think the conflict between the parties will play out?
  • How will the results affect future competition and company valuations, in your opinion?

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

Description: Amid congressional tongue-lashing, antitrust issues and pandemic, Big Tech earnings soar again

Source: MarketWatch.com

Date: Oct 29, 2020

Link: https://www.marketwatch.com/story/apple-amazon-facebook-and-google-all-produce-record-sales-amid-big-tech-backlash-11604020309?mod=home-page

Questions for discussion:

  • Summarize what is happening at these tech firms and why?
  • What sort of future do you see for these firms over the next six months?
  • Explain your thinking and advice to management.

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

Description: The bond market appears to be waking up. After trading in a close range since June, Treasury yields are starting to break out of their range and look set to edge higher. The 10-year yield reached a high of 0.834% early Wednesday morning and was hovering just at the 0.80% level in afternoon trading.

Source:CNBC.com

Date: Oct 21, 2020

Link: https://www.cnbc.com/2020/10/21/the-bond-market-is-starting-to-wake-up-with-interest-rates-headed-higher.html

Questions for discussion:

  • What does the report say is happening in the bond market?
  • How should investors respond, in your opinion?

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

Description: Amid the Covid-19 pandemic and virtual meetings, this is what’s top of mind for venture capitalists.

Source: INC.com

Date: Oct 21, 2020

Link: https://www.inc.com/matt-cooper/raising-your-next-round-heres-what-youll-hear-from-venture-capitalists-today.html

Questions for discussion:

  • What are the reasons for concern, as explained in the article?
  • What do think of this assessment?
  • What should investors do, given this information?

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

Description: Yahoo Finance Canada’s Alicja Siekierska and strategy expert Mark Satov discuss whether companies should buy a business that is struggling in the pandemic now, or wait until a recovery is well underway.

Source: Yahoo.Finance.com – video report

Date: Oct 16, 2020

Link: https://ca.finance.yahoo.com/video/crisis-management-over-sinking-business-183602594.html

Questions for discussion:

  • What is Mark Satov’s advice?
  • Can you give examples of other criteria that would influence the valuation of an acquisition?

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

Description: The Toronto rental housing market has pulled a 180.  Before the pandemic, Canada’s largest city was characterized by a rush of renters competing for places to call home. But the tables have turned as a result of a pandemic that’s upending conventional wisdom about the way we live.

Source: BNNBloomberg.ca – video report

Date: Oct 22, 2020

Link: https://www.bnnbloomberg.ca/a-crazy-time-toronto-landlords-dish-out-incentives-as-rental-market-cools-1.1511784

Questions for discussion:

  • What has happened to the real estate market in Toronto?
  • How is the situation likely to affect investor interest and development of new projects?

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

Description: A victory for the government could remake one of America’s most recognizable companies and the internet economy that it has helped define.

Source: NYTimes.com

Date: Ocy 20, 2020

Link: https://www.nytimes.com/2020/10/20/technology/google-antitrust.html

Questions for discussion:

  • What is the basis for the case against Google?
  • Do you think it merits legal action?
  • What are the business consequences for the firm and consumers if the action is successful?

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

Description: The mighty Chipotle burrito — delivered straight to your house — continues to power the restaurant giant’s profits during the COVID-19 pandemic.

Source: Yahoo.Finance.com – video report

Date: Oct 22, 2020

Link: https://ca.finance.yahoo.com/news/chipotle-burritos-not-bowls-are-all-the-rage-during-the-pandemic-cfo-172128826.html

Questions for discussion:

  • How well has Chipotle managed during the covid pandemic that has devastated many restaurants?
  • What marketing and management lessons should the firm carry forward with after the crisis passes?