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

Description: Star stock picker and longtime money manager Jeffrey Vinik explained Thursday that he’s shuttering his hedge fund because would-be investors balked at his investment strategy, a reluctance that ultimately capped how much his relaunched firm was able to raise.

Source: CNBC.com – video report

Date: Oct 24, 2019

Link: https://www.cnbc.com/2019/10/24/jeff-vinik-says-hes-ending-fund-because-investors-doubt-his-strategy.html

Questions for discussion:

  • Why is Jeffrey Vinik shutting down?
  • Do you think this situation suggests anything special about investing trends?

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

Description: Canada’s $2.2 trillion stock market has hit multiple records this year but that’s not impressing foreign investors.

Source: BNNBloomberg.com – video report

Date: Oct 24, 2019

Link: https://www.bnnbloomberg.ca/foreigners-are-so-over-canada-stocks-as-flows-dip-to-7-year-low-1.1336836

Questions for discussion:

  • Explain what the report says is happening in Canada’s stock markets.
  • Do you think this is a good time to be a contrarian?

Posted by & filed under Management Issues.

Description: Accel partner Andrew Braccia breaks down the basics of selling your idea to venture capitalists

Source: Entrepreneur.com

Date: Oct 23, 2019

Link: https://www.entrepreneur.com/article/341165?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • Summarize the key items of advice presented in this report.
  • What else would you suggest to those presenting to venture capitalists?

Posted by & filed under Company Analysis, Management Issues.

Description: Facebook announced on Friday the launch of Facebook News, a new section of the social network that will show users a personalized selection of news stories.

Source: CNBC.com

Date: Oct 25, 2019

Link: https://www.cnbc.com/2019/10/25/facebook-news-new-product-will-pay-publishers-highlight-news-stories.html

Questions for discussion:

  • How will this revenue sharing plan work?
  • Do you think it will boost subscriptions?
  • How should this feature be marketed by Facebook?
  • What is the future of news distribution, in your opinion?
  • How will this arrangement affect the future share values of news media firms?

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

Description: Sometimes being contrarian in markets pays off handsomely. And that appears to be the line of thinking at the world’s largest asset manager BlackRock as the calendar gets ready to turn to 2020.

Source: Yahoo.Finance.com – video report

Date: Oct 17, 2019

Link: https://finance.yahoo.com/news/the-economy-could-shock-all-the-bears-in-2020-194835472.html

Questions for discussion:

  • What does Mike Pyle say is happening in markets and how investors should respond?
  • Do you agree with his assessments?

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

Description: The market is rotating out of higher-multiple stocks into lower-multiple stocks, and Jim Cramer is here for it.

Source: TheStreet.com – video report

Date: Oct 17, 2019

Link: https://www.thestreet.com/video/jim-cramer-identifies-the-7-deadly-investing-sins-in-a-rotational-market-15130726

Questions for discussion:

  • What does Jim Cramer say is happening and what investors should do?
  • Do agree with his assessment and advice?

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

Description: Shares of Netflix surged 8% in premarket trading after the company late Wednesday released its earnings report for the third quarter. The company reported mixed results, with an earnings beat and a miss on domestic subscriber adds, while revenue slightly missed analysts’ expectations.

Source: CNBC.com – video report

Date: Oct 16, 2019

Link: https://www.cnbc.com/2019/10/16/netflix-q3-2019-earnings.html

Questions for discussion:

  • Summarize the key reasons for investors’ responses to the stock.
  • Where do you see the firm headed, from a financial point of view?

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

Description: Canada’s economy has been a bright spot in the dimming global economy — but perhaps not for much longer, according to several bold calls at Bloomberg’s Canadian Fixed Income Conference Wednesday.

Source: BNNBloomberg.com – video report

Date: Oct 17, 2019

Link: https://www.bnnbloomberg.ca/recession-odds-in-canada-s-crude-condo-and-cannabis-economy-1.1332984

Questions for discussion:

  • What does David Rosenberg say is happening in the economy?
  • What does he say investors should do? Do you agree?

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

Description: The City of Boston is ending its relationship with Fisher Investments, pulling $248 million in pension assets from the firm.

Source: CNBC.com – video report

Date: Oct 16, 2019

Link: https://www.cnbc.com/2019/10/16/fisher-investments-takes-248m-hit-as-boston-pulls-pension-assets.html

Questions for discussion:

  • Explain the reaction by City of Boston and other clients of Ken Fisher.
  • Do you think there is a public relations response from Ken Fisher that could mitigate this negative publicity?
  • What is the message to high-level managers?

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

Description: How economies work has changed radically. So must economic policy

Source: Economist.com

Date: Oct 10, 2019

Link: https://www.economist.com/leaders/2019/10/10/the-world-economys-strange-new-rules

Questions for discussion:

  • Summarize the highlights discussed in this article.
  • How do you think the restructuring process will play out?