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

Description: Active portfolio managers could get some help in the battle against passive investing if a new kind of financial instrument gains traction with investors: the “nontransparent ETF.”

Source: CNBC.com

Date: Jan 25, 2020

Link: https://www.cnbc.com/2020/01/25/the-next-big-thing-in-etfs-could-give-a-boost-to-long-suffering-active-investors.html

Questions for discussion:

  • What are “nontransparent ETFs”?
  • Do you think they will attract a segment of the ETF market?
  • Why are ETFs growing in popularity?
  • Who do they appeal to most?

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

Description: The U.S. government is putting up millions of dollars for the construction of processing plants in North America, and Canadian companies are eligible to apply

Source: FinancialPost.com

Date: Jan 31, 2020

Link: https://business.financialpost.com/commodities/mining/canadian-rare-earths-metals-look-for-shot-in-the-arm-from-u-s-government-funds

Questions for discussion:

  • Why does this North American-wide economic policy make sense?
  • How can the mining industry and investors be expected to respond?

Posted by & filed under Management Issues.

Description: Here it is: Six Pixels of Separation – Episode #707 – Host: Mitch Joel. Rishad Tobaccowala is a Senior Adviser to the Publicis Groupe, one of the world’s largest marketing, communications and advertising network with 80,000 employees. Most recently, Rishad served as its Chief Growth Officer and Chief Strategist, where he helped acquire and grow the business through brands like Sapient, Epsilon, Leo Burnett and so many others. Rishad’s key skill is getting people to see, think and feel differently about how to grow themselves, their teams and their company. He does this through distilling forty years of global learning and wisdom and communicating in a way that is provocative, pragmatic and inspirational. Most recently, Rishad (finally) published his first book, Restoring the Soul of Business – Staying Human in the Age of Data. If you have not followed his writing on his blog, Re-Inventing, you do not know what you’re missing. If you are trying to better understand brands, advertising, technology, and what trends will affect your business today (and tomorrow)? I consider Rishad one of the oracles. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Jan 26, 2020

Link: https://www.sixpixels.com/podcast/archives/spos-707-rishad-tobaccowala-on-restoring-the-soul-of-business/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • Summarize what Rishad Tobaccowala has to say to managers.
  • What do you think about these ideas and advice?

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

Description: It may not be apparent when you’re spending $70 on CBD foot cream, but hemp prices are plunging amid a “grossly oversupplied” market, according to the head of the industry’s first price provider.

Source: Bloomberg.com

Date: Jan 26, 2020

Link: https://www.bloomberg.com/news/articles/2020-01-26/hemp-prices-plunge-as-cbd-demand-falls-short-cannabis-weekly?srnd=premium-canada

Questions for discussion:

  • Explain price movements in this commodity.
  • How can the industry deal with the growth in supply?
  • Is there a marketing solution?
  • How should investors deal with the current environment?

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

Description: The U.S. government announced Thursday that former Wells Fargo CEO John Stumpf has been banned from ever working at a bank again and will pay $17.5 million for scandals in which millions of fake accounts were set up to meet sales quotas.

Source: CNBC.com – video report

Date: Jan 23, 2020

Link: https://www.cnbc.com/2020/01/23/former-wells-fargo-ceo-stumpf-barred-from-industry-to-pay-17point5-million-over-sales-scandal.html

Questions for discussion:

  • What are the implications for the firm and investors going forward?
  • What would you advise investors at this time?

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

Description: A one-time beaten-down laggard of the industrials sector has renewed life. General Electric shares have raced nearly 30% higher during the past three months, topping the XLI industrials ETF over that stretch, as its turnaround efforts take root.

Source: CNBC.com – video report

Date: Jan 23, 2020

Link: https://www.cnbc.com/2020/01/24/ge-is-the-ultimate-show-me-industrials-stock-strategist-warns.html

Questions for discussion:

  • Summarize the strategy proposed in this report.
  • Do you agree with this line of thinking?

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

Description: And many retailers are going after this budget-conscious group

Source: eMarketer.com

Date: Jan 23, 2020

Link: https://www.emarketer.com/content/more-consumers-are-turning-to-digital-payment-plans-even-for-low-cost-items?ecid=NL1001

Questions for discussion:

  • What does the report say about how payments are being made and planned?
  • What does this mean for traditional credit systems such as credit cards and bank lending?

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

Description: Bank looking to deepen ties with Canadian households, eyeing further growth in capital markets and investment banking business

Source: FinancialPost.com

Date: Jan 24, 2020

Link: https://business.financialpost.com/news/fp-street/protect-our-home-base-scotiabank-sees-more-room-to-grow-within-domestic-banking-sector

Questions for discussion:

  • Summarize the positive and negative aspects of the bank’s current operations.
  • Would you be a new investor at this time? Explain your decision.

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

Description: The future of the auto industry isn’t horsepower or style when it comes to autonomous vehicles and ride-hailing services. It’s a box.

Source: CNBC.com – video report

Date: Jan 23, 2020

Link: https://www.cnbc.com/2020/01/23/debut-of-gms-cruise-origin-shows-the-future-of-ride-hailing-autonomous-vehicles-is-a-box.html

Questions for discussion:

  • Summarize the projected future for this industry, as described in the report.
  • Create a more detailed business plan that you believe would allow local authorities to adopt this technology.
  • How should investors approach this sector, in your opinion?

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

Description: How companies like Google and IBM plan to profit from quantum computing

Source: CNBC.com – video report

Date: Jan 23, 2020

Link: https://www.cnbc.com/video/2020/01/17/how-quantum-computing-works-google-ibm-dwave-amazon.html

Questions for discussion:

  • Summarize the key ideas and issues facing the firms involved in the quantum computing environment.
  • What are some of the applications and opportunities, according to the report?