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

Description: President Trump has consistently, vocally trashed the monetary policy work done by his handpicked Federal Reserve chief Jerome Powell. Powell has taken it in stride, at least out in public settings.

Source: Yahoo.Finance.com – video report

Date: Oct 11, 2019

Link: https://finance.yahoo.com/news/trump-and-federal-reserve-chair-jerome-powell-may-join-forces-to-send-stocks-skyrocketing-164032925.html

Questions for discussion:

  • What does the report say about the reasons for collaboration?
  • Do you think this is likely to happen?
  • What would you advise investors at this time?

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

Description: Here’s the significance of an enterprise software industry downgrade some may overlook

Source: TheStreet.com – video report

Date: Oct 10, 2019

Link: https://www.thestreet.com/video/trade-is-war-bleeding-into-enterprise-software-netapp-cisco-hpq-downgraded-15122738

Questions for discussion:

  • What does the report say about the effect the trade war is having on enterprise software firms?
  • How should investors respond?

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

Description: Investing legend Charles Schwab, founder and chairman of his namesake brokerage firm, said he would stay away from money-losing companies going public.

Source: CNBC.com

Date: Oct 07, 2019

Link: https://www.cnbc.com/2019/10/07/charles-schwab-says-he-would-never-buy-the-money-losing-companies-going-public-these-days.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What is Charles Schwab’s advice to investors?
  • Do you agree with his assessment?

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

Description: Toronto-based North American Palladium on Monday presented shareholders with a $1 billion buyout proposal from a larger South African rival just as its namesake metal touches record high prices.

Source: FinancialPost.com

Date: Oct 08, 2019

Link: https://business.financialpost.com/commodities/mining/south-africas-impala-to-buy-north-american-palladium-for-c1-billion

Questions for discussion:

  • What is driving this deal?
  • What do you think of the deal, from the viewpoint of investors?

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

Description: The world’s largest brewer is making a big push for China and other parts of Asia — but it could prove challenging for Anheuser-Busch InBev to topple local beers that have long dominated their home markets.

Source: CNBC.com

Date: Oct 06, 2019

Link: https://www.cnbc.com/2019/10/07/budweiser-seeks-growth-in-china-vietnam-india-south-korea-beer-markets.html

Questions for discussion:

  • Why does this strategy make sense for the company?
  • What are some of the challenges management is likely to face?
  • How else could the firm grow?

Posted by & filed under Management Issues.

Description: Here it is: Six Pixels of Separation – Episode #691 – Host: Mitch Joel. There are some books that hit my desk and captivate me. That was my reaction to Paul Skinner‘s book, Collaborative Advantage – How collaboration beats competition as a strategy for success. This is Paul’s antidote to competitive advantage, and a new perspective in how to think about your brand and the future of business.

Source: SixPixels.com

Date: Oct 06, 2019

Link: https://www.sixpixels.com/podcast/archives/spos-691-the-collaborative-advantage-with-paul-skinner/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • Summarize the highlights discussed in this podcast.
  • What should managers takeaway form the discussion specifically about the profit orientation?

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

Description: James Iselin, Neuberger Berman Group managing director, discusses the outlook for the municipal bond market with Bloomberg’s Taylor Riggs on “Bloomberg Markets.”

Source: Bloomberg.com – video report

Date: Oct 02, 2019

Link: https://www.youtube.com/watch?v=xMB2GUenlfk

Questions for discussion:

  • What does the report say about getting into municipal bonds today?
  • Do you agree with the assessments and advice?

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

Description: Apple’s bet on a more affordable iPhone model might be paying off after Nikkei reported that the company is increasing production by as much as 10%. That news has helped push Apple stock higher in premarket trading.

Source: Barrons.com

Date: Oct 04, 2019

Link: https://www.barrons.com/articles/apple-stock-rises-on-reports-of-increased-iphone-production-51570191033?siteid=yhoof2&yptr=yahoo

Questions for discussion:

  • What does the article say about Apple and its financial prospects from an investor’s point of view?
  • Do you agree?

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

Description: The collapse of WeWork’s attempted IPO – the firm once valued at $47 billion but now at the brink of bankruptcy – marks the end of an era, according to Mike Wilson, Morgan Stanley’s chief U.S. equity strategist. According to Wilson, investors have showed that they are no longer willing to accept financial excess in a market that until now has paid eye-popping valuations for unprofitable IPOs and tech companies in general.

Source: Investopedia.com

Date: Oct 04, 2019

Link: https://www.investopedia.com/wework-meltdown-seen-signaling-end-of-era-like-bear-stearns-and-aol-4772244?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo

Questions for discussion:

  • What does the article say about WeWork?
  • Do you agree?

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

Description: Despite the controversy over the federally-owned Trans Mountain expansion project in the last few years, the pipeline has largely been flying under the radar in this election campaign.

Source: BNNBloomberg.com – video report

Date: Oct 04, 2019

Link: https://www.bnnbloomberg.ca/as-trans-mountain-flies-under-the-election-radar-a-missed-opportunity-1.1326709

Questions for discussion:

  • Summarize the status of the pipeline deal.
  • What do you think will happen?
  • How should investors approach this sector at this time?