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

Description: Oppenheimer just became Wall Street’s biggest bull on Tesla.

Source: CNBC.com – video report

Date: Jan 13, 2020

Link: https://www.cnbc.com/2020/01/13/tesla-shares-jump-after-oppenheimer-raises-price-target-to-612-highest-on-wall-street.html

Questions for discussion:

  • What is the basis for the bullishness?
  • Do you agree with this assessment?

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

Description: Elon Musk’s electric automaker Tesla on Wednesday once again reclaimed its title as Wall Street’s most-shorted stock. That was, at least, until Apple stole it back.

Source: CNBC.com

Date: Jan 13, 2020

Link: https://www.cnbc.com/2020/01/16/apple-tesla-in-flux-as-most-shorted-stock-in-us-stock-market.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • How do hedge funds strategize investments?
  • What are they doing now?
  • How should investors interpret this information?

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

Description: The private equity CEO with a fearsome reputation skates on the edges of other people’s catastrophes and manages to walk away richer.

Source: Bloomberg.com

Date: Jan 16, 2020

Link: https://www.bloomberg.com/news/features/2020-01-16/nobody-makes-money-like-apollo-s-ruthless-founder-leon-black?srnd=businessweek-v2

Questions for discussion:

  • Summarize the highlights in this report.
  • What should financial managers take away form this report?

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

Description: Stock buybacks are better from a tax perspective than dividends

Source: MarketWatch.com

Date: Jan 13, 2020

Link: https://www.marketwatch.com/story/apple-shareholders-should-be-thankful-the-company-isnt-handing-them-more-cash-2020-01-13?mod=home-page

Questions for discussion:

  • Summarize the highlights in this report.
  • Do you agree with the assessments and advice to investors?

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

Description: Concerns about how big technology companies are finding ways to get between the lender and customers

Source: FinancialPost.com

Date: Jan 17, 2020

Link: https://business.financialpost.com/technology/rbc-files-purchase-prediction-patent-as-big-tech-continues-to-encroach-on-bankings-turf

Questions for discussion:

  • What is RBC getting involved with and how will this relate to banking services?
  • Do you think this makes sense for the bank?

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis, Management Issues.

Description: How American Apparel came back from the brink of death

Source: CNBC.com – video report

Date: Jan 16, 2020

Link: https://www.cnbc.com/video/2020/01/16/american-apparel-has-a-new-online-retail-store-following-bankruptcy.html

Questions for discussion:

  • Summarize the history of the firm focusing on the key issues that affected its rise and fall?
  • Do you think the firm can rise again?
  • What would you advise management?

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

Description: For six years, between 2011 and 2017, Lululemon Athletica Inc.’s stock looked as if it was tapped out. The yogawear company was already an incredible success for investors, who backed it from its US$14 IPO in 2007, but further growth was a concern.

Source: FinancialPost.com

Date: Jan 16, 2020

Link: https://business.financialpost.com/investing/lululemon-used-to-be-a-niche-player-now-some-think-it-could-be-the-next-nike

Questions for discussion:

  • Summarize the key points made about the firm and the industry.
  • Strategically, how would you go about making Lululemon the next Nike?

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

Description: Momentum investing revolves around the idea of following a stock’s recent trend in either direction. In the ‘long’ context, investors will be essentially be “buying high, but hoping to sell even higher.” With this methodology, taking advantage of trends in a stock’s price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Source: Yahoo.Finance.com – video report

Date: Jan 08, 2020

Link: https://finance.yahoo.com/news/heres-why-momentum-investors-love-170005623.html

Questions for discussion:

  • Explain the title of this report.
  • What are the obstacles investors should look out for if they follow this strategy?
  • Do you think Apple is a good choice?

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

Description: Thomas George, president of Grizzle, discusses Nemaska Lithium versus Lithium Americas.

Source: BNNBloomberg.com – video report

Date: Jan 09, 2020

Link: https://www.bnnbloomberg.ca/investing/video/thomas-george-discusses-nemaska-lithium-versus-lithium-americas~1339075

Questions for discussion:

  • What does Thomas George say is the reason for poor financial performances in the industry?
  • How should investors deal with this information?

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

Description: The biggest challenge economists face today is how to deal with downturns. America’s expansion is the longest on record; a slowdown at some point is inevitable. The fear is that central banks will not have enough tools to fight the next recession.

Source: Economist.com

Date: Jan 09, 2020

Link: https://www.economist.com/leaders/2020/01/11/monetary-policy-will-not-be-enough-to-fight-the-next-recession?cid1=cust/dailypicks1/n/bl/n/2020019n/owned/n/n/dailypicks1/n/n/NA/375620/n

Questions for discussion:

  • Summarize the concerns expressed in this report.
  • Do you agree with the assessments?
  • How should investors deal with these concerns?