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

Description: Etsy (ETSY) vendors sold nearly $750 million worth of masks in 2020, as a whole industry sprang up to address the emerging and then pervasive threat of COVID-19. The company’s latest numbers, though, have demonstrated how it has translated the hot demand for one product into customers sticking around for others. Analysts think it can hold on to that strategy to keep growing in 2021.

Source: Yahoo.Finance.com – video report

Date: Mar 05, 2021

Link: https://finance.yahoo.com/news/etsys-pandemic-cornerstone-was-masks-now-its-showing-it-can-move-on-212303285.html

Questions for discussion:

  • How has Etsy managed to grow by selling masks?
  • Why are investors excited by Etsy’s performance in 2020?
  • Do you think Etsy is a good stock to buy today?

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

Description: California officials said theme parks and stadiums can reopen as soon as April 1 provided they meet local requirements and take precautions against the coronavirus, marking a key milestone for the most populous U.S. state.

Source: Bloomberg.com

Date: Mar 05, 2021

Link: https://www.bloomberg.com/news/articles/2021-03-05/california-theme-parks-stadiums-can-begin-reopening-april-1?srnd=premium-canada

Questions for discussion:

  • What does the reopening mean for the economy in general and specific businesses, in particular?
  • Do you think now is a good time to buy Disney stock?

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

Description: In my February Tesla update, I described how Tesla was positioned for an accelerated breakdown if prices slipped below the $780 low. At the time, TSLA was trading just above $800 (see chart below). It appears the breakdown is underway, and this could turn into an outright collapse into mid-March.

Source: Yahoo.Finance.com

Date: Mar 04, 2021

Link: https://finance.yahoo.com/news/tesla-stock-meltdown-tesla-beginning-185007237.html

Questions for discussion:

  • What is the basis for this prediction about Tesla stock?
  • What does the chart say to you?
  • What would you advise investors at this time?

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

Description: Economist David Rosenberg says he made a career by not following the herd, and his bond forecast could be considered the latest example.

Source: CNBC.com – video report

Date: Feb 28, 2021

Link: https://www.cnbc.com/2021/02/28/this-bond-market-is-so-radically-oversold-economist-david-rosenberg.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What are the predictions for bonds made by David Rosenberg?
  • What is the basis of his analysis and prediction? Do you agree?

Posted by & filed under Management Issues, Personal Finance.

Description: Here it is: Six Pixels of Separation – Episode #764 – Host: Mitch Joel. Ethan Kross is one of the world’s leading experts on controlling the conscious mind. A professor in the University of Michigan’s Psychology Department and its Ross School of Business, he studies how the conversations people have with themselves impact their health, performance, decisions and relationships. He moved to the University of Michigan in 2008, where he founded the Emotion & Self Control Laboratory. Ethan’s new book is Chatter – The Voice in Our Head, Why It Matters, and How to Harness It. The book explores the silent conversations we have with ourselves. Interweaving groundbreaking behavioral and brain research from his lab with real-world case studies — from a pitcher who forgets how to pitch, to a Harvard undergrad negotiating her double life as a spy — Kross explains how these conversations shape our lives, work, and relationships. He warns that giving in to negative and disorienting self-talk — what he calls “chatter” — can tank our health, sink our moods, strain our social connections, and cause us to fold under pressure. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Feb 28, 2021

Link: https://www.sixpixels.com/podcast/archives/spos-764-ethan-kross-on-the-power-and-problem-of-self-talk/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • Summarize the key ideas discussed in the podcast.
  • How do think this line of thinking can help people in business settings?

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

Description: The speed with which the CPPIB head resigned and was replaced must be some kind of world record

Source: FinancialPost.com

Date: Mar 02, 2021

Link: https://financialpost.com/opinion/terence-corcoran-the-official-version-of-the-mark-machin-takedown-just-doesnt-add-up

Questions for discussion:

  • What are the concerns expressed in this report about the way in which Mark Machin left his position and was quickly replaced?
  • What are some possible explanations, in your opinion?
  • Why is his position at the pension fund an important point of concern in this story?

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

Description: The price of the cryptocurrency fell almost 10% after the Tesla mogul hinted on Twitter that Bitcoin is overvalued.

Source: Entrepreneur.com

Date: Feb 22, 2021

Link: https://www.entrepreneur.com/article/365892?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • What does the report say about the influence Elon Musk may have had on Bitcoin?
  • What do you think the effect of his involvement has had and might have in the future?
  • How should investors approach Bitcoin, in your opinion ?

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

Description: Rohan Oza and Brett Thomas, co-founders of CAVU Venture Partners, join Yahoo Finance to discuss what they find compelling in venture investing and break down the company’s criteria when selecting brands to invest in.

Source: Yahoo.Finance.com – video report

Date: Feb 22, 2021

Link: https://ca.finance.yahoo.com/video/appeal-investing-certified-b-corps-163752059.html

Questions for discussion:

  • What is the appeal of investing in B-Corps, according to the discussion?
  • What is the investing strategy behind CAVU?
  • Do you think this approach adds any additional “dividends” for investors?

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

Description: Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.

Source: MarketWatch.com

Date: Feb 22, 2021

Link: https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?reflink=mw_share_email

Questions for discussion:

  • What are the concerns presented in the report?
  • What advice is presented to investors?
  • Do you agree with this analysis and recommendations?

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

Description: Shares of Canadian e-commerce giant Shopify Inc. entered correction territory on both the Toronto Stock Exchange and New York Stock Exchange Tuesday after the company announced it will issue more than one million shares to help fuel further growth

Source: BNNBloomberg.ca – video report

Date: Feb 23, 2021

Link: https://www.bnnbloomberg.ca/shopify-enters-correction-territory-after-stock-sale-announcement-1.1567595

Questions for discussion:

  • What explains the drop is current share value?
  • What are the longer term prospects for the company and shares?
  • Would you be a buyer or seller at this time?