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

Description: Roku’s streaming business is growing faster than Netflix was at a similar stage in the company’s life, according to analysts at William Blair. The firm said it expects Roku to reach 80 million active accounts by 2025.

Source: CNBC.com

Date: Aug 27, 2019

Link: https://www.cnbc.com/2019/08/27/roku-growing-faster-than-netflix-did-at-same-point-william-blair-says.html

Questions for discussion:

  • Why is this financial analyst so optimistic about the firm’s future and stock price?
  • Do you agree?

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

Description: Three Canadian banks are retesting the floors they reached in December, decoupling from the rest of the Big Six in what analysts say is a sign of uncertain times.

Source: FinancialPost.com

Date: Aug 28, 2019

Link: https://business.financialpost.com/investing/canadian-banks-decouple-from-one-another-as-economic-cycle-wanes

Questions for discussion:

  • Summarize the assessments and predictions made in this report. Do you agree?
  • What should investors do at this time, in your opinion?

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

Description: NEW YORK (Project Syndicate) — There are three negative supply shocks that could trigger a global recession by 2020. All of them reflect political factors affecting international relations, two involve China, and the United States is at the center of each.

Source: MarketWatch.com

Date: Aug 22, 2019

Link: https://www.marketwatch.com/story/the-fed-cant-rescue-us-from-the-coming-supply-shock-recession-2019-08-22

Questions for discussion:

  • What does the report say is coming and why?
  • Do you agree with this evaluation?
  • What should investors do, in your opinion?

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

Description: Multinationals that rely on the supply chain from China are tumbling after President Donald Trump ordered them to find alternatives to their Chinese operations.

Source: CNBC.com

Date: Aug 23, 2019

Link: https://www.cnbc.com/2019/08/23/shares-of-companies-that-manufacture-in-china-plunge-after-trump-orders-them-to-move.html

Questions for discussion:

  • Why did these particular share-values fall so dramatically?
  • Why did the market decline overall?
  • Is this the start of a greater selloff or a buying opportunity?

 

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

Description: If a potential global economic slowdown and recent market volatility has you worried, you should proceed with caution with your own investments.

Source: CNBC.com – video report

Date: Aug 24, 2019

Link: https://www.cnbc.com/2019/08/24/dan-ariely-on-portfolio-mistakes-you-want-to-avoid–during-volatility.html

Questions for discussion:

  • Summarize the investor thinking and behavior suggested by Professor Ariely.
  • Do you think he is right?
  • What would you suggest?

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

Description: ‘It’s certainly possible we can rally another six or nine months because we have Trump who does not want to see the market go down in front of the election. We have Jerome Powell… on the side of trying to keep the market up… It’s dangerous to be short right now.’David Tice

Source: MarketWatch.com – video report

Date: Aug 22, 2019

Link: https://www.marketwatch.com/story/why-one-big-stock-market-bear-says-its-dangerous-to-be-short-right-now-2019-08-22

Questions for discussion:

  • Summarize what David Tice sees coming and what investors should and should not do.
  • Do you agree?

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

Description: Capital keeps marching out of Canada’s oil industry, with Kinder Morgan Inc.’s sale of its remaining holdings in the country on Wednesday adding to more than $30 billion of foreign-company divestitures in the past three years.

Source: Bloomberg.com

Date: Aug 21, 2019

Link: https://www.bloomberg.com/news/articles/2019-08-21/the-30-billion-exodus-foreign-oil-firms-are-bailing-on-canada?srnd=premium-canada

Questions for discussion:

  • What is happening in the Canadian oil industry?
  • Why are foreign firms “bailing”?
  • What would you advise investors at this time?

 

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

Description: Apple Inc. may have just seen its worst sequential drop in iPhone revenue for any March quarter in the company’s history, but investors seem optimistic about where the smartphone giant is headed. Shares of Apple AAPL, +7.05%  were up 6.2% in Wednesday morning trading, putting the company on track to reclaim a $1 trillion valuation. The stock would have to close above 5.7% to reach the milestone once again.

Source: MarketWatch.com

Date: May 01, 2019

Link: https://www.marketwatch.com/story/apple-believes-iphone-trade-ins-will-be-an-even-bigger-deal-this-quarter-analyst-says-2019-05-01?mod=mw_theo_homepage

Questions for discussion:

  • What explains the Apple’s stock behavior recently?
  • Based on the information provided in the article, would you recommend new purchases of Apple stock today?

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

Description: Jeremy Siegel, the longtime stock market bull and influential Wharton School professor, called for more diversity of thought among the members of the Federal Reserve’s policymaking committee, saying the central bank’s groupthink causes it to make mistakes.

Source: CNBC.com – video report

Date: May 01, 2019

Link: https://www.cnbc.com/2019/05/01/jeremy-siegel-blames-fed-groupthink-for-20percent-market-drop-late-last-year.html

Questions for discussion:

  • What is the basis of Jeremy Siegel’s criticisms?
  • Do you agree?

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

Description: A gauge of U.S. factories fell in April to the weakest level since late 2016, signaling that manufacturing headwinds extended into the second quarter as companies continue to confront uncertainty about trade.

Source: Bloomberg.com

Date: May 01, 2019

Link: https://www.bloomberg.com/news/articles/2019-05-01/u-s-factory-gauge-falls-to-two-year-low-as-orders-output-cool?srnd=markets-vp

Questions for discussion:

  • What does the report suggest about the economy and future interest rates?
  • What do you think the data suggests?