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

Description: Nordstrom Inc. is closing all of its Canadian stores and cutting 2,500 jobs as it winds down operations in the country.

Source: BNNBloomberg.ca – video report

Date: Mar 02, 2023

Link: https://www.bnnbloomberg.ca/nordstrom-closing-all-of-its-canadian-stores-cutting-2-500-jobs-1.1890535

Questions for discussion:

  • What does the report say about the financial reasons behind the decision?
  • Do you believe the decision is correct, given the current revenues and projections?

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

Description: Experts are split about how much control people will retain over essential decision-making as digital systems and AI spread. They agree that powerful corporate and government authorities will expand the role of AI in people’s daily lives in useful ways. But many worry these systems will diminish individuals’ ability to control their choices

Source: Pewresearch.org

Date: Feb 24, 2023

Link: https://www.pewresearch.org/internet/2023/02/24/the-future-of-human-agency/?utm_source=AdaptiveMailer&utm_medium=email&utm_campaign=23-02-24%20Future%20of%20the%20Internet%20-%20Human%20Agency&org=982&lvl=100&ite=11207&lea=2319428&ctr=0&par=1&trk=a0D3j000012lvb5EAA

Questions for discussion:

  • Summarize the key predictions about human control of the future, according to the research report.
  • Which businesses and areas of business will be most affected?
  • What do you think about this line of thinking?

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

Description: Job cuts are rising at some of the biggest U.S. companies, but others are still scrambling to hire workers, the result of wild swings in consumer priorities since the Covid pandemic began three years ago.

Source: CNBC.com – video reports

Date: Feb 21, 2023

Link: https://www.cnbc.com/2023/02/20/weird-job-market-layoffs-hiring.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the employment trends and hiring taking place at the businesses mentioned in the report.
  • What does this mean in terms of management and marketing decisions at these firms and industries?
  • How should investors deal with this information?

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

Description: Software that can write passages of text or draw pictures that look like a human created them has kicked off a gold rush in the technology industry. Companies like Microsoft and Google are fighting to integrate cutting-edge AI into their search engines, as billion-dollar competitors such as OpenAI and Stable Diffusion race ahead and release their software to the public.

Source: CNBC.com – video report

Date: Feb 23, 2023

Link: https://www.cnbc.com/2023/02/23/nvidias-a100-is-the-10000-chip-powering-the-race-for-ai-.html

Questions for discussion:

  • Why is there so much excitement in Nvidea stock, according to the report?
  • Would you be a buyer at this time?

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

Description: Of Microsoft’s $198 billion in revenues last year, only about 6% came from advertising. Could a revamped Bing help build out this revenue stream? It’s hard to imagine, but not impossible. Here are five charts that look at Microsoft’s latest ad moves.

Source: Insiderintelligence.com

Date: Feb 16, 2023

Link: https://www.insiderintelligence.com/content/microsoft-advertising-moves-5-charts?utm_source=email&utm_medium=email&utm_campaign=eDaily%202.23.2023&utm_id=eDaily%202.23.2023&utm_term=eMarketer%20Daily%20CORE/EMEA%20%28Mon-Fri%29

Questions for discussion:

  • Where is Microsoft in the advertising competition space?
  • What do the charts say about the potential of AI to boost Microsoft earnings through advertising-search?
  • Does this information suggest a good time to buy Microsoft or to sell other competitors, in your opinion

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

Description: A slowed economy may be stressing consumers out about some kinds of discretionary shopping, but not at Etsy. The online marketplace posted results that beat expectations, including record revenue. And in a twist that shows how the Brooklyn-based company continues to broaden its appeal beyond pandemic masks and Christmas ornaments, it says a quarter of its customers are now men.

Source: MediaPost.com

Date: Feb 23, 2023

Link: https://www.mediapost.com/publications/article/382823/etsy-with-record-revenue-gains-ground-with-men.html

Questions for discussion:

  • Why should Etsy’s growth be interesting to investors?
  • How would you assess an Etsy investment at this time?
  • Would you recommend buying now, based on these results?

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

Description: After a steep and rapid climb in prices, Canada’s inflation rate is expected to fall significantly this year, giving comfort to economists worried about untamed price growth but little relief to Canadians who have fallen behind.

Source: BNNBloomberg.ca – video report

Date: Feb 23, 2023

Link: https://www.bnnbloomberg.ca/canada-s-inflation-rate-is-expected-to-fall-significantly-this-year-here-s-why-1.1887819

Questions for discussion:

  • What does the report say is the direction of inflation numbers and the reasons why?
  • What does this mean for interest rates and markets?

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

Description: Here’s my hot take on ChatGPT and other AI-assisted writing and editing tools: I know they work, mostly because no one has been able to notice when I am (or when I am not) using them (like right now?). And, if that isn’t the power of helping to create better work (with what feels like a hint of magic), well… I don’t know what is.

Source: SixPixels.com

Date: Feb 23, 2023

Link: https://www.sixpixels.com/articles/archives/the-future-is-ai-ncredible-why-every-organization-needs-to-embrace-ai-technology/

Questions for discussion:

  • Summarize the key points Mitch Joel makes about the value of AI as a tool for business.
  • What do you believe is the most useful application of AI for business?
  • Which businesses are likely to be disrupted by the growth of AI applications?

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

Description: The fitness company is now a year into an aggressive turnaround plan under CEO Barry McCarthy that has altered the company’s identity.

Source: CNBC.com

Date: Feb 19, 2023

Link: https://www.cnbc.com/2023/02/19/peloton-rise-fall-attempted-comeback.html

Questions for discussion:

  • Summarize the turnaround effort at the firm and the directions management is now pointing towards.
  • Do you think the revised orientation and plan will succeed?
  • What would you advise at this time?

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

Description: For consumers, whose spending power has already been cut by inflation at multi-decade highs, they are likely to add to concerns about strained household budgets and weakened economies.

Source: CNBC.com

Date: Feb 16, 2023

Link: https://www.cnbc.com/2023/02/16/nestle-plans-price-hikes-after-inflation-eats-into-profits.html?&qsearchterm=nestle

Questions for discussion:

  • What have commodity prices done to the revenues and profits at Nestle?
  • What can the firm expect as prices are raised for their consumers?
  • How do you think this will settle-out in terms of future revenues and profits?
  • What would you advise the firm do in this environment?