Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: Brownsville has its troubles, but it’s also starting to draw attention for its thriving collection of distinctive taquerias.

Source: NYTimes.com

Date: Feb 25, 2020

Link: https://www.nytimes.com/2020/02/25/dining/tacos-brownsville-texas.html?action=click&module=Top%20Stories&pgtype=Homepage

Questions for discussion:

  • How has Brownsville responded to the economic challenges it is facing?
  • What else could this community capitalize on because of its location, culture and history?

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

Description: In 2018 a new word entered Silicon Valley’s lexicon: the “techlash”, or the risk of a consumer and regulatory revolt against big tech. Today that threat seems empty. Even as regulators discuss new rules and activists fret about the right to privacy, the shares of the five biggest American tech firms have been on a jaw-dropping bull run over the past 12 months, rising by 52%.

Source: Economist.com

Date: Feb 22, 2020

Link: https://www.economist.com/leaders/2020/02/20/how-to-make-sense-of-the-latest-tech-surge

Questions for discussion:

  • What does the article say should be a concern to consumers, management and investors in technology firms?
  • Do you believe this concern is warranted?
  • How do you see this industry evolving over the next decade?

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

Description: The way markets have been acting this year, treating high-quality American assets as a haven, makes sense. But even a sensible move can reach extremes and create distortions.

Source: CNBC.com

Date: Feb 15, 2020

Link: https://www.cnbc.com/2020/02/15/investors-are-flocking-to-the-largest-us-growth-stocks-as-concerns-rise-over-the-global-economy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What does the article suggest is driving stocks and investors’ decisions?
  • What would snap this condition?
  • Where would investors likely head at that time?

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

Description: Two winning fund managers pick some favorite cash-generating stocks

Source: MarketWatch.com

Date: Feb 20, 2020

Link: https://www.marketwatch.com/story/9-secrets-of-dividend-investing-from-a-couple-of-stock-pros-who-beat-the-market-2020-02-19?mod=home-page

  • Questions for discussion:
  • What are the key financial ratios considered by these analysts?
  • Do you think their strategy still makes sense in today’s environment?

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

Description: In Uber’s earnings report last week, the acronym EBITDA showed up 42 times. Pinterest used it 25 times the same day. The term showed up 33 times in Lyft’s report this week, while Yelp included it 39 times in its earnings release after the close of trading on Thursday.

Source: CNBC.com – video report

Date: Feb 15, 2020

Link: https://www.cnbc.com/2020/02/15/why-ebitda-earnings-are-used-by-so-tech-companies-like-uber-and-yelp.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What does EBITDA really mean and why is it controversial?
  • How should investors use EBITDA reporting?

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

Description: Financial Post reporter James McLeod talks about Shopify’s earnings report and explains what the company’s revenue growth means.

Source: FinancialPost.com – video report

Date: Feb 20, 2020

Link: https://www.youtube.com/watch?time_continue=14&v=FxxDTBUseWc&feature=emb_title

Questions for discussion:

  • What is the Shopify business model?
  • Why do you think the stock value is rising so much and so quickly?
  • Do you think it can rise to the same level as Amazon?

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

Description: Roku CEO Anthony Wood talks about Roku’s business model, streaming technology and it’s relationship with content providers like Disney.

Source: CNBC.com – video report

Date: Feb 15, 2020

Link: https://www.cnbc.com/video/2020/02/14/watch-cnbcs-full-interview-with-roku-ceo-anthony-wood.html

Questions for discussion:

  • Summarize the key points made by Anthony Wood favouring the growth of streaming and Roku in particular.
  • How is Roku complementing Disney?
  • Would you prefer to be an investor in Roku or Disney?

Posted by & filed under Uncategorized.

Description: Updated favorites are sweet nostalgia for parents—and they just might separate today’s teens from their smartphones.

Source: Bloomberg.com

Date: Feb 21, 2020

Link: https://www.bloomberg.com/news/articles/2020-02-21/board-games-from-the-80s-are-rebooted-for-generation-x?srnd=premium

Questions for discussion:

  • Do you think this strategy of rejuvenating older board games and hobbies will succeed?
  • What favors trying?
  • How is Kickstarter helping this industry?

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

Description: For decades investing legend Bob Farrell was a top Wall Street strategist known for predicting changes in overall stock market direction.

Source: CNBC.com – video report

Date: Feb 11, 2020

Link: https://www.cnbc.com/2020/02/11/this-wall-street-legends-10-rules-for-investing-are-very-applicable-to-this-bull-market.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What do you think about these rules and their significance at this time?
  • What do they suggest to investors today? Do you agree?

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

Description: There have probably never been as many characteristics of a top as we are experiencing today

Source: FinancialPost.com

Date: Feb 07, 2020

Link: https://business.financialpost.com/investing/investing-pro/david-rosenberg-this-turbocharged-debt-cycle-will-end-miserably-its-just-a-matter-of-when

Questions for discussion:

  • What does David Rosenberg say about markets and what investors should be prepared for?
  • Do you agree?