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

Description: A growing number of investors are betting the company’s shares are earthbound as inventories pile up and sales growth slows

Source: FinancialPost.com – video report

Date: Jan 10, 2020

Link: https://business.financialpost.com/investing/canada-gooses-new-years-challenge-prove-short-traders-wrong

Questions for discussion:

  • What are the main factors supporting the company share price and those against?
  • Why is inventory such a great concern?
  • How should investors approach the firm at this time?

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

Description: Boeing employees boasted about bullying regulators to approve the now-grounded 737 Max without requiring pilots to undergo simulator training while others raised safety concerns and complained about lax standards, according to a trove of internal documents the company released on Thursday.

Source: CNBC.com – video report

Date: Jan 10, 2020

Link: https://www.cnbc.com/2020/01/09/boeing-releases-communications-on-737-max-simulators-it-calls-completely-unacceptable.html

Questions for discussion:

  • What does this report reveal about the “culture” within the firm at the time?
  • What motivated the firm to avoid the “flight training requirements”?
  • How much blame lies with the FAA?

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

Description: The high-tech industry is as cyclical as any commodity

Source: Economist.com

Date: Jan 11, 2020

Link: https://www.economist.com/business/2020/01/11/a-revival-is-under-way-in-the-chip-business?cid1=cust/ednew/n/bl/n/2020/01/9n/owned/n/n/nwl/n/n/NA/375381/n

Questions for discussion:

  • Summarize the key points made about the industry in the report.
  • What does the report suggest about the near future for the industry?

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

Description: One can’t help but to think the “everything rally” that is engulfing Wall Street right now is a classic asset bubble just waiting to explode sometime in 2020.

Source: Yahoo.Finance.com – video report

Date: Dec 26, 2019

Link: https://finance.yahoo.com/news/stock-market-bubble-is-forming-and-a-50-plunge-is-inevitable-strategist-164718742.html

Questions for discussion:

  • Summarize the analysis and recommendations presented. Do you agree?
  • What is meant by the term “Fed rally”?

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

Description: It has been a year for celebration on Wall Street, with the S&P 500 rising nearly 30%, but investors relying on seasonal trends probably found themselves frustrated as the market defied traditional patterns.

Source: CNBC.com

Date: Dec 29, 2019

Link: https://www.cnbc.com/2019/12/27/heres-how-a-bull-market-scrambled-seasonal-trends-in-2019.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • How did the 2019 monthly stock market behavior compare to historical averages?
  • Why do you think this was so?
  • How should investors deal with the analysis and interpretation?

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

Description: 2019 has been Disney’s year at the box office. The company had six movies surpass the $1 billion mark — has a likely seventh on the way — and has grossed more than $10 billion at the global box office. In the U.S., Disney-produced films tallied more than $3.72 billion at the box office, beating the record it set in 2018 of $3.09 billion, the most of any studio in history.

Source: CNBC.com

Date: Dec 29, 2019

Link: https://www.cnbc.com/2019/12/29/disney-accounted-for-nearly-40percent-of-the-2019-us-box-office-data-shows.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Explain Disney stock success.
  • What do these statistics say about future risk and growth for the stock?
  • Would you be a buyer today?

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

Description: List includes tech companies, an airline giant, dollar stores and a label maker

Source: FinancialPost.com – video report

Date: Dec 31, 2019

Link: https://business.financialpost.com/investing/the-tsxs-top-10-performing-stocks-of-the-decade-some-boasting-4000-plus-returns

Questions for discussion:

  • Explain why these Canadian firms outperformed the index as a whole?
  • What lessons are there for investors?

Posted by & filed under Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: What a difference a decade can make. In 2010, batteries powered our phones and computers. By the end of the decade, they are starting to power our cars and houses too.

Source:CNBC.com – video report

Date: Dec 30, 2019

Link: https://www.cnbc.com/2019/12/30/battery-developments-in-the-last-decade-created-a-seismic-shift-that-will-play-out-in-the-next-10-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • How is battery technology disrupting industries and changing many of the products we buy?
  • How should businesses and consumers be expected to react as more technological improvements are introduced?

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

Description: Here it is: Six Pixels of Separation – Episode #703 – Host: Mitch Joel. He’s an old friend and someone who has experienced a tremendous amount of success in the technology and startup world. While many know his name… most do not. Let’s change that. Brett Hurt is the CEO and co-founder of data.world (of which I am an advisor), a Public Benefit Corporation focused on building the modern catalog for data and analysis as well as the world’s largest collaborative public data catalog. data.world helps you tap into more of your company’s collective brainpower—everyone from data scientists to nontechnical experts—so you can achieve anything with data, faster. Brett is also the co-owner of Hurt Family Investments (HFI), alongside his wife, Debra. HFI are involved in 72 startups and counting, mostly based in Austin. HFI are also invested in 21 VC funds and multiple philanthropic endeavors. Brett founded and led Bazaarvoice as CEO from 2005-2012, through its IPO (it hit over one billion dollars), follow-on offering, and two acquisitions (PowerReviews and Longboard Media). Prior to Bazaarvoice, Brett founded and led Coremetrics, which was rated the #1 Web analytics solution by Forrester Research and, like Bazaarvoice, expanded into a global company and category leader. Coremetrics was acquired by IBM in 2010 for around $300m. A three time winner in the startup and entrepreneurship world, Brett is also the author of the freely available, The Entrepreneur’s Essentials. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Dec 28, 2019

Link: https://www.sixpixels.com/podcast/archives/spos-703-brett-hurt-on-entrepreneurship-and-starting-up/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • What does Brett Hurt have to say to managers, investors and entrepreneurs?
  • What do you think about his attitude toward business?

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

Description: Fortune’s panelists see great opportunities for 2020. But they also see a changing of the guard among the stock market’s winners.

Source: Fortune.com – video report

Date: Nov 21, 2019

Link: https://fortune.com/longform/best-stocks-2020-investing-advice-experts/

Questions for discussion:

  • Summarize and explain what the panel suggests will happen in 2020.
  • Do you agree?