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

Description: The U.S. stock market suffered a historic pullback this week as the coronavirus spread outside of China, spooking investors and traders out of equities.

Source: CNBC.com – video report

Date: Feb 29, 2020

Link: https://www.cnbc.com/2020/02/28/the-dow-just-lost-12percent-in-one-week-heres-why-and-what-likely-happens-next.html

Questions for discussion:

  • What does the article say happened and the reasons?
  • What might happen next, according to the article?
  • What do you think will happen over the next six months?
  • What would you advise investors do at this time?

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

Description: Ottawa shouldn’t hide behind excuse of low prices, one portfolio manager says, but own up to regulatory hurdles

Source: FinancialPost.com

Date: Mar 6, 2020

Link: https://business.financialpost.com/commodities/theyve-basically-all-gone-away-havent-they-after-buffetts-lng-exit-industry-watchers-wonder-whos-left-to-invest-in-canada

Questions for discussion:

  • According to the article, what is the investment climate in Canada today?
  • What are the reasons given for the situation?
  • How can the situation be improved?

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

Description: For Zev Bernard, who sells baseball and softball equipment on Amazon, February tends to be one of the busiest times of the year, with athletes, coaches and fans gearing up for the new season. Opening day for Major League Baseball is in late March.

Source: CNBC.com – video report

Date: Feb 29, 2020

Link: https://www.cnbc.com/2020/02/29/amazon-sellers-scramble-to-keep-products-in-stock-amid-coronavirus.html

Questions for discussion:

  • How are supply chains affected and what impact is this having on business operations and profitability?
  • What can managers do about the problem?
  • Should supply chains be re-evaluated, as a result of recent experiences?
  • Do you think any will be changed?
  • Which businesses would benefit and which would be harmed if dramatic changes were made going forward?

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

Description: As technology companies continue to look for areas of growth, Africa is emerging as an area of opportunity. And Big Tech has taken notice. Companies such as Twitter, Google and Microsoft are all attempting to establish a presence in fast-growing African economies. Twitter CEO and founder Jack Dorsey, who also runs mobile payment company Square, announced

Source: CNBC.com – video report

Date: Mar 6, 2020

Link: https://www.cnbc.com/video/2020/03/06/why-companies-like-microsoft-and-google-are-betting-big-on-africa.html

Questions for discussion:

  • What does the report say about economic development in Africa and the role played by foreign investment?
  • Why is infrastructure development so critical to that development?

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: (Bloomberg) — The global credit machine is grinding to a halt. The $2.6 trillion international bond market, where the world’s biggest companies raise money to fund everything from acquisitions to factory upgrades, has come to a virtual standstill as the coronavirus spreads fear through company boardrooms.

Source: Bloomberg.com

Date: Feb 26, 2020

Link: https://www.bloomberg.com/news/articles/2020-02-26/coronavirus-chaos-brings-corporate-debt-market-to-its-knees

Questions for discussion:

  • What does the article suggest is happening to credit markets?
  • Why is this so important for the global economy?

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

Description: Amid a 10-year-plus bull market, many investors can’t come to terms with the idea that there could be a substantial decline in the stock market

Source: MarketWatch.com

Date: Feb 25, 2020

Link: https://www.marketwatch.com/story/buffett-is-bullish-on-stocks-but-says-the-market-can-drop-50-is-he-wrong-2020-02-24?siteid=yhoof2&yptr=yahoo

Questions for discussion:

  • What are the main points made by Warren Buffett that investors should focus on at this time of market turbulence?
  • What do you think the average investor should do?

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

Description: Monday’s trading session was a bloodbath for the market as all major indices slid more than 3%, but if history is any indication, Tuesday might prove to be a different story entirely.

Source: CNBC.com

Date: Feb 24, 2020

Link: https://www.cnbc.com/2020/02/24/turnaround-tuesday-stocks-tend-to-bounce-back-quickly-from-market-drops-like-this-one.html

Questions for discussion:

  • Historically, what is the typical reaction after a major stock market drop?
  • What happened this time? Why?

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

Description: Improving markets gave Bank of Nova Scotia and Bank of Montreal a first-quarter profit boost, with the two Canadian financial giants reporting higher earnings in capital markets and wealth management.

Source: BNNBloomberg.com – video report

Date: Feb 26, 2020

Link: https://www.bnnbloomberg.ca/scotiabank-bank-of-montreal-earnings-boosted-by-market-surge-1.1395386

Questions for discussion:

  • What were the financial results and what do they suggest about these banks at this time?
  • Would you be a buyer of bank stocks at this time?

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?