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

Description: Lululemon Athletica Inc. (LULU.O 14.13%) shares soared to a record high on Thursday after the maker of upscale yogawear topped fourth-quarter estimates and its forecast eased concerns of decelerating sales.

Source: BNNBloomberg.ca – video report

Date: Mar 28, 2019

Link: https://www.bnnbloomberg.ca/lululemon-surges-to-record-high-after-near-flawless-execution-1.1236152

Questions for discussion:

  • Explain the current valuation for the firm?
  • Do you think the stock has moved too far too soon or is the best yet to come?

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

Description: 3 of past 7 recessions have seen stocks peak before recession takes hold

Source: MarketWatch.com

Date: Mar 29, 2019

Link: https://www.marketwatch.com/story/this-time-an-inverted-yield-curve-suggests-the-stock-market-has-already-peaked-some-analysts-say-2019-03-28?mod=MW_home_top_stories

Questions for discussion:

  • Explain the thinking behind the different market predictions for the coming year.
  • Explain what you think is going to happen?

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

Description: One day last September an unidentified trader pumped more than $3 billion into a tech fund run by State Street Corp.

Source: Bloomberg.com

Date: Mar 29, 2019

Link: https://www.bloomberg.com/graphics/2019-etf-tax-dodge-lets-investors-save-big/?srnd=businessweek-v2

Questions for discussion:

  • What is motivating heartbeat trades?
  • Should traders be concerned with this issue?

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

Description: The yield on the benchmark 10-year Treasury note dove to its lowest level since January 2018 after the Federal Reserve said that it’s no longer likely that it will hike rates again this year.

Source: CNBC.com – video report

Date: Mar 20, 2019

Link: https://www.cnbc.com/2019/03/20/us-treasury-yields-tick-lower-ahead-of-fed-rate-decision.html

Questions for discussion:

  • What is the significance of this decision?
  • How should investors deal with it, in your opinion?
  • How will the stock and bond markets react, in your opinion?

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

Description: More than 145 years after making the first pair of blue jeans, Levi Strauss & Co. is proving that investors are ready to buy into a company that wants to be known for more than just denim.

Source: Bloomberg.com

Date: Mar 20, 2019

Link: https://www.bloomberg.com/news/articles/2019-03-20/levi-s-set-for-return-to-public-market-as-ipo-action-heats-up

Questions for discussion:

  • Why was the IPO so successful?
  • Do you think the valuation makes sense?

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

Description: The U.S. economy, at its own peril, has been driven by cheap credit

Source: MarketWatch.com

Date: Mar 20, 2019

Link: https://www.marketwatch.com/story/when-the-us-falls-into-a-recession-a-credit-bubble-will-explode-2019-03-20?mod=mw_theo_homepage

Questions for discussion:

  • What is the meaning of the term “credit cycle”?
  • Do interest rates determine stock and bond market valuations?
  • What do you think will happen in the next 12 months?

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

Description: LONDON — European authorities on Wednesday fined Google 1.5 billion euros for antitrust violations in the online advertising market, continuing its efforts to rein in the world’s biggest technology companies.

Source: NYTimes.com

Date: Mar 20, 2019

Link: https://www.nytimes.com/2019/03/20/business/google-fine-advertising.html

Questions for discussion:

  • What are the reasons given for the fines?
  • From a profitability point of view, is this good news for other technology firms?
  • How should technology investors view this decision?

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

Description: In Shanghai’s southeastern district of Xujiahui, Colonel Sanders’s smiling visage looms over the restaurant entrance, as it does at thousands of KFC locations around the globe. But step inside, and it quickly becomes clear that this is no ordinary KFC.

Source: Bloomberg.com

Date: Mar 20, 2019

Link: https://www.bloomberg.com/news/articles/2019-03-20/yum-china-is-building-the-kfc-of-the-future?srnd=businessweek-v2

Questions for discussion:

  • What is motivating the firm to use AI in stores?
  • What information does this new technology provide to management?
  • Do you think the company presents a “revised” growth opportunity to investors?

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

Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council.

Source: Yahoo.Finance.com – video report

Date: Mar 14, 2019

Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma

Questions for discussion:

  • Summarize the highlights presented in this interview.
  • What should investors take away from the opinions presented?

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

Description: With China no longer accepting used plastic and paper, communities are facing steep collection bills, forcing them to end their programs or burn or bury more waste.

Source: NYTimes.com

Date: Mar 16, 2019

Link: https://www.nytimes.com/2019/03/16/business/local-recycling-costs.html

Questions for discussion:

  • What are the financial details driving the decision-making in this situation?
  • What are some likely solution-oriented scenarios that investors should consider – such as a recycling tax on products?