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

Description: A legal fight shows the symbiotic relationship between the superwealthy and their money whisperers.

Source: Bloomberg.com

Date: Sep 27, 2020

Link: https://www.bloomberg.com/news/features/2020-09-27/private-banking-lawsuit-shows-relationship-between-ultrarich-and-money-managers?srnd=businessweek-v2

Questions for discussion:

  • What does the report say about investment banking risk?
  • What do you make of the story?
  • What lessons are there to be learned?

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

Description: VANCOUVER — The leadership of embattled outdoor retailer MEC considered asking the co-operative’s more than 5.7 million members for funding before making an acquisition deal with an American private equity firm, but decided that approach was “impracticable to impossible,” newly released court documents reveal.

Source: FinancialPost.com

Date: Sep 25, 2020

Link: https://financialpost.com/news/retail-marketing/mec-considered-an-appeal-to-members-for-a-bailout-before-it-agreed-to-a-private-equity-deal

Questions for discussion:

  • What do you think of the membership’s effort to save the firm?
  • Is this a viable solution that should be given consideration, in your opinion?

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

Description: Actress Jessica Alba joins ‘Influencers with Andy Serwer’ to discuss the success of The Honest Company.

Source: Finance.Yahoo.com

Date: Sep 23, 2020

Link: https://finance.yahoo.com/video/ethical-business-practices-shouldn-t-100000669.html

Questions for discussion:

  • What is Jessica Alba’s opinion about ethical business practice and profitability?
  • After researching The Honest Company online, describe how the firm is different from any other consumer products company such as Proctor & Gamble?
  • Do you think the brand name is a good choice?

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

Description: Target has revolutionized the entire shopping experience, from the width of the aisles and the weight of the shopping carts to the smell of Starbucks coffee and placement of dollar bins. The tactics are paying off. Despite the pandemic, profits rose more than 80% year over year. Here’s how Target uses dollar bins and online sales to keep customers hooked.

Source: Bloomberg.com – video report

Date: Sep 22, 2020

Link: https://www.cnbc.com/video/2020/09/19/how-target-brings-in-billions-by-getting-customers-hooked.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What does the report say about Target’s strategic thinking and relationship with customers?
  • Do you think the firm is positioned well given the growth of online retailing?
  • What would you advise investors with respect to Target’s stock?

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

Description: The fintech world has a new heavyweight. Chime, the start-up that delivers banking services through mobile phones, has closed a fundraising that values the company at $14.5 billion, CNBC has learned exclusively.

Source: CNBC.com

Date: Sep 18, 2020

Link: https://www.cnbc.com/2020/09/18/chime-is-now-worth-14point5-billion-surging-past-robinhood-as-the-most-valuable-us-consumer-fintech-.html

Questions for discussion:

  • What does the report say to help explain the success of Chime?
  • Do you think there will be more competitors entering this field?
  • How would you expect the traditional banks to respond?

Posted by & filed under Industry Analysis, Personal Finance.

Description: To manage our money better, often we don’t need to know more. Instead, we need to unlearn what we think we already know.

Source: MarketWatch.com

Date: Sep 18, 2020

Link: https://www.marketwatch.com/story/want-to-retire-rich-start-by-unlearning-some-conventional-wisdom-11600439080?mod=home-page

Questions for discussion:

  • What does the report say about investor thinking?
  • What are your thoughts on the comments in the article?

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

Description: Facebook stock is sitting on a critical level of support. Should it fail, it could usher in lower prices. If it holds, here’s what bulls will need to see next.

Source: TheStreet.com – video report

Date: Sep 18, 2020

Link: https://www.thestreet.com/investing/trading-facebook-fb-stock-pullback

Questions for discussion:

  • What does the report say about the technical side of Facebook stock?
  • What is the advice presented?
  • Do you agree?

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

Description: Many banks restarting job cuts put on hold during early days of pandemic

Source: Bloomberg.com/FinancialPost.com – video report

Date: Sep 18, 2020

Link: https://financialpost.com/news/fp-street/cibc-cuts-portfolio-managers-traders-in-drive-for-5-reduction/wcm/561ea7e5-db46-49e8-bf6e-c9b4cc365c8e/

Questions for discussion:

  • What does this retrenchment mean for the industry?
  • Why is it happening?

Posted by & filed under Economic Analysis, Financial Planning, Industry Analysis, Management Issues.

Description: Forget Thanksgiving Day. The start to the holiday shopping season could be October 10, or 10/10/2020, according to Keith Jelinek, managing director in the retail practice at global consultancy Berkeley Research Group.

Source: MarketWatch.com

Date: Sep 16, 2020

Link: https://www.marketwatch.com/story/the-holiday-shopping-season-could-start-on-10-10-2020-with-retailers-hopeful-that-consumers-will-turn-out-early-11600197849?mod=home-page

Questions for discussion:

    • What is the basis for these notions of an earlier start to holiday shopping?
    • Do you agree with this assessment?
    • What should retailers do with the information provided?

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

Description: Apple Inc. and the government of Singapore have partnered on a two-year health initiative dubbed LumiHealth, which is built around tracking and rewarding user behavior through the Apple Watch gadget and an iPhone app.

Source: Bloomberg.com – video report

Date: Sep 15, 2020

Link: https://www.bloomberg.com/news/articles/2020-09-16/singapore-to-pay-citizens-for-keeping-healthy-with-apple-watch?srnd=premium-canada

Questions for discussion:

  • Describe the partnership plan between Apple, government, and consumers?
  • Is this a new business model?
  • What are the benefits for all players involved?