Wiley Corporate Finance Updates

Posted February 19th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Nvidia shares jumped as Bank of America says the company is well-position in the A.I. space.

Source: Yahoo.Finance.com – video report

Date: Feb 13, 2023

Link: https://ca.finance.yahoo.com/video/nvidia-stock-pops-amid-increasing-204757704.html?contentType=VIDEO

Questions for discussion:

Why did the stock jump in price, according to the report?
Would you be a buyer at this time?

Posted February 19th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Charlie Munger said Wednesday that Tesla pales in comparison to BYD in China, calling the Chinese electric vehicle maker his favorite stock ever.

Source: CNBC.com – video report

Date: Feb 15, 2023

Link: https://www.cnbc.com/2023/02/15/charlie-munger-says-byd-is-far-ahead-of-tesla-in-china.html

Questions for discussion:

Compare BYD’s stock performance to Tesla’s over the last 10 years.
What explains this difference?
Would you be a buyer of either stock today?

Posted February 19th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: From Wall Street to Toronto’s Bay Street, analysts are slashing the outlooks for companies in one corner of the global oil patch that was expected to resist a sharp, double-digit earnings downturn: Canada.

Source: BNNBloomberg.ca – video report

Date: Feb 14, 2023

Link: https://www.bnnbloomberg.ca/woe-canada-energy-outlook-sours-as-natural-gas-prices-collapse-1.1883833

Questions for discussion:

Why have prices collapsed?
How should investors deal with the present market conditions, in your opinion?

Posted February 19th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Toyland is a treacherous place these days, and Mattel is the latest victim. Quarterly sales for the company plummeted 22%, and earnings missed forecasts.

Source: MediaPost.com

Date: Feb 10, 2023

Link: https://www.mediapost.com/publications/article/382432/turmoil-in-toyland-mattel-sales-tumble-hasbro-ha.html?utm_source=newsletter&utm_medium=email&utm_content=readnow&utm_campaign=129253&hashid=7T9TCmQZSDGbnu-424RuBQ

Questions for discussion:

Is this a marketing, management or financial problem?
What are the possible explanations for these financial results?
How does Mattel compare to the industry as a whole?
What would you advise the company do at this time?

Posted February 19th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Adidas is launching a new line with actress Jenna Ortega Adidas unexpectedly updated its financial guidance for the coming year, warning investors that the aftershocks of its dealing with Ye, the rapper formerly known as Kanye West, keep on coming. If it does not sell the existing Yeezy stock, it could lower sales by $1.3 billion and reduce operating profit by $535 million.

Source: MediaPost.com

Date: Feb 10, 2023

Link: https://www.mediapost.com/publications/article/382445/haunted-by-kanye-deal-adidas-posts-warning.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129253&hashid=7T9TCmQZSDGbnu-424RuBQ

Questions for discussion:

How much is this situation due to the cancelled working relationship with Kanye West?
What are other possible explanations for these financial results?
Do you think moving ahead with Jenna Ortega makes sense?
What would you advise the company do at this time?

Posted February 12th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: (Bloomberg) — The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in.

Source: Bloomberg.com/Yahoo.Finance.com

Date: Feb 10, 2023

Link: https://finance.yahoo.com/news/clock-ticking-louder-stock-rally-212410089.html

Questions for discussion:

What are the technical signals that are of concern to those believing the rally is real, this time?
What would you advise investors do at this time?

Posted February 12th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Google (GOOG, GOOGL) on Wednesday unveiled a round of new AI-focused features for its Search, Maps, and Lens apps — and investors and experts weren’t terribly impressed.

Source: Yahoo.Finance.com – video report

Date: Feb 09, 2023

Link: https://ca.finance.yahoo.com/news/why-googles-ai-rollout-cost-shareholders-more-than-100-billion-174703170.html

Questions for discussion:

What does the report say about Google’s handling of the rollout and the consequences?
Given the drop in stock value, do you believe this is an overreaction by investors?
Is this an opportunity to buy?

Posted February 12th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: With the exception of Apple, eight tech giants are no longer “pure growth” stocks, while Exxon and Chevron are, a new study says. Our columnist says: Buyer, beware.

Source: NYTimes.com

Date: Feb 05, 2023

Link: https://www.nytimes.com/2023/02/03/business/value-growth-stocks.html

Questions for discussion:

What does the report say about why value and growth stocks are being redefined?
Do you agree with his recommendation for dealing with these changing conditions?

Posted February 12th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Uranium miner increases production outlook thanks to ‘best fundamentals’ company has ever seen

Source: FinancialPost.ca

Date: Feb 09, 2023

Link: https://financialpost.com/commodities/energy/nuclear-back-cameco-shares-rise-new-demand

Questions for discussion:

What does the report say about the uranium mining industry and this firm in particular?
What are risks and opportunities related to investing in this firm?
Do you think the numbers will be interesting to investors?

Posted February 12th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: In 1986, a New York zoning activist made a startling discovery: A newly constructed building was over a dozen floors too high. What followed was one of the strangest outcomes in the history of big-city housing.

Source: TheHustle.co

Date: Feb 03, 2023

Link: https://link.thehustle.co/view/6336092910af034736048108i4gus.4amh/236068f4

Questions for discussion:

What does the article say about the working relationship between city governments and real estate developers?
Was there a better decision to be made in the case of the Parkview?
Do you think there should be greater and stricter regulation or less? Explain your thinking.