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

Description: Three times in the past nine trading days, Roku has dropped more than 10% for reasons having nothing to do with what’s happening inside the company.

Source: CNBC.com – video report

Date: Sep 20, 2019

Link: https://www.cnbc.com/2019/09/20/roku-stock-price-volatility-why.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Why has the stock price fluctuated so dramatically in recent trading?
  • What would you advise investors holding the stock today?

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

Description: Gary Ng may not be well-known in Toronto’s financial circles, but he’s amassed an impressive resume: internet millionaire at 16, industrialist in China at 24 and a master at golf soon after. Now at the ripe age of 35, he’s set an ambitious target for his next venture in the money management space, looking to quadruple assets to $50 billion in three years. Given his track record, you wouldn’t want to doubt him.

Source: BNNBloomberg.ca – video report

Date: Sep 20, 2019

Link: https://www.bnnbloomberg.ca/admiral-gary-ng-looks-to-expand-canada-asset-fleet-to-us-38-billion-1.1318843

Questions for discussion:

  • What is the business model Gary Ng is following as he builds through acquisitions?
  • Why has the firm been so successful?

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

Description: Stephen Schwarzman says he has lived through seven major market declines or recessions in his 50 years working on Wall Street. The CEO of Blackstone Group lists them in his new book What It Takes: 1973, 1975, 1982, 1987, 1990-1992, 2001, 2008-2010. Through all those experiences, he writes that there are “simple rules” for identifying them.

Source: Fortune.com – video report

Date: Sep 20, 2019

Link: https://fortune.com/2019/09/18/blackstone-ceo-steve-schwarzman-recession/

Questions for discussion:

  • What does Steve Schwarzman say is happening in the markets?
  • What should small investors take away from his assessments?

Posted by & filed under Management Issues, Personal Finance.

Description: Several investors have been wary of incorporating environmental, social and governance standards into their strategies. However, two investors think increased attention to ESG will be the best way to improve returns.

Source: CNBC.com

Date: Sep 19, 2019

Link: https://www.cnbc.com/2019/09/19/theres-a-great-correlation-between-a-good-company-culture-and-profits-esg-investors-say.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • “Shareholders are important and will always be incredibly important, but their highest returns will come if a company is good in its management, if a company is sustainable and has good governance.” Do you agree with this sentiment?
  • Discuss the related arguments for and against.

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

Description: A tentative settlement announced Wednesday over the role Purdue Pharma played in the nation’s opioid addiction crisis falls short of the far-reaching national settlement the OxyContin maker had been seeking for months. But litigation is sure to continue against the company and the family that owns it.

Source: CBS.com – video report

Date: Sep 11, 2019

Link: https://www.cbsnews.com/news/purdue-pharma-settlement-oxycontin-maker-reaches-tentative-deal-opioid-crisis-today-2019-09-11/

Questions for discussion:

  • What is the message presented here to the players involved?
  • which other industries face similar issues?
  • What are the ethical issues that the industry needs to consider?

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

Description: If you had invested in a property in San Francisco five years ago and cashed out in 2019, you would have made a 50% profit, never mind the rental income. But if you had bought a year ago and sold today you would have made exactly zero.

Source: Forbes.com

Date: Sep 12, 2019

Link: https://www.forbes.com/sites/ingowinzer/2019/09/12/california-dreamin-the-real-estate-boom-is-over/#48583c9c3169

Questions for discussion:

  • Summarize the analysis and the advice presented in the report. Do you agree?
  • What might this information suggest about the economy overall?

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

Description: Rafi Tahmazian, senior portfolio manager at Canoe Financial, joins BNN Bloomberg to talk about why he’s increasing his position in Canadian energy. He says that unprecedented valuations are largely behind this move.

Source: BNNBloomberg.ca – video report

Date: Sep 12, 2019

Link: https://www.bnnbloomberg.ca/commodities/video/why-one-money-manager-is-jumping-back-into-canadian-energy%7E1776827

Questions for discussion:

  • Summarize the industry analysis presented by Rafi Tahmazian.
  • Do you agree with his assessments and investment thinking?

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

Description: A massive move away from the momentum stocks that have dominated much of the last decade has come in part because investors have grown less fearful of an impending downturn, according to Goldman Sachs.

Source: CNBC.com – video report

Date: Sep 12, 2019

Link: https://www.cnbc.com/2019/09/12/goldman-that-big-market-shift-is-because-things-arent-so-bad.html

Questions for discussion:

  • What does the article say about investing at this time and what investors should do?
  • Do you agree?

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

Description: Whole U.S. economy profits data looks ‘extremely anemic’

Source: MarketWatch.com

Date: Sep 12, 2019

Link: https://www.marketwatch.com/story/ignore-this-data-at-your-peril-its-pointing-to-a-recession-societe-generales-albert-edwards-2019-09-12?mod=mw_theo_homepage

Questions for discussion:

  • What is the basis of the analysis and prediction?
  • Do you agree?

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

Description: Here it is: Six Pixels of Separation – Episode #687 – Host: Mitch Joel. Marga Hoek wants to change the world… for the better. She believes that business for good is good business. As an international strategist on sustainable business and capital, Marga is internationally recognized as a seasoned business leader, professional speaker and writer. She recently published The Trillion Dollar Shift, a business book on the sustainable development goals, which was launched at the World Economic Forum in Davos. It is the first and only business book on The Global Goals, addressing how business and capital can make positive use of these goals, while strengthening their company and business proposition. Through her work, Marga was added to the prestigious Thinkers50 network this year. She has been CEO of multiple private and public companies, and has been CEO and Chairman of the Dutch Sustainable Business Association. Marga is fluent in Dutch, Spanish and English, and is here to discuss this massive shift in business. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Sep 08, 2019

Link: https://www.sixpixels.com/podcast/archives/spos-687-the-trillion-dollar-shift-with-marga-hoek/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • Summarize the important messages for investors to consider in this discussion.
  • What do you think of the ideas presented?
  • Do you think investors are responsive to these messages?