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

Description: South Korean automakers Hyundai Motor and Kia Motors said Monday they are not in talks with Apple to develop an autonomous vehicle. Hyundai Motor shares fell 6.21% in South Korea on Monday while Kia Motors shares plunged about 15%. Other affiliates including Hyundai Wia, Hyundai Mobis and Hyundai Glovis also fell sharply.

Source: CNBC.com – video report

Date: Feb 08, 2021

Link: https://www.cnbc.com/2021/02/08/hyundai-kia-shares-fall-say-not-in-talks-to-develop-apple-car.html

Questions for discussion:

  • Why did the share values drop on the news that talks are still at a very early stage?
  • How do you think investors should approach all of the companies involved?

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

Description: Manulife’s Frances Donald on the Canadian economy

Source: Financial.Post.com – video report

Date: Feb 10, 2021

Link: https://financialpost.com/news/economy/frances-donald-the-seven-macrodisruptors-affecting-the-canadian-economy

Questions for discussion:

  • What does Frances Donald say about the investment environment?
  • What does she advise?
  • Do you agree with this assessment?

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

Description: It doesn’t take long to damage your reputation. Just ask Facebook.

Source: INC.com

Date: Feb 08, 2021

Link: https://www.inc.com/jason-aten/apple-is-worlds-most-admired-company-for-14th-year-in-a-row-facebook-isnt-even-on-list.html

Questions for discussion:

  • What does the article suggest contributes to a company’s admiration or its absence?
  • How does this information affect marketing?
  • How should investors weigh this information?

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

Description: The start-up, which was at the center of a recent stock market frenzy, was valued at $6 billion in the new funding round.

Source: NYTimes.com

Date: Feb 08, 2021

Link: https://www.nytimes.com/2021/02/08/technology/reddit-raises-250-million.html

Questions for discussion:

  • What makes Reddit a special type of social media?
  • What is their revenue source?
  • What will they use the investment funds for?
  • Do you think Reddit is a good investment?

 

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

Description: Look who’s back. After a long absence, active individual investors have returned. While breakneck and foolhardy trading activity in shares of GameStop Corp. GME, +19.20% has dominated the headlines, unanswered questions remain as to whether a broader resurgence in retail trading will last and what it will mean for the stock market as U.S. benchmark indexes march to all-time highs.

Source: MarketWatch.com

Date: Feb 06, 2021

Link: https://www.marketwatch.com/story/individual-investors-are-back-heres-what-it-means-for-the-stock-market-11612557558?mod=home-page

Questions for discussion:

  • What does the report suggest is happening as retail investors return?
  • What does this mean longer term?

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

Description: In an interview with Bloomberg Editor-in-Chief John Micklethwait, one of the people most responsible for helping to vaccinate the world against Covid-19 discusses how his company is navigating the pandemic.

Source: Bloomberg.com

Date: Jan 28, 2021

Link: https://www.bloomberg.com/news/features/2021-01-28/covid-is-here-to-stay-pfizer-ceo-albert-bourla?srnd=businessweek-v2

Questions for discussion:

  • From a financial point of view, does this report suggest Pfizer will have long term benefits from its investments in vaccines?
  • Should investors consider vaccines an important part of Pfizer’s portfolio?
  • What does the report suggest about the management of the firm?

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

Description: Nordstrom said Thursday it expects revenue to rise more than 25% in fiscal 2021 from the prior year, with roughly half of its sales coming from its digital business. Last year, the department store chain rang up about a third of its sales online.

Source: CNBC.com

Date: Feb 04, 2021

Link: https://www.cnbc.com/2021/02/04/nordstrom-sees-2021-revenue-up-25percent-as-it-puts-focus-on-rack-e-commerce.html

Questions for discussion:

  • Summarize the financial results presented.
  • What does the report say about the growing importance of e-commerce?
  • Do you think Nordstrom can be amongst the e-commerce winners in retail?

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

Description: Prolonged lockdowns meant to quell the spread of COVID-19 are making it tough for Lightspeed POS Inc. to pick up new customers.

Source: Yahoo.Finance.com

Date: Feb 04, 2021

Link: https://ca.finance.yahoo.com/news/lightspeed-pos-reports-us-42-134728566.html

Questions for discussion:

  • What does the report say about the firm’s recent financial performance and the reasons why?
  • Do you think this should be any concern to long-term investors?

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

Description: You open up the box. For whatever reason, you don’t like it.  So, you send it back…for free. No questions asked. The retailer pays for the shipping costs and already is losing money. Immediately the hourglass of profit turns. Each grain of sand, a few cents dropping from the original price of that air fryer.

Source: CNN.com – video report

Date: Jan 30, 2021

Link: https://www.cnn.com/2021/01/30/business/online-shopping-returns-liquidators/index.html

Questions for discussion:

  • What happens to returned merchandise that is bought online and what are the financial implications?
  • What responsibility does business have to avoid this marketing supply problem?
  • How can businesses change consumer attitude toward returning merchandise? Should they?

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

Description: Amazon (AMZN) founder and CEO Jeff Bezos is a once in a generation inventor that has fundamentally changed how humans buy stuff and interact with the internet.

Source: Yahoo.Finance.com

Date: Feb 03, 2021

Link: https://ca.finance.yahoo.com/news/amazon-ceo-jeff-bezos-is-stepping-down-heres-why-amazon-stock-isnt-crashing-230652383.html

Questions for discussion:

    • From a managerial point of view, explain why Amazon stock is basically unaffected by the news of Jeff Bezos’ decision to step down.
    • From a marketing point of view, where do you think Amazon is headed under Andy Jassy’s leadership?