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

Description: For an investor whose story was featured in a best-selling book and an Oscar-winning movie, Michael Burry has kept a surprisingly low profile in recent years.

Source: Bloomberg.com – video report

Date: Sep 04, 2019

Link: https://www.bloomberg.com/news/articles/2019-09-04/michael-burry-explains-why-index-funds-are-like-subprime-cdos

Questions for discussion:

  • Summarize the analysis presented?
  • Do you agree with the risk perception?
  • What should investors do, if they accept the scenario presented?

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

Description: (Bloomberg) — After August’s historic drop, it was starting to seem like Treasury yields could only fall. And then came Thursday, when an enormous surge reminded even well-entrenched bulls that the world’s biggest bond market isn’t a one-way street.

Source: Bloomberg – Yahoo.Finance.com – video report

Date: Sep 05, 2019

Link: https://finance.yahoo.com/news/bond-bulls-big-reminder-treasuries-145330270.html

Questions for discussion:

  • Summarize the assessment and the predictions presented in the report.
  • What would you advise investors?

 

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

Description: Economist Mohamed El-Erian told CNBC Friday that investors need to think differently about the global bond market, saying that the asset class should be treated in an “opportunistic” manner rather than as a core part of a portfolio.

Source: CNBC.com – video report

Date: Sep 04, 2019

Link: https://www.cnbc.com/2019/09/06/mohamed-el-erian-on-bonds-if-you-stick-with-old-rules-you-will-lose.html

Questions for discussion:

  • What is the traditional way of thinking about bond investing and what has changed, according to Mohamed El-Erian?
  • Do you agree with his assessment and advice?

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

Description: Shares of Beyond Meat Inc. BYND, -3.91% sank 3.2% in midday trading Thursday, after analyst Brian Holland at D.A. Davidson started coverage of the plant-based meat company with a rare bearish rating, citing concerns over the total addressable market of “non-meat” eaters over the longer term.

Source: MarketWatch.com

Date: Sep 06, 2019

Link: https://www.marketwatch.com/story/beyond-meats-stock-falls-after-da-davidson-analyst-starts-coverage-with-a-rare-bearish-rating-2019-09-06?mod=mw_theo_homepage

Questions for discussion:

  • What is the basis of the analysis and the future valuation for the stock?
  • Do you agree?

 

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

Description: In a world of falling and even negative interest rates, investors are searching high and low for yield.

Source: CNBC.com

Date: Sep 04, 2019

Link: https://www.cnbc.com/2019/09/04/in-a-world-of-disappearing-income-these-stable-stocks-pay-a-high-dividend-yield.html

Questions for discussion:

  • What do you think about the advice presented to investors in this report?
  • What are the risks to investors who choose to follow the advice?

 

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

Description: Members of the deal team at Canopy Rivers Inc. (RIV.V) look at about seven investment opportunities a day, getting to know cannabis entrepreneurs eager for financial backing in a sector where the stigma of illegal drugs lingers.

Source: Yahoo.Finance.com

Date: Sep 05, 2019

Link: https://ca.finance.yahoo.com/news/canada-is-pretty-much-played-out-what-canopy-rivers-learned-from-thousands-of-pot-pitches-141549137.html

Questions for discussion:

  • Summarize the investment thinking at Canopy Rivers and the criteria used to evaluate decisions.
  • What do you think of this approach?

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

Description: America’s currency has become the lingua franca of commerce. That’s “putting the global economy under increasing strain.”

Source: Bloomberg.com

Date: Aug 29, 2019

Link: https://www.bloomberg.com/news/articles/2019-08-29/the-almighty-dollar-needs-a-rival?srnd=businessweek-v2

Questions for discussion:

  • What are the issues related to the role played by the U.S. dollar in global business and investment?
  • Do you think there would be a serious effort to create a rival currency?

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

Description: Bond yields are heading south, and there appears to be no stopping them for now.

Source: CNBC.com – video report

Date: Aug 29, 2019

Link: https://www.cnbc.com/2019/08/28/bond-yields-still-heading-lower-as-market-fears-disaster-scenario.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What does the article say is reason for concern?
  • Do you agree with the analysis?
  • What should investors do today?

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

Description: Winners include Mastercard and Costco, while Kraft Heinz is one of the worst performers

Source: MarketWatch.com

Date: Aug 29, 2019

Link: https://www.marketwatch.com/story/heres-how-the-stocks-held-by-warren-buffetts-berkshire-hathaway-have-performed-in-2019-2019-08-29?mod=mw_theo_homepage

Questions for discussion:

  • Summarize the portfolio performance.
  • Explain what happened?
  • What can an investor learn from Buffett’s decisions?

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

Description: As the fast-growing purveyor of shared work space prepares for an I.P.O., its filings lack some important insights.

Source: NYTimes.com

Date: Aug 29, 2019

Link: https://www.nytimes.com/2019/08/29/business/wework-ipo.html

Questions for discussion:

  • What are the concerns expressed in the article?
  • What do you think of the WEWORK business model, from an investor’s point of view?