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

Description: Shares of Nikola surged Tuesday after General Motors announced it’s taking an 11% stake in the electric truck maker and will produce its marquee hydrogen fuel cell electric pickup truck the Badger by the end of 2022.

Source: CNBC.com – video report

Date: Sep 08, 2020

Link: https://www.cnbc.com/2020/09/08/general-motors-takes-11percent-stake-and-2-billion-in-equity-in-electric-truck-maker-nikola-.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Why did the stock jump so dramatically?
  • Do you think it is justified?
  • What does the deal mean for both firms?

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

Description: Every stock market bubble begins with a story, and make no mistake—this is a stock market bubble.

Source: MarketWatch.com

Date: Sep 12, 2020

Link: https://www.marketwatch.com/articles/the-market-is-a-bubble-but-that-doesnt-mean-troubleyet-51599862332?mod=home-page

Questions for discussion:

  • What does the report say about the current state of the market?
  • Do you agree with this assessment and advice?
  • What should investors do with this information, in your opinion?

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

Description: Jane Fraser, Citigroup’s president, will replace Michael Corbat as chief executive in February as he retires after eight years.

Source: NYTimes.com

Date: Sep 10, 2020

Link: https://www.nytimes.com/2020/09/10/business/citigroup-ceo-jane-fraser.html

Questions for discussion:

  • What does the report say about the changing attitude towards women in this sector?
  • What are your thoughts on the subject?

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

Description: The chief executive of Lightspeed POS Inc. says the company is looking to boost its profile and consider possible acquisitions in the wake of a share sale and stock listing south of the border.

Source: FinancialPost.com

Date: Sep 11, 2020

Link: https://financialpost.com/technology/lightspeed-looking-to-capitalize-on-pandemic-trends-with-u-s-ipo-says-ceo/wcm/f33e6dd5-5721-48e6-988d-2a0ce1547379/

Questions for discussion:

  • Evaluate the statistics reported that would be of interest to investors.
  • Would you recommend buying into this firm today?

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

Description: If it’s handmade or over 20 years old, there’s a good chance you can find it on Etsy, the go-to online marketplace for handcrafted and vintage goods.

Source: CNBC.com – video report

Date: Sep 05, 2020

Link: https://www.cnbc.com/2020/09/05/how-etsy-built-a-handmade-empire.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

    • How would you describe Etsy’s business model?
    • Summarize the evolution of the firm’s management.
    • Why do you think the firm experienced so many growing pains?
    • Explain the firm’s success.
    • Who are Etsy’s competitors?

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

Description: When the coronavirus hit, medical practitioners started ramping up their virtual offerings – notably appointments via videoconferencing apps such as FaceTime and Zoom – as a way to continue caring for patients and keep their businesses alive.

Source: Bloomberg.com

Date: Sep 12, 2020

Link: https://www.bloomberg.com/quicktake/telemedicine?srnd=businessweek-v2

Questions for discussion:

  • What does the report say about telemedicine as a means to improve services and reduce costs?
  • What do you think of the concept?
  • How can practitioners increase participation amongst clients?

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

Description: What’s up with this crazy stock market anyway? Apple, Tesla, Zoom and their ilk have been going nuts, driving the Nasdaq and S&P 500 to record highs—and greatly enriching the billionaire class—(only to drop precipitously late this week.) All this while the economy is in recession and millions are unemployed—some even unable to put food on the table.

Source: Finance.Yahoo.com

Date: Sep 05, 2020

Link: https://finance.yahoo.com/news/stock-market-and-the-economy-actually-arent-disconnected-114621662.html

Questions for discussion:

  • What is actually happening to indexes and why?
  • How connected are the markets and the economy?
  • Given this analysis, what would you advise investors?

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

Description: The S&P Dow Jones Indices announced changes to the S&P 500 index, effective at the open of trading Sept. 21. The addition list did not include Tesla  (TSLA) – Get Report, which was in the running to join the elite index.

Source: TheStreet.com – video report

Date: Sep 04, 2020

Link: https://www.thestreet.com/investing/tesla-wont-be-joining-the-s-and-p-500?jwsource=cl

Questions for discussion:

  • What is the warning presented in the video based on?
  • What do you think of this analysis?
  • What would you recommend to investors at this time, given this assessment?

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

Description: The tech wreck is probably not over, despite Friday’s market comeback. Analysts expect the shakeout in stocks to continue after the long Labor Day weekend, especially in technology names and the Nasdaq, areas of the market that notched the sharpest gains.

Source: CNBC.com – video report

Date: Sep 04, 2020

Link: https://www.cnbc.com/2020/09/04/the-stock-market-shakeout-is-likely-not-over-yet-even-with-fridays-comeback.html

Questions for discussion:

  • What does the report say about the near future of stock market activity?
  • Do you agree with this assessment?

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

Description: Brian Belski, Chief Investment Strategist at BMO Capital Markets, speaks with Financial Post’s Larysa Harapyn about what might affect stock prices and why the TSX is headed to an all-time high by year-end.

Source: FinancialPost.com – video report

Date: Sep 02, 2020

Link: https://youtu.be/z7cLq6Hwd24

Questions for discussion:

  • Summarize the highlights presented in this interview with Brian Belski.
  • What do you think about his assessments and predictions?