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

Description: Here’s something odd: We’re getting worse at construction. Think of the technology we have today that we didn’t in the 1970s. The new generations of power tools and computer modeling and teleconferencing and advanced machinery and prefab materials and global shipping. You’d think we could build much more, much faster, for less money, than in the past. But we can’t. Or, at least, we don’t.

Source: NYTimes.com

Date: Feb 05, 2023

Link: https://www.nytimes.com/2023/02/05/opinion/economy-construction-productivity-mystery.html?smid=em-share

Questions for discussion:

  • Summarize the reasons offered that explain the lack of productivity growth in construction.
  • Do you think this is a fair assessment of the industry?
  • What are other possible explanations, as you see things?
  • What would recommend to the players involved that would allow for greater productivity?

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

Description: Spotify’s (SPOT) decision not to raise prices on its U.S.-based premium subscription plan speaks volumes about the music streaming giant’s lack of pricing power. At least according to one bearish analyst.

Source: Yahoo.Finance.com

Date: Feb 03, 2023

Link: https://ca.finance.yahoo.com/news/spotify-not-raising-prices-reveals-competitive-weakness-analyst-160358564.html

Questions for discussion:

  • What does the report say about Spotify’s ability to manage pricing, compared to competitors?
  • What else does the report say about the company that should interest investors?
  • What does all of this mean for investors?

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

Description: Technology bellwethers Apple Inc., Amazon.com Inc. and Alphabet Inc. posted results Thursday that show an economic slowdown is throttling demand for everything from electronics and e-commerce to cloud computing and digital advertising.

Source: BNNBloomberg.ca – video report

Date: Feb 02, 2023

Link: https://www.bnnbloomberg.ca/apple-alphabet-and-amazon-hurt-as-economic-slump-crimps-demand-1.1878740

Questions for discussion:

  • What does the report say about the way the economic slump has affected these firms?
  • What are the prospects for recovery for these firms?
  • How should investors deal with these stocks?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Management Issues, Market Analysis, Personal Finance.

Description: Shares of India’s Adani Enterprises have plummeted over the past week, after the publication of an extensive critical report from U.S. short-seller Hindenburg Research. Some big international players have exposure.

Source: CNBC.com – video report

Date: Feb 03, 2023

Link: https://www.cnbc.com/2023/02/03/some-of-wall-streets-biggest-names-are-exposed-to-the-adani-enterprises-plunge.html

Questions for discussion:

  • What does the report say about Adani Enterprises?
  • Why is this story a concern for investors?
  • Do you think this story will impact decisions for future international investing?

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

Description: New Statistics Canada data shows investors made up almost one third of homeowners in some provinces in 2020.

Source: BNNBloomberg.ca – video report

Date: Feb 03, 2023

Link: https://www.bnnbloomberg.ca/investors-made-up-20-to-30-of-homeowners-in-some-provinces-statistics-canada-1.1879113

Questions for discussion:

  • What does the report say about who owns homes and condos as an investment?
  • What does this mean in terms of valuations and risks associated with ownership and lending institutions?

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

Description: The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their biggest gain since July 2022.

Source: CNBC.com – video report

Date: Feb 03, 2023

Link: https://www.cnbc.com/2023/02/03/jobs-report-january-2023-.html

Questions for discussion:

  • Where were the main growth areas for employment?
  • What does this say about how the economy is recovering from the past few years of decline?
  • What does this mean for management, marketers and investors?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: AbbVie for years delayed competition for its blockbuster drug Humira, at the expense of patients and taxpayers. The monopoly is about to end.

Source: NYTimes.com

Date: Jan 28, 2023

Link: https://www.nytimes.com/2023/01/28/business/humira-abbvie-monopoly.html

Questions for discussion:

  • Summarize the issues related to how businesses, governments, insurance companies and consumers are connected to the drug Humira.
  • Is this an acceptable system for the industry, in your opinion?
  • How might the system be changed in order to be more fair to all parties?

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

Description: As we’ve been writing, this year’s market action has been a reversal of one of last year’s most important trends, which saw the Dow outperform the Nasdaq by the widest margin in two decades.This year, the Nasdaq is now up 8%, substantially outperforming the Dow’s return of just under 2%.

Source: Yahoo.Finance.com – video report

Date: Jan 19, 2023

Link: https://finance.yahoo.com/news/the-2023-stock-market-rally-is-facing-its-first-technical-challenge-morning-brief-101822358.html

Questions for discussion:

  • What does the report say about the direction of markets?
  • Do you agree with the analysis?
  • What should investors do at this time?

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

Description: Major corporations are buying back their own stock at alarming rates. But whom does the practice really benefit?

Source: TheHustle.co

Date: Jan 23, 2023

Link: https://thehustle.co/what-the-hell-are-stock-buybacks/

Questions for discussion:

  • Summarize the key points made in the article about corporate profits, executive compensation, shareholder value as they relate to buybacks.
  • What does all of this suggest to you about the use of buybacks that investors should take note of?

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

Description: Microsoft shares rose as much as 5% in extended trading on Tuesday after the company reported fiscal second-quarter earnings that topped analysts’ estimates.

Source: CNBC.com – video report

Date: Jan 24, 2023

Link: https://www.cnbc.com/2023/01/24/microsoft-msft-earnings-q2-2023.html

Questions for discussion:

  • What does the report say about Microsoft financials and stock performance?
  • Would you be an investor in Microsoft at this time?