Wiley Corporate Finance Updates

Posted January 29th, 2023 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Market Analysis, Personal Finance.

Description: Economist Armine Yalnizyan says the kinds of inflationary pressures that exist today make it extremely difficult for the Bank of Canada to tame inflation to about 2 per cent through interest rate hikes.

Source: CBC.ca – video report

Date: Jan 26, 2023

Link: https://www.cbc.ca/player/play/2165279811808

Questions for discussion:

Summarize the key points made by Armine Yalnizyan in the report.
Given her analysis, what should the bank of Canada and the government of Canada be doing instead of raising interest rates?
Do you agree with her analysis and recommendations?

Posted January 29th, 2023 by Brahm Canzer & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Many online ad practices are “unfair, deceptive, and privacy-invasive,” Brooklyn Law School professor Jonathan Askin says in a petition filed this month with the Federal Trade Commission.

Source: MediaPost.com

Date: Jan 19, 2023

Link: https://www.mediapost.com/publications/article/381747/law-professor-urges-ftc-to-regulate-ad-tech.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129023&hashid=xIhhTnG4Qdmubrqstxmgaw

Questions for discussion:

What is the goal of the petition?
Do you think it is justified and regulations should be adopted?
What are your thoughts on privacy issues as they relate to online consumer interaction with websites that they may explore and shop at?

Posted January 29th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: The Gatorade shower is a post-game ritual seen from the Sandlot to the Super Bowl. Celebrations aside, Gatorade is the most popular sports drink in the world, bringing in billions of dollars every year to its parent company, PepsiCo. But Pepsi doesn’t get to keep every dollar. Over the last few years, Pepsi has paid the University of Florida about $20 million annually for the rights to Gatorade. So what’s Florida got to do with Gatorade? And why do they make so much money from it? This original story was written by Mark Dent. To read the original story, visit https://thehustle.co/why-the-universi….

Source: TheHustle.com – video report

Date: Jan 25, 2023

Link: https://www.youtube.com/watch?v=FW9ZmMyLlpA

Questions for discussion:

Summarize the story of Gatorade and how UF came to benefit from the development and branding of the product.
Do you think universities should be seeking collaborative projects with businesses?
Which products or industries would work best, in your opinion?
Imagine and describe one possible example.

Posted January 22nd, 2023 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Chart watchers question indicator’s reliability

Source: MarketWatch.com – video report

Date: Jan 19, 2023

Link: https://www.marketwatch.com/story/stocks-flash-rare-bull-market-signal-for-first-time-in-nearly-3-years-but-some-have-their-doubts-11674079952

Questions for discussion:

What is the basis for this technical analysis?
Why is there doubt by some analysts?
What do you think the analysis suggests about the market?

Posted January 22nd, 2023 by Brahm Canzer & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Many of the biggest technology companies are laying off staff as fears of a recession rises. But the job cuts come after a few years of rapid expansion.

Source: CNBC.com

Date: Jan 18, 2023

Link: https://www.cnbc.com/2023/01/18/apple-had-slower-headcount-growth-than-tech-peers-no-layoffs-yet.html

Questions for discussion:

Why is Apple not laying off employees at this time while other technology firms are?
What does this say about the firm’s strategic thinking and its management?

Posted January 22nd, 2023 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Industry Analysis.

Description: The environmental movement’s stance on nuclear power was “wrong” and derailed the sector’s development, according to the filmmaker Oliver Stone.

Source: CNBC.com – video report

Date: Jan 18, 2023

Link: https://www.cnbc.com/2023/01/18/oliver-stone-slams-environmental-movement-over-actions-on-nuclear.html

Questions for discussion:

Summarize the arguments revolving around development of nuclear energy.
Do you believe someone like Oliver Stone can be an influence on public thinking – including governments and investors?
What role do you predict for nuclear energy in North America?

Posted January 22nd, 2023 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: David Rosenberg took Breakfast with Dave on the road with a live event in Toronto hosted by Rosenberg Research in partnership with the Financial Post. The Year of the Rabbit: Hopping out of the Hole! took an in-depth look into the global financial markets and the economic outlook for 2023.

Source: Yahoo.Finance.com/FinancialPost.com

Date: Jan 19, 2023

Link: https://ca.finance.yahoo.com/news/david-rosenberg-live-inflation-vanish-142226761.html?.tsrc=fin-srch

Questions for discussion:

Summarize the key predictions presented in the report.
Do you agree with David Rosenberg’s thinking?
What would you advise investors do at this time?

Posted January 22nd, 2023 by Brahm Canzer & filed under Company Analysis, Growth & Valuation, Management Issues.

Description: Know your customers’ needs, track your rivals, and choose a clear strategy.

Source: INC.com

Date: Jan 19, 2023

Link: https://www.inc.com/peter-cohan/3-lessons-from-elon-musks-sabotage-of-tesla.html

Questions for discussion:

What are the key criticisms and strategic advice that is presented to the company?
Do you agree with this line of thinking?
What would you advise?

Posted January 22nd, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: A trend called Neo-Prohibitionism combined with less wine consumption by younger generations has left baby boomers as the wine industry’s sole BFFs. Those are three main takeaways from a sobering analysis of U.S. wine consumption by the wine division of Silicon Valley Bank (SVB).

Source: Mediapost.com

Date: Jan 19, 2023

Link: https://www.mediapost.com/publications/article/381730/annual-silicon-valley-bank-report-paints-sober-pic.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129003&hashid=7T9TCmQZSDGbnu-424RuBQ

Questions for discussion:

Summarize the marketing issues facing the wine industry and alcohol consumption in general.
What would you advise the wine industry at this time?
Do you think alcohol consumption will go the same way as tobacco?

Posted January 15th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: In the wake of Salesforce’s (CRM) mass layoff announcement last week, Wall Street may have overlooked one key element in its haste to predict better profit margins from the tech giant.

Source: Yahoo.Finance.com – video report

Date: Jan 11, 2023

Link: https://ca.finance.yahoo.com/news/why-salesforce-layoffs-may-actually-be-a-problem-for-the-stock-190153289.html

Questions for discussion: