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
Questions for discussion:
- Summarize the investment thinking at Canopy Rivers and the criteria used to evaluate decisions.
- What do you think of this approach?
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
Questions for discussion:
- Summarize the analysis presented?
- Do you agree with the risk perception?
- What should investors do, if they accept the scenario presented?
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?
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
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?
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
Questions for discussion:
- What is the basis of the analysis and the future valuation for the stock?
- Do you agree?
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
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?
Description: Three Canadian banks are retesting the floors they reached in December, decoupling from the rest of the Big Six in what analysts say is a sign of uncertain times.
Source: FinancialPost.com
Date: Aug 28, 2019
Questions for discussion:
- Summarize the assessments and predictions made in this report. Do you agree?
- What should investors do at this time, in your opinion?
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
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?
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
Questions for discussion:
- What does the article say is reason for concern?
- Do you agree with the analysis?
- What should investors do today?
Fundamentals of Corporate Finance
- Introduction to Corporate Finance, Fourth Canadian Edition
Laurence Booth (University of Toronto), W. Sean Cleary (Queen's University ) - Investments: Analysis and Management, Third Canadian Edition
W. Sean Cleary (Queen's University), Charles P. Jones (North Carolina State Univ.)