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, Industry Analysis, 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?

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

Description: Roku’s streaming business is growing faster than Netflix was at a similar stage in the company’s life, according to analysts at William Blair. The firm said it expects Roku to reach 80 million active accounts by 2025.

Source: CNBC.com

Date: Aug 27, 2019

Link: https://www.cnbc.com/2019/08/27/roku-growing-faster-than-netflix-did-at-same-point-william-blair-says.html

Questions for discussion:

  • Why is this financial analyst so optimistic about the firm’s future and stock price?
  • Do you agree?

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

Description: “The board of SNC-Lavalin is seemingly content to deny shareholders the chance to retain a top-quality investment. Instead, with this 407 sale, shareholders are forced by its own board to gamble on rescuing a now near-worthless asset, a deal that strikes me as cruel and Machiavellian,” Jarislowsky wrote in an open letter published Monday on the website of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada), where he is a director.

Source: BNNBloomberg.com – video report

Date: May 01, 2019

Link: https://www.bnnbloomberg.ca/jarislowsky-calls-for-snc-shareholder-vote-on-machiavellian-sale-of-highway-407-stake-1.1251418

Questions for discussion:

  • What are the issues in this situation?
  • How will the sale affect the finances of the firm?
  • What would you prefer to see management do?

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

Description: Apple Inc. may have just seen its worst sequential drop in iPhone revenue for any March quarter in the company’s history, but investors seem optimistic about where the smartphone giant is headed. Shares of Apple AAPL, +7.05%  were up 6.2% in Wednesday morning trading, putting the company on track to reclaim a $1 trillion valuation. The stock would have to close above 5.7% to reach the milestone once again.

Source: MarketWatch.com

Date: May 01, 2019

Link: https://www.marketwatch.com/story/apple-believes-iphone-trade-ins-will-be-an-even-bigger-deal-this-quarter-analyst-says-2019-05-01?mod=mw_theo_homepage

Questions for discussion:

  • What explains the Apple’s stock behavior recently?
  • Based on the information provided in the article, would you recommend new purchases of Apple stock today?

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

Description: Jeremy Siegel, the longtime stock market bull and influential Wharton School professor, called for more diversity of thought among the members of the Federal Reserve’s policymaking committee, saying the central bank’s groupthink causes it to make mistakes.

Source: CNBC.com – video report

Date: May 01, 2019

Link: https://www.cnbc.com/2019/05/01/jeremy-siegel-blames-fed-groupthink-for-20percent-market-drop-late-last-year.html

Questions for discussion:

  • What is the basis of Jeremy Siegel’s criticisms?
  • Do you agree?

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

Description: A gauge of U.S. factories fell in April to the weakest level since late 2016, signaling that manufacturing headwinds extended into the second quarter as companies continue to confront uncertainty about trade.

Source: Bloomberg.com

Date: May 01, 2019

Link: https://www.bloomberg.com/news/articles/2019-05-01/u-s-factory-gauge-falls-to-two-year-low-as-orders-output-cool?srnd=markets-vp

Questions for discussion:

  • What does the report suggest about the economy and future interest rates?
  • What do you think the data suggests?

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

Description: Yum Brands reported first-quarter earnings Wednesday that beat Wall Street’s expectations, but weaker-than-expected same store-sales growth at Taco Bell and Pizza Hut disappointed investors.

Source: CNBC.com – video report

Date: May 01, 2019

Link: https://www.cnbc.com/2019/05/01/yum-brands-q1-2019-earnings.html

Questions for discussion:

  • Summarize and evaluate the financial results presented in this report.
  • Do you think the stock looks attractive today?

Posted by & filed under Management Issues.

Description: Why the Once-Obscure Way to Invest Is Now Hot “Focus on stocks that have the greatest return” has long been the motto of most investors and, similarly, high returns have been the barometer for considering what made a corporation “successful.”

Source: FinanceYahoo.com and Say.com

Date: May 01, 2019

Link: https://finance.yahoo.com/news/whats-esg-why-suddenly-popular-191510286.html

Questions for discussion:

  • What does the article say about changing attitudes toward investing and company decisions about profits?
  • Do you agree with this assessment?

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

Description: Market regulator said plan to allow sale of shares met the rules, but could lead to negative perceptions

Source: CBC.ca

Date: April 26, 2019

Link: https://www.cbc.ca/news/business/bombardier-compensation-plan-1.5112398

Questions for discussion:

  • What was the perceptual problem here?
  • Why do you think the firm didn’t act on its own initiative to change this compensation plan?
  • Do you think the decision improves investors’ perception of the firm?