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

Description: McDonald’s took nearly 20 years to step back into mergers and acquisitions. But now it has returned to dealmaking, as it looks to build on its tech-heavy strategy with calculated digital investments.

Source: CNBC.com

Date: Apr 03, 2019

Link: https://www.cnbc.com/2019/04/03/mcdonalds-announced-2-deals-in-a-week-heres-why-investors-should-care.html

Questions for discussion:

  • Why should investors care, according to the report?
  • How should investors respond, in your opinion?

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

Description: An analysis of mutual fund stock trades over the past two decades has thrown into question the rationale that has sent everybody and her grandmother stampeding into low-cost index funds and exchange traded funds.

Source: MarketWatch.com

Date: Apr 03, 2019

Link: https://www.marketwatch.com/story/investors-widely-held-beliefs-about-etfs-and-index-funds-may-be-wrong-2019-04-03?mod=mw_theo_homepage

Questions for discussion:

  • What is the essence of the research findings and why was it surprising?
  • How do you think investors will react to the findings? Why?

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

Description: Despite China’s economic slowdown—due in part to weaknesses in consumption and a trade war with the US—total media ad spending will increase 14.6% in 2019.

Source: eMarketer.com

Date: Mar 28, 2019

Link: https://www.emarketer.com/content/china-digital-ad-spending-2019?ecid=NL1001

Questions for discussion:

  • What does this report tell investors interested in Chinese online businesses?
  • Would you be buying today?

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

Description: A First Nations consortium is planning to offer about $6.8 billion to buy a 51 per cent stake in the Trans Mountain pipeline, which the federal government purchased last year from Kinder Morgan Canada.

Source: BNNBloomberg.com – video report

Date: Mar 28, 2019

Link: https://www.bnnbloomberg.ca/first-nations-group-plans-6-8b-bid-for-majority-stake-in-trans-mountain-1.1236418

Questions for discussion:

  • What are the issues for and against this deal going forward?
  • How would a deal affect resource development in the future?

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

Description: The Federal Reserve’s policy reversal on interest rates has driven benchmark yields to the lowest levels in more than a year. For stock investors, the falling rates environment is now favoring one particular sector: consumer staples.

Source: CNBC.com – video report

Date: Mar 27, 2019

Link: https://www.cnbc.com/2019/03/27/these-stocks-are-seen-as-a-good-bet-when-interest-rates-fall.html

Questions for discussion:

  • Why are consumer staples favored at this time?
  • Why would investors “rotate”?
  • Do you agree with this strategic thinking?

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

Description: Thanks to Apple, the iPhone is hardly used as a phone at all. The same thing may very well happen to our wallets — forcing established credit card companies to change the way they do business.

Source: CNBC.com – video report

Date: Mar 26, 2019

Link: https://www.cnbc.com/2019/03/26/apples-move-into-banking-raises-the-bar-for-fintech-credit-cards.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What are the competitive advantages for Apple in this market?
  • How well do you think Apple will be received by the market?
  • How can other cards respond?

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

Description: Lululemon Athletica Inc. (LULU.O 14.13%) shares soared to a record high on Thursday after the maker of upscale yogawear topped fourth-quarter estimates and its forecast eased concerns of decelerating sales.

Source: BNNBloomberg.ca – video report

Date: Mar 28, 2019

Link: https://www.bnnbloomberg.ca/lululemon-surges-to-record-high-after-near-flawless-execution-1.1236152

Questions for discussion:

  • Explain the current valuation for the firm?
  • Do you think the stock has moved too far too soon or is the best yet to come?

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

Description: 3 of past 7 recessions have seen stocks peak before recession takes hold

Source: MarketWatch.com

Date: Mar 29, 2019

Link: https://www.marketwatch.com/story/this-time-an-inverted-yield-curve-suggests-the-stock-market-has-already-peaked-some-analysts-say-2019-03-28?mod=MW_home_top_stories

Questions for discussion:

  • Explain the thinking behind the different market predictions for the coming year.
  • Explain what you think is going to happen?

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

Description: One day last September an unidentified trader pumped more than $3 billion into a tech fund run by State Street Corp.

Source: Bloomberg.com

Date: Mar 29, 2019

Link: https://www.bloomberg.com/graphics/2019-etf-tax-dodge-lets-investors-save-big/?srnd=businessweek-v2

Questions for discussion:

  • What is motivating heartbeat trades?
  • Should traders be concerned with this issue?

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

Description: Here’s a look at the new measures you may have missed in budget 2019.

Source: BNNBloomberg.com – video report

Date: Mar 20, 2019

Link: https://www.bnnbloomberg.ca/12-things-you-might-have-missed-in-budget-2019-1.1231425

Questions for discussion:

  • How will each of these items affect industries and investors?
  • Do you think any of these decisions are noteworthy? Why?