2019 Q3 SnP Earnings Growth Outlook

2019 Q3 SnP Earnings Growth Outlook shows that most companies will show earnings decline due to slowing economy and consumer spending. The effects of trade conflicts and tariffs and secular headwind of regulation and antitrust pushback on tech seems to be weighing on near term earnings growth.

Some say in the future these issues will get sorted out and strong companies will continue growing value. However in the near term I am looking forward to a correction in next 2-3 months for a buying opportunity.

Why Staying Continuously Invested is Key to Long Term Compounding

Why Staying Continuously Invested is Key to Long Term Compounding. Below chart shows Why Staying Continuously Invested is Key to Long Term Compounding.


$1K invested in S&P 500 in 1970 is now worth $139K (139 times multiple).
However if you would have missed the 25 best days in the market over this time period of 49 years your return would be $33k only (33 times multiple).

It is hard to predict what events occur in future and how market reacts to them. So best approach is to buy forever companies with strong moat and good management and conservative balance sheets and stay invested in them.

Teekay Offshore accepts improved Brookfield buyout offer

Teekay Offshore (TOO) accepts improved Brookfield buyout offer.
BBU offered only $1.05/share in its original offer for TOO announced on May 20; the deal also represents a 33.6% premium to yesterday's $1.16 closing price.

Teekay Offshore accepts improved Brookfield buyout offer

Brookfield Business Partners invests in BrandSafway

Brookfield Business Partners invests in BrandSafway. Company provides infrastructure services to construction and energy services industry and has recurring revenue. $1.3B investment for BBU + BAM Private Equity Funds for 45% ownership of business.

Brookfield Business Partners invests in BrandSafway

First look at Amazon's new Echo Buds, Echo Loop ring and Echo Frame glasses

First look at Amazon's new Echo Buds, Echo Loop ring and Echo Frame glasses.
Continue to be impressed with AMZN Innovation.

These products have great potential to grow the AMZN eco system and widen the economic moat around the company.

Watch: First look at Amazon's new Echo Buds, Echo Loop ring and Echo Frame glasses

GM, Amazon partner to install Alexa voice assistant in cars

GM, Amazon partner to install Alexa voice assistant in cars.
Alexa helps grow AMZN ecosystem and moat.

Brookfield Infrastructure plans Canadian Unit Split

Brookfield Infrastructure plans Canadian Unit Split.


Looks like a ploy to make it more tax efficient for Canadian and US owners and to increase pool of owners.