Wednesday April 1st, 2015

Today your host’s Saj Karim and Mike Roberts discussed Best Buy’s decision to close their Future Shop banner and reopen some of the stores under the Best Buy banner.  Sears Holdings is also looking to spin off commercial real estate locations into a REIT after closing down many of their Sears and Kmart banners last year.  They then did a review of the first quarter with a focus on surprise market performances and the reasoning behind diversification by industry and region or geographies.  The show closed with a discussion of another form of Canadian debt, namely margin debt or “borrowing to invest” debt.

 

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