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

Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC.

Source: CNBC.com – video report

Date: Apr 12, 2019

Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html

Questions for discussion:

  • What does Alan Greenspan say about the economy that should concern investors?
  • Do you agree with his assessment of problems facing the economy?

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

Description: For Disney, the price is the story. Disney announced pricing for its new streaming service on Thursday, and it’s surprisingly low: $6.99 per month and $69.99 annually (or $5.83 per month). The service won’t include any advertisements.

Source: CNBC.com – video report

Date: Apr 12, 2019

Link: https://www.cnbc.com/2019/04/12/disneys-6point99-per-month-price-immediately-makes-it-a-value-winner.html

Questions for discussion:

  • Why is pricing so critical in this highly competitive environment?
  • How would you expect Netflix and other competitors to respond?
  • How should investors treat this area of the entertainment industry?

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

Description: Dig a little into Apple’s business and you’ll find plenty of problems

Source: MarketWatch.com

Date: Apr 12, 2019

Link: https://www.marketwatch.com/story/as-apples-stock-rides-high-7-reasons-investors-should-worry-2019-04-12?mod=mw_theo_homepage

Questions for discussion:

  • What are the concerns expressed in this article?
  • Do you think they are valid?
  • What would you do as an investor at this time?

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

Description: A deal with Commerzbank could be a solution, but it could also make things a lot messier.

Source: Bloomberg.com

Date: Apr 12, 2019

Link: https://www.bloomberg.com/news/features/2019-04-12/what-a-deutsche-bank-merger-could-mean-for-germany?srnd=businessweek-v2

Questions for discussion:

  • What is driving the merger?
  • Do you think it is the solution?

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

Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year.

Source: NYTimes.com

Date: Apr 11, 2019

Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html

Questions for discussion:

  • What do the charts say to you, as an investor?
  • Looking forward, which firm presents the better opportunity for growth?

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

Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years.

Source: CNNMoney.com – video report

Date: Apr 03, 2019

Link: https://www.cnn.com/business/live-news/stock-market-news-today-040319/h_55b9e1b318701874cb8d13874631ad0c

Questions for discussion:

  • What is the basis of Mohamed El-Erian’ s analysis and market predictions for the next two years?
  • Do you agree with his assessments?

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

Description: “We’re back to the levels as if the December decline never happened and I think what’s interesting is what’s pushing that is the Fed has decided to not hike for the rest of 2019 and only once in 2020. Now that is a double-edged sword, that’s a canary in the coal mine,” Sanchez said Monday on CNBC’s “Trading Nation” segment.

Source: CNBC.com – video report

Date: Apr 03, 2019

Link: https://www.cnbc.com/2019/04/02/the-fed-is-canary-in-the-coal-mine-for-stocks-market-watcher-warns.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the analysis presented.
  • What do you think will happen over the next 12 months?

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?