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

Description: Food security is behind ChemChina’s $43 billion takeover of Syngenta.

Source: Fortune.com – video report

Date: April 21, 2017

Link: http://for.tn/2pWStmR

Questions for discussion:

  • How is this acquisition different from other M&A deals that have taken place in this industry?
  • How do you think Chinese government ownership will influence the firm and the industry as a whole?
  • How should investors in other companies in this industry respond to this deal?

 

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

Description: Paul Tudor Jones is a reclusive hedge fund legend who never talks to the press.

Source: CNBC.com

Date: April 21, 2017

Link: http://www.cnbc.com/2017/04/21/hedge-fund-legend-paul-tudor-jones-says-this-chart-is-terrifying-and-should-freak-out-the-fed.html

Questions for discussion:

  • Summarize the analysis presented in the report.
  • How much influence do you think Paul Tudor Jones has over investor’s perceptions of risk?

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

Description: Rarely do you get the chance to buy one of Berkshire Hathaway CEO Warren Buffett’s favorite stocks on sale. But that’s the case now with Wells Fargo.

Source: MarketWatch.com

Date: April 21, 2017

Link: http://www.marketwatch.com/story/one-of-warren-buffetts-favorite-stocks-is-now-selling-at-a-big-discount-2017-04-20?siteid=nwtwk

Questions for discussion:

  • Summarize the analysis and advice.
  • Do you agree? 

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

Description: SAN FRANCISCO (AP) — Netflix is on the verge of surpassing 100 million global subscribers, a testament to how much the video streaming service has changed the entertainment landscape since its debut a decade ago.

Source: AssociatedPress.com

Date: April 17, 2017

Link: http://hosted.ap.org/dynamic/stories/U/US_NETFLIX_MAJOR_MILESTONE?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT

Questions for discussion:

  • Summarize the key financial information provided in this article from an investor’s point of view?
  • Would you be a buyer of the company stock today?

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

Description: Investors should buy Costco shares because it is one of the few retailers that can succeed versus e-commerce competition, according to Barclays, which upgraded the wholesale club chain to overweight from equal weight.

Source: CNBC.com

Date: April 21, 2017

Link: http://www.cnbc.com/2017/04/21/heres-why-costco-may-be-the-one-company-amazon-cant-destroy.html

Questions for discussion:

  • Which financial factor do you believe is most important in assessing the value of this stock?
  • Do you agree with the assessment and recommendation?

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

Description: United has lost $570 million in market cap this week, while Warren Buffett may have lost over $50 million on his investment

Source: MarketWatch.com – video report

Date: April 14, 2017

Link: http://www.marketwatch.com/story/united-airlines-bad-week-cost-buffett-and-other-investors-millions-2017-04-13?mod=MW_story_top_stories

Questions for discussion:

  • Explain the sudden drop in stock value.
  • Do you think this situation presents an opportunity for investors to buy now?
  • How should management respond to the damage done to shareholders?

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

Description: We sat down with Voya Financial CEO Rodney Martin to get the advice he gives his customers about investing long term.

Source: Fortune.com – video report

Date: April 14, 2017

Link: http://for.tn/2nNgsbE

Questions for discussion:

  • Summarize the key points made by Rodney Martin.
  • Which do think is most important to investors today?

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

Description: John O’Connell, chairman and CEO at Davis Rea, discusses BlackBerry.

Source: BNN.ca – video report

Date: April 11, 2017

Link: http://www.bnn.ca/video/john-o-connell-discusses-blackberry~1099714

Questions for discussion:

  • Summarize the the analysis and advice.
  • Do you agree?

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

Description: The ride-hailing giant opens up about its financials for the first time in an interview with Bloomberg.

Source: Bloomberg.com

Date: April 14, 2017

Link: https://www.bloomberg.com/news/articles/2017-04-14/embattled-uber-reports-strong-sales-growth-as-losses-continue

Questions for discussion:

  • What does the report say abount Uber’s financials?
  • On the whole, should the firm’s investors be satisfied?
  • How will this disclosure affect any future IPO?

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

Description: Along the cobblestone streets of SoHo, Chanel handbags and Arc’teryx jackets are displayed in shops like museum pieces, harking back to the height of the neighborhood’s trendiness. But rents there are softening, and the number of vacant storefronts is rising.

Source: NYTimes.com

Date: April 15, 2017

Link: https://www.nytimes.com/2017/04/15/business/retail-industry.html?ref=business&_r=0

Questions for discussion:

  • What can management do to mitigate the financial challenges facing retailers?
  • What does this report suggest to investors in retail stocks?