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

Description: Bank of America’s Michael Harnett writes that slowing growth, rising interest rates and too much debt killed the rally. The market that takes its place will feature lower returns in assets that suffered during the recovery. That means shifting focus to pharmaceutical companies and tech disruptors.

The ‘great bull’ market is dead, says BofA analyst from CNBC.

Source: CNBC.com – video report

Date: Sep 18, 2018

Link: https://www.cnbc.com/video/2018/09/19/great-bull-market-dead-bofa-analyst.html

Questions for discussion:

  • Summarize the key points suggesting the end of the bull market.
  • Do you agree with this assessment?

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

Description: CNBC’s Leslie Picker discusses some of the morning’s most provocative headlines.

Risk factors involving pot stock IPOs from CNBC.

Source: CNBC.com – video report

Date: Sep 21, 2018

Link: https://www.cnbc.com/video/2018/09/21/risk-factors-involving-pot-stock-ipos.html

Questions for discussion:

  • Summarize the key points presented in this report.
  • What would you advise investors?

Posted by & filed under Governments & Regulators, Management Issues.

Description: As the opioid epidemic continues to rage across the country, with a record 72,000 drug overdose deaths estimated in 2017, the fallout is increasingly manifesting itself at construction sites, factories, warehouses, offices and other workplaces. A stunning 70 percent of employers reported that their businesses had been affected by prescription drug abuse, including absenteeism, positive drug tests, injuries, accidents and overdoses, according to a 2017 survey by the National Safety Council, a research and advocacy organization.

Source: NYTimes.com

Date: Sep 20, 2018

Link: https://www.nytimes.com/2018/09/21/business/economy/opioid-overdose-workplace.html

Questions for discussion:

  • Summarize the scope of this problem from an insurance and management point of view.
  • How should management deal with it?

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

Description:  There are rumors that Coca-Cola may buy Denver’s New Age Beverages

Source: MarketWatch.com

Date: Sep 21, 2018

Link: https://www.marketwatch.com/story/the-new-tilray-stock-is-here-this-is-how-to-set-up-the-trade-2018-09-21

Questions for discussion:

  • What does this report suggest to investors interested in investing in this sector?
  • How significant would a favorable decision by Coca-Cola  be to the stocks involved?

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

Description: Kleiner Perkins is in crisis with star partner Mary Meeker leaving.

Source: Bloomberg.com

Date: Sep 20, 2018

Link: https://www.bloomberg.com/news/articles/2018-09-20/a-silicon-valley-vc-pioneer-ponders-a-smaller-is-better-future?srnd=businessweek-v2

Questions for discussion:

  • What did you learn about the synergy between partners in VC firms?
  • How would you describe the investing strategy of Mary Meeker in comparison to the management of the firm she is leaving?

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

Description: Dan Gallagher, former SEC commissioner and now Mylan N.V. chief legal officer, discusses his views on banking regulations in the wake of the financial crisis.

Dodd-Frank is a disaster and won’t protect us from the next crisis, says former SEC commissioner from CNBC.

Source: CNBC.com – video report

Date: Sep 04, 2018

Link: https://www.cnbc.com/video/2018/09/11/dodd-frank-is-a-disaster-and-wont-protect-us-from-the-next-crisis-says-former-sec-commissioner.html

Questions for discussion:

  • Summarize the key points about debt as presented in this report by Dan Gallagher.
  • What is the “disclosure” problem he refers to?
  • How would you identify a “bubble”?

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

Description: Lehman Brothers filed for bankruptcy on Sept. 15, 2008, jolting the firm’s 28,000 employees. A decade later, former employees remember the collapse and reflect on what it meant for them.

Source: MarketWatch.com – video report

Date: Sep 13, 2018

Link: http://www.marketwatch.com/video/the-day-lehman-collapsed/64E50022-BC37-4E27-BAEF-FBBDD7786EBC.html

Questions for discussion:

  • Summarize the key points presented in this report.
  • Are you surprised by any of the content reported?
  • What lessons should financial managers take away from this story?

Posted by & filed under Company Analysis, Financial analysis, Management Issues, Personal Finance.

Description: (Reuters) – Campbell Soup Co’s board is drawing up a list of CEO candidates, with Chief Operating Officer Luca Mignini emerging as the top internal contender, as the company seeks to fend off a proxy challenge from Daniel Loeb’s hedge fund, Third Point LLC, people familiar with the matter said.

Source: Yahoo.com – Reuters

Date: Sep 10, 2018

Link: https://ca.finance.yahoo.com/news/exclusive-campbell-soup-steps-ceo-search-coo-contender-135036632–sector.html

Questions for discussion:

  • What does this report say about the selection process taking place at Campbell Soup?
  • What are the competing directives within the organization seeking to control the management?
  • Do you think the firm will be directed towards a merger or acquisition?

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

Description:  In an age of index funds and private companies, even a boom can feel blah.

Source: Bloomberg.com

Date: Sep 13, 2018

Link: https://www.bloomberg.com/news/articles/2018-09-13/we-re-living-in-what-may-be-the-most-boring-bull-market-ever?srnd=businessweek-v2

Questions for discussion:

  • What is the basis for calling this market “boring”?
  • Do you agree with this assessment?

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

Description: Tesla often fails to deliver on its promises, and there’s no momentum in the stock

Source: MarketWatch.com

Date: Sep 13, 2018

Link: https://www.marketwatch.com/story/sell-tesla-and-buy-gm-seriously-2018-09-12

Questions for discussion:

  • What is the analysis and basis for this recommendation?
  • Do you agree with this assessment?