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

Description: The “Squawk on the Street” crew talks about the jump in shares of Twitter after posting better-than-expected quarterly results.

Twitter surges on earnings from CNBC.

Source: CNBC.com – video report

Date: Feb 07, 2018

Link: https://www.cnbc.com/video/2018/02/08/twitter-surges-on-earnings.html

Questions for discussion:

  • From a financial analysis and marketing point of view, why did Twitter surge so much?
  • Do you think expected earnings growth will match valuations?

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

Description: Not widely welcomed, but arguably overdue?

Source: Bloomberg.com – video report

Date: Feb 06, 2018

Link: https://www.bloomberg.com/news/articles/2018-02-06/what-on-earth-happened-to-stocks-here-s-where-to-cast-the-blame

Questions for discussion:

  • Summarize the explanations presented in the report.
  • What do you think was the major reason?
  • Would you be a buyer today?

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

Description: If it can’t ramp up Model 3 production soon, it’s going to need to raise more cash.

Source: Bloomberg.com

Date: Feb 07, 2018

Link: https://www.bloomberg.com/gadfly/articles/2018-02-07/tesla-earnings-putting-cars-in-space-but-not-showrooms

Questions for discussion:

  • Summarize the financial results and the concerns expressed.
  • Would you be a buyer today?

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

Description: Jeff Reeves lists nine reasons to stay in the stock market

Source: MarketWatch.com

Date: Feb 08, 2018

Link: https://www.marketwatch.com/story/if-youre-freaking-out-about-stocks-remember-why-you-invested-in-the-first-place-2018-02-08

Questions for discussion:

  • What are the reasons given for staying in the stock market?
  • Do you agree with this assessment?

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

Description: Is the economy at risk of overheating? The answer will depend on what really drives price increases, and what the Fed does.

Source: NYTimes.com

Date: Feb 08, 2018

Link: https://www.nytimes.com/2018/02/07/upshot/the-stock-market-is-worried-about-inflation-should-it-be.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • What does the article say about inflation concerns?
  • What is the Phillips Curve and how is it influencing thinking about inflation, the economy, and the stock market?

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

Description: CNBC’s Mike Santoli discusses the volatile activity in stocks as the Dow sees a 600-point drop before the close.

Dow sinks 600 points: Here’s what’s behind the big drop from CNBC.

Source: CNBC.com – video report

Date: Feb 02, 2018

Link: https://www.cnbc.com/video/2018/02/02/dow-sinks-600-points-heres-whats-behind-the-big-drop.html

Questions for discussion:

  • What does the report say about the 600 point fall and the relationship with the VIX?
  • Would you be a buyer or seller in this market?

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

Description: Facebook reported adjusted fourth-quarter earnings and revenue on Wednesday that crushed expectations, as it made more money than expected from each user.

Source: CNBC.com – video report

Date: Feb 01, 2018

Link: https://www.cnbc.com/2018/01/31/facebook-earnings-q4-2017.html

Questions for discussion:

  • Summarize the results reported.
  • Would you be a buyer or seller of Facebook today? Explain your reasoning.

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

Description: If there’s anything that can be said of Apple, it’s that it knows how to make money—even if things don’t appear to be going well.

Source: Fortune.com – video report

Date: Feb 02, 2018

Link: http://fortune.com/2018/02/03/apple-iphone-x-record/

Questions for discussion:

  • Summarize the results at Apple.
  • Would you be a buyer today?
  • What are the risks going forward?

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

Description: U.S. stock benchmarks traded firmly higher on Wednesday, putting the Dow on track to recover some of its roughly 540 points lost over the past two days.

Source: MarketWatch.com

Date: Jan 31, 2018

Link: https://www.marketwatch.com/story/dow-set-to-stabilize-after-shedding-540-points-in-2-days-2018-01-31

Questions for discussion:

  • According to the report, what explains the market’s recent behavior?
  • Do you agree with this analysis?
  • Where do you see the market heading?

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

Description: Famous for great management, General Electric is staring down a plunging share price, a federal investigation, and possible breakup.

Source: Bloomberg.com

Date: Feb 1, 2018

Link: https://www.bloomberg.com/news/features/2018-02-01/how-ge-went-from-american-icon-to-astonishing-mess

Questions for discussion:

  • What does the article say about the reasons for GE’s rise and fall?
  • Is blame entirely the fault of poor management?
  • Can GE rise again, in your opinion?