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

Description: David Einhorn, president at Greenlight Capital, explains what he aims to accomplish in his proxy battle with General Motors Co. and discusses Tesla Inc.’s inability to produce a profit and a big similarity he sees between GM and Apple Inc. He speaks with Bloomberg’s David Westin on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: June 01, 2017

Link: https://www.bloomberg.com/news/videos/2017-06-02/david-einhorn-on-gm-value-tesla-profit-apple-video

Questions for discussion:

  • What does David Einhorn say about the financial issues related to these firms?
  • Do you agree with his assessments?

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

Description: Business World Columnist Holman Jenkins Jr. on why the pact is mainly about subsidies, not environmental progress. Photo credit: Getty Images.

Source: MarketWatch.com – video report

Date: June 01, 2017

Link: http://www.marketwatch.com/video/opinion-journal-the-paris-climate-con/AF124BBD-86EB-40A7-A6D5-185AB8F6CC03.html

Questions for discussion:

  • What does Holman Jenkins Jr. say about the agreement?
  • Do you think the decision to withdraw reduces the influence or leadership of U.S. govermments or businesses in this field?

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

Description: As sales for the upscale retailer continue to fall.

Source: Fortune.com – video report

Date: May 31, 2017

Link: http://for.tn/2rkvlk4

Questions for discussion:

  • Do you think the decisions taken will mitigate the financial issues facing the company?
  • What would you suggest?

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

Description: Andrew Left, Citron Research founder, explains why he thinks BlackBerry Ltd. shares could double in the next two years. He speaks with Bloomberg’s Vonnie Quinn on “Bloomberg Markets.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: June 01, 2017

Link: https://www.bloomberg.com/news/videos/2017-06-01/why-andrew-left-says-blackberry-shares-could-double-video

Questions for discussion:

  • Why does Andrew Left believe BlackBerry is worth more and is a takeover target?
  • Do you agree with his assessments?

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

Description: Shares of two Canadian companies were taken on a dramatic ride Wednesday in what appears to have been a mistaken reaction to a social media posting from a U.S. short-seller.

Source: FinancialPost.com

Date: May 31, 2017

Link: http://business.financialpost.com/news/fp-street/element-fleet-says-unaware-of-reason-as-stock-plunges-38

Questions for discussion:

  • Explain what happened to the stock value?
  • Is there any way to mitigate the risks related to social media banter?
  • How should investors deal with this risk?

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

Description: How Brooklinen Went From Kickstarter to $20M in Sales

Source: Bloomberg.com – video report

Date: May 23, 2017

Link: https://www.bloomberg.com/news/videos/2017-05-23/brooklinen-s-rise-from-kickstarter-to-20m-in-sales-video

Questions for discussion:

  • Describe the financing strategies used by management from start-up to the current level of sales.
  • Do you think the company made any errors in judgement or should consider other methods to finance growth?
  • How would you evaluate the sale of this company for acquisition?

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

Description: Matthew Norris, senior vice president at Ivy Investment Management Company, joins BNN to discuss his value investing strategy, which includes retail and hospital stocks.

Source: BNN.ca – video report

Date: May 25, 2017

Link: http://www.bnn.ca/video/pick-the-supplier-not-the-seller-in-retail-ivy-managment~1133491

Questions for discussion:

  • What does Matthew Norris say about picking retail stocks and the businesses that supply them?
  • Do you agree with his assessment of Hanesbrands?

 

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

Description: 6 ways to fight back against emotional impulses that hurt your investments

Source: MarketWatch.com

Date: May 23, 2017

Link: http://www.marketwatch.com/story/how-to-stop-being-your-own-worst-enemy-in-the-stock-market-2017-05-23?siteid=nwtwk

Questions for discussion:

  • What do you think about the behavioral research presented?
  • Have you ever responded as these models suggest?
  • How should investors use this information?

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

Description: One of the economy’s biggest mysteries is this: The labor market is the strongest it has been in a decade, yet wages are rising barely faster than inflation.

Source: NYTimes.com

Date: May 26, 2017

Link: https://www.nytimes.com/2017/05/26/upshot/the-question-isnt-why-wage-growth-is-so-low-its-why-its-so-high.html?ref=dealbook&_r=0

Questions for discussion:

  • What does this article say about how and why wages rise?
  • What might the current wage situation mean for consumer spending and corporate profits?

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

Description: Kinder Morgan Canada Ltd. is expected to raise C$1.75 billion ($1.3 billion) in its initial public offering after setting the price of its shares at C$17 each, below the previous range, according to terms of the deal.

Source: Bloomberg.com

Date: May 17, 2017

Link: https://www.bloomberg.com/news/articles/2017-05-24/kinder-morgan-canada-said-to-price-ipo-at-c-17-in-canadian-debut

Questions for discussion:

  • How should investors evaluate this IPO?
  • Would you be an investor?