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

Description: Bitcoin’s value has dropped 10% since J.P. Morgan CEO Jamie Dimon slammed the cryptocurrency Tuesday, briefly falling below the $3,800 mark on Wednesday.

Source: Fortune.com – video report

Date: Sep 13, 2017

Link: http://fortune.com/2017/09/13/bitcoin-jamie-dimon-fraud-price/

Questions for discussion:

  • Why did Bitcoin drop in value after the pronouncement by Jamie Dimon?
  • Do you agree with his assessment?

 

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

Description: Here are the top ten.

Source: Fortune.com – video report

Date: Sep 11, 2017

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

Questions for discussion:

  • What do the firms on this list have in common?
  • Do they represent good investment opportunities at this time, or is it “too late” to get on board?

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

Description: Wall Street has tended to maintain momentum after similar streaks

Source: MarketWatch.com

Date: Sep 13, 2017

Link: http://www.marketwatch.com/story/stock-markets-5-month-win-streak-should-cheer-the-bulls-2017-09-13

Questions for discussion:

  • What is the basis for confidence in future market gains?
  • Do you agree with the analysis and advice?

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

Description: AUSTIN, Tex. — Last Wednesday was another good day to make money on Wall Street: Stocks pushed up, interest rates were at rock bottom and the VIX gauge of investor unease was again trending downward.

Source: NYTimes.com

Date: Sep 13, 2017

Link: https://www.nytimes.com/2017/09/13/business/dealbook/market-volatility.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront

Questions for discussion:

  • What does the article say about conditions and risk?
  • What do you think of this information?

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

Description: Company could raise about C$200 million in share sale. Move comes two years after Searchlight Capital investment

Source: Bloomberg.com

Date: Sep 13, 2017

Link: https://www.bloomberg.com/news/articles/2017-09-13/canadian-casualwear-retailer-roots-files-for-toronto-ipo

Questions for discussion:

  • Do you think the evaluation is fair?
  • Why do you think the IPO is being considered by management at this time, given the problems facing other retailers serving a similar customer base?

 

Posted by & filed under Growth & Valuation, Management Issues.

Description: Rosalind Brewer’s first step toward the COO job at Starbucks(SBUX, -1.55%) happened completely by chance.

Source: Fortune.com – video report

Date: Sep 07, 2017

Link: http://fortune.com/2017/09/07/rosalind-brewer-starbucks-coo/

Questions for discussion:

  • Why is Rosalind Brewer a good choice for this job?
  • What does the article say about corporate cultures for executive development?

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

Description: Disney wasn’t the happiest place on earth for investors Thursday — and other big media stocks weren’t exactly magic kingdoms either.

Source: CNNMoney.com – video report

Date: Sep 07, 2017

Link: http://money.cnn.com/2017/09/07/investing/disney-earnings-bob-iger-star-wars-marvel-streaming/index.html

Questions for discussion:

  • Summarize the key reasons the stock is under pressure.
  • What do you think of the risk to buying at this time?

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

Description: The bulk of U.S. stock gains in this long-running bull market are due to one variable: the expansion of the price-to-earnings ratio.

Source: MarketWatch.com

Date: Sep 07, 2017

Link: http://www.marketwatch.com/story/this-rocky-stock-market-requires-an-all-terrain-portfolio-2017-09-07

Questions for discussion:

  • Summarize the concerns presented in this article.
  • Do you agree with the analysis and advice?

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

Description: In 2015, the music licensing agency BMI reached $1 billion in revenue for the first time, and Michael O’Neill, the company’s chief executive, predicted that it would take another three years before the agency could, after expenses, pay $1 billion in royalties to its songwriters and music publishers. BMI reached its goal one year early.

Source: NYTimes.com

Date: Sep 07, 2017

Link: https://www.nytimes.com/2017/09/07/business/media/bmi-music-royalties.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=sectionfront

Questions for discussion:

  • What does the article say about the financial strength of the industry?
  • How should investors regard this information?

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

Description: Morten Steinsland, head of fixed income at Alfred Berg in Oslo, has been in the fixed income markets for three decades but the other day he saw the scariest chart he’s ever seen.

Source: Bloomberg.com

Date: Sep 07, 2017

Link: https://www.bloomberg.com/news/articles/2017-09-07/bond-manager-with-6-6-billion-just-saw-the-scariest-chart-ever

Questions for discussion:

  • What does the chart say and why is it scary?
  • Do you agree with the interpretations?