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

Description: New funds and ETFs are doing the work for you.

Source:  Fortune.com – video report

Date:  Aug 19, 2016

Link: http://fortune.com/2016/08/19/social-impact-investment-funds/?iid=leftrail

Questions for discussion:

  • Summarize the qualities considered worthy of recognition?
  • Why are investors being directed to ETFs and other instruments focusing on ethical firms?

Posted by & filed under Company Analysis, Industry Analysis.

Description: Even the mining industry’s super commodity of the future may be unable to avoid the Achilles’ heel of all mineral producers — a recurring habit of busting a boom with too much supply.

Source: Bloomberg.com

Date: Aug 18, 2016

Link: http://www.bloomberg.com/news/articles/2016-08-18/rally-in-mining-s-super-commodity-strained-by-race-to-fuel-tesla

Questions for Discussions:

  • On what are lithium price predictions based?
  • What do you think investors should do?

Posted by & filed under Market Analysis.

Description: WTI crude is now up about 21% since its Aug. 2 low

Source: MarketWatch.com

Date: Aug 18, 2016

Link: http://www.marketwatch.com/story/us-stock-futures-in-holding-pattern-as-ciscos-drop-weighs-2016-08-18

Questions for Discussions:

  • Why do you think the market has not picked up on the recent bullishness in oil prices?
  • Do you think prices with hold firm?
  • What would you advise investors do with the current information?

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators.

Description: Companies that did not comply with new guidelines are getting letters, updating filings

Source: MarketWatch.com

Date: Aug 18, 2016

Link: http://www.marketwatch.com/story/sec-cracks-down-on-made-up-numbers-in-company-earnings-2016-08-18?siteid=nwtwk

Questions for discussion: 

  • What does this article say about financial reporting by some companies?
  • How should investors deal with this information?

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

Description: CEO Sallie Krawcheck explains why she created it.

Source:  Fortune.com – video report

Date:  Aug 11, 2016

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

Questions for discussion:

  • What do you think of the idea of an app specifically targeting women investors?
  • Do you think that women will perceive this as a valuable tool or a gimmick?

Posted by & filed under Company Analysis, Financial analysis, Financial Planning.

Description: Claire’s Stores Inc., the struggling tween-jewelry retail chain, is asking bondholders to exchange almost $800 million of notes for new loans that would cut the company’s debt load and buy it more time to turn around its business.

Source: Bloomberg.com

Date: Aug 13, 2016

Link: http://www.bloomberg.com/news/articles/2016-08-13/teen-jewelry-retailer-claire-s-seeks-debt-swap-to-cut-borrowings

Questions for Discussions:

  • What are the risks for stakeholders in this plan?
  • Do you think it should be accepted?

Posted by & filed under Market Analysis.

Description: Market rally could now last nine months to a year

Source: MarketWatch.com

Date: Aug 13, 2016

Link: http://www.marketwatch.com/story/technical-analyst-stocks-have-come-through-an-internal-bear-market-2016-08-12

Questions for Discussions:

  • What is an “internal bear market”?
  • Do you agree with the assessments?

Posted by & filed under Company Analysis, Financial Planning, Industry Analysis.

Description: Walmart agreed to purchase Jet.com for $3.3 billion, papering what would be the most expensive U.S. e-commerce acquisition of all time.

Source: Forbes.com

Date: Aug 08, 2016

Link: http://www.forbes.com/sites/ryanmac/2016/08/08/walmart-inks-3-billion-deal-for-jet-com-in-biggest-u-s-e-commerce-deal-ever/#1d29af9b94eb

Questions for discussion:

  • Do you think the acquisition makes sense from a financial point of view?
  • How would Walmart’s results be expected to change going forward?