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

Description: Shares of women’s apparel retailer J.Jill (JILL)plunged 50% Thursday after the company warned that sales would flag. The company said stores open at least a year may fall between 3% and 5% in the third quarter, and earnings would miss forecasts.

Source: CNNMoney.com – video report

Date: Oct 13, 2017

Link: http://money.cnn.com/2017/10/12/investing/jjill-retail-sales-plunge/index.html

Questions for discussion:

  • What does this report say about retailing stocks?
  • What might the IPO timing suggest about management thinking at the time?

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

Description: Hurricanes in North America, earthquakes in Latin America, tensions on the Korean Peninsula and political turbulence in the United States, Germany and Spain have produced little but shrugs on Wall Street.

Source: NYTimes.com

Date: Oct 13, 2017

Link: https://www.nytimes.com/2017/10/13/business/mutfund/stock-market-calm-world.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront

Questions for discussion:

  • What does the report say about market conditions and the reasons for them?
  • Do you agree with the predictions?

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

Description: Tren Griffin notes that the economist is also a skilled professional investor

Source: MarketWatch.com

Date: Oct 09, 2017

Link: http://www.marketwatch.com/story/12-things-you-can-learn-about-investing-from-nobel-prize-winner-richard-thaler-2017-10-09?siteid=nwtwk

Questions for discussion:

  • What are the most useful ideas presented in this article for investors to weigh?
  • What is your opinion of this field of economic theory as a tool for investors?

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

Description: Drugstore chains and pharmacy-benefit managers are likely at risk, Wall Street analysts say

Source: MarketWatch.com

Date: Oct 14, 2017

Link: http://www.marketwatch.com/story/is-amazon-getting-into-the-pharmacy-business-this-is-what-you-need-to-know-2017-10-09?siteid=nwtwk

Questions for discussion:

  • Do you think this move would be good for the firm?
  • What are the pros and cons from an investor’s point of view?

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

Description: Mike Moore made cigarette companies pay for the high cost of treating smokers. Here he comes again.

Source: Bloomberg.com

Date: Oct 05, 2017

Link: https://www.bloomberg.com/news/features/2017-10-05/the-lawyer-who-beat-big-tobacco-takes-on-the-opioid-industry

Questions for discussion:

  • What are the legal and managerial implications for the pharmacuetiucal industry that are raised in this article?
  • How should investors regard this information, as a risk factor?

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

Description: Shares in China’s biggest internet companies are on a tear this year, but some investors think things have gone too far.

Source: CNNMoney.com – video report

Date: Oct 05, 2017

Link: http://money.cnn.com/2017/10/05/investing/china-tech-bubble/index.html

Questions for discussion:

  • What is the basis for concern with current stock valuations?
  • Do you share this concern?
  • Do you agree with Jack Ma’s predecition about where wealth creation will be found in the future?

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

Description: Wells Fargo is still struggling to shake off a bad reputation it earned through numerous recent scandals. Senator Elizabeth Warren told CEO Tim Sloan at a hearing on Capitol Hill Tuesday that he should be fired.

Source: CNNMoney.com – video report

Date: Oct 04, 2017

Link: http://money.cnn.com/2017/10/04/investing/banks-earnings-wells-fargo-jpmorgan-chase/index.html

Questions for discussion:

  • What are the concerns facing Wells Fargo at this time?
  • How should investors approach the stock?
  • Would a shakeup of management improve stock performance, in your opinion?

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

Description: Companies don’t have to avoid U.S. markets to steer clear of U.S. taxes.

Source: Bloomberg.com

Date: Oct 05, 2017

Link: https://www.bloomberg.com/news/articles/2017-10-05/a-lot-of-apple-s-overseas-cash-is-already-in-the-u-s

Questions for discussion:

  • Where is Apple’s “foreign” cash held?
  • Do you think this cash would be diverted to more productive assests if the tax issues were resolved?

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

Description: Dow has registered 44 record closes—its most all-time high finishes in a single year since 2013

Source: MarketWatch.com

Date: Oct 05, 2017

Link: http://www.marketwatch.com/story/the-stock-markets-velocity-has-the-dow-flirting-with-230000-2017-10-05

Questions for discussion:

  • What are the reasons for optimism in the market?
  • Do you believe the market will continue on its way to break new highs in the next year?

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

Description: Jeffrey Katzenberg is trying to raise $2 billion for his new television start-up that will provide short-form content of premium quality for mobile devices.

Source: NYTimes.com

Date: Oct 02, 2017

Link: https://www.nytimes.com/2017/10/02/business/dealbook/katzenberg-television-mobile.html?rref=collection%2Ftimestopic%2FVenture%20Capital&action=click&contentCollection=timestopics&region=stream&module=stream_unit&version=latest&contentPlacement=1&pgtype=collection

Questions for discussion:

  • What are the risks to investors, compared to traditional media platforms that exist today?
  • Do you think this thinking is too early?