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

Description: Apple Inc. may have just seen its worst sequential drop in iPhone revenue for any March quarter in the company’s history, but investors seem optimistic about where the smartphone giant is headed. Shares of Apple AAPL, +7.05%  were up 6.2% in Wednesday morning trading, putting the company on track to reclaim a $1 trillion valuation. The stock would have to close above 5.7% to reach the milestone once again.

Source: MarketWatch.com

Date: May 01, 2019

Link: https://www.marketwatch.com/story/apple-believes-iphone-trade-ins-will-be-an-even-bigger-deal-this-quarter-analyst-says-2019-05-01?mod=mw_theo_homepage

Questions for discussion:

  • What explains the Apple’s stock behavior recently?
  • Based on the information provided in the article, would you recommend new purchases of Apple stock today?

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

Description: Jeremy Siegel, the longtime stock market bull and influential Wharton School professor, called for more diversity of thought among the members of the Federal Reserve’s policymaking committee, saying the central bank’s groupthink causes it to make mistakes.

Source: CNBC.com – video report

Date: May 01, 2019

Link: https://www.cnbc.com/2019/05/01/jeremy-siegel-blames-fed-groupthink-for-20percent-market-drop-late-last-year.html

Questions for discussion:

  • What is the basis of Jeremy Siegel’s criticisms?
  • Do you agree?

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

Description: A gauge of U.S. factories fell in April to the weakest level since late 2016, signaling that manufacturing headwinds extended into the second quarter as companies continue to confront uncertainty about trade.

Source: Bloomberg.com

Date: May 01, 2019

Link: https://www.bloomberg.com/news/articles/2019-05-01/u-s-factory-gauge-falls-to-two-year-low-as-orders-output-cool?srnd=markets-vp

Questions for discussion:

  • What does the report suggest about the economy and future interest rates?
  • What do you think the data suggests?

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

Description: Yum Brands reported first-quarter earnings Wednesday that beat Wall Street’s expectations, but weaker-than-expected same store-sales growth at Taco Bell and Pizza Hut disappointed investors.

Source: CNBC.com – video report

Date: May 01, 2019

Link: https://www.cnbc.com/2019/05/01/yum-brands-q1-2019-earnings.html

Questions for discussion:

  • Summarize and evaluate the financial results presented in this report.
  • Do you think the stock looks attractive today?

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

Description: Why the Once-Obscure Way to Invest Is Now Hot “Focus on stocks that have the greatest return” has long been the motto of most investors and, similarly, high returns have been the barometer for considering what made a corporation “successful.”

Source: FinanceYahoo.com and Say.com

Date: May 01, 2019

Link: https://finance.yahoo.com/news/whats-esg-why-suddenly-popular-191510286.html

Questions for discussion:

  • What does the article say about changing attitudes toward investing and company decisions about profits?
  • Do you agree with this assessment?

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

Description: Stocks traded slightly higher on Friday as investors weighed better-than-expected economic data against a mixed batch of quarterly earnings.

Source: CNBC.com – video report

Date: Apr 26, 2019

Link: https://www.cnbc.com/2019/04/26/stock-market-gdp-data-and-corporate-earnings-in-focus-on-wall-street.html

Questions for discussion:

  • What explains stock performances, according to the article?
  • What would you expect investors to do going forward at this time?

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

Description: Oil prices tumbled as much as 4% on Friday, extending early losses after President Donald Trump said he told OPEC to take action to temper fuel costs.

Source: CNBC.com – video report

Date: Apr 26, 2019

Link: https://www.cnbc.com/2019/04/26/oil-market-opec-output-rises-us-sanctions-on-iranian-oil-in-focus.html

Questions for discussion:

  • Why did oil prices pull back, according to the report?
  • Explain oil prices and their effect on the economy and stock market.
  • What do you think will happen to oil going forward?

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

Description: Ride-hailing startup will report some nontraditional metrics as it seeks to provide information on much more than ride hailing

Source: MarketWatch.com – video report

Date: Apr 26, 2019

Link: https://www.marketwatch.com/story/uber-ipo-5-things-you-need-to-know-about-potentially-the-biggest-ipo-in-years-2019-04-12?mod=mw_theo_homepage

Questions for discussion:

  • Summarize the assessments made about Uber’s IPO.
  • Do you agree?

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

Description: (Bloomberg) — Memo to traders back from the most bruising bout of the bull market. If the past is any precedent, the rewards of sticking around can be high.

Source: Bloomberg.com

Date: Apr 16, 2019

Link: https://finance.yahoo.com/news/bullish-history-near-death-experiences-110500656.html

Questions for discussion:

  • What does the analysis suggest may happen?
  • Do you agree with this assessment?

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

Description: How America’s obsession with long hours has widened the gender gap.

Source: NYTimes.com

Date: Apr 26, 2019

Link: https://www.nytimes.com/2019/04/26/upshot/women-long-hours-greedy-professions.html

Questions for discussion:

  • What are the managerial issues raised in this article?
  • How should companies respond to these challenges, in your opinion?