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

Description: When Tiger Woods won The Masters on Sunday, it was an instant boon to everyone in business with him, directly or even indirectly, from sponsors like Nike and Monster Beverage to broadcaster CBS.

Source: YahooFinance.com – video report

Date: Apr 16, 2019

Link: https://finance.yahoo.com/news/taylormade-golf-ceo-adidas-sale-gave-us-freedom-to-sign-tiger-woods-jason-day-203237110.html

Questions for discussion:

  • How much “stock value” should investors attribute to the “Tiger affect”?
  • Why was the split from Adidas good for TaylorMade?

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

Description: Apple and Qualcomm have settled their royalty dispute, the companies announced in a press release. The settlement includes a payment from Apple to Qualcomm as well as a chipset supply agreement, suggesting that Apple will buy Qualcomm chips for future iPhones. The companies did not say how much the payment will be.

Source: CNBC.com – video report

Date: Apr 16, 2019

Link: https://www.cnbc.com/2019/04/16/apple-qualcomm-settle-royalty-dispute-sources-say.html

Questions for discussion:

  • What does this settlement mean for these companies and the industry, going forward?
  • Is it a good deal for investors?

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

Description: Netflix is set to report earnings after the bell Tuesday. BK Asset Management’s Boris Schlossberg says investors only care about one thing and it has him seeing flashbacks to Amazon’s early years.

Source: CNBC.com – video report

Date: Apr 16, 2019

Link: https://www.cnbc.com/2019/04/16/netflix-looks-like-amazon-in-its-early-years-ahead-of-its-earnings-market-watcher-says.html

Questions for discussion:

  • Summarize the assessments made about Netflix and why it is reminiscent of Amazon, to some.
  • Would you be a buyer today?

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

Description: Currency-only hedge funds were once a hot corner of the investment world. From 2000 to 2008 the tally of currency funds tracked by the BarclayHedge Currency Traders Index almost tripled, to 145. Now they’re looking more like an endangered species, with just 49 in operation.

Source: Bloomberg.com

Date: Apr 16, 2019

Link: https://www.bloomberg.com/news/articles/2019-04-16/why-no-one-wants-to-invest-in-currency-hedge-funds-anymore?srnd=businessweek-v2

Questions for discussion:

  • What has happened to this sector of the industry?
  • What does the future look like?

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

Description: BlackRock Inc. BLK, +3.25%  Chief Exeuctive Larry Fink says that with stocks knocking on the door of records, a surge to the upside appears more likely than a market collapse. That is because so many investors still have lots of cash to put to work, the head of the world’s largest asset manager told CNBC in a Tuesday interview.

Source: MarketWatch.com

Date: Apr 16, 2019

Link: https://www.marketwatch.com/story/blackrocks-fink-says-stock-market-at-risk-of-a-melt-up-not-a-meltdown-2019-04-16?mod=mw_theo_homepage

Questions for discussion:

  • What is a “melt-up”?
  • What is the basis of the prediction?
  • Do you think this is likely?

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

Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC.

Source: CNBC.com – video report

Date: Apr 12, 2019

Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html

Questions for discussion:

  • What does Alan Greenspan say about the economy that should concern investors?
  • Do you agree with his assessment of problems facing the economy?

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

Description: For Disney, the price is the story. Disney announced pricing for its new streaming service on Thursday, and it’s surprisingly low: $6.99 per month and $69.99 annually (or $5.83 per month). The service won’t include any advertisements.

Source: CNBC.com – video report

Date: Apr 12, 2019

Link: https://www.cnbc.com/2019/04/12/disneys-6point99-per-month-price-immediately-makes-it-a-value-winner.html

Questions for discussion:

  • Why is pricing so critical in this highly competitive environment?
  • How would you expect Netflix and other competitors to respond?
  • How should investors treat this area of the entertainment industry?

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

Description: Dig a little into Apple’s business and you’ll find plenty of problems

Source: MarketWatch.com

Date: Apr 12, 2019

Link: https://www.marketwatch.com/story/as-apples-stock-rides-high-7-reasons-investors-should-worry-2019-04-12?mod=mw_theo_homepage

Questions for discussion:

  • What are the concerns expressed in this article?
  • Do you think they are valid?
  • What would you do as an investor at this time?

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

Description: A deal with Commerzbank could be a solution, but it could also make things a lot messier.

Source: Bloomberg.com

Date: Apr 12, 2019

Link: https://www.bloomberg.com/news/features/2019-04-12/what-a-deutsche-bank-merger-could-mean-for-germany?srnd=businessweek-v2

Questions for discussion:

  • What is driving the merger?
  • Do you think it is the solution?

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

Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year.

Source: NYTimes.com

Date: Apr 11, 2019

Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html

Questions for discussion:

  • What do the charts say to you, as an investor?
  • Looking forward, which firm presents the better opportunity for growth?