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

Description: Jeffrey Vinik, who announced the resurrection of his hedge fund on Thursday, believes that the current bull market could run for another decade.

Source: CNBC.com – video report

Date: Jan 10, 2019

Link: https://www.cnbc.com/2019/01/10/hedge-fund-manager-vinik-says-bull-market-could-go-another-10-years.html

Questions for discussion:

  • Summarize the analysis and predictions presented by Jeffrey Vinik.
  • What do you think about his ideas?

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

Description: Amazon is set for a bull run in 2019 as shares could surge more than 20 percent, according to a new report from Pivotal Research Group.

Source: CNBC.com – video report

Date: Jan 07, 2019

Link: https://www.cnbc.com/2019/01/07/amazon-stock-could-surge-20-percent-in-2019-analyst-says.html

Questions for discussion:

  • What is the basis for Amazon’s growth potential, according to the report?
  • How are Amazon, Microsoft and Apple similar and yet different from each other, from an investor’s point of view?

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

Description: The smart money would be better off choosing which stocks to sell at random, says study

Source: MarketWatch.com

Date: Jan 12, 2019

Link: https://www.marketwatch.com/story/as-stocks-rally-most-important-skill-traders-need-isnt-when-to-buyits-when-and-what-to-sell-2019-01-12

Questions for discussion:

  • What does the article say about why selling skills are lacking?
  • How can this be improved?

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

Description: On a sunny Saturday morning in New York a few months ago, a group of 50 start-up founders gathered in the dank basement of a Lower East Side bar. They scribbled notes at long tables, sipping coffee and LaCroix while a stack of pizza boxes emanated the odor of hot garlic. One by one, they gave testimonials taking aim at something nearly sacred in the technology industry: venture capital.

Source: NYT.com

Date: Jan 11, 2019

Link: https://www.nytimes.com/2019/01/11/technology/start-ups-rejecting-venture-capital.html

Questions for discussion:

  • What does the article say about the technology industry’s changing attitude toward venture capital?
  • Why is this occurring?
  • How can both sides adapt?

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

Description: Sears Chairman Eddie Lampert has submitted a revised bid of roughly $5 billion in a last-ditch attempt to save the retailer from liquidation, according to a person familiar with the matter.

Source: CNBC.com

Date: Jan 10, 2019

Link: https://www.cnbc.com/2019/01/09/eddie-lampert-reportedly-submits-revised-bid-of-roughly-5-billion-to-save-sears-from-liquidation.html

Questions for discussion:

  • Do you think liquidation or the $5 billion bid is better for shareholders?
  • What are the possible reasons motivating Eddie Lampert to present this bid?
  • Do you think there is a will to save Sears and continue operations?

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

Description: Tony Robbins, renown life and business strategist who has coached more than 50 million people, has dedicated himself to spreading personal finance literacy across America. And his mantra is timely: Don’t sit on the sidelines in fear or make rash decisions because of stock market volatility. As he points out: “The single biggest threat to your financial well-being is your own brain.”

Source: CNBC.com

Date: Jan 03, 2019

Link: https://www.cnbc.com/2019/01/03/tony-robbins-5-money-mistakes-investors-need-to-avoid-in-2019.html

Questions for discussion:

  • Summarize the advice presented in this article.
  • Do you think they are valid?
  • Do you think average investors can follow these guidelines?

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

Description: Everything was going right for the stock market until Oct. 3. Then everything went wrong.

Source: CNBC.com

Date: Dec 31, 2018

Link: https://www.cnbc.com/2018/12/31/why-this-year-suddenly-fell-apart-on-wall-street-and-whats-ahead.html

Questions for discussion:

  • What went wrong, according to the report?
  • What has happened since the start of 2019?

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

Description: The Federal Reserve is propping up the market — and here’s the evidence

Source: MarketWatch.com

Date: Jan 05, 2019

Link: https://www.marketwatch.com/story/stock-market-investors-its-time-to-hear-the-ugly-truth-2019-01-05

Questions for discussion:

  • What does the article say about the role played by the Fed?
  • Do you agree with this assessment?
  • Should this information influence investing decisions?

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

Description: Burbank, Calif.—At Walt Disney (DIS) headquarters in this studio-filled city, Suite 3H in the original animation building holds stacks of scripts and an aerial photograph of Disneyland to the south, marked with ongoing construction projects. This is the workplace of Walter Elias Disney, re-created much as he left it in 1966.

Source: Barrons.com

Date: Jan 04, 2019

Link: https://www.barrons.com/articles/disneys-bob-iger-talks-streaming-park-plans-and-learning-from-kodak-51546599600

Questions for discussion:

  • How has Bob Iger transformed Disney in response to new technologies?
  • Do you think Disney can succeed? Explain your answer.

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

Description: The holiday hiring crunch may be over, but finding workers won’t be much easier this year.

Source: Bloomberg.com

Date: Jan 04, 2019

Link: https://www.bloomberg.com/news/articles/2019-01-04/restaurants-are-scrambling-for-cheap-labor-in-2019

Questions for discussion:

  • Summarize the operational problems facing the restaurant industry.
  • How should management deal with these challenges?
  • How should investors deal with the issues?