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

Description: CNBC’s Arjun Kharpal speaks about Tesla Chief Executive Elon Musk’s recent lashing out at analysts.

Tesla’s shares drop as Musk gives bizarre earnings call from CNBC.

Source: CNBC.com – video report

Date: May 03, 2018

Link: https://www.cnbc.com/video/2018/05/03/teslas-shares-drop-as-musk-gives-bizarre-earnings-call.html

Questions for discussion:

  • Summarize the issues faced by CEOs at public meetings with analysts?
  • Do you think Elon Musk’s performance contributed to the change in stock value?
  • How valid is his comment about focusing on the longterm and not current financials?
  • How should investors regard the recent drop in share price, in your opinion?

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

Description: Kevin O’Leary, O’Shares ETFs chairman, reacts to the latest news on stocks like Tesla’s interesting earnings call and his picks for the CNBC Stock Draft.

Kevin O’Leary on Tesla, buybacks and more from CNBC.

Source: CNBC.com – video report

Date: May 03, 2018

Link: https://www.cnbc.com/video/2018/05/03/kevin-oleary-on-tesla-buybacks-and-more.html

Questions for discussion:

  • What is the basis for criticism of Elon Musk, according to Kevin O’Leary?
  • As CEO of a public corporation how should Musk have handled the situation?
  • Do you think Apple shareholders are happy with the buyback plan?

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

Description: To get their merger past regulators, they have to show that consumers would be better off with three big carriers rather than four.

Source: Bloomberg.com

Date: May 03, 2018

Link: https://www.bloomberg.com/news/articles/2018-05-03/sprint-and-t-mobile-have-a-27-billion-problem-to-solve

Questions for discussion:

  • What are the issues that complicate this merger?
  • What are the pros and cons?
  • Do you think it will be benficial overall?

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

Description: Weddings are both a joyous family affair and a tangle of moving parts — perhaps it’s the stress of making sure one Trump-voting aunt won’t be seated next to a Democratic in-law, or rerouting those flowers from the wrong location on the big day — that make the event notoriously stressful for both brides and grooms.

Source: Fortune.com

Date: May 03, 2018

Link: http://fortune.com/2018/05/03/zola-goldman-sachs-nbc-comcast-100-million/

Questions for discussion:

  • Do you think this investment is sensible?
  • Why might some argue that the business model is problematic?
  • Is this another example where a fragmented industry is better served by a software giant?

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

Description: SAN FRANCISCO — Most big banks have tried to stay far away from the scandal-tainted virtual currency Bitcoin. But Goldman Sachs, perhaps the most storied name in finance, is bucking the risks and moving ahead with plans to set up what appears to be the first Bitcoin trading operation at a Wall Street bank.

Source: NYTimes.com

Date: May 02, 2018

Link: https://www.nytimes.com/2018/05/02/technology/bitcoin-goldman-sachs.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront

Questions for discussion:

  • Why do you think Goldman is doing this?
  • How do you think it will affect this industry?
  • Should investors change their thinking about currencies?

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

Description: The yield on the 10-year U.S. Treasury note broke above 3% on Tuesday, amid growing speculation that the Federal Reserve will be more aggressive in raising interest rates in 2018. Here’s what this means for you and your money.

Source: MoneyWatch.com – video report

Date: Apr 25, 2018

Link: https://www.marketwatch.com/video/explainomics/10-year-treasury-yield-hits-3-here-what-this-means-for-your-wallet/61F24A8D-6059-4418-8BC3-03FF7D92EF90.html

Questions for discussion:

  • Summarize the analysis presented.
  • Why does this affect the stock market?

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

Description: The annual Sohn Investment Conference in New York is usually a place where Wall Street’s best hedge fund managers and investors present their top stock picks—from Amazon to Valeant Pharmaceuticals. And for the first time in the event’s 23-year history, one of those investors used the Sohn conference stage Monday to recommend a certain digital investment: Bitcoin.

Source: Fortune.com – video report

Date: Apr 25, 2018

Link: http://fortune.com/2018/04/25/bitcoin-price-prediction-john-pfeffer/

Questions for discussion:

  • What is the basis for this prediction?
  • What do you think of the reasoning?
  • What risk is associated with Bitcoin purchasing?

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

Description: The stock market is forward-looking. That’s a problem when there’s not much to look forward to.

Source: NYTimes.com

Date: Apr 25, 2018

Link: https://www.nytimes.com/2018/04/24/business/stock-markets-inflation-earnings.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=7&pgtype=sectionfront

Questions for discussion:

  • What are the concerns facing investors, according to the report?
  • Do you think investors are losing confidence in further market appreciation?

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

Description: The “big bear market” for stocks that market timer Tom McClellan has been expecting appears to have begun, as Tuesday’s broad selloff turned a key technical indicator down from an already negative position to convey a “promise” of lower lows.

Source: MarketWatch.com

Date: Apr 25, 2018

Link: https://www.marketwatch.com/story/big-bear-market-for-stocks-lasting-several-months-appears-to-have-begun-2018-04-25

Questions for discussion:

  • What is the basis for this analysis?
  • Do you agree?
  • What would you advise investors do?

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

Description: The world risks a full-blown oil shock within months as three geostrategic crises come to the boil and Saudi Arabia hints at US$100 crude, setting off a speculative scramble by commodity hedge funds.

Source: FinancialPost.com

Date: Apr 25, 2018

Link: http://business.financialpost.com/commodities/energy/oil-shock

Questions for discussion:

  • According to the article, why are oil prices likely to rise?
  • Do you agree with the analysis and risk perception?
  • How should investors approach this argument?