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

Description: The Dow Jones Industrial Average is headed for its first negative week of 2019 and there a few key reasons why the stock market’s recent rally has slowed.

Source: CNBC.com – video report

Date: Feb 08, 2019

Link: https://www.cnbc.com/2019/02/08/the-stock-market-comeback-is-on-hold-after-rising-for-6-straight-weeks.html

Questions for discussion:

  • What explanations are presented?
  • Can you suggest any others?
  • What do you think the next market move will be?

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

Description: Fed’s recent moves have echoes of Greenspan in ‘95 and ‘98, says analyst

Source: MarketWatch.com

Date: Feb 08, 2019

Link: https://www.marketwatch.com/story/how-the-powell-put-could-unleash-one-last-stock-market-meltup-2019-02-08

Questions for discussion:

  • What are the historical similarities guiding the predictions presented in this article?
  • What do you think will happen?

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

Description: Hasbro’s fourth-quarter earnings missed estimates by a wide margin, but investors shrugged off the news after the company outlined a promising slate of new toys for 2019.

Source: CNBC.com

Date: Feb 08, 2019

Link: https://www.cnbc.com/2019/02/08/hasbro-reports-2018-q4-results.html?forYou=true

Questions for discussion:

  • Financially speaking, what is happeneing at Hasbro?
  • What should investors expect in the future?

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

Description:  A huge tax break was supposed to create a manufacturing paradise, but interviews with 49 people familiar with the project depict a chaotic operation unlikely to ever employ 13,000 workers.

Source: Bloomberg.com

Date: Feb 06, 2019

Link: https://www.bloomberg.com/news/features/2019-02-06/inside-wisconsin-s-disastrous-4-5-billion-deal-with-foxconn?srnd=businessweek-v2

Questions for discussion:

  • Summarize what the article says about the deal.
  • Do you think the criticism is fair?
  • Do you think management has behaved unethically?
  • How should governments attract investment?

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

Description: Two banks announced the industry’s biggest merger in a decade on Thursday, signaling bank executives’ growing confidence that the regulatory constraints imposed after the 2008 financial crisis have begun to loosen.

Source: NYTimes.com

Date: Feb 08, 2019

Link: https://www.nytimes.com/2019/02/07/business/dealbook/bbt-suntrust-bank-mergers.html

Questions for discussion:

  • What does the article say about the regulatory environment and this merger?
  • How should investors interpret this merger?

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

Description: Stocks had their best January gains in more than 30 years, and that should mean 2019 will be a pretty good year for the market.

Source: CNBC.com

Date: Feb 01, 2019

Link: https://www.cnbc.com/2019/02/01/as-goes-january-so-goes-the-year-old-wall-street-indicator-puts-odds-of-2019-gain-at-more-than-80percent.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the various explanations and predictions presented.
  • What do you think has happened in the market over the past year or so and what do you think will happen this year?

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

Description: Facebook skyrocketed 10.8 percent Thursday after beating analyst expectations on revenue and earnings for its fourth quarter of 2018. Its market value jumped about $47 billion.

Source: CNBC.com – video report

Date: Jan 31, 2019

Link: https://www.cnbc.com/2019/01/31/facebook-stock-rises-on-strong-q4-2018-earnings.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the financial results reported in the article and why they were a surprise?
  • What happened, in your opinion and what does this mean for the firm going forward?

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

Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom.

Source: Bloomberg.com

Date: Feb 01, 2019

Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2

Questions for discussion:

  • Summarize the analysis presented.
  • Do you agree with the assessment?
  • What would you advise investors?

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

Description: In Fed aftermath, ‘we’re all data-dependent’ now, say stock-market investors

Source: MarketWatch.com

Date: Feb 01, 2019

Link: https://www.marketwatch.com/story/dovish-pivot-means-stock-market-investors-will-pay-more-attention-to-data-less-to-fed-talk-2019-01-31

Questions for discussion:

  • What is the Fed’s thinking today, according to the report.
  • What should investors do with this information?

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

Description: A member of the Sackler family that owns OxyContin’s maker directed the company to put a premium on selling high dosages of its potentially addicting painkillers, according to new disclosures in a lawsuit.

Source: NYTimes.com

Date: Jan 31, 2019

Link: https://www.nytimes.com/2019/01/31/health/opioids-purdue-pharma-sackler.html

Questions for discussion:

  • What does the article say to investors about risk?
  • Is there any way to deal with this sort of risk?