Investors binge buy Netflix

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

Description: Netflix stock is one of the top performers of 2015 thanks to strong earnings and subscriber growth. And it just sold $1.5 billion in bonds to fund future expansion. Source: CNNMoney.com – video report Date: Feb 03, 2015 Link: http://money.cnn.com/video/investing/2015/02/03/netflix-stock-binge-buy.cnnmoney/ Questions for Discussions: Why are investors pouring into Netflix stock? Do you think the… Read more »

Oil rally is a “short squeeze” that won’t last: Trader

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

Description: Todd Horwitz, founder at AverageJoeOptions.com, joins The Close to explain why he believes the current rally in crude oil prices won’t last long. Though he suspects oil will eventually recover to $65 or $75 per barrel, he believes this rally won’t lift prices to those lofty levels. Source: BNN.ca – video report Date: Feb… Read more »

Obama’s plan to reach Apple’s $158 billion offshore fortune

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

Description: The President’s new budget wants to see some of Apple’s overseas money injected into the Highway Trust Fund. So does Congress. Source: Fortune.com – video report Date: Feb 02, 2015 Link: http://for.tn/1HMU7yD Questions for discussion: How would stocks like Apple be affected if the firm’s foreign earnings were subject to the new tax proposed… Read more »

Smucker to Buy Big Heart Pet Brands for $5.8 Billion

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Description: Ever since Jerome Monroe Smucker first started selling apple butter in 1897, the company that bears his name has been best known for jams, peanut butter and other treats. Now J.M. Smucker is moving into the world of dog biscuits and cat soufflés. Source: NYTimes.com Date: Feb 03, 2015 Link: http://dealbook.nytimes.com/2015/02/03/smucker-to-buy-big-heart-pet-brands-for-5-8-billion/?ref=business Questions for discussion:… Read more »

Staples Is Said to Be in Talks to Buy Office Depot

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: Staples is in advanced talks to buy Office Depot, potentially uniting two of the biggest names in world of pens, paper clips and yes, staples, people briefed on the matter said on Tuesday. If completed, such a deal would consummate a transaction that was first attempted 18 years ago. Source: NYTimes.com Date: Feb 03,… Read more »

Forget Yahoo, just buy Alibaba

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Description: Yahoo is surging on the news it is spinning off its Alibaba stake. But the Chinese e-commerce giant looks great on its own. It is expected to post strong sales and earnings growth. Source: CNNMoney.com – video report Date: Jan 28, 2015 Link: http://money.cnn.com/video/investing/2015/01/28/buzz-alibaba-better-off-bought-without-yahoo.cnnmoney/ Questions for Discussions: Why would the sale of Alibaba share… Read more »

Bullish Dollar Super Cycle to Push on Companies: O’Rourke

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

Description: Michael O’Rourke, chief marketing strategist at Jonestrading, discusses how businesses are dealing with the strong U.S. dollar. He speaks on “In The Loop.” Source: Bloomberg.com – video report Date: Jan 28, 2015 Link: http://www.bloomberg.com/news/videos/2015-01-28/bullish-dollar-super-cycle-to-push-on-companies-o-rourke Questions for Discussions: Summarize the analysis presented by Michael O’Rourke. Do you agree with his assessments with respect to currency… Read more »

How 2014’s Huge Market Moves Are Affecting the Economy in 2015

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

Description: Global financial markets made a series of epic moves in the second half of 2014: toward a sharply lower price of oil, much lower interest rates, and a far stronger dollar. Source: NYTimes.com Date: Jan 28, 2015 Link: http://www.nytimes.com/2015/01/28/upshot/how-2014s-huge-market-moves-are-affecting-the-economy-in-2015.html?ref=economy&abt=0002&abg=0 Questions for discussion: Summarize the highlights presented in this report. Do you agree with the… Read more »

Apple Announces Record iPhone Sales Over Holiday Quarter

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Description: (Bloomberg) — Apple Inc. rose the most in nine months after posting the biggest sales increase in three years last quarter on an array of new products and a forecast of further growth. Source: Bloomberg.com Date: Jan 28, 2015 Link: http://www.bloomberg.com/news/articles/2015-01-28/apple-ceo-keeps-growth-momentum-with-watch-set-to-roll-out-next Questions for discussion: What does the report say about Apple’s source of growth?… Read more »

Markets tumble as Greek government begins to backtrack on austerity

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: Greek borrowing costs jump and markets tumble as Alexis Tsipras, Greece’s new prime minister, vows never to blindly submit to European creditors and government blocks sale of state assets Source: Telegraph.co.uk Date: Jan 28, 2015 Link: http://www.telegraph.co.uk/finance/economics/11374258/Markets-tumble-as-Greek-government-begins-to-backtrack-on-austerity.html Questions for Discussions: Why did the Greek stock market drop off so dramatically? What are the concerns… Read more »