Description: But be sure to stay away from healthcare. Source: Fortune.com – video report Date: Dec 08, 2015 Link: http://for.tn/1NVNUnj Questions for discussion: Summarize the investment advice given in this report. Do you agree with the assessments?
Monthly Archives: December 2015
Description: Shares of both companies jumped about 12% after the news. Source: Fortune.com – video report Date: Dec 08, 2015 Link: http://for.tn/1NkrIha Questions for discussion: What does this merger suggest about the industry? Do you think it will be allowed to proceed?
Description: The future of raw materials looks grim. Source: Fortune.com – video report Date: Dec 09, 2015 Link: http://for.tn/1NGjxiL Questions for discussion: Summarize the predictions made by the panel. Do you agree with the sentiment?
Description: Emerging markets and commodities hold appeal in a rising interest-rate climate Source: MarketWatch.com – video report Date: Dec 10, 2015 Link: http://www.marketwatch.com/story/these-two-unloved-stock-market-sectors-are-sending-a-buy-signal-2015-12-10?dist=countdown Questions for discussion: What advice is presented and the reasons for them? Do you agree?
Description: The cheap-suit seller is getting obliterated, and it’s taking down new owner Men’s Wearhouse with it. Source: Bloomberg.com Date: Dec 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-10/can-jos-a-bank-really-survive-without-excessive-discounts- Questions for Discussions: Explain the financial problems facing the firm. Is there a case to be made for this acquisition?
Description: Bloomberg’s Joe Weisenthal talks about what he’s following ahead of today’s ‘What’d You Miss?’ Watch the show with Joe, Alix Steel and Scarlet Fu every weekday at 4 p.m. ET on Bloomberg. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 04, 2015 Link: http://www.bloomberg.com/news/videos/2015-12-04/why-the-jobs-report-sent-stocks-surging Questions for discussion: Why did the market rise, according… Read more »
Description: Mark Zuckerberg’s plan to donate 99 percent of his Facebook stock is setting new philanthropy standards. He’s starting young, and he’s structuring his Chan Zuckerberg Initiative as a limited liability corporation — meaning it can do more than just give to charity. Bloomberg’s Caleb Melby breaks down the estimated $45 billion gift. (Source: Bloomberg)… Read more »
Description: It only took Uber five and a half years to surpass the valuation of 107-year-old General Motors. Source: Forbes.com Date: Dec 04, 2015 Link: http://www.forbes.com/sites/liyanchen/2015/12/04/at-68-billion-valuation-uber-will-be-bigger-than-gm-ford-and-honda/ Questions for discussion: Explain the rapid rise in valuation of Uber. Which factors would you use to establish value? Do you think the stock is overvalued?
Description: My partner and Rebalance IRA co-founder Scott Puritz recently gave an interview to USA Today sure to raise the hackles of thousands of retirement advisors: The typical 60/40 stock-and-bond portfolio is fast becoming a problem for millions of American savers. Source: MarketWatch.com Date: Dec 03, 2015 Link: http://www.marketwatch.com/story/buffett-stock-portfolio-idea-spot-on-2015-12-03 Questions for discussion: What is the… Read more »
Description: Passive investing popularized by Vanguard has removed a chunk of Wall Street’s revenue. Source: Bloomberg.com Date: Dec 01, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-01/vanguard-s-gain-is-wall-street-s-pain-as-billions-leave-the-financial-industry Questions for Discussions: Explain Vanguard’s success. How can Wall Street respond?