Kodak’s Old-School Response to Disruption

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

Description: Amid the giant televisions, Bluetooth-enabled baby socks, and virtual-reality headsets at the Consumer Electronics Show in Las Vegas earlier this month, Kodak calmly introduced a more low-key device. Its new Super 8 camera, which will go on sale this fall for a base price of four hundred dollars, is a reimagining of the analog… Read more »

Amazon stock plunging after earnings, but analysts predict 27% gain

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

Description: Shares of Amazon.com Inc. are spiraling toward their worst single-session percentage drop in 18 months after an earnings miss, but analysts remain adamantly bullish on the company and the returns it will drive for investors, with some brokerages even raising their price targets on the stock Friday. Source: MarketWatch.com Date: Jan 29, 2016 Link:… Read more »

Are stocks a bargain right now?

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

Description: It’s a global selloff. So does that mean stocks are on sale right now? What does one important metric say? Source: CNNMoney.com – video report Date: Jan 22, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/22/romans-numeral-stocks-on-sale.cnnmoney/ Questions for discussion: What is the technical argument for “bargain stocks”? Do you think that stocks are a bargain?

Fear is driving stock markets

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

Description: On the spectrum of fear and greed, fear is driving the global selloff. The crash in oil prices, coupled with China’s economic slowdown is leaving investors nervous. Source: CNN.com – video report Date: Jan 21, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/21/romans-magic-wall-stocks-and-oil.cnnmoney/ Questions for Discussions: How does the report explain the drop in global stock markets? What are… Read more »

This Time, Cheaper Oil Does Little for the U.S. Economy

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

Description: WASHINGTON — It has been a truism of the American economy for decades: When oil prices rise, the economy suffers; when they fall, growth improves. Source: NYTimes.com Date: Jan 22, 2016 Link: http://www.nytimes.com/2016/01/22/business/energy-environment/this-time-cheaper-oil-does-little-for-the-us-economy.html?ref=business&_r=0 Questions for discussion: Summarize the arguments made in this report. Do you agree with the analysis?

Opinion: Russia, China and Saudi Arabia are on the ropes

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

Description: Three huge, vastly important countries on the world stage are in deep economic and political trouble—far worse than we may realize. I’m talking about Russia, China and Saudi Arabia. Source: MarketWatch.com Date: Jan 22, 2016 Link: http://www.marketwatch.com/story/russia-china-and-saudi-arabia-are-on-the-ropes-2016-01-22 Questions for discussion: What does this report say about economic problems that might impact on global markets?… Read more »