Congressman: People are tired of companies using tax loopholes

Posted by & filed under Governments & Regulators, Management Issues.

Description: Rep. Sandy Levin, Ranking Member of the Ways and Means Committee, says companies are racing to “skirt” crackdown on corporate tax avoidance. Source: CNNMoney.com – video report Date: Apr 07, 2016 Link: http://money.cnn.com/video/news/2016/04/06/inversions-allergan-pfizer-sandy-levin.cnnmoney/ Questions for Discussions: What are the issues in this debate? What is your view on the matter?

Yellen: This Is Not a Bubble Economy

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

Description: Yellen: This Is Not a Bubble Economy Source: Bloomberg.com – video report Date: Apr 07, 2016 Link: http://bloom.bg/1SDwng1 Questions for discussion: What is a “bubble economy”? What is the significance of Yellen’s pronouncement, in terms of the Fed’s likely course of action in the near future? How should investors and traders interpret this pronouncement?

This bottoms-up forecast says stocks will pop 10% higher

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

Description: Critical information ahead of the U.S. market’s open Source: MarketWatch.com Date: April 08, 2016 Link: http://www.marketwatch.com/story/bottoms-up-estimates-say-stocks-now-will-pop-10-2016-04-08 Questions for discussion: Explain what the article says about the market today and forecasts for the near future? Do you agree with this analysis?

The Financial Industry Is Having Its Napster Moment

Posted by & filed under Industry Analysis, Management Issues.

Description: New rules and a shift toward passively managed funds could see revenues chopped in half. Source: Bloomberg.com Date: Apr 07, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-07/the-financial-industry-is-having-its-napster-moment Questions for Discussions: What does the article suggest is happening in the industry and the reasons? Do you agree with this assessment? How should the industry respond to this development?

‘Fragile five’: These OPEC producers are on the verge of collapse if oil prices don’t stabilize soon

Posted by & filed under Economic Analysis, Industry Analysis.

Description: The global oil price rout has left many oil producers reeling across the world. From Canada to Norway, Saudi Arabia to Russia, none of the world’s largest oil exporters have been spared from oil prices that declined 45 per cent last year alone. Source: FinancialPost.com Date: Mar 30, 2016 Link: http://business.financialpost.com/news/energy/fragile-five-these-opec-producers-are-on-the-verge-of-collapse-if-oil-prices-dont-stabilize-soon?__lsa=679e-e7b7 Questions for discussion:… Read more »

What You Need to Know About Spotify’s $1 Billion Debt Deal

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

Description: The company is facing more direct competition. Source: Fortune.com – video report Date: Mar 31, 2016 Link: http://for.tn/1UuRp6q Questions for Discussions: What is the significance of the debt load? Why do you think the firm has agreed to these terms? How should investors deal with this information?

China’s slowdown hits shipping

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

Description: The global shipping industry is taking a hit as concerns increase over China’s economic slowdown. Source: CNNMoney.com – video report Date: Mar 14, 2016 Link: http://money.cnn.com/video/news/economy/2016/03/14/china-slowdown-hits-shipping.cnnmoney/ Questions for discussion: Why is the shipping industry a good barometer of economic activity? How is this industry changing? What other transportation businesses would be good indicators of… Read more »

U.S. Textile Industry Turns to Tech as Gateway to Revival

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

Description: Warwick Mills shows the kind of innovative know-how common among American textile companies that have survived the fierce global competition of recent years. Source: NYTimes.com Date: April 01, 2016 Link: http://www.nytimes.com/2016/04/01/technology/us-textile-industry-turns-to-tech-as-gateway-to-revival.html?ref=business&_r=0 Questions for discussion: How is innovation helping this company and industry? Why do you think manufacturers might be slow to follow a similar… Read more »

‘Affordable’ Tesla Model 3 revealed as Elon Musk charges up the crowd

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

Description: More than 135,000 people have already paid $1K to reserve one Source: MarketWatch.com Date: Apr 01, 2016 Link: http://www.marketwatch.com/story/tesla-model-3-elon-musk-charges-up-the-crowd-for-mass-appeal-car-2016-04-01 Questions for Discussions: Do you think the model 3 will catapult Tesla stock value? How should investors interpret the meaning of 135,000 people depositing funds for future delivery of a car?

$50 Oil as Soon as May?

Posted by & filed under Economic Analysis, Industry Analysis.

Description: After staging a 50 percent rally between February and March, oil prices have bounced around, moving up or down on a given day depending on the news cycle. Source: HuffingtonPost.com Date: Mar 31, 2016 Link: http://www.huffingtonpost.com/oilpricecom/50-oil-as-soon-as-may_b_9586830.html?utm_hp_ref=business&ir=Business Questions for discussion: What are the arguments presented for $50 oil? Do you agree with this prediction and… Read more »