Description: And its shares are soaring. Source: Fortune.com – video report Date: Feb 10, 2017 Link: http://for.tn/2kclCYa Questions for Discussions: Why has Sears’ stock price jumped? Do you think this change reflects expected future profitability or just a halt to losses? What would you advise investors?
Monthly Archives: February 2017
Five Charts That Say All Is Not Well in Markets
Description: A former TV star as U.S. president doesn’t seem to have injected markets with much of a ‘‘fear factor.’’ But digging beneath the surface of an eight-year bull run exposes subtle signs that hint at an uneasy optimism. Source: Bloomberg.com – video report Date: Feb 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-02-06/five-charts-that-say-all-is-not-well-in-markets Questions for Discussions: What do… Read more »
A Quiet Giant of Investing Weighs In on Trump
Description: He is the most successful and influential investor you have probably never heard of. Source: NYTimes.com Date: Feb 06, 2017 Link: https://www.nytimes.com/2017/02/06/business/dealbook/sorkin-seth-klarman-trump-investors.html?hp&action=click&pgtype=Homepage&clickSource=story-heading&module=second-column-region®ion=top-news&WT.nav=top-news&_r=0 Questions for Discussions: Summarize the opinions presented and the explanations provided. Do you agree with these sentiments?
GOLDMAN SACHS: Here’s how Trump will escalate a trade war with China
Description: LONDON — The risk of an escalating trade war between China and the US is rising fast. Source: BusinessInsider.com Date: Feb 07, 2017 Link: http://www.businessinsider.com/goldman-sachs-how-donald-trump-will-escalate-a-trade-war-with-china-2017-2 Questions for discussion: Summarize the arguments presented in this opinion piece. Do you agree with this line of thinking? How should investors deal with this risk?
OpenText has been on a US$3 billion buying spree, and its CEO says it’s not done yet
Description: Canada’s largest software company expects to get even bigger. Source: FinancialPost.ca Date: Feb 09, 2017 Link: http://business.financialpost.com/fp-tech-desk/opentext-has-been-on-a-us3-billion-buying-spree-and-its-ceo-says-its-not-done-yet?__lsa=e4f5-f69a Questions for discussion: What is OpenText’s strategy for growth? Have investors done well with this stock? What advice would you give investors today?
Ralph Lauren CEO Stepping Down
Description: Stefan Larsson had strong disagreements with Ralph Lauren and decided to step down Source: Fortune.com – video report Date: Feb 02, 2017 Link: http://for.tn/2jHEsWG Questions for Discussions: How should investors regard the change in leadership and the reasons given? Do you think a change in leadership can reinvigorate this iconic brand?
Apple Was Just Dethroned as Most Valuable Brand in the World
Description: Google takes the seat Source: Fortune.com – video report Date: Feb 03, 2017 Link: http://for.tn/2kxbIEn Questions for Discussions: How should a brand be evaluated, from an investor’s point of view? Do you think investors are overpaying for the brands listed in this report?
Trump administration plans to roll back Dodd-Frank law, fiduciary rule
Description: White House sees banks burdened by rules Source: MarketWatch.com Date: Feb 03, 2017 Link: http://www.marketwatch.com/story/trump-administration-plans-to-scale-back-dodd-frank-law-2017-02-03 Questions for discussion: Do you think this line of thinking is a good idea? Do you think it will change the way investors behave?
Who’s Going to Be a Billionaire? The Biggest Winners of Snap’s I.P.O.
Description: One of the more reliable paths to becoming a billionaire over the past 20 years has been to build a dominant technology company and then to take it public. Source: NYTimes.com Date: Feb 02, 2017 Link: https://www.nytimes.com/2017/02/02/business/dealbook/snapchat-ipo-billionaire.html?ref=business Questions for Discussions: What information stands out in the descriptions of who benefits from this IPO? According… Read more »
Snap’s IPO to Be Haunted by Twitter and GoPro
Description: Snap Inc. has gone to great lengths to distance itself from comparisons to Twitter Inc., the last big social media public offering. Source: Bloomberg.com Date: Feb 03, 2017 Link: https://www.bloomberg.com/news/articles/2017-02-03/snap-s-ipo-to-be-haunted-by-twitter-and-gopro Questions for discussion: What are the similarities between Snap’s IPO and those of other social media? Would you be a buyer?
