Description: Jamie Dimon, J.P. Morgan Chase chairman and CEO, talks about the benefits of providing companies with competitive tax rates, what he would like to hear from President Trump at Davos, immigration reform, economic growth, implementing bipartisan infrastructure projects, the future of banking and his thoughts on cryptocurrencies. JP Morgan CEO: Capital investment in America… Read more »
Monthly Archives: January 2018
Description: CNBC’s Phil LeBeau reports on how Tesla is paying CEO Elon Musk’s salary. Tesla unveils pay plan for CEO Elon Musk from CNBC. Source: CNBC.com – video report Date: Jan 23, 2018 Link: https://www.cnbc.com/video/2018/01/23/tesla-unveils-pay-plan-for-ceo-elon-musk.html Questions for discussion: How is Elon Musk compensated? Is this an appropriate method for senior management of a firm, in… Read more »
Description: Federated Investors Equities CIO Stephen Auth and Eaton Vance Management Portfolio Manager Henry Peabody discuss Netflix’s earnings and plans to issue more debt on “Bloomberg Markets: The Open.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Jan 23, 2018 Link: https://www.bloomberg.com/news/videos/2018-01-23/netflix-touts-stock-success-to-woo-debt-buyers-video Questions for discussion: What are the explanations presented for Netflix valuation? Why are… Read more »
Description: It’s back down to earth, so to speak, with our call of the day, from Oaktree Capital’s Howard Marks. He says “the easy money has been made” in this market, so “considerable caution” is advised. Source: MarketWatch.com Date: Jan 24, 2018 Link: https://www.marketwatch.com/story/the-easy-money-has-already-been-made-in-this-market-says-howard-marks-2018-01-24 Questions for discussion: What does the report say about the market at… Read more »
Description: European antitrust officials hammered Qualcomm with a $1.2 billion fine on Wednesday, saying the American chip maker, whose technology underpins much of the world’s mobile phone industry, had abused its dominant market position to squeeze out competitors. Source: NYTimes.com Date: Jan 23, 2018 Link: https://www.nytimes.com/2018/01/24/business/eu-qualcomm-fine-antitrust.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What is the basis for the… Read more »
Description: Matt Maley of Miller Tabak says investors might want to consider shortening up the maturities in their bond portfolios. Bond yields at a critical level means more than meets the eye from CNBC. Source: CNBC.com – video report Date: Jan 18, 2018 Link: https://www.cnbc.com/video/2018/01/19/bond-yields-at-a-critical-level-means-more-than-meets-the-eye.html Questions for discussion: What does the report have to say… Read more »
Description: Boeing is one of the hottest stocks on Wall Street. Source: CNNMoney.com – video report Date: Jan 18, 2018 Link: http://money.cnn.com/2018/01/18/investing/boeing-stock/index.html Questions for discussion: Explain Boeing’s stock performance? Do you think current valuations are justified?
Description: Apple has typically not made large acquisitions. Its largest-ever deal, buying headphone maker Beats for $3 billion in 2014, pales in comparison to Google (GOOGL, +0.67%) paying $12.5 billion for Motorola or Microsoft’s (MSFT, -0.11%) $26 billion LinkedIn purchase (though there were unconfirmed reports Apple wanted to buy Time Warner in 2016). Source: MarketWatch.com – video report Date: Jan 18, 2018 Link: http://fortune.com/2018/01/18/apple-cash-acquire-netflix-tesla/ Questions… Read more »
Description: At Apple, ‘creating’ jobs isn’t the same as hiring, and paying repatriation taxes doesn’t mean the money is coming home Source: MarketWatch.com Date: Jan 18, 2018 Link: https://www.marketwatch.com/story/apple-didnt-say-it-was-hiring-20000-new-workers-nor-bringing-back-its-overseas-cash-2018-01-17 Questions for discussion: What is the point made in the report about Apple management and intensions? Do you think the argument is fair?
Description: Digital money has a very human vulnerability: psychology. Source: Bloomberg.com Date: Jan 17, 2018 Link: https://www.bloomberg.com/news/articles/2018-01-17/what-could-kill-the-bitcoin-boom Questions for discussion: What does the report say about what is driving Bitcoin valuations? Should Bitcoin be considered “investing”?