Description: The S&P 500 Index closed the week at an all-time high, capping what by some measurements say is the longest bull market since World War II. And with a growing economy and rising earnings at many corporations, the mood in the stock market is bright enough to keep stock prices rising further. Source: Fortune.com – video report… Read more »
Monthly Archives: August 2018
Description: Why Is MoviePass Losing So Much Money? Source: NYTimes.com – video report Date: Aug 25, 2018 Link: https://www.nytimes.com/video/business/media/100000006044646/why-is-moviepass-losing-so-much-money.html Questions for discussion: Describe the business model and why investors would think it could succeed financially? Why is the model failing to produce the desired results? How should investors deal with the stock, in your opinion?
Description: When Elon Musk declared this month that he wanted to take Tesla private, his board was caught off guard. Barely three weeks later, the chief executive told the board he had changed his mind. Tesla would be staying public, after all. Source: NYTimes.com Date: Aug 25, 2018 Link: https://www.nytimes.com/2018/08/25/business/elon-musk-tesla-private.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Why did… Read more »
Description: It’s a $21.7 billion proposal to return the world’s largest privately held technology company to public markets. The deal features a who’s who of big names — Michael Dell, Goldman Sachs Group Inc., Silver Lake — alongside one that’s not so well known: Discern Analytics Inc. Source: Bloomberg.com Date: Aug 24, 2018 Link: https://www.bloomberg.com/news/articles/2018-08-24/big-name-21-7-billion-dell-deal-tapped-small-firm-for-scrutiny Questions for discussion:… Read more »
Description: However, the divergence between U.S. stock performance—up $1.9 trillion in 2018—and foreign markets may make investors uneasy Source: MarketWatch.com Date: Aug 26, 2018 Link: https://www.marketwatch.com/story/the-divergence-between-us-stock-performanceup-19-trillion-in-2018and-foreign-markets-may-make-investors-uneasy-2018-08-25 Questions for discussion: Explain the reason for concern, as argued in this report. Do you agree with this risk assessment?
Description: Jeffrey Sherman, DoubleLine Capital deputy chief investment officer, discusses how contagion from Turkey’s financial crisis and trade tensions are impacting commodities. ‘Dr. Copper’ signalling ailments in global economy, says pro from CNBC. Source: CNBC.com – video report Date: Aug 15, 2018 Link: https://www.cnbc.com/video/2018/08/16/copper-ailments-global-economy-pro.html Questions for discussion: Why would copper and other commodities signal global… Read more »
Description: President Trump tweeted on Friday that switching to a six-month reporting system could help U.S. businesses. Source: INC.com Date: Aug 16, 2018 Link: https://www.inc.com/guadalupe-gonzalez/donald-trump-asks-sec-study-quarterly-earnings-reports-every-six-months.html?cid=hmside1 Questions for discussion: What are the pros and cons related to this decision? How would this change affect investors, companies and the markets, in your opinion?
Description: Elon Musk was at home in Los Angeles, struggling to maintain his composure. “This past year has been the most difficult and painful year of my career,” he said. “It was excruciating.” Source: NYTimes.com Date: Aug 16, 2018 Link: https://www.nytimes.com/2018/08/16/business/elon-musk-interview-tesla.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the issues facing the firm and its management. What do… Read more »
Description: The length of the run really doesn’t matter very much. Source: Bloomberg.com Date: Aug 17, 2018 Link: https://www.bloomberg.com/view/articles/2018-08-17/old-age-isn-t-what-ends-a-bull-stock-market Questions for discussion: What does the article say to investors about understanding the age of a bull market? Do you agree with the assessments and advice?
Description: The new product should help protect against shortages and offer a lower-cost option, the FDA said Source: MarketWatch.com Date: Aug 16, 2018 Link: https://www.marketwatch.com/story/tevas-generic-epipen-approved-in-the-us-with-perfect-timing-2018-08-16 Questions for discussion: Explain the rise in stock price of Teva and fall of Mylan, given no pricing or sales estimates have been released yet for the new product? Do… Read more »