Banks are ready to tighten lending if the yield curve inverts

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Description: The banking industry is telling the Federal Reserve that a flattening yield curve could squeeze their businesses. Source: Yahoo.Finance.com Date: Nov 13, 2018 Link: https://finance.yahoo.com/news/banks-ready-tighten-lending-yield-curve-inverts-210834687.html Questions for discussion: What are the banks’ concerns in terms of the spread? What should investors do, given this situation?

Buffett’s big bank bet explained using a simple measure of stock market value

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Description: Everyone is concerned about an overvalued stock market. And they should be. You don’t reach a full decade of a bull run without asking the reasonable question about stock values. A simple explanation that Warren Buffett once gave for knowing when the market is overvalued doesn’t present a full-throated endorsement of market bargains being… Read more »

Walmart’s focus on lower prices, e-commerce pays off as costs rise and tariffs loom

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Description:  Walmart reported 43% e-commerce growth and U.S. same-store sales growth of 3.4% in the third quarter Source: MarketWatch.com Date: Nov 15, 2018 Link: https://www.marketwatch.com/story/walmarts-focus-on-lower-prices-e-commerce-pays-off-as-costs-rise-and-tariffs-loom-2018-11-15 Questions for discussion: Summarize and interpret the reported financial results at Walmart. What explains these results? How should investors treat this information?

Dell Offers More Money to Investors to Ease Its Return to the Stock Market

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Description: Dell agreed on Thursday to improve a takeover offer for owners of a special class of shares to about $23.9 billion, hoping to quell a shareholder rebellion against a deal meant to return the computer maker to the public markets. Source: NYTimes.com Date: Nov 15, 2018 Link: https://www.nytimes.com/2018/11/15/business/dealbook/dell-takeover-deal.html Questions for discussion: Summarize the highlights… Read more »

Why Roku’s founder isn’t fazed by $1 billion of its market value being wiped out

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Description: Staying focused on the longer-term prize has worked well for Anthony Wood since he founded Roku in 2002. Source: Yahoo.Finance.com – video report Date: Nov 07, 2018 Link: https://finance.yahoo.com/news/rokus-founder-isnt-fazed-1-billion-market-value-wiped-145936189.html Questions for discussion: Summarize the positive and negative reported news about Roku. Do you think the sell-off is over-done? Does this present a buying opportunity to investors,… Read more »

Groupon CEO talks life after vouchers as stock heads for worst day in 18 months

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Description: CEO Rich Williams is seeing momentum with card-linked offers that move beyond traditional coupons Source: MarketWatch.com Date: Nov 07, 2018 Link: https://www.marketwatch.com/story/groupon-ceo-talks-life-after-vouchers-as-stock-heads-for-worst-day-in-18-months-2018-11-07?siteid=yhoof2&yptr=yahoo Questions for discussion: Is there a future for this firm? How should investors deal with this stock?

Bottom fishers, these stocks are within 5% of their 52-week lows

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Description: An October beating hurt many stocks Source: MarketWatch.com – video report Date: Nov 01, 2018 Link: https://www.marketwatch.com/story/bottom-fishers-these-stocks-are-within-5-of-their-52-week-lows-2018-11-01 Questions for discussion: What explains the recent declines in these stocks? Why should their present prices interest investors?

Apple Will Stop Reporting iPhone Unit Sales; Forecast Underwhelms

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Description:  Apple Inc. gave an underwhelming forecast for the key holiday period suggesting weaker-than-expected demand for pricier new iPhones. The company further stoked concerns by saying it will stop reporting unit sales of its most-important product. Source: Bloomberg.com – video report Date: Nov 01, 2018 Link: https://www.bloomberg.com/news/articles/2018-11-01/apple-holiday-forecast-misses-analysts-estimates-shares-fall Questions for discussion: Why did Apple share value fall?… Read more »

Why AMD Shares Have Plummeted Almost 25% In 2 Days

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Description: Stock market darling Advanced Micro Devices appears to be a darling no more. The company, which makes microchips to power PCs and servers as well as video graphics cards, saw its share price shrivel by almost 25% in trading just on Wednesday through midday on Thursday. Source: Fortune.com – video report Date: Oct 25,… Read more »

Opinion: Tesla’s success underscores the tremendous bargain of GM’s shares

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Description: ‘I scratch my head’ at General Motors’ low valuation, says John Buckingham, editor of the Prudent Speculator Source: MarketWatch.com Date: Oct 25, 2018 Link: https://www.marketwatch.com/story/teslas-success-underscores-the-tremendous-bargain-of-gms-shares-2018-10-25 Questions for discussion: What is the argument made for buying GM? Do you agree with the analysis and recommendation?