Description: A tentative settlement announced Wednesday over the role Purdue Pharma played in the nation’s opioid addiction crisis falls short of the far-reaching national settlement the OxyContin maker had been seeking for months. But litigation is sure to continue against the company and the family that owns it. Source: CBS.com – video report Date: Sep 11, 2019… Read more »
Posts Categorized: Company Analysis
Description: Shares of Beyond Meat Inc. BYND, -3.91% sank 3.2% in midday trading Thursday, after analyst Brian Holland at D.A. Davidson started coverage of the plant-based meat company with a rare bearish rating, citing concerns over the total addressable market of “non-meat” eaters over the longer term. Source: MarketWatch.com Date: Sep 06, 2019 Link: https://www.marketwatch.com/story/beyond-meats-stock-falls-after-da-davidson-analyst-starts-coverage-with-a-rare-bearish-rating-2019-09-06?mod=mw_theo_homepage Questions for discussion:… Read more »
Description: In a world of falling and even negative interest rates, investors are searching high and low for yield. Source: CNBC.com Date: Sep 04, 2019 Link: https://www.cnbc.com/2019/09/04/in-a-world-of-disappearing-income-these-stable-stocks-pay-a-high-dividend-yield.html Questions for discussion: What do you think about the advice presented to investors in this report? What are the risks to investors who choose to follow the advice?… Read more »
Description: As the fast-growing purveyor of shared work space prepares for an I.P.O., its filings lack some important insights. Source: NYTimes.com Date: Aug 29, 2019 Link: https://www.nytimes.com/2019/08/29/business/wework-ipo.html Questions for discussion: What are the concerns expressed in the article? What do you think of the WEWORK business model, from an investor’s point of view?
Description: Roku’s streaming business is growing faster than Netflix was at a similar stage in the company’s life, according to analysts at William Blair. The firm said it expects Roku to reach 80 million active accounts by 2025. Source: CNBC.com Date: Aug 27, 2019 Link: https://www.cnbc.com/2019/08/27/roku-growing-faster-than-netflix-did-at-same-point-william-blair-says.html Questions for discussion: Why is this financial analyst so optimistic about the… Read more »
Description: Capital keeps marching out of Canada’s oil industry, with Kinder Morgan Inc.’s sale of its remaining holdings in the country on Wednesday adding to more than $30 billion of foreign-company divestitures in the past three years. Source: Bloomberg.com Date: Aug 21, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-21/the-30-billion-exodus-foreign-oil-firms-are-bailing-on-canada?srnd=premium-canada Questions for discussion: What is happening in the Canadian oil… Read more »
Description: Apple Inc. may have just seen its worst sequential drop in iPhone revenue for any March quarter in the company’s history, but investors seem optimistic about where the smartphone giant is headed. Shares of Apple AAPL, +7.05% were up 6.2% in Wednesday morning trading, putting the company on track to reclaim a $1 trillion valuation. The stock would… Read more »
Description: Jeremy Siegel, the longtime stock market bull and influential Wharton School professor, called for more diversity of thought among the members of the Federal Reserve’s policymaking committee, saying the central bank’s groupthink causes it to make mistakes. Source: CNBC.com – video report Date: May 01, 2019 Link: https://www.cnbc.com/2019/05/01/jeremy-siegel-blames-fed-groupthink-for-20percent-market-drop-late-last-year.html Questions for discussion: What is the basis… Read more »
Description: Yum Brands reported first-quarter earnings Wednesday that beat Wall Street’s expectations, but weaker-than-expected same store-sales growth at Taco Bell and Pizza Hut disappointed investors. Source: CNBC.com – video report Date: May 01, 2019 Link: https://www.cnbc.com/2019/05/01/yum-brands-q1-2019-earnings.html Questions for discussion: Summarize and evaluate the financial results presented in this report. Do you think the stock looks attractive… Read more »
Description: Ride-hailing startup will report some nontraditional metrics as it seeks to provide information on much more than ride hailing Source: MarketWatch.com – video report Date: Apr 26, 2019 Link: https://www.marketwatch.com/story/uber-ipo-5-things-you-need-to-know-about-potentially-the-biggest-ipo-in-years-2019-04-12?mod=mw_theo_homepage Questions for discussion: Summarize the assessments made about Uber’s IPO. Do you agree?