Sackler Scion’s Email Reveals Push for High-Dose OxyContin, New Lawsuit Disclosures Claim

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: A member of the Sackler family that owns OxyContin’s maker directed the company to put a premium on selling high dosages of its potentially addicting painkillers, according to new disclosures in a lawsuit. Source: NYTimes.com Date: Jan 31, 2019 Link: https://www.nytimes.com/2019/01/31/health/opioids-purdue-pharma-sackler.html Questions for discussion: What does the article say to investors about risk? Is… Read more »

Why Airbus and Boeing are the only two companies to dominate 99% of the large plane market

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Why Airbus and Boeing are the only two companies to dominate 99% of the large plane market Source: CNBC.com – video report Date: Jan 25, 2019 Link: https://www.cnbc.com/video/2019/01/26/why-airbus-and-boeing-dominate-99-percent-of-the-large-plane-market.html Questions for discussion: What does the report say about the industry, and these two companies in particular, that investors should take away? Is Boeing a good… Read more »

Big Pharma’s Drug Studies Are Getting a NASA-Style Makeover

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster. Source: Bloomberg.com Date: Jan 25, 2019 Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2 Questions for discussion: Summarize the approach being developed to reduce and control expenses? Why do you suppose it is only now being considered by these drug companies? Should investors… Read more »

Microsoft’s Tech Chief Talks Artificial Intelligence, Mixed Reality, and Sod Farming

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: As Microsoft’s chief technology officer, Kevin Scott has the challenging job of keeping his company atop all of the tech trends. Source: Fortune.com – video report Date: Jan 25, 2019 Link: http://fortune.com/2019/01/25/microsoft-cto-artificial-intelligence-mixed-reality/ Questions for discussion: What does the article suggest to investors about the future of Microsoft product development? Do you see the firm… Read more »

Dow gains more than 100 points as Goldman posts best day in 10 years

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Stocks rose on Wednesday as investors cheered strong quarterly earnings from major banks like Goldman Sachs and Bank of America. Source: CNBC.com – video report Date: Jan 16, 2019 Link: https://www.cnbc.com/2019/01/16/stock-market-futures-higher-after-brexit-vote-bank-earnigns-in-focus.html Questions for discussion: Why are bank stock performances so important to overall market expectations? Why do you think there might be concern going… Read more »

Snap nosedives nearly 14% after its CFO unexpectedly resigns less than one year into his job

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Snap shares plummeted 13.8 percent Wednesday afternoon following the company’s announcement Tuesday that its chief financial officer is resigning after less than a year on the job. Source: CNBC.com Date: Jan 16, 2019 Link: https://www.cnbc.com/2019/01/16/snap-nosedives-after-cfo-resigns-less-than-one-year-on-the-job.html Questions for discussion: Explain the drop in stock price in terms of managerial conditions. Do you think the stock is… Read more »

10 Ways Roku Is Growing Its Ad Business

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Roku, the David to the connected-TV-device Goliaths (Apple, Amazon and Google), is differentiating itself by expanding its advertising business. Source: emarketer.com Date: Jan 16, 2019 Link: https://www.emarketer.com/content/10-ways-roku-is-growing-its-ads-business?ecid=NL1001 Questions for discussion: What does the article suggest to investors about the future financial performance of the firm? Would you be a buyer at this time?

Amazon could surge 20 percent this year as opportunities are ‘mostly unconstrained’

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Amazon is set for a bull run in 2019 as shares could surge more than 20 percent, according to a new report from Pivotal Research Group. Source: CNBC.com – video report Date: Jan 07, 2019 Link: https://www.cnbc.com/2019/01/07/amazon-stock-could-surge-20-percent-in-2019-analyst-says.html Questions for discussion: What is the basis for Amazon’s growth potential, according to the report? How are Amazon,… Read more »

Eddie Lampert submits revised bid of roughly $5 billion in last-ditch effort to save Sears from liquidation

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Sears Chairman Eddie Lampert has submitted a revised bid of roughly $5 billion in a last-ditch attempt to save the retailer from liquidation, according to a person familiar with the matter. Source: CNBC.com Date: Jan 10, 2019 Link: https://www.cnbc.com/2019/01/09/eddie-lampert-reportedly-submits-revised-bid-of-roughly-5-billion-to-save-sears-from-liquidation.html Questions for discussion: Do you think liquidation or the $5 billion bid is better for… Read more »

Disney’s Bob Iger Talks Streaming, Park Plans, and Learning From Kodak

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues, Personal Finance.

Description: Burbank, Calif.—At Walt Disney (DIS) headquarters in this studio-filled city, Suite 3H in the original animation building holds stacks of scripts and an aerial photograph of Disneyland to the south, marked with ongoing construction projects. This is the workplace of Walter Elias Disney, re-created much as he left it in 1966. Source: Barrons.com Date: Jan 04,… Read more »