Description: Bitcoin had a rough weekend. Coming off a week of heavy losses, bitcoin fell as much as 10 percent and set a fresh low at $3,447.58 on Sunday, according to data from CoinDesk. That was the cryptocurrency’s lowest level since September 2017. It later recovered to roughly $3,945 as of 6 p.m. ET. Source: CNBC.com –… Read more »
Posts Categorized: Company Analysis
Description: In one industry after another, big companies have become more dominant over the past 15 years, new data show. Source: NYTimes.com Date: Nov 25, 2018 Link: https://www.nytimes.com/2018/11/25/opinion/monopolies-in-the-us.html Questions for discussion: What does the report say about mergers and their effect on the economy? Do you agree with this assessment?
Description: Dan Ives, managing director of Wedbush Securities, and Ed Snyder, co-founder and managing director at Charter Equity Research, discuss whether the market is overreacting in the sell-off of Apple. It’s been an ‘avalanche’ of bad news for Apple, but this investor isn’t bearish on the stock yet from CNBC. Source: CNBC.com – video report… Read more »
Description: As volatility rocks the market, one group of stocks is sizzling — fast food. Source: CNBC.com – video report Date: Nov 23, 2018 Link: https://www.cnbc.com/2018/11/23/fast-food-stocks-soaring-amid-volatility-one-to-buy-and-one-to-sell.html Questions for discussion: Explain the rise in these stock prices. Do you think they are a buy at this time?
Description: From Hong Kong to Miami, private bankers are finding new ways to serve the growing ranks of the world’s wealthy. Source: Bloomberg.com Date: Nov 24, 2018 Link: https://www.bloomberg.com/news/features/2018-11-24/the-200-trillion-gold-rush-that-has-reshaped-private-banking Questions for discussion: Summarize and interpret the highlights of the report. What does it suggest to investors going forward, in your opinion?
Description: Columbia Sportswear has worked around tariffs for decades — and it says the president’s new wave of levies will not bring jobs back to America. Source: NYTimes.com Date: Nov 23, 2018 Link: https://www.nytimes.com/2018/11/23/business/economy/columbia-sportswear-trump-trade-war.html Questions for discussion: What does the report say about how the firm deals with tariffs and financially related issues concerning trade?… Read more »
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?
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 »
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?
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 »