Description: Sound investing is partly about uncovering ‘truthiness’ Source: Marketwatch.com Date: Dec 17, 2014 Link: http://www.marketwatch.com/story/the-colbert-report-leaves-us-5-important-investing-rules-to-live-by-2014-12-17?mod=MW_video_trending Questions for Discussions: Summarize the key ideas suggested to investors. Which do you think is most relevant today?
Posts Categorized: Company Analysis
Wireless wars killing telco stocks
Description: There’s a price war in wireless. That’s great news for consumers shopping for a new smartphone … but terrible for investors in Verizon, AT&T, Sprint and T-Mobile. Source: CNNMoney.com – video report Date: Dec 12, 2014 Link: http://money.cnn.com/video/investing/2014/12/12/wireless-telco-stocks.cnnmoney/ Questions for Discussions: Why do you suppose there is a price war? How is this likely… Read more »
How technology changed the bond market
Description: Fortune’s Shawn Tully discusses his latest feature on Rick McVey, CEO of electronic trader MarketAxess Holdings. Source: Fortune.com – video report Date: Dec 12, 2014 Link: http://for.tn/1x9oxWd Questions for Discussions: Describe the transition toward electronic trading in bonds as presented in this report? Why would greater variety be good for the industry?
This Hedge Fund’s Machines Are Making the Right Calls on Oil
Description: The quants are winning.Hedge funds that rely on computer programs to trade are producing some of the highest returns in the industry after a particularly profitable November. Source: Bloomberg.com Date: Dec 12, 2014 Link: http://www.bloomberg.com/news/2014-12-12/this-hedge-fund-s-machines-are-making-the-right-calls-on-oil.html Questions for Discussions: What does the report say about these funds and the reasons for their success? What is… Read more »
Uber Is Now a Pawn in China’s Internet Taxi War
Description: Uber dominates any discussion about smartphone car services in the U.S., but the company is a bit player in the race to win over Chinese taxi riders. By taking a new investment from Baidu that could be worth as much as $600 million, Uber is hoping for help in catching up with local competitors before it’s too late. Source:… Read more »
Michael Dell: Growth Rate Accelerating as Private Company
Description: Dell Chief Executive Officer and Founder Michael Dell discusses being back in charge and the benefits of being a private company. He speaks to Bloomberg’s Erik Schatzker in New York on December 3. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 06, 2014 Link: http://www.bloomberg.com/video/michael-dell-growth-rate-accelerating-as-private-company-56Vqo_FOSQOvqrqCHnxTAA.html Questions for Discussions: What does Michael Dell say… Read more »
Failed Allergan Deal Strains Valeant’s Business Model
Description: Valeant Pharmaceuticals just spent the year in the “make William Ackman even richer” business. Source: NYTimes.com Date: Nov 26, 2014 Link: http://dealbook.nytimes.com/2014/11/26/failed-allergan-deal-strains-valeants-business-model/ Questions for Discussions: Summarize the events described in this takeover battle. Who benefited the most? Were there any ”losers”?
Buying Stocks For 2015 With The Market At New Highs
Description: There’s nothing like screening the market for cheap stocks on a daily basis to put you in close touch with the state of equity valuations. Since July 2012 as editor of Forbes Dividend Investor, I’ve been scouring the market for stocks trading at discounts to average valuations over the past three- and five-year periods…. Read more »
Best Buy soars. Take that, Amazon!
Description: Best Buy was having a lousy 2014. But it’s no longer Amazon’s showroom. Price matching and excitement about new Apple products have helped the company rebound. Source: CNNMoney.com – video report Date: Nov 20, 2014 Link: http://money.cnn.com/video/investing/2014/11/20/best-buy-stock-soars.cnnmoney/ Questions for Discussions: Why has Best Buy stock rebounded in value? What does the report suggest was… Read more »
Aereo, a live-stream TV startup, files for bankruptcy
Description: Move comes nearly five months after the Supreme Court ruled against the company in a copyright spat with TV networks. Source: Forbes.com – video report Date: Nov 21, 2014 Link: http://fortune.com/2014/11/21/aereo-files-for-bankruptcy/ Questions for Discussions: What lesson have investors learned from this bankruptcy? Do you think the courts will mandate any re-distribution technology to negotiate… Read more »
