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?

Ed Yardeni is feeling déjà vu about this market sell-off — here’s what he…

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: Ed Yardeni, president of Yardeni Research, makes sense of the market’s volatility, discusses rates and much more in this one-on-one interview with Mike Santoli. Ed Yardeni is feeling déjà vu about this market sell-off — here’s what he sees next from CNBC. Source: CNBC.com – video report Date: Oct 26, 2018 Link: https://www.cnbc.com/video/2018/10/26/ed-yardeni-feeling-deja-vu-about-market-sell-off.html Questions… Read more »

Start-Ups Ask, ‘Are We Making Money for Saudi Arabia?’

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Management Issues, Personal Finance.

Description: SAN FRANCISCO — When John Vrionis and Jyoti Bansal set out to raise money this year for their first venture capital fund, Unusual Ventures, industry peers advised them to go after the easy money — sovereign wealth funds like those managed by Saudi Arabia and Abu Dhabi, which have become major investors in Silicon… 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?

Why Has the Stock Market Been Dropping? The Expansion Heads Toward a New Phase

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: It’s a less bullish time for investors, but mostly good for workers and the economy. Source: NYTimes.com Date: Oct 25, 2018 Link: https://www.nytimes.com/2018/10/25/upshot/why-has-the-stock-market-been-dropping-the-expansion-heads-for-a-new-phase.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=4&pgtype=sectionfront Questions for discussion: Summarize what the article says about the state of the stock market. What would you advise investors do at this time?

Here’s what triggered the Sears death spiral into bankruptcy

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Description: Can’t blame suppliers for wanting to get paid ASAP from a dying Sears Holdings Corp. Source: Finance.Yahoo.com – video report Date: Oct 18, 2018 Link: https://finance.yahoo.com/news/heres-triggered-sears-death-spiral-bankruptcy-193728587.html Questions for discussion: Why did Sears fail? How much blame rests with the management of Eddy Lampert and his hedge-fund takeover?

Wall Street Loves These Three Letters. The Rest of Us Should Be Wary.

Posted by & filed under Financial analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: The C.L.O., a cousin of the mortgage-related product that malfunctioned a decade ago, has become one of the hottest investments on Wall Street. Source: NYTimes.com Date: Oct 18, 2018 Link: https://www.nytimes.com/2018/10/19/business/economy/clo-corporate-loans.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize what the article says about C.L.O. and the concerns investors should have? Do you share these concerns?

Bill Gross: This is why bonds are selling off

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description:  Investors are still grappling with some whiplash caused by a bond sell off Wednesday, which saw the biggest one-day climb in two years for the 30-year U.S. Treasury yield. Source: MarketWatch.com Date: Oct 04, 2018 Link: https://www.marketwatch.com/story/bill-gross-this-is-why-bonds-are-selling-off-2018-10-04 Questions for discussion: What does Bill Gross have to say about the cause of the bond sell… Read more »

The real reason why Amazon is raising the minimum wage

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Description: Amazon, the second largest private employer in the U.S., is raising the minimum wage for its full-time and temporary workers to $15 per hour. Source: Finance.Yahoo.com – video report Date: Sep 26, 2018 Link: https://finance.yahoo.com/news/real-reason-amazon-raising-minimum-wage-170807455.html Questions for discussion: What are the possible reasons for Amazon’s pay raise, according to the report? What do you… Read more »

Opinion: Two ways to view Amazon’s $15 wage: a cynical move or as a surprising way to cut costs

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

Description: Amazon.com recently announced that it would be raising its entry wage to $15 an hour and would lobby for a higher minimum wage at federal, state and municipal governments. Other companies have announced similar moves in recent months, including Walmart, which bumped its starting wages to $10 an hour. These are interesting developments that merit a… Read more »