Apple’s iPhone trade-in boost has just begun

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

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 »

Yum Brands shares fall after Taco Bell and Pizza Hut same-store sales growth disappoints

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

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 »

Uber IPO: 5 things you need to know about potentially the biggest IPO in years

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

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?

Netflix looks like Amazon in its early years ahead of its earnings, market watcher says

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

Description: Netflix is set to report earnings after the bell Tuesday. BK Asset Management’s Boris Schlossberg says investors only care about one thing and it has him seeing flashbacks to Amazon’s early years. Source: CNBC.com – video report Date: Apr 16, 2019 Link: https://www.cnbc.com/2019/04/16/netflix-looks-like-amazon-in-its-early-years-ahead-of-its-earnings-market-watcher-says.html Questions for discussion: Summarize the assessments made about Netflix and why it is reminiscent of Amazon,… Read more »

Disney’s $6.99-per-month streaming immediately makes it a value winner over Netflix for families

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

Description: For Disney, the price is the story. Disney announced pricing for its new streaming service on Thursday, and it’s surprisingly low: $6.99 per month and $69.99 annually (or $5.83 per month). The service won’t include any advertisements. Source: CNBC.com – video report Date: Apr 12, 2019 Link: https://www.cnbc.com/2019/04/12/disneys-6point99-per-month-price-immediately-makes-it-a-value-winner.html Questions for discussion: Why is pricing so critical in… Read more »

This is the ‘canary in the coal mine’ for stocks, market analyst warns

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

Description: “We’re back to the levels as if the December decline never happened and I think what’s interesting is what’s pushing that is the Fed has decided to not hike for the rest of 2019 and only once in 2020. Now that is a double-edged sword, that’s a canary in the coal mine,” Sanchez said… Read more »

Apple’s move into banking raises the bar for fintech, traditional credit cards

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

Description: Thanks to Apple, the iPhone is hardly used as a phone at all. The same thing may very well happen to our wallets — forcing established credit card companies to change the way they do business. Source: CNBC.com – video report Date: Mar 26, 2019 Link: https://www.cnbc.com/2019/03/26/apples-move-into-banking-raises-the-bar-for-fintech-credit-cards.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are the competitive advantages… Read more »

10-year Treasury yield dives to the lowest in a year after Fed says no more rates hikes

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

Description: The yield on the benchmark 10-year Treasury note dove to its lowest level since January 2018 after the Federal Reserve said that it’s no longer likely that it will hike rates again this year. Source: CNBC.com – video report Date: Mar 20, 2019 Link: https://www.cnbc.com/2019/03/20/us-treasury-yields-tick-lower-ahead-of-fed-rate-decision.html Questions for discussion: What is the significance of this decision? How should… Read more »

Levi’s Raises $623 Million in Market Return as IPOs Heat Up

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

Description: More than 145 years after making the first pair of blue jeans, Levi Strauss & Co. is proving that investors are ready to buy into a company that wants to be known for more than just denim. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/levi-s-set-for-return-to-public-market-as-ipo-action-heats-up Questions for discussion: Why was the IPO so successful? Do you… Read more »

Google Fined $1.7 Billion by E.U. for Unfair Advertising Rules

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

Description: LONDON — European authorities on Wednesday fined Google 1.5 billion euros for antitrust violations in the online advertising market, continuing its efforts to rein in the world’s biggest technology companies. Source: NYTimes.com Date: Mar 20, 2019 Link: https://www.nytimes.com/2019/03/20/business/google-fine-advertising.html Questions for discussion: What are the reasons given for the fines? From a profitability point of… Read more »