Twitter Is Said to Be Discussing a Possible Takeover

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Description: Twitter has long positioned itself as a global town square where anyone — celebrities, politicians, athletes, and you and me — can chat in 140-character messages and find out about whatever is happening in the moment. Source: NYTimes.com and CNBC.com – video report Date: Sep 24, 2016 Link: http://www.nytimes.com/2016/09/24/business/dealbook/twitter-sale.html?rref=collection%2Ftimestopic%2FMergers%2C%20Acquisitions%20and%20Divestitures&action=click&contentCollection=timestopics&region=stream&module=stream_unit&version=latest&contentPlacement=3&pgtype=collection Questions for discussion: What does… Read more »

Here’s the No. 1 lie the bulls tell about the U.S. market

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Description: Bearish P/E ratio calculation carries the most weight Source: MarketWatch.com Date: Sep 09, 2016 Link: http://www.marketwatch.com/story/heres-the-no-1-lie-the-bulls-tell-about-the-us-market-2016-09-06?siteid=nwtwk Questions for discussion: What does the report say about the weaknesses in some financial analysis? How should investors look at data? Do you agree?

Dyson Commits $1.4 Billion for Battery Development

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Description: A long bet on tech that could threaten Tesla. Source: Fortune.com Date: Aug 27, 2016 Link: http://for.tn/2bpB02i?xid=for_em_sh Questions for discussion: Do you think this investment is a good use of funds? What might be motivating Dyson to take to this field? Do you think this business is open to multiple players or only a… Read more »

SEC cracks down on made-up numbers in company earnings

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators.

Description: Companies that did not comply with new guidelines are getting letters, updating filings Source: MarketWatch.com Date: Aug 18, 2016 Link: http://www.marketwatch.com/story/sec-cracks-down-on-made-up-numbers-in-company-earnings-2016-08-18?siteid=nwtwk Questions for discussion:  What does this article say about financial reporting by some companies? How should investors deal with this information?

Teen-Jewelry Retailer Claire’s Seeks Debt Swap to Cut Borrowings

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Description: Claire’s Stores Inc., the struggling tween-jewelry retail chain, is asking bondholders to exchange almost $800 million of notes for new loans that would cut the company’s debt load and buy it more time to turn around its business. Source: Bloomberg.com Date: Aug 13, 2016 Link: http://www.bloomberg.com/news/articles/2016-08-13/teen-jewelry-retailer-claire-s-seeks-debt-swap-to-cut-borrowings Questions for Discussions: What are the risks for… Read more »

A Breakup Fairy Tale for Disney

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Description: If the Magic Kingdom wants to find its next ruler, it might help if it weren’t quite so sprawling. Source: Bloomberg.com Date: May 11, 2016 Link: http://www.bloomberg.com/gadfly/articles/2016-05-11/why-disney-should-split-off-espn-abc Questions for Discussions: What are the concerns facing Disney, according to the report? What are some possible scenarios?

Opinion: How investors can profit from ‘funny’ corporate accounting

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Description: Adjusted financial results can confuse investors, but you can use them to your advantage Source: MarketWatch.com Date: May 10, 2016 Link: http://www.marketwatch.com/story/how-to-keep-from-being-tricked-by-companies-funny-numbers-2016-05-10 Questions for Discussions: What are the concerns expressed in this report? Do you agree with the assessments?

This is why Apple iPhone sales are tanking in China

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Description: Apple’s growth dips 26% in China, while Huawei and lesser known brands like OPPO and vivo grow Source: MarketWatch.com Date: Apr 28, 2016 Link: http://www.marketwatch.com/story/story?guid=99750788-0ca9-11e6-a7b3-3908c28bf41f&storyguid=99750788-0ca9-11e6-a7b3-3908c28bf41f&siteid=nwtwk Questions for Discussions: What does the report say about the reason for Apple’s stock price decline? Do you think it represents a buy on the way down?