Wall Street bets Trump will make America grow again

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation.

Description: Here’s a sign that Wall Street believes Donald Trump will be able to make America grow again: small-cap stocks are on fire since the election. Source: CNNMoney.com – video report Date: Nov 18, 2016 Link: http://money.cnn.com/2016/11/18/investing/small-cap-stocks-trump-election/index.html?iid=hp-toplead-dom Questions for Discussions: What is the basis for Wall Street’s confidence in small-caps? Do you agree with this… Read more »

What President-elect Trump means for every U.S. industry

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

Description: Donald Trump’s shock victory over Hillary Clinton in the presidential race has implications for all sectors of the economy, from the highly regulated health care, energy and financial sectors, to the much less-regulated tech sector that makes most of its parts and products overseas and employs many foreign workers. Source: MarketWatch.com Date: Nov 18,… Read more »

Former exec arrests keep Valeant from ‘riding into the sunset’ on Philidor controversy

Posted by & filed under Company Analysis, Governments & Regulators, Management Issues.

Description: Valeant Pharmaceuticals International Inc. continues to be haunted by its ties to the Philidor speciality pharmacy as former executives from both companies face charges in a multimillion-dollar kickback scheme. Source: FinancialPost.com Date: Nov 17, 2016 Link: http://business.financialpost.com/investing/market-moves/former-valeant-executive-and-former-philidor-ceo-charged-with-fraud-in-pharmacy-probe Questions for discussion: What is the legal case against the firm based on? What are the financial… Read more »

Is Trump Going to Mess With Your Investments? Six Tips

Posted by & filed under Governments & Regulators, Personal Finance.

Description: Financial planner Timothy LaPean is watching a wave of fear and confusion sweep over clients after Donald Trump’s stunning election as U.S. president. Source: Bloomberg.com Date: Nov 09, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-09/is-trump-going-to-mess-with-your-investments-six-tips Questions for Discussions: What advice is presented in this article? Do you think most investors will follow this advice?

Bull market! Chinese stocks up 21% since January panic

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation.

Description: The bull is back in China. Source: CNNMoney.com Date: Nov 11, 2016 Link: http://money.cnn.com/2016/11/11/investing/china-shanghai-composite-bull-market-stocks/index.html?iid=hp-toplead-dom Questions for Discussions: What explains the positive thinking about the Chinese markets? Do you think this will be a growing trend?

Here’s How We Can Keep Drug Prices Affordable for All

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: They’re up 10% overall from last year Source: Fortune.com – video report Date: Oct 28, 2016 Link: http://for.tn/2fiedV4 Questions for Discussions: What do the panelists have to say about market forces deciding prices in this industry? Are prices free to move according to the laws of supply and demand, in your view? Should prices… Read more »

Get Ready for the Rooftop Solar Stall

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: This was supposed to be solar’s moment. Residential panel installations in the U.S. grew 71 percent in 2015 as the falling cost of panels made the power they generate more competitive. Source: Bloomberg.com Date: Oct 20, 2016 Link: http://www.bloomberg.com/news/articles/2016-10-20/get-ready-for-the-rooftop-solar-stall Questions for discussion: Why has growth stalled in this industry? Summarize the business model changes… Read more »

Congress Hammers Wells Fargo CEO

Posted by & filed under Governments & Regulators, Growth & Valuation, Management Issues.

Description: Representatives did not go easy on John Stumpf Source: Fortune.com – video report Date: Sep 29, 2016 Link: http://for.tn/2cORHEX Questions for discussion: Summarize the accusations leveled at John Stumpf. Do you believe he bares the legal and financial responsibility for the actions of the bank’s employees? How should government regulators deal with him and… Read more »

Qatar is losing billions on Deutsche Bank

Posted by & filed under Company Analysis, Governments & Regulators, Management Issues.

Description: Investors are hurting from Deutsche Bank’s share price collapse, none more so than Qatar. Source: CNNMoney.com – video report Date: Sep 30, 2016 Link: http://money.cnn.com/2016/09/30/investing/deutsche-bank-qatar-share-collapse/index.html Questions for Discussions: What is the problem at Deutsche Bank and the reasons given in this report? Why is this a problem for Qatar? What should the players involved… Read more »

Wells Fargo’s September from hell

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description: The news landed like a bombshell. Source: CNN.com Date: Oct 01, 2016 Link: http://money.cnn.com/2016/10/01/investing/wells-fargo-fake-account-scandal-september-2016/index.html?iid=hp-stack-dom Questions for discussion: What happened to the share price during the time period discussed in this report? Do you think the price is fairly valued, going forward? What are the risks of buying today?