Description: Food security is behind ChemChina’s $43 billion takeover of Syngenta. Source: Fortune.com – video report Date: April 21, 2017 Link: http://for.tn/2pWStmR Questions for discussion: How is this acquisition different from other M&A deals that have taken place in this industry? How do you think Chinese government ownership will influence the firm and the industry… Read more »
Posts Categorized: Growth & Valuation
Hedge fund legend Paul Tudor Jones says this chart is ‘terrifying’ and should freak out the Fed
Description: Paul Tudor Jones is a reclusive hedge fund legend who never talks to the press. Source: CNBC.com Date: April 21, 2017 Link: http://www.cnbc.com/2017/04/21/hedge-fund-legend-paul-tudor-jones-says-this-chart-is-terrifying-and-should-freak-out-the-fed.html Questions for discussion: Summarize the analysis presented in the report. How much influence do you think Paul Tudor Jones has over investor’s perceptions of risk?
Opinion: One of Warren Buffett’s favorite stocks is now selling at a big discount
Description: Rarely do you get the chance to buy one of Berkshire Hathaway CEO Warren Buffett’s favorite stocks on sale. But that’s the case now with Wells Fargo. Source: MarketWatch.com Date: April 21, 2017 Link: http://www.marketwatch.com/story/one-of-warren-buffetts-favorite-stocks-is-now-selling-at-a-big-discount-2017-04-20?siteid=nwtwk Questions for discussion: Summarize the analysis and advice. Do you agree?
Netflix standing on the threshold of 100 million subscribers
Description: SAN FRANCISCO (AP) — Netflix is on the verge of surpassing 100 million global subscribers, a testament to how much the video streaming service has changed the entertainment landscape since its debut a decade ago. Source: AssociatedPress.com Date: April 17, 2017 Link: http://hosted.ap.org/dynamic/stories/U/US_NETFLIX_MAJOR_MILESTONE?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT Questions for discussion: Summarize the key financial information provided in this… Read more »
Here’s why Costco may be the one company Amazon can’t destroy
Description: Investors should buy Costco shares because it is one of the few retailers that can succeed versus e-commerce competition, according to Barclays, which upgraded the wholesale club chain to overweight from equal weight. Source: CNBC.com Date: April 21, 2017 Link: http://www.cnbc.com/2017/04/21/heres-why-costco-may-be-the-one-company-amazon-cant-destroy.html Questions for discussion: Which financial factor do you believe is most important in… Read more »
United Airlines’ bad week cost Buffett and other investors millions
Description: United has lost $570 million in market cap this week, while Warren Buffett may have lost over $50 million on his investment Source: MarketWatch.com – video report Date: April 14, 2017 Link: http://www.marketwatch.com/story/united-airlines-bad-week-cost-buffett-and-other-investors-millions-2017-04-13?mod=MW_story_top_stories Questions for discussion: Explain the sudden drop in stock value. Do you think this situation presents an opportunity for investors to… Read more »
Voya Financial CEO Gives Us His Best Financial Advise
Description: We sat down with Voya Financial CEO Rodney Martin to get the advice he gives his customers about investing long term. Source: Fortune.com – video report Date: April 14, 2017 Link: http://for.tn/2nNgsbE Questions for discussion: Summarize the key points made by Rodney Martin. Which do think is most important to investors today?
John O’Connell discusses BlackBerry
Description: John O’Connell, chairman and CEO at Davis Rea, discusses BlackBerry. Source: BNN.ca – video report Date: April 11, 2017 Link: http://www.bnn.ca/video/john-o-connell-discusses-blackberry~1099714 Questions for discussion: Summarize the the analysis and advice. Do you agree?
Uber, Lifting Financial Veil, Says Sales Growth Outpaces Losses
Description: The ride-hailing giant opens up about its financials for the first time in an interview with Bloomberg. Source: Bloomberg.com Date: April 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-04-14/embattled-uber-reports-strong-sales-growth-as-losses-continue Questions for discussion: What does the report say abount Uber’s financials? On the whole, should the firm’s investors be satisfied? How will this disclosure affect any future IPO?
Is American Retail at a Historic Tipping Point?
Description: Along the cobblestone streets of SoHo, Chanel handbags and Arc’teryx jackets are displayed in shops like museum pieces, harking back to the height of the neighborhood’s trendiness. But rents there are softening, and the number of vacant storefronts is rising. Source: NYTimes.com Date: April 15, 2017 Link: https://www.nytimes.com/2017/04/15/business/retail-industry.html?ref=business&_r=0 Questions for discussion: What can management… Read more »
