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 »
Posts Categorized: Growth & Valuation
What President-elect Trump means for every U.S. industry
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 »
Bull market! Chinese stocks up 21% since January panic
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
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 »
Here’s How GlaxoSmithKline Is Able to Turn a Profit
Description: CEO Sir Andrew Witty explains Source: Fortune.com – video report Date: Oct 28, 2016 Link: http://for.tn/2fiOQlQ Questions for Discussions: How does the firm plan development of a new vaccine, according to Sir Andrew Witty? What does his explanation say about the attitude the firm has towards financial planning?
The NFL Was a Sure Thing for TV Networks. Until Now
Description: Why are football ratings down? Cord cutters. And smartphones. And the election, concussions, Kaepernick, global warming .. Source: Bloomberg.com – video report Date: Nov 03, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-03/nfl-was-a-sure-thing-for-tv-networks-until-now Questions for Discussions: What are the problems facing the NFL and pro-sports in general? How would you suggest the industry deal with declining revenues?
The Money Management Gospel of Yale’s Endowment Guru
Description: As he has done for decades, once a week David F. Swensen convenes his staff — including his cadre of apprentices — for a morning-long meeting among the Gothic revival flourishes and crenelations of the Yale University campus to debate investment ideas. Source: NYTimes.com Date: Nov 05, 2016 Link: http://www.nytimes.com/2016/11/06/business/the-money-management-gospel-of-yales-endowment-guru.html?ref=business Questions for discussion: What… Read more »
Six Reasons Tesla Wants to Take Over Your House
Description: Elon Musk is about to unveil a home solar system that could transform electricity. Source: Bloomberg.com – video report Date: Oct 28, 2016 Link: http://bloom.bg/2dLWLHq Questions for Discussions: What are the concerns about the merger, as expressed in the video clip? Do you think this deal is good for shareholders?
Get Ready for the Rooftop Solar Stall
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 »
TD Ameritrade, Scottrade deal is the sign of an industry in the midst of major change
Description: TD Ameritrade’s US$4 billion deal to acquire Scottrade Financial Services Inc. will not only give the company greater scale, but also highlights the ongoing push of discount brokerages into the wealth management sphere amid growing competition in the financial services market. Source: FinancialPost.com Date: Oct 25, 2016 Link: http://business.financialpost.com/investing/td-ameritrade-scottrade-deal-marks-an-industry-in-the-midst-of-major-change?__lsa=64cb-7420 Questions for discussion: What does… Read more »
