Description: When a company’s earnings have beaten expectations this season, the stock has barely risen Source: MarketWatch.com Date: Oct 28, 2016 Link: http://www.marketwatch.com/story/heres-proof-that-investors-are-wising-up-to-wall-streets-earnings-game-2016-10-28 Questions for Discussions: What does the article say about the “game” going on? What do you think of this analysis?
Posts Categorized: Growth & Valuation
Steven Cohen’s Long Fall From Grace
Description: And his long climb back to Wall Street Source: Fortune.com – video report Date: Oct 20, 2016 Link: http://for.tn/2etMX5o Questions for Discussions: Who is Steven Cohen? Do you think he will be able to attract outside investment dollars? What does the report have to say about financial regulatory controls?
AT&T Mulls Reinvention for Web With $86 Billion Time Warner Deal
Description: Time Warner Inc. and AT&T Inc. have survived the evolution of color TV and cable over the decades. Now, they’re contemplating a merger to adapt to the latest technological shifts: smartphones and streaming. Source: Bloomberg.com Date: Oct 22, 2016 Link: https://www.bloomberg.com/news/articles/2016-10-22/at-t-mulls-reinvention-for-web-with-86-billion-time-warner-deal Questions for Discussions: What is the rational behind the merger? Do you think… Read more »
The Tech Bubble Didn’t Burst This Year. Just Wait
Description: The industry has splintered into a few sure bets and everything else. That isn’t helping guide us out of the iPhone era into whatever’s next. Source: Bloomberg.com Date: Oct 20, 2016 Link: http://www.bloomberg.com/news/articles/2016-10-20/the-tech-bubble-didn-t-burst-this-year-just-wait Questions for discussion: What are the concerns raised in this article? Do you agree with the analysis? What would you advise… Read more »
Think Your Retirement Plan?Is Bad? Talk to a Teacher
Description: Schoolteachers and others who pursue careers of service in exchange for modest?paychecks get lightly regulated retirement plans that often charge excessive fees. Source: NYTimes.com Date: Oct 21, 2016 Link: http://www.nytimes.com/2016/10/23/your-money/403-b-retirement-plans-fees-teachers.html?ref=business Questions for Discussions: What does the article say about the administration of these plans? Are there legitimate reasons for concern? What would you advise… Read more »
Digit Will Completely Automate Your Savings Account
Description: CEO Ethan Bloch explains Source: Fortune.com – video report Date: Oct 13, 2016 Link: http://for.tn/2ecr0cu Questions for Discussions: How does Digit work? What sort of customer is this company looking for?
The stock market is turning into a sloppy, ugly mess—and it could get worse
Description: Dow industrials on pace for longest streak of monthly losses in 5 years. Here are some of the reasons behind the slide Source: MarketWatch.com Date: Oct 14, 2016 Link: http://www.marketwatch.com/story/the-stock-market-is-turning-into-a-sloppy-ugly-mess-and-it-could-get-worse-2016-10-13 Questions for Discussions: What does the article say about trends and reasons for concern? What would you advise investors do at this time?
Amazon short interest hits historical high of $5.3 billion after its recent record rally
Description: Amazon.com shares have been on an unstoppable run since the beginning of 2015, surging by 170 percent and adding almost $250 billion to the company’s stock market value. Source: CNBC.com Date: Oct 14, 2016 Link: http://www.cnbc.com/2016/10/14/amazon-short-interest-hits-historical-high-of-5-billion-after-its-recent-record-rally.html Questions for Discussions: Summarize the history of short selling interest in Amazon. Why is there such high expectation… Read more »
Opinion: Wall Street rediscovers shame as Wells Fargo CEO Stumpf resigns
Description: Other people in jobs like his should think twice about cheating Source: MarketWatch.com Date: Oct 14, 2016 Link: http://www.marketwatch.com/story/wall-street-rediscovers-shame-as-wells-fargo-ceo-stumpf-resigns-2016-10-14 Questions for discussion: Do you think Wall Street has learned anything by this event and the retirement of CEO Stumpf? If so, what has been learned?
Analyst Dick Bove: Tim Sloan isn’t ‘the right guy’ to lead Wells Fargo
Description: Tim Sloan is the wrong man to fix the broken corporate culture at Wells Fargo, according to banking analyst Dick Bove. Source: CNBC.com – video report Date: Oct 14, 2016 Link: http://www.cnbc.com/2016/10/14/analyst-dick-bove-tim-sloan-is-not-the-right-guy-to-lead-wells-fargo.html Questions for discussion: Why has Dick Sloan called for a different CEO of the bank? Do you think the culture at the… Read more »
