Description: Apple (AAPL, Tech30) stock surged more than 4% Wednesday afternoon while the broader market was mostly flat. Source: CNNMoney.com – video report Date: Sep 14, 2016 Link: http://money.cnn.com/2016/09/14/investing/apple-stock-iphone-7-samsung/index.html?iid=hp-stack-dom Questions for Discussions: Why has Apple stock soared recently, according to the report? Would you be a buyer now?
Posts Categorized: Growth & Valuation
Bayer and Monsanto Agree to a Deal. Will the Regulators Agree, too?
Description: Some analysts are estimating a 30%-50% chance that the merger will close. Source: Fortune.com Date: Sep 14, 2016 Link: http://fortune.com/2016/09/14/monsanto-bayer-deal-3/ Questions for discussion: What is the basis for doubting the approval of the merger? Do you think it is a good deal for the industry?
Johnson Controls’ CEO Thinks the Corporate Tax System Needs an Overhaul
Description: Alex Molinaroli explains why his company moved to Ireland. Source: Fortune.com – video report Date: Sep 09, 2016 Link: http://for.tn/2cgLsGW Questions for Discussions: Do you believe tax rates in different countries plays an important role in decisions related to mergers and acquisitions? How should governments deal with this issue?
The Bull Is Still Running. So Why Are Investors Tiptoeing?
Description: Wall Street seems unable to make up its mind about risk-taking. Source: NYTimes.com Date: Sep 11, 2016 Link: http://www.nytimes.com/2016/09/11/your-money/the-bull-is-still-running-so-why-are-investors-tiptoeing.html?ref=dealbook&_r=0 Questions for discussion: Summarize the commentary in this report. Do you agree with the analysis and advice to investors?
Mylan’s EpiPen caught the full force of drug price outrage because it was the perfect target, not because it was the only one
Description: After the hit taken by Mylan Inc. last week for its sixfold increase in the price of the lifesaving EpiPen, Umer Raffat, an analyst at Evercore ISI, has been receiving a certain request: Investors want to know which companies are making similar moves. Source: MarketWatch.com Date: Sep 02, 2016 Link: http://www.marketwatch.com/story/mylans-epipen-caught-the-full-force-of-drug-price-outrage-because-it-was-the-perfect-target-not-because-it-was-the-only-one-2016-08-31?siteid=nwtwk Questions for Discussions: What… Read more »
Ford CEO: Next decade will be defined by autonomous cars
Description: Source: CNNMoney.com – video report Date: Aug 16, 2016 Link: http://money.cnn.com/video/technology/2016/08/16/ford-ceo-baidu-velodyne-lidar.cnnmoney/ Questions for discussion: Do you think this investment is a good use of funds? What are some issues facing investors as they consider the impact of this decision?
This Is the Easiest Way to Invest in Change the World Companies
Description: New funds and ETFs are doing the work for you. Source: Fortune.com – video report Date: Aug 19, 2016 Link: http://fortune.com/2016/08/19/social-impact-investment-funds/?iid=leftrail Questions for discussion: Summarize the qualities considered worthy of recognition? Why are investors being directed to ETFs and other instruments focusing on ethical firms?
This Former Wall Street Executive Created an Investment App for Women
Description: CEO Sallie Krawcheck explains why she created it. Source: Fortune.com – video report Date: Aug 11, 2016 Link: http://for.tn/2amxzcu Questions for discussion: What do you think of the idea of an app specifically targeting women investors? Do you think that women will perceive this as a valuable tool or a gimmick?
Carl Icahn Is Shorting Lots of Stock
Description: And is betting big on a market crash Source: Fortune.com – video report Date: May 10, 2016 Link: http://for.tn/1XjTPoH Questions for discussion: What is the basis of Carl Icahn’s bets? Do you agree with his thinking?
Tim Cook’s TV Appearances Don’t Bode Well for Apple Stock
Description: Causing investors to question his credibility Source: Fortune.com – video report Date: May 09, 2016 Link: http://for.tn/1rLV2sy Questions for discussion: What does the report say about the relationship between Tim Cook’s public appearances and Apple’s stock valuation? What are the managerial issues related to his public appearances?