Description: The minus sign above isn’t a typo. Source: Bloomberg.com – video report Date: April 28, 2016 Link: http://www.bloomberg.com/features/2016-yahoo/ Questions for Discussions: Summarize Yahoo!’s key financials presented in the report. What do you think the value of the firm is to investors?
Posts Categorized: Growth & Valuation
Why Are Internet Users Cutting the Cord?
Description: According to January 2016 research, cost is one of the top reasons. Source: eMarketer.com Date: Apr 29, 2016 Link: http://www.emarketer.com/Article/Why-Internet-Users-Cutting-Cord/1013893?ecid=NL1003#sthash.8mWOZoJ3.dpuf Questions for discussion: Do you think this research is, or is going to be, a financial problem for the industry? How can the industry mitigate customers’ perceived high costs for the services?
Netflix Stock Is Still Falling
Description: And many are questioning its long-term growth Source: Fortune.com – video report Date: Apr 21, 2016 Link: http://for.tn/1SvOqrb Questions for discussion: What does the report say about Netflix and the expectations for growth? Do you think the CVS strategy will be cost effective?
McDonald’s All-Day Breakfast, Value Deals Help Fuel Turnaround
Description: McDonald’s Corp.’s comeback is gaining steam, fueled by all-day breakfast, value deals and lower commodity prices. Source: Bloomberg.com – video report Date: April 22, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-22/mcdonald-s-profit-tops-estimates-on-all-day-breakfast-discounts Questions for Discussions: Explain McDonald’s financial turnaround. Do you think this is a longer-term trend?
The $2 Trillion Project to Get Saudi Arabia’s Economy Off Oil
Description: Eight unprecedented hours with “Mr. Everything,” Prince Mohammed bin Salman. Source: Bloomberg.com Date: Apr 21, 2016 Link: http://www.bloomberg.com/news/features/2016-04-21/the-2-trillion-project-to-get-saudi-arabia-s-economy-off-oil Questions for discussion: What does the report say about the Saudi economic plan and what does this mean for oil prices? Do you think the Saudi plan will succeed?
Oil Drillers Feel the Pain as Banks Slash Their Credit Lines
Description: Chesapeake Energy Corp., the deeply indebted shale producer, said this week that it can hang on to its $4 billion bank line as long as it posts just about everything it owns as collateral. Source: Bloomberg.com – video report Date: Apr 13, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-12/oil-drillers-feel-the-pain-as-banks-slash-their-credit-lines Questions for discussion: What does the report say about this… Read more »
These 12 U.S. companies have increased sales for at least 60 straight quarters
Description: And their stock prices reflect that remarkable track record Source: MarketWatch.com Date: April 13, 2016 Link: http://www.marketwatch.com/story/these-12-us-companies-have-increased-sales-for-at-least-60-straight-quarters-2016-04-13 Questions for discussion: What, if anything do these companies have in common? Do you think conditions that promoted growth will likely continue for the next year?
New York City’s Public Advocate Just Told Hedge Funds To Shove It
Description: “Let them sell their summer homes and jets, and return those fees to their investors.” Source: HuffingtonPost.com Date: Apr 14, 2016 Link: http://www.huffingtonpost.com/entry/nyc-divest-hedge-funds_us_570fd993e4b08a2d32b95bfa?utm_hp_ref=business Questions for discussion: What is the basis for dissatisfaction with the hedge fund industry? Do you think the public criticism of the industry is justified?
Yellen: This Is Not a Bubble Economy
Description: Yellen: This Is Not a Bubble Economy Source: Bloomberg.com – video report Date: Apr 07, 2016 Link: http://bloom.bg/1SDwng1 Questions for discussion: What is a “bubble economy”? What is the significance of Yellen’s pronouncement, in terms of the Fed’s likely course of action in the near future? How should investors and traders interpret this pronouncement?
This bottoms-up forecast says stocks will pop 10% higher
Description: Critical information ahead of the U.S. market’s open Source: MarketWatch.com Date: April 08, 2016 Link: http://www.marketwatch.com/story/bottoms-up-estimates-say-stocks-now-will-pop-10-2016-04-08 Questions for discussion: Explain what the article says about the market today and forecasts for the near future? Do you agree with this analysis?
