Description: It’s about who would be CEO. Source: Fortune.com – video report Date: Feb 26, 2016 Link: http://fortune.com/2016/02/26/united-technologies-honeywell-cote/ Questions for Discussions: What are the managerial aspects in this deal? Do you think managers involved are serving their firms well?
Posts Categorized: Growth & Valuation
Berkshire’s Earnings: A Surprise Boost From Kraft Heinz, But an Off Year at Geico
Description: In Buffett’s complex company, it all adds up to $24 billion in profits. Warren Buffett outperformed the broader market last year, by his own measure, even if his company’s performance fell short of its recent standard. Source: Fortune.com Date: Feb 27, 2016 Link: http://fortune.com/2016/02/27/berkshire-hathaway-buffett-2015-earnings/ Questions for discussion: Summarize the financial results at Berkshire and… Read more »
Are Amazon and Apple Accurately Valued?
Description: Aswath Damodaran, a professor of finance at New York University, discusses current stock market valuations with Bloomberg’s Alix Steel and Joe Weisenthal on “What’d You Miss?” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Feb 18, 2016 Link: http://bloom.bg/1Kt5Btm Questions for Discussions: Summarize the thinking about valuations presented by Professor Aswath Damodraran. Do you… Read more »
Why Silicon Valley is Worried About Backing Apple
Description: Apple’s business plan is built on encrypted security. Source: Bloomberg.com – video report Date: Feb 17, 2016 Link: http://bloom.bg/1RawBx2 Questions for Discussions: Why is Apple reluctant to help open the phone? How might the conflict between Apple and the government on this issue affect the stock price? What do you think will happen? How… Read more »
Wal-Mart Trims Forecast: Can They Turn It Around?
Description: Wal-Mart lowered its annual sales forecast in a move it blamed on the strong dollar, adding another headache for a retailer struggling with slow U.S. traffic and decelerating e-commerce growth. Source: Bloomberg – video report Date: Feb 18, 2016 Link: http://bloom.bg/1UaZlbJ Questions for discussion: Summarize the situation at Wal-Mart and in retailing in general…. Read more »
The tail is wagging the dog: Gluskin Sheff’s George Young explains the 2016 market turmoil
Description: If you are a frequent city driver, you’ve learned to predict traffic flows to get where you need to go. But imagine that the direction of all the one-way streets was suddenly reversed, causing bottlenecks, even car accidents. Source: FinancialPost.com Date: Feb 11, 2016 Link: http://business.financialpost.com/investing/investing-pro/the-tail-is-wagging-the-dog-gluskin-sheffs-george-young-explains-the-2016-market-turmoil Questions for discussion: Summarize the explanation for market… Read more »
There will be another financial crisis. The only question is when?
Description: Financial bubbles are inevitable and their pathologies virtually identical. The only variable is timing. Source: The Telegraph; FinancialPost.com Date: Feb 18, 2016 Link: http://business.financialpost.com/news/economy/there-will-be-another-financial-crisis-the-only-question-is-when Questions for discussion: What are the indicators of concern, as described in the article? Do you agree with this assessment? How should investors deal with the risk?
This Is Why Boeing Shares Are Dropping
Description: Shares dropped more than 11%. Source: Fortune.com – video report Date: Feb 11, 2016 Link: http://for.tn/1Tfnjmw Questions for discussion: Why did the share price drop? What are investors afraid might emerge from the investigation? Is this a good time to buy?
Twitter’s Challenge: Updating a Product Users Love to Hate
Description: An uproar this weekend over a possible change to how tweets are displayed gave Chief Executive Officer Jack Dorsey a stark reminder of how hard it’s going to be to fix Twitter Inc. Source: Bloomberg.com – video report Date: Feb 07, 2016 Link: http://www.bloomberg.com/news/articles/2016-02-07/twitter-s-challenge-updating-a-product-users-love-to-hate Questions for Discussions: Summarize the arguments presented for a potential merger… Read more »
The bond balloon is deflating
Description: That loud swooshing sound you can hear is the air leaving the credit market. Source: BusinessInsider.com Date: Feb 11, 2016 Link: http://www.businessinsider.com/ubs-the-bubble-is-deflating-2016-2 Questions for Discussions: Summarize what is happening and the reasons given by the reporter? Do you agree with this assessment?
