Description: Your portfolio of American stocks may have suffered lately but, to judge from major indexes, your portfolio of foreign stocks has probably done much worse for far longer. Source: NYTimes.com Date: Feb 14, 2016 Link: http://www.nytimes.com/2016/02/14/your-money/for-some-its-time-to-look-overseas-again.html?ref=business&_r=0 Questions for discussion: Summarize the analysis and recommendations to investors in this report. Do you agree with the… Read more »
Posts Categorized: Growth & Valuation
5 worst investment calls of this century
Description: Subprime ‘contained’? Gold at $5,000? No housing bubble? Here are the worst of the worst Source: MarketWatch.com Date: Feb 11, 2016 Link: http://www.marketwatch.com/story/opinion-the-5-worst-investment-calls-of-this-century-2016-02-11 Questions for discussion: How would you explain the poor judgments in each of these cases? What lessons can be learned in today’s economy from these colossal errors?
Pharma CEO on $1 cancer drug
Description: Mark Baum, Imprimis Pharmaceuticals CEO, explains how his company is able to make a Daraprim drug alternative more accessible to patients. Source: CNNMoney.com – video report Date: Feb 04, 2016 Link: http://money.cnn.com/video/news/2016/02/04/imprimis-ceo-daraprim-drug-price.cnnmoney/index.html Questions for discussion: What is the basis for criticizing the pharmaceutical industry? Do you believe there will be greater legal and regulatory… Read more »
Forget oil stocks. Banks are killing your portfolio
Description: Shares in some of the world’s biggest banks are plunging. Financial stocks in the S&P 500 are down more than 11% so far this year. That’s worse than oil, energy stocks, and even the emerging markets index. European banks have fallen even further. Source: CNNMoney.com – video report Date: Feb 04, 2016 Link: http://money.cnn.com/2016/02/05/investing/bank-stocks-worse-than-oil/index.html?iid=hp-toplead-dom… Read more »
The World’s Favorite New Tax Haven Is the United States
Description: Moving money out of the usual offshore secrecy havens and into the U.S. is a brisk new business. Source: Bloomberg.com Date: Jan 27, 2016 Link: http://www.bloomberg.com/news/articles/2016-01-27/the-world-s-favorite-new-tax-haven-is-the-united-states Questions for Discussions: What does the article say about the secret movement of money into the U.S.? What do think is motivating this rising tide? Do you consider… Read more »
Deal Shows Investors Are Willing to Make a Blind Bet on Uber
Description: A deal about to close on Wall Street illustrates just how much some investors are willing to give up to gain a piece of the hottest start-up. Source: NYTimes.com Date: Feb 04, 2016 Link: http://www.nytimes.com/2016/02/05/business/dealbook/deal-shows-investors-are-willing-to-make-a-blind-bet-on-uber.html?ref=business&_r=0 Questions for discussion: How are investors able to participate in Uber, under the terms described in the article? How… Read more »
Opinion: Chicken-little investors, please read the jobs report
Description: The U.S. isn’t headed for disaster — not with 4.9% unemployment Source: MarketWatch.com Date: Feb 05, 2016 Link: http://www.marketwatch.com/story/chicken-little-investors-please-read-the-jobs-report-2016-02-05?dist=lcountdown Questions for discussion: Summarize the arguments for optimism presented in this report. Do you agree?
Why Apple’s Record Profit Is Bad News
Description: It hit $18 billion in Q4. Source: Fortune.com – video report Date: Jan 29, 2016 Link: http://for.tn/1nTT5sB Questions for discussion: What are the concerns over Apple’s latest reports? Do you think Apple or Facebook is the better choice for an investor looking at this category?
Why GoPro and Periscope’s Partnership Will Flop
Description: Fortune’s Andrew Nusca and Stephen Gandel explain. Source: Fortune.com – video report Date: Jan 29, 2016 Link: http://for.tn/23ykK2G Questions for Discussions: Summarize the cases presented. Do you agree with the assessments made by the panel? How should investors respond to these cases?
Kodak’s Old-School Response to Disruption
Description: Amid the giant televisions, Bluetooth-enabled baby socks, and virtual-reality headsets at the Consumer Electronics Show in Las Vegas earlier this month, Kodak calmly introduced a more low-key device. Its new Super 8 camera, which will go on sale this fall for a base price of four hundred dollars, is a reimagining of the analog… Read more »