Amazon stock plunging after earnings, but analysts predict 27% gain

Posted by & filed under Company Analysis, Growth & Valuation.

Description: Shares of Amazon.com Inc. are spiraling toward their worst single-session percentage drop in 18 months after an earnings miss, but analysts remain adamantly bullish on the company and the returns it will drive for investors, with some brokerages even raising their price targets on the stock Friday. Source: MarketWatch.com Date: Jan 29, 2016 Link:… Read more »

Are stocks a bargain right now?

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description: It’s a global selloff. So does that mean stocks are on sale right now? What does one important metric say? Source: CNNMoney.com – video report Date: Jan 22, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/22/romans-numeral-stocks-on-sale.cnnmoney/ Questions for discussion: What is the technical argument for “bargain stocks”? Do you think that stocks are a bargain?

Fear is driving stock markets

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description: On the spectrum of fear and greed, fear is driving the global selloff. The crash in oil prices, coupled with China’s economic slowdown is leaving investors nervous. Source: CNN.com – video report Date: Jan 21, 2016 Link: http://money.cnn.com/video/news/economy/2016/01/21/romans-magic-wall-stocks-and-oil.cnnmoney/ Questions for Discussions: How does the report explain the drop in global stock markets? What are… Read more »

This Time, Cheaper Oil Does Little for the U.S. Economy

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis.

Description: WASHINGTON — It has been a truism of the American economy for decades: When oil prices rise, the economy suffers; when they fall, growth improves. Source: NYTimes.com Date: Jan 22, 2016 Link: http://www.nytimes.com/2016/01/22/business/energy-environment/this-time-cheaper-oil-does-little-for-the-us-economy.html?ref=business&_r=0 Questions for discussion: Summarize the arguments made in this report. Do you agree with the analysis?

Opinion: Russia, China and Saudi Arabia are on the ropes

Posted by & filed under Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Three huge, vastly important countries on the world stage are in deep economic and political trouble—far worse than we may realize. I’m talking about Russia, China and Saudi Arabia. Source: MarketWatch.com Date: Jan 22, 2016 Link: http://www.marketwatch.com/story/russia-china-and-saudi-arabia-are-on-the-ropes-2016-01-22 Questions for discussion: What does this report say about economic problems that might impact on global markets?… Read more »

Bulls and Bears Battle Over the Price of Oil

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis.

Description: Former Mercantile Exchange Trader Dan Dicker and Barclays Head of Commodities Research Michael Cohen debate over the price and production of oil. They speak on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Jan 05, 2016 Link: http://www.bloomberg.com/news/videos/2016-01-12/bulls-and-bears-battle-over-the-price-of-oil Questions for Discussions: Summarize the arguments explaining oil prices, as presented in this report…. Read more »

Fitbit’s Game Plan For Making Your Company Healthy

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Management Issues.

Description: Given how things often go in Silicon Valley, Fitbit shouldn’t be here. It started selling wearable activity trackers when other hardware startups struggled for funding. Source: Forbes.com Date: Jan 08, 2016 Link: http://www.forbes.com/sites/parmyolson/2016/01/08/fitbit-wearables-corporate-wellness/ Questions for Discussions: Summarize the reasons for the firm’s financial success. How secure is the connection with corporate wellness? Should the… Read more »

Another Great Recession threatens world financial markets

Posted by & filed under Economic Analysis, Growth & Valuation.

Description: Mr. Global Economy has spent much of the past seven years in an induced coma, with only a modest recovery from the Great Recession. The root causes of the life-threatening 2008-09 financial crisis remain unaddressed. Debt levels are higher now, and imbalances remain. Source:  MarketWatch.com Date: Jan 12, 2016 Link: http://www.marketwatch.com/story/another-great-recession-threatens-world-financial-markets-2016-01-12?dist=lcountdown Questions for discussion:… Read more »

Netflix’s Big Ambition for 2016: Serious Profits

Posted by & filed under Company Analysis, Growth & Valuation.

Description: Netflix Inc., which delivered the best return of any stock in the S&P 500 last year, has ambitious plans for this year so it can produce something new next year: serious profits. Skybridge Capital Senior Portfolio Manager Troy Gayseki and Bloomberg’s Cory Johnson speak on “Bloomberg ‹GO›.” (Source: Bloomberg) Source: Bloomberg.com – video report… Read more »