Description: The future of raw materials looks grim. Source: Fortune.com – video report Date: Dec 09, 2015 Link: http://for.tn/1NGjxiL Questions for discussion: Summarize the predictions made by the panel. Do you agree with the sentiment?
Posts Categorized: Growth & Valuation
Opinion: These two unloved stock market sectors are sending a ‘buy’ signal
Description: Emerging markets and commodities hold appeal in a rising interest-rate climate Source: MarketWatch.com – video report Date: Dec 10, 2015 Link: http://www.marketwatch.com/story/these-two-unloved-stock-market-sectors-are-sending-a-buy-signal-2015-12-10?dist=countdown Questions for discussion: What advice is presented and the reasons for them? Do you agree?
Can Jos. A. Bank Really Survive Without Excessive Discounts?
Description: The cheap-suit seller is getting obliterated, and it’s taking down new owner Men’s Wearhouse with it. Source: Bloomberg.com Date: Dec 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-10/can-jos-a-bank-really-survive-without-excessive-discounts- Questions for Discussions: Explain the financial problems facing the firm. Is there a case to be made for this acquisition?
Why the Jobs Report Sent Stocks Surging
Description: Bloomberg’s Joe Weisenthal talks about what he’s following ahead of today’s ‘What’d You Miss?’ Watch the show with Joe, Alix Steel and Scarlet Fu every weekday at 4 p.m. ET on Bloomberg. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 04, 2015 Link: http://www.bloomberg.com/news/videos/2015-12-04/why-the-jobs-report-sent-stocks-surging Questions for discussion: Why did the market rise, according… Read more »
At $68 Billion Valuation, Uber Will Be Bigger Than GM, Ford, And Honda
Description: It only took Uber five and a half years to surpass the valuation of 107-year-old General Motors. Source: Forbes.com Date: Dec 04, 2015 Link: http://www.forbes.com/sites/liyanchen/2015/12/04/at-68-billion-valuation-uber-will-be-bigger-than-gm-ford-and-honda/ Questions for discussion: Explain the rapid rise in valuation of Uber. Which factors would you use to establish value? Do you think the stock is overvalued?
Buffett stock-portfolio idea spot on
Description: My partner and Rebalance IRA co-founder Scott Puritz recently gave an interview to USA Today sure to raise the hackles of thousands of retirement advisors: The typical 60/40 stock-and-bond portfolio is fast becoming a problem for millions of American savers. Source: MarketWatch.com Date: Dec 03, 2015 Link: http://www.marketwatch.com/story/buffett-stock-portfolio-idea-spot-on-2015-12-03 Questions for discussion: What is the… Read more »
Vanguard’s Gain Is Wall Street’s Pain as Billions Leave the Financial Industry
Description: Passive investing popularized by Vanguard has removed a chunk of Wall Street’s revenue. Source: Bloomberg.com Date: Dec 01, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-01/vanguard-s-gain-is-wall-street-s-pain-as-billions-leave-the-financial-industry Questions for Discussions: Explain Vanguard’s success. How can Wall Street respond?
The Longer-Term Approach of Activist Investors
Description: Bruce Goldfarb, Okapi Partners president and chief executive officer, discusses the longer-term approach of activist investors with Bloomberg’s Alix Steel and Keri Geiger on “Bloomberg ‹GO›.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-27/the-longer-term-approach-of-activist-investors Questions for discussion: What does Bruce Goldfarb suggest is happening in investing circles? What advice… Read more »
This Brick-and-Mortar Retailer is Bringing the Story Back to Stores
Description: Story’s founder Rachel Shechtman explains why it’s not online. Source: Fortune.com – video report Date: Nov 20, 2015 Link: http://for.tn/1Nhg4sI Questions for discussion: What are the differences, from a financial operations point of view, of operating a Storys retailing site versus a conventional retailer?
Pfizer, Allergan in $155 billion inversion deal
Description: Pfizer Inc. and Allergan PLC said Monday that they would merge in a so-called inversion deal worth about $155 billion that would create the world’s biggest drug maker by sales. Source: MarketWatch.com Date: Nov 23, 2015 Link: http://www.marketwatch.com/story/pfizer-allergan-in-155-billion-inversion-deal-2015-11-23-84852729 Questions for discussion: What is an “inversion deal”? What motivated this merger? Do you think it… Read more »
