Description: Andrew Winston, Winston Eco-Strategies founder and author of “The Big Pivot,” discusses President Barack Obama’s rejection of TransCanada’s bid to build the Keystone XL pipeline. He speaks with Bloomberg’s Scarlet Fu and Alix Steel on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/is-the-keystone-xl-pipeline-the-right-energy-debate- Questions for discussion: Summarize… Read more »
Posts Categorized: Growth & Valuation
Was Obama Wrong?: Why U.S. Needs Keystone Pipeline
Description: Texas Republican Senator Blake Farenthold discusses President Obama’s decision to reject the Keystone Pipeline with Betty Liu on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 6, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/was-obama-wrong-why-u-s-needs-keystone-pipline Questions for discussion: What are the arguments presented by Senator Blake Farenthold favoring Keystone? Do you agree with his assessment?
Warning: Oil company defaults are coming
Description: The U.S. shale oil boom lured tons of prospectors in recent years. Source: CNNMoney.com – video report Date: Nov 6, 2015 Link: http://money.cnn.com/2015/11/06/investing/oil-companies-debt-gundlach/index.html?iid=Lead Questions for Discussions: Summarize the arguments presented in this report. Do you agree with the predictions?
How Uber plays the tax shell game
Description: The car-hailing phenom is viewed by many as the model for the 21st century corporation. You should see how state-of-the-art it is when it comes to minimizing its tax bill. Source: Fortune.com – video report Date: Oct 22, 2015 Link: http://fortune.com/2015/10/22/uber-tax-shell/ Questions for discussion: Summarize the issues raised in this article? Is there a… Read more »
Why Alibaba Agreed to Buy Video Service Youku
Description: Shaun Rein, China Market Research Group’s managing director, Maha Ibrahim, Canaan Partners general partner, and Bloomberg’s Brad Stone discuss Alibaba’s agreement to buy video service Youku Tudou and its competition with Amazon. They speak with Bloomberg’s Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-07/why-alibaba-agreed-to-buy-video-service-youku… Read more »
As China’s Stock Market Crashed, These Hedge Funds Rose 70%
Description: China’s summer market selloff wasn’t a total rout if you were one of the country’s top-performing hedge funds that gained an average 70 percent as almost 1,300 other funds were wiped out. Source: Bloomberg.com – video report Date: Oct 29, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-29/as-china-s-stock-market-crashed-these-hedge-funds-returned-70- Questions for Discussions: Summarize who won and who lost in China,… Read more »
Opinion: These 3 big stocks with earnings power are strong buys
Description: Alphabet, McDonald’s, GM do not disappoint Source: MarketWatch.com Date: Oct 29, 2015 Link: http://www.marketwatch.com/story/these-3-big-stocks-with-earnings-power-are-strong-buys-2015-10-30?dist=lcountdown Questions for Discussions: What is the financial basis for buying these stocks? Do you agree with the assessments?
The Trouble With Saving 21 Trillion Yuan
Description: China’s public institutions stuff their cash in banks. Source: Bloomberg.com Date: Oct 29, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-29/china-s-trouble-with-saving-21-trillion-yuan Questions for discussion: Summarize the concerns raised in this article? How should investors outside of China deal with this assessment?
Bill Ackman’s Defense Of Valeant Pharmaceuticals Takes Long View On Drugmaker’s Woes
Description: Pershing Square’s Bill Ackman wasn’t able to convince Wall Street once and for all whether embattled drugmaker Valeant Pharmaceuticals can recover from its woes or will continue heading south. Source: Forbes.com Date: Oct 30, 2015 Link: http://www.forbes.com/sites/antoinegara/2015/10/30/bill-ackmans-defense-of-valeant-pharmaceuticals-takes-long-view-on-drugmakers-woes/ Questions for discussion: What does the article say about Bill Ackman’s strategic thinking? Do you agree?
Weight Watchers soars on Oprah investment
Description: The struggling diet company is getting a much needed boost from Oprah Winfrey. She’s buying a 10% stake, becoming a Weight Watchers member and joining the company’s board. Source: CNNMoney.com – video report Date: Oct 19, 2015 Link: http://money.cnn.com/video/investing/2015/10/19/oprah-winfrey-weight-watchers-wtw.cnnmoney/ Questions for Discussions: How has Oprah’s involvement affected expectations of financial improvement at Weight Watchers?… Read more »
