Here’s what you need to know about the TPP

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

Description: The Trans-Pacific Partnership is a trade agreement that’s been in the works for years. Critics say it will ship more jobs overseas, while its supporters say the deal will be good for American workers. Source: CNNMoney.com – video report Date: Oct 05, 2015 Link: http://money.cnn.com/video/news/2015/10/05/trans-pacific-partnership-tpp-trade-deal.cnnmoney/ Questions for Discussions: What are the reasons for supporting… Read more »

Sex, Betrayal and Bond Traders: The Fall of American Apparel

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

Description: Sex, money, betrayal: The bizarre brawl between American Apparel Inc. and its founder, Dov Charney, has all that and more. But now this tabloid tale is coming down to a seemingly staid bit of finance: the bonds. Source: Bloomberg.com – video report Date: Oct 05, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-05/sex-betrayal-and-bond-traders-the-fall-of-american-apparel Questions for Discussions: What caused the… Read more »

SABMiller may have rejected a merger offer worth 12 figures

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Anheuser-Busch InBev’s $100 billion takeover offer wasn’t good enough for SABMiller, insiders say. Source: Fortune.com – video report Date: Oct 06, 2015 Link: http://for.tn/1VBOdqR Questions for Discussions: Summarize the financial issues related to proposed merger that were presented in this report. Do you think a deal will eventually be made and if so, at… Read more »

DuPont CEO Ellen Kullman steps down

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Description: DuPont has been under activist pressure in the recent months but Kullen reportedly wasn’t forced out of her position. Source: Fortune.com – video report Date: Oct 06, 2015 Link: http://for.tn/1PgzgFO Questions for discussion: Can a CEO avoid responsibility for “disappointing “ financial performance? What is the role of the board of directors in situations… Read more »

Why October Is the Worst Month for Investors

Posted by & filed under Financial analysis, Growth & Valuation, Market Analysis.

Description: Here’s some advice for investors hoping for some calm after the recent stock market volatility: “Expect the unexpected, and get yourself used to bigger swings,” says Julian Emanuel, executive director of U.S. equity and derivatives strategy at UBS. “Even though the market has a positive bias and we’re looking for a fourth-quarter rally, it’s… Read more »

Why Investors Should Be Bullish on Biotech

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

Description: Fundstrat Global Advisors research head Tom Lee discusses why investors should buy biotech with Bloomberg’s Joe Weisenthal and Alix Steel on “What’d You Miss?” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 02, 2015 Link: http://bloom.bg/1iS5JWb Questions for Discussions: What are the arguments presented by Tom Lee in this report favoring Biotech stocks?… Read more »

Fears of a Chinese ‘hard landing’ trigger mass exodus from emerging markets

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

Description: Investors are pulling their money out of emerging markets in the biggest net outflow of capital since 1988 Source: TheTelegraph.co.uk Date: Sep 25, 2015 Link: http://www.telegraph.co.uk/finance/economics/11904423/Fears-of-a-Chinese-hard-landing-trigger-mass-exodus-from-emerging-markets.html Questions for discussion: Explain the impact of a flight of capital on emerging market economies and on others in the world. How should investors respond to current conditions?

Markets flashing buy signal again: BofAML

Posted by & filed under Financial analysis, Growth & Valuation, Market Analysis.

Description: A contrarian equity market indicator is flashing a buy signal to investors this month. Source: FinancialPost.com Date: Oct 02, 2015 Link: http://business.financialpost.com/investing/trading-desk/markets-flashing-buy-signal-again-bofaml Questions for discussion: What is the basis for this technical analysis? How much confidence would you put in the risk presented to investors?

What’s next for oil prices?

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

Description: Blackstone CEO Stephen A. Schwarzman talks with Fortune’s Susie Gharib about his predictions for oil prices. Source: Fortune.com – video report Date: Sep 24, 2015 Link: http://for.tn/1VbQrgC Questions for Discussions: What advice does Stephen A. Schwarzman provide to the investors? Do you agree with his analysis and recommendations?