Description: Fortune’s Susie Gharib catches up with the GAMCO Investors founder and talks with him about the company in which he’s a major shareholder. Source: Fortune.com Date: May 05, 2015 Link: http://for.tn/1AA02id Questions for Discussions: Summarize the comments made by Mario Gharib? Do you agree with his assessments?
Posts Categorized: Growth & Valuation
Air Ambulances Offer a Lifeline, and Then a Sky-High Bill
Description: Clarence W. Kendall, a rancher in Pearce, Ariz., was moving bales on top of a haystack when he fell eight feet and struck his head on the corner of a truck below. His health insurance covered most of the cost of treating the head trauma caused by the accident. But there was one bill,… Read more »
Opinion: Blame the next global financial crisis on the U.S. dollar
Description: The biggest threat to stocks and stability is in your wallet Source: MarketWatch.com Date: May 06, 2015 Link: http://www.marketwatch.com/story/blame-the-next-global-financial-crisis-on-the-us-dollar-2015-05-06?dist=lcountdown Questions for discussion: Summarize the thinking presented in this report. Do you agree with these arguments?
George Soros May Face a Monster Tax Bill
Description: George Soros likes to say the rich should pay more taxes. A substantial part of his wealth, though, comes from delaying them. Source: Bloomberg.com Date: April 30, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-30/george-soros-s-tax-bill Questions for Discussions: How has George Soros benefited financially from the tax code? Do you think it is unethical to allow this sort of… Read more »
Hulu doesn’t need ‘Friends’ after ‘Seinfeld’ deal
Description: The streaming service is paying $180 million for all nine seasons of the classic NBC comedy ‘Seinfeld.’ Source: Fortune.com – video report Date: April 29, 2015 Link: http://for.tn/1EpC4Kb Questions for Discussions: How would you go about evaluating a dollar value offer for these series? Do you think the deal for Seinfeld is fair for… Read more »
$125 or $185? What Apple stock is worth
Description: Apple just delivered nothing short of a profit party last night – topping just about every financial metric possible. But the stock isn’t doing anything. How can that be? Source: USAToday.com Date: April 28, 2015 Link: http://americasmarkets.usatoday.com/2015/04/28/what-is-apple-really-worth/ Questions for Discussions: Summarize the different valuations of Apple. Which do you subscribe to?
Apple’s Earnings Surge, as iPhone Sales Jump and China Business Rises
Description: China is becoming an increasingly vital part of Apple’s business. Over the fiscal second quarter, Apple’s revenue in greater China grew 71 percent, to $16.8 billion, compared with the same period last year, the company said in its financial earnings report on Monday. Source: NYTimes.com Date: April 27, 2015 Link: http://www.nytimes.com/2015/04/28/technology/apple-quarterly-earnings.html?_r=0 Questions for discussion:… Read more »
Greek Bonds Jump Most in 9 Months on Steps to Bailout Compromise
Description: Greece’s government bonds rallied, with three-year yields dropping the most since the securities were sold in July, on optimism the nation may be moving toward a strategy that would help unlock funding and avert a default. Source: Bloomberg.com Date: April 27, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-27/germany-s-bonds-climb-as-greek-funding-impasse-spurs-haven-bid Questions for Discussions: How are Greek bonds performing? What are… Read more »
Potential Comcast-Time Warner Cable merger has many concerned
Description: The Department of Justice reportedly has concerns the merger would be too large in the cable and broadband market. Source: Fortune.com – video report Date: April 21, 2015 Link: http://for.tn/1cV6c7m Questions for Discussions: What are the concerns over this deal? Do you believe they are justified? How should investors deal with the possible outcomes?
How Will Marissa Mayer Turn Around Yahoo?
Description: Bloomberg’s Brian Womack and Paul Sweeney discuss the mounting challenges that Marissa Mayer will face in Yahoo’s turnaround plan with Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: April 21, 2015 Link: http://bloom.bg/1yPAWjZ Questions for Discussions: What are the financial problems at Yahoo!? What do investors want to see?… Read more »