Description: Oil bulls may only need to be patient for a little while longer. Source: MarketWatch.com Date: Feb 18, 2015 Link: http://www.marketwatch.com/story/if-history-is-a-guide-oil-could-rebound-in-may-2015-02-18 Questions for discussion: Explain the analysis upon which the prediction is based. Do you agree with this assessment and prediction?
Posts Categorized: Growth & Valuation
5 Reasons Why Apple’s $750 Billion Market Cap Could Get Even Bigger
Description: Apple AAPL -0.2% has broken its fair share of records lately, posting the most profitable quarter in history after selling a record 74.5 million iPhones and becoming the first U.S. company to cross the $700 billion valuation mark. Source: Forbes.com Date: Feb 19, 2015 Link: http://www.forbes.com/sites/laurengensler/2015/02/19/5-reasons-why-apples-750-billion-market-cap-could-get-even-bigger/ Questions for discussion: Summarize the reasons presented in order of importance. Do… Read more »
Twitter’s user problem overshadows strong revenue increases
Description: The company posted $479 million in quarterly revenue, up a meteoric 97 percent from this time last year. However, the social media giant’s user growth has slowed to a crawl. Source: Fortune.com – video report Date: Feb 06, 2015 Link: http://for.tn/1C1nKnj Questions for Discussions: What are investors’ concerns with Twitter? Do you think it… Read more »
Citi: Oil Could Plunge to $20, and This Might Be ‘the End of OPEC’
Description: The recent surge in oil prices is just a “head-fake,” and oil as cheap as $20 a barrel may soon be on the way, Citigroup said in a report on Monday as it lowered its forecast for crude. Source: Bloomberg.com – video report Date: Feb 09, 2015 Link: http://www.bloomberg.com/news/articles/2015-02-09/citi-oil-could-plunge-to-20-and-this-might-be-the-end-of-opec- Questions for Discussions: Summarize the arguments for oil… Read more »
Tim Cook Doesn’t Believe This Made-Up Math Law Will Limit Apple’s Growth
Description: The mathematical theory analysts use to justify concerns over Apple’s growth doesn’t really exist Source: Bloomberg.com – video report Date: Feb 11, 2015 Link: http://www.bloomberg.com/news/articles/2015-02-11/tim-cook-doesn-t-believe-this-made-up-math-law-will-limit-apple-s-growth Questions for discussion: Does the law of large numbers have any application in understanding the limits to growth of any company? What can explain the risk of investing in… Read more »
A Deal That Could Reverse Pfizer’s History of Value-Destroying Acquisitions
Description: Pfizer has made more than its share of value-destroying acquisitions. The pharmaceutical giant’s $15.2 billion purchase of Hospira could reverse that history. Source: NYTimes.com Date: Feb 05, 2015 Link: http://dealbook.nytimes.com/2015/02/05/a-deal-that-could-reverse-pfizers-history-of-value-destroying-acquisitions/ Questions for discussion: Summarize Pfizer’s M&A history. What’s different this time? Would you be an investor today?
Investors binge buy Netflix
Description: Netflix stock is one of the top performers of 2015 thanks to strong earnings and subscriber growth. And it just sold $1.5 billion in bonds to fund future expansion. Source: CNNMoney.com – video report Date: Feb 03, 2015 Link: http://money.cnn.com/video/investing/2015/02/03/netflix-stock-binge-buy.cnnmoney/ Questions for Discussions: Why are investors pouring into Netflix stock? Do you think the… Read more »
Oil rally is a “short squeeze” that won’t last: Trader
Description: Todd Horwitz, founder at AverageJoeOptions.com, joins The Close to explain why he believes the current rally in crude oil prices won’t last long. Though he suspects oil will eventually recover to $65 or $75 per barrel, he believes this rally won’t lift prices to those lofty levels. Source: BNN.ca – video report Date: Feb… Read more »
Smucker to Buy Big Heart Pet Brands for $5.8 Billion
Description: Ever since Jerome Monroe Smucker first started selling apple butter in 1897, the company that bears his name has been best known for jams, peanut butter and other treats. Now J.M. Smucker is moving into the world of dog biscuits and cat soufflés. Source: NYTimes.com Date: Feb 03, 2015 Link: http://dealbook.nytimes.com/2015/02/03/smucker-to-buy-big-heart-pet-brands-for-5-8-billion/?ref=business Questions for discussion:… Read more »
Forget Yahoo, just buy Alibaba
Description: Yahoo is surging on the news it is spinning off its Alibaba stake. But the Chinese e-commerce giant looks great on its own. It is expected to post strong sales and earnings growth. Source: CNNMoney.com – video report Date: Jan 28, 2015 Link: http://money.cnn.com/video/investing/2015/01/28/buzz-alibaba-better-off-bought-without-yahoo.cnnmoney/ Questions for Discussions: Why would the sale of Alibaba share… Read more »
