Description: The yield on the benchmark 10-year Treasury note dove to its lowest level since January 2018 after the Federal Reserve said that it’s no longer likely that it will hike rates again this year. Source: CNBC.com – video report Date: Mar 20, 2019 Link: https://www.cnbc.com/2019/03/20/us-treasury-yields-tick-lower-ahead-of-fed-rate-decision.html Questions for discussion: What is the significance of this decision? How should… Read more »
Posts Categorized: Growth & Valuation
Description: More than 145 years after making the first pair of blue jeans, Levi Strauss & Co. is proving that investors are ready to buy into a company that wants to be known for more than just denim. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/levi-s-set-for-return-to-public-market-as-ipo-action-heats-up Questions for discussion: Why was the IPO so successful? Do you… Read more »
Description: LONDON — European authorities on Wednesday fined Google 1.5 billion euros for antitrust violations in the online advertising market, continuing its efforts to rein in the world’s biggest technology companies. Source: NYTimes.com Date: Mar 20, 2019 Link: https://www.nytimes.com/2019/03/20/business/google-fine-advertising.html Questions for discussion: What are the reasons given for the fines? From a profitability point of… Read more »
Description: In Shanghai’s southeastern district of Xujiahui, Colonel Sanders’s smiling visage looms over the restaurant entrance, as it does at thousands of KFC locations around the globe. But step inside, and it quickly becomes clear that this is no ordinary KFC. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/yum-china-is-building-the-kfc-of-the-future?srnd=businessweek-v2 Questions for discussion: What is motivating… Read more »
Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council. Source: Yahoo.Finance.com – video report Date: Mar 14, 2019 Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma Questions for discussion: Summarize the highlights presented in this interview. What… Read more »
Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics. Source: CNBC.com – video report Date: Mar 08, 2019 Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html Questions for discussion: Summarize the key points that explain the theory and the… Read more »
Description: Latest earnings calls reflect growing concerns about the economy Source: MarketWatch.com Date: Mar 15, 2019 Link: https://www.marketwatch.com/story/us-corporate-leaders-are-getting-worried-about-a-recession-2019-03-15?mod=mw_theo_homepage Questions for discussion: What is the basis for a slowdown at this time, according to the report? Do you agree with the assessment? What should investors do, given the information in the article?
Description: The lost art of dividend investing Source: CNBC.com – video report Date: Mar 01, 2019 Link: https://www.cnbc.com/video/2019/02/28/the-lost-art-of-dividend-investing.html Questions for discussion: What is the history of dividend payouts as a means to share business wealth creation with investors? How has it changed? Does dividend investing offer less risk to investors?
Description: Gap’s split up is a “sobering reminder” that companies cannot “repurchase” their way to greatness,” CNBC’s Jim Cramer said Friday. Source: CNBC.com – video report Date: Mar 01, 2019 Link: https://www.cnbc.com/2019/03/01/cramer-its-about-time-that-gap-decided-to-split-its-businesses.html Questions for discussion: What does Cramer mean by saying “In short, buybacks don’t mean squat without a compelling growth story.” Do you think the restructuring… Read more »
Description: Barring a catastrophic event before the weekend, the S&P 500’s current bull market will turn 10 years old on Saturday, March 9. Since 2009, the S&P 500 (^GSPC) has returned an annualized 17.68% total return and gained $17.5 trillion on a stock basis, according to data from Howard Silverblatt at S&P Dow Jones Indices…. Read more »