Description: How about this setup for a joke: What does Toys “R” Us Inc. have in common with business software companies? Source: Bloomberg.com Date: Sep 21, 2017 Link: https://www.bloomberg.com/gadfly/articles/2017-09-21/toys-r-us-is-a-cautionary-tale-for-technology-firms Questions for discussion: What does article say about the use of debt and the consequences? What should investors and financial managers take away from this report?
Posts Categorized: Growth & Valuation
Bitcoin Is Plunging After Jamie Dimon Called It a ‘Fraud’
Description: Bitcoin’s value has dropped 10% since J.P. Morgan CEO Jamie Dimon slammed the cryptocurrency Tuesday, briefly falling below the $3,800 mark on Wednesday. Source: Fortune.com – video report Date: Sep 13, 2017 Link: http://fortune.com/2017/09/13/bitcoin-jamie-dimon-fraud-price/ Questions for discussion: Why did Bitcoin drop in value after the pronouncement by Jamie Dimon? Do you agree with his assessment?
Stock market’s 5-month win streak should cheer the bulls
Description: Wall Street has tended to maintain momentum after similar streaks Source: MarketWatch.com Date: Sep 13, 2017 Link: http://www.marketwatch.com/story/stock-markets-5-month-win-streak-should-cheer-the-bulls-2017-09-13 Questions for discussion: What is the basis for confidence in future market gains? Do you agree with the analysis and advice?
‘False Peace’ for Markets? A Trader Is Betting Millions on It
Description: AUSTIN, Tex. — Last Wednesday was another good day to make money on Wall Street: Stocks pushed up, interest rates were at rock bottom and the VIX gauge of investor unease was again trending downward. Source: NYTimes.com Date: Sep 13, 2017 Link: https://www.nytimes.com/2017/09/13/business/dealbook/market-volatility.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does the article say about conditions and… Read more »
Roots Is Said to Seek C$700 Million Valuation in its IPO
Description: Company could raise about C$200 million in share sale. Move comes two years after Searchlight Capital investment Source: Bloomberg.com Date: Sep 13, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-13/canadian-casualwear-retailer-roots-files-for-toronto-ipo Questions for discussion: Do you think the evaluation is fair? Why do you think the IPO is being considered by management at this time, given the problems facing other… Read more »
How Rosalind Brewer, Starbucks’ First Woman COO, Got the Job
Description: Rosalind Brewer’s first step toward the COO job at Starbucks(SBUX, -1.55%) happened completely by chance. Source: Fortune.com – video report Date: Sep 07, 2017 Link: http://fortune.com/2017/09/07/rosalind-brewer-starbucks-coo/ Questions for discussion: Why is Rosalind Brewer a good choice for this job? What does the article say about corporate cultures for executive development?
Disney’s dark side: Stock tanks on earnings warning
Description: Disney wasn’t the happiest place on earth for investors Thursday — and other big media stocks weren’t exactly magic kingdoms either. Source: CNNMoney.com – video report Date: Sep 07, 2017 Link: http://money.cnn.com/2017/09/07/investing/disney-earnings-bob-iger-star-wars-marvel-streaming/index.html Questions for discussion: Summarize the key reasons the stock is under pressure. What do you think of the risk to buying at this… Read more »
Opinion: This rocky stock market requires an all-terrain portfolio
Description: The bulk of U.S. stock gains in this long-running bull market are due to one variable: the expansion of the price-to-earnings ratio. Source: MarketWatch.com Date: Sep 07, 2017 Link: http://www.marketwatch.com/story/this-rocky-stock-market-requires-an-all-terrain-portfolio-2017-09-07 Questions for discussion: Summarize the concerns presented in this article. Do you agree with the analysis and advice?
BMI Distributes More Than $1 Billion in Music Royalties
Description: In 2015, the music licensing agency BMI reached $1 billion in revenue for the first time, and Michael O’Neill, the company’s chief executive, predicted that it would take another three years before the agency could, after expenses, pay $1 billion in royalties to its songwriters and music publishers. BMI reached its goal one year early. Source:… Read more »
Bond Manager With $6.6 Billion Just Saw the Scariest Chart Ever
Description: Morten Steinsland, head of fixed income at Alfred Berg in Oslo, has been in the fixed income markets for three decades but the other day he saw the scariest chart he’s ever seen. Source: Bloomberg.com Date: Sep 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-07/bond-manager-with-6-6-billion-just-saw-the-scariest-chart-ever Questions for discussion: What does the chart say and why is it scary?… Read more »
