Description: Barron’s senior editor Jack Hough and WSJ’s Geoffrey Rogow preview the upcoming issue of Barron’s. Topics include a look ahead as Amazon stock’s 20th anniversary approaches. Also, a look at ETFs that deliver income. Plus, can work name tags predict economic performance? Source: WSJ.com – video report Date: May 05, 2017 Link: http://www.barrons.com/video/barrons-buzz-amazon-stock-at-20-now-what/33A50DB3-A5DC-4DB0-B061-E2DF8B661069.html Questions… Read more »
Posts Categorized: Growth & Valuation
Puerto Rico: A Debt Problem That Kept Boiling Over
Description: It all goes back to 1917. Congress passed a law that year making Puerto Ricans United States citizens. That same law, still on the books today, empowered the island to raise money by issuing tax-exempt bonds. Source: NYTimes.com Date: May 05, 2017 Link: https://www.nytimes.com/2017/05/05/business/dealbook/puerto-rico-debt.html?ref=dealbook Questions for discussion: Summarize the reasons for the current financial… Read more »
Millennials ought to be 100% invested in stocks, says top-ranking newsletter editor
Description: Younger people have decades to build wealth, and they shouldn’t squander precious time Source: MarketWatch.com Date: May 05, 2017 Link: http://www.marketwatch.com/story/millennials-ought-to-be-100-invested-in-stocks-says-top-ranking-newsletter-editor-2017-05-03?siteid=nwtwk Questions for discussion: Summarize the advice presented in this article. What are the risks to young investors who take this advice?
Buffett’s $86 Billion Cash Pile Has Some Dreaming of a Huge Deal
Description: Warren Buffett’s career is filled with splashy takeovers that cost billions — as in $10 billion or $20 billion or $30 billion. But $100 billion? Even for Buffett, that’d be an awful lot of money. Yet, that is now the buzz among some investors, analysts and Buffett fans. Source: Bloomberg.com Date: May 01, 2017… Read more »
America’s Top Public Companies In 2017: A Buffett Buy List
Description: President Trump and Senator Bernie Sanders finally found a consensus yesterday, although an unlikely one for a businessman and a Socialist: breaking up those big banks. Source: Forbes.com Date: May 02, 2017 Link: https://www.forbes.com/sites/corinnejurney/2017/05/02/americas-top-public-companies-in-2017/#20a7f1834ad2 Questions for discussion: Summarize the highlights in this report. What do you think of the assessments?
Bloomberg
Description: The media mogul says most of his fortune will go to his foundation – viewing personal philanthropy not as a threat to democracy, but a way to get things done. Steve Kroft reports. Source: CBS.com – video report Date: April 21, 2017 Link: http://www.cbsnews.com/videos/bloomberg/ Questions for discussion: What information presented in this report helps… Read more »
‘Trump Bump’ Lifts Stocks, Giving President a Win for His First 100 Days
Description: In his first 100 days as president, Donald J. Trump may have found much of his agenda stymied, like a health care overhaul and a hotly contested immigration order. Source: NYTimes.com Date: April 28, 2017 Link: https://www.nytimes.com/2017/04/28/business/dealbook/trump-stocks-100-days-markets.html?ref=business&_r=0 Questions for discussion: What is the significance of stock market behavior during the first 100 days? What… Read more »
Opinion: The real reason for the trade deficit? Our spending habits
Description: Martin Feldstein’s inconvenient truths about the U.S. trade deficit Source: MoneyWatch.com Date: April 28, 2017 Link: http://www.marketwatch.com/story/the-real-reason-for-the-trade-deficit-us-2017-04-26?siteid=nwtwk Questions for discussion: Summarize the reasons for the current trade deficit? Is it a bad thing? What has to happen for it to be reduced? What do you think will happen over the next year or so?… Read more »
ESPN Can’t Afford to Go On Like This
Description: ESPN, which laid off 100 people this week, has a multitude of problems, but the basic one is this: It pays too much for content and costs too much for consumers. Source: Bloomberg.com Date: April 28, 2017 Link: https://www.bloomberg.com/view/articles/2017-04-28/espn-can-t-afford-to-go-on-like-this Questions for discussion: Why is ESPN in trouble? What should management do to fix the… Read more »
A house of woes: How Home Capital went from market darling to the brink
Description: As Home Capital Group Inc. was having its worst week ever, at least one person in the investment world was smiling. Marc Cohodes, a short seller who has been described as a “scourge of Wall Street” has for more than three years bet on the implosion of the Toronto-based alternative mortgage lender. Source: FinancialPost.com… Read more »
