Zillow Wants to Flip Your House

Posted by & filed under Growth & Valuation, Industry Analysis, Personal Finance.

Description: A new breed of high-tech real estate flippers is using algorithms (and a healthy dose of Silicon Valley venture capital) to buy at massive scale. Source: Bloomberg.com Date: Feb 14, 2019 Link: https://www.bloomberg.com/news/features/2019-02-14/zillow-wants-to-flip-your-house?srnd=businessweek-v2 Questions for discussion: What does the article say about the new business model? Do you think it can disrupt the industry?

The Financial Crisis Put a Chill on Big Bank Deals. That Ended Thursday.

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Two banks announced the industry’s biggest merger in a decade on Thursday, signaling bank executives’ growing confidence that the regulatory constraints imposed after the 2008 financial crisis have begun to loosen. Source: NYTimes.com Date: Feb 08, 2019 Link: https://www.nytimes.com/2019/02/07/business/dealbook/bbt-suntrust-bank-mergers.html Questions for discussion: What does the article say about the regulatory environment and this merger?… Read more »

Facebook shares are skyrocketing after a massive earnings beat, despite a year full of controversy

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Description: Facebook skyrocketed 10.8 percent Thursday after beating analyst expectations on revenue and earnings for its fourth quarter of 2018. Its market value jumped about $47 billion. Source: CNBC.com – video report Date: Jan 31, 2019 Link: https://www.cnbc.com/2019/01/31/facebook-stock-rises-on-strong-q4-2018-earnings.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: Summarize the financial results reported in the article and why they were a surprise? What happened, in… Read more »

For Emerging Markets, China’s Shift to Consumer Goods Is a Blow

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom. Source: Bloomberg.com Date: Feb 01, 2019 Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2 Questions for discussion: Summarize the analysis presented. Do you agree with the assessment? What would you advise investors?

Sackler Scion’s Email Reveals Push for High-Dose OxyContin, New Lawsuit Disclosures Claim

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Description: A member of the Sackler family that owns OxyContin’s maker directed the company to put a premium on selling high dosages of its potentially addicting painkillers, according to new disclosures in a lawsuit. Source: NYTimes.com Date: Jan 31, 2019 Link: https://www.nytimes.com/2019/01/31/health/opioids-purdue-pharma-sackler.html Questions for discussion: What does the article say to investors about risk? Is… Read more »

Why Airbus and Boeing are the only two companies to dominate 99% of the large plane market

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Description: Why Airbus and Boeing are the only two companies to dominate 99% of the large plane market Source: CNBC.com – video report Date: Jan 25, 2019 Link: https://www.cnbc.com/video/2019/01/26/why-airbus-and-boeing-dominate-99-percent-of-the-large-plane-market.html Questions for discussion: What does the report say about the industry, and these two companies in particular, that investors should take away? Is Boeing a good… Read more »

Big Pharma’s Drug Studies Are Getting a NASA-Style Makeover

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Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster. Source: Bloomberg.com Date: Jan 25, 2019 Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2 Questions for discussion: Summarize the approach being developed to reduce and control expenses? Why do you suppose it is only now being considered by these drug companies? Should investors… Read more »

Microsoft’s Tech Chief Talks Artificial Intelligence, Mixed Reality, and Sod Farming

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Description: As Microsoft’s chief technology officer, Kevin Scott has the challenging job of keeping his company atop all of the tech trends. Source: Fortune.com – video report Date: Jan 25, 2019 Link: http://fortune.com/2019/01/25/microsoft-cto-artificial-intelligence-mixed-reality/ Questions for discussion: What does the article suggest to investors about the future of Microsoft product development? Do you see the firm… Read more »

Dow gains more than 100 points as Goldman posts best day in 10 years

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Description: Stocks rose on Wednesday as investors cheered strong quarterly earnings from major banks like Goldman Sachs and Bank of America. Source: CNBC.com – video report Date: Jan 16, 2019 Link: https://www.cnbc.com/2019/01/16/stock-market-futures-higher-after-brexit-vote-bank-earnigns-in-focus.html Questions for discussion: Why are bank stock performances so important to overall market expectations? Why do you think there might be concern going… Read more »

Health care industry spends $30 billion a year on marketing

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Critics say patients are often misled by ads that advocate high-priced drugs, unapproved stem cell treatments or genetic tests. Source: NBC.com Date: Jan 08, 2019 Link: https://www.nbcnews.com/health/health-news/health-care-industry-spends-30-billion-year-marketing-n956251 Questions for discussion: Summarize the criticisms directed at the health care industry in this report? Do you agree with the assessments? How should the industry, governments, investors,… Read more »