Description: Washington’s increased scrutiny of technology giants could spell trouble for their stocks, if history is any guide. Source: CNBC.com – video report Date: Apr 09, 2018 Link: https://www.cnbc.com/2018/04/09/bank-of-americas-hartnett-warns-tech-may-end-up-like-tobacco-banks.html Questions for discussion: What do the charts say about the effect of increased government regulations on stocks? What risk is there for tech stocks, in your… Read more »
Posts Categorized: Industry Analysis
Description: America’s beloved liquid spirit is caught in the cross hairs of Washington and Beijing’s trade battle. Source: CNBC.com – video report Date: Apr 07, 2018 Link: https://www.cnbc.com/2018/04/06/bourbon-americas-native-spirit-is-caught-in-the-cross-hairs-of-trumps-trade-war.html Questions for discussion: How have the threats over tarriffs and trade affected this industry? How should investors handle the stocks affected by the current climate? How might… Read more »
Description: Big corporations — giant retailers and health insurance companies — are teaming up to become your doctor. Source: NYTimes.com Date: Apr 07, 2018 Link: https://www.nytimes.com/2018/04/07/health/health-care-mergers-doctors.html Questions for discussion: What is happening to the business of medical practice? Why is this happening? Is this a good thing, in your opinion? Should governments intervene?
Description: Technology, this year’s best-performing sector, hasn’t been this big in more than 17 years. Source: CNBC.com Date: Feb 28, 2018 Link: https://www.cnbc.com/2018/02/28/technology-now-makes-up-a-quarter-of-the-stock-market.html Questions for discussion: What does the growth of technology stock value mean for investors? Why is there concern over its size and growth at this time?
Description: HONG KONG — United States officials have torpedoed a Chinese state-backed group’s plan to buy an American electronics company, signaling the Trump administration’s continuing skepticism toward Chinese investment deals, particularly those that involve transferring technological know-how. Source: NYTimes.com Date: Feb 23, 2018 Link: https://www.nytimes.com/2018/02/23/technology/china-microchips-cfius-xcerra.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology®ion=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does this report suggest about the… Read more »
Description: The “Squawk on the Street” crew talks about the jump in shares of Twitter after posting better-than-expected quarterly results. Twitter surges on earnings from CNBC. Source: CNBC.com – video report Date: Feb 07, 2018 Link: https://www.cnbc.com/video/2018/02/08/twitter-surges-on-earnings.html Questions for discussion: From a financial analysis and marketing point of view, why did Twitter surge so much?… Read more »
Description: Bitcoin is already having a bad year. Source: Fortune.com – video report Date: Jan 01, 2018 Link: http://fortune.com/2018/01/01/bitcoin-value-new-year-fall/ Questions for discussion: Explain what happened to Bitcoin valuation? Do you believe there is a future for this product as a currency?
Description: It’s tough luck for semiconductor bulls that during a stretch in which one of their favorite things, bitcoin, surged to $11,000, the industry took its worst stock market beating in 23 months. Source: Bloomberg.com Date: Dec 01, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-01/eleven-weeks-of-bliss-shattered-for-stock-market-s-hottest-trade Questions for discussion: Explain what happened to the stocks in this sector? What is… Read more »
Description: So much for Amazon and Walmart killing the grocery business. Source: CNNMoney.com – video report Date: Nov 30, 2017 Link: http://money.cnn.com/2017/11/30/investing/kroger-sales-supermarket-amazon-whole-foods-walmart/index.html Questions for discussion: Explain the financial results at Kroger. What criteria should analysts be looking at in order to evaluate food retailers?
Description: GUANGZHOU, China — In the United States, politicians were to vote on Thursday on a proposal that included repeal of a $7,500 tax credit for buyers of electric cars. In China, auto executives from around the world were gathering to talk about ambitious plans to sell more of those vehicleshere. Source: NYTimes.com Date: Nov 16,… Read more »