A chart of technology stocks suggests they may collapse in a regulatory-driven sell-off similar to tobacco and banks

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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 »

Bourbon, America’s native spirit, is caught in the cross hairs of Trump’s trade war

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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 »

The Disappearing Doctor: How Mega-Mergers Are Changing the Business of Medical Care

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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?

Technology now makes up a quarter of the stock market, its biggest weighting since dot-com bubble

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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?

U.S. Blocks a Chinese Deal Amid Rising Tensions Over Technology

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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&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does this report suggest about the… Read more »

Twitter surges on earnings

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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 »

Eleven Weeks of Bliss Shattered for the Stock Market’s Hottest Trade

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

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 »

Take that, Amazon and Walmart: Kroger sales surge

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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?

As U.S. Debates Ending Electric Car Tax Credit, China Aims to Expand Sales

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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 »