The Tech Bubble Didn’t Burst This Year. Just Wait

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

Description: The industry has splintered into a few sure bets and everything else. That isn’t helping guide us out of the iPhone era into whatever’s next. Source: Bloomberg.com Date: Oct 20, 2016 Link: http://www.bloomberg.com/news/articles/2016-10-20/the-tech-bubble-didn-t-burst-this-year-just-wait Questions for discussion: What are the concerns raised in this article? Do you agree with the analysis? What would you advise… Read more »

Lucky number 7! Apple’s stock is soaring

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis.

Description: Apple (AAPL, Tech30) stock surged more than 4% Wednesday afternoon while the broader market was mostly flat. Source: CNNMoney.com – video report Date: Sep 14, 2016 Link: http://money.cnn.com/2016/09/14/investing/apple-stock-iphone-7-samsung/index.html?iid=hp-stack-dom Questions for Discussions: Why has Apple stock soared recently, according to the report? Would you be a buyer now?

Opinion: No investor is paying attention to this important anniversary

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: Lehman Brothers’ bankruptcy, eight years ago, reminds us that we can rarely predict a calamity Source: MarketWatch.com Date: Sep 09, 2016 Link: http://www.marketwatch.com/story/no-investor-is-paying-attention-to-this-important-anniversary-2016-09-09?siteid=nwtwk Questions for Discussions: Summarize what the report says about this event and the legacy. Do you agree with the assessments presented?

Here’s the No. 1 lie the bulls tell about the U.S. market

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis.

Description: Bearish P/E ratio calculation carries the most weight Source: MarketWatch.com Date: Sep 09, 2016 Link: http://www.marketwatch.com/story/heres-the-no-1-lie-the-bulls-tell-about-the-us-market-2016-09-06?siteid=nwtwk Questions for discussion: What does the report say about the weaknesses in some financial analysis? How should investors look at data? Do you agree?

Oil jumps as Saudi Arabia and Russia agree to work together

Posted by & filed under Governments & Regulators, Industry Analysis.

Description: It looks like major oil producers might finally be ready to play nice. Source: CNNMoney.com – video report Date: Sep 05, 2016 Link: http://money.cnn.com/video/news/economy/2016/08/31/g20-the-great-split.cnnmoney/ Questions for Discussions: What does the report suggest about oil supply and pricing strategies? What doe this mean for investors?

Mylan’s EpiPen caught the full force of drug price outrage because it was the perfect target, not because it was the only one

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: After the hit taken by Mylan Inc. last week for its sixfold increase in the price of the lifesaving EpiPen, Umer Raffat, an analyst at Evercore ISI, has been receiving a certain request: Investors want to know which companies are making similar moves. Source: MarketWatch.com Date: Sep 02, 2016 Link: http://www.marketwatch.com/story/mylans-epipen-caught-the-full-force-of-drug-price-outrage-because-it-was-the-perfect-target-not-because-it-was-the-only-one-2016-08-31?siteid=nwtwk Questions for Discussions: What… Read more »

Dyson Commits $1.4 Billion for Battery Development

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis.

Description: A long bet on tech that could threaten Tesla. Source: Fortune.com Date: Aug 27, 2016 Link: http://for.tn/2bpB02i?xid=for_em_sh Questions for discussion: Do you think this investment is a good use of funds? What might be motivating Dyson to take to this field? Do you think this business is open to multiple players or only a… Read more »

Rally in Super Commodity Strained by Race to Fuel Tesla

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Description: Even the mining industry’s super commodity of the future may be unable to avoid the Achilles’ heel of all mineral producers — a recurring habit of busting a boom with too much supply. Source: Bloomberg.com Date: Aug 18, 2016 Link: http://www.bloomberg.com/news/articles/2016-08-18/rally-in-mining-s-super-commodity-strained-by-race-to-fuel-tesla Questions for Discussions: On what are lithium price predictions based? What do you… Read more »