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 »
Posts Categorized: Industry Analysis
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 »
Description: This Bud’s not for you? Anheuser-Busch InBev, the owner of Budweiser, Bud Light and Stella Artois, said that beer sales in the U.S. fell 5.6% in the third quarter. Source: CNNMoney.com – video report Date: Oct 26, 2017 Link: http://money.cnn.com/2017/10/26/investing/anheuser-busch-inbev-budweiser-beer-sales/index.html Questions for discussion: What might explain poor sales? What does the report suggest about… Read more »
Description: Spending on paid media worldwide will increase 7.0% in 2017 to $584.14 billion Source: eMarker.com Date: Oct 16, 2017 Link: https://www.emarketer.com/Article/eMarketer-Releases-New-Worldwide-Ad-Spending-Estimates/1016621?ecid=NL1009 Questions for discussion: What do these figures tell investors? Which stocks do you think will partake in this predicted spending growth?
Description: Mike Moore made cigarette companies pay for the high cost of treating smokers. Here he comes again. Source: Bloomberg.com Date: Oct 05, 2017 Link: https://www.bloomberg.com/news/features/2017-10-05/the-lawyer-who-beat-big-tobacco-takes-on-the-opioid-industry Questions for discussion: What are the legal and managerial implications for the pharmacuetiucal industry that are raised in this article? How should investors regard this information, as a risk… Read more »
Description: Shares in China’s biggest internet companies are on a tear this year, but some investors think things have gone too far. Source: CNNMoney.com – video report Date: Oct 05, 2017 Link: http://money.cnn.com/2017/10/05/investing/china-tech-bubble/index.html Questions for discussion: What is the basis for concern with current stock valuations? Do you share this concern? Do you agree with… Read more »