This investor thinks big banks are doomed

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

Description: Bond king Bill Gross is not known for his sunny outlook for the markets. But he took his pessimism to a new level in his latest monthly outlook. Source: CNNMoney.com – video report Date: Mar 03, 2016 Link: http://money.cnn.com/2016/03/03/investing/bill-gross-janus-banks-stocks/index.html?iid=hp-stack-dom Questions for discussion: Summarize the bank problems as argued in the report. What do you… Read more »

The Not-So-Sweet Fight Over Maple Syrup

Posted by & filed under Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Canadian maple-syrup output is capped by the Federation of Quebec Maple Syrup Producers, a kind of government-sanctioned cartel that accounts for 71 percent of world supply. But Quebec growers are now demanding the shackles be loosened as they watch competitors in Canada and the northern U.S. boost supplies to meet rising demand. Bloomberg’s Pamela… Read more »

Why Silicon Valley is Worried About Backing Apple

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

Description: Apple’s business plan is built on encrypted security. Source: Bloomberg.com – video report Date: Feb 17, 2016 Link: http://bloom.bg/1RawBx2 Questions for Discussions: Why is Apple reluctant to help open the phone? How might the conflict between Apple and the government on this issue affect the stock price? What do you think will happen? How… Read more »

Twitter’s Challenge: Updating a Product Users Love to Hate

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

Description: An uproar this weekend over a possible change to how tweets are displayed gave Chief Executive Officer Jack Dorsey a stark reminder of how hard it’s going to be to fix Twitter Inc. Source: Bloomberg.com – video report Date: Feb 07, 2016 Link: http://www.bloomberg.com/news/articles/2016-02-07/twitter-s-challenge-updating-a-product-users-love-to-hate Questions for Discussions: Summarize the arguments presented for a potential merger… Read more »

Forget oil stocks. Banks are killing your portfolio

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

Description: Shares in some of the world’s biggest banks are plunging. Financial stocks in the S&P 500 are down more than 11% so far this year. That’s worse than oil, energy stocks, and even the emerging markets index. European banks have fallen even further. Source: CNNMoney.com – video report Date: Feb 04, 2016 Link: http://money.cnn.com/2016/02/05/investing/bank-stocks-worse-than-oil/index.html?iid=hp-toplead-dom… Read more »

Bulls and Bears Battle Over the Price of Oil

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Description: Former Mercantile Exchange Trader Dan Dicker and Barclays Head of Commodities Research Michael Cohen debate over the price and production of oil. They speak on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Jan 05, 2016 Link: http://www.bloomberg.com/news/videos/2016-01-12/bulls-and-bears-battle-over-the-price-of-oil Questions for Discussions: Summarize the arguments explaining oil prices, as presented in this report…. Read more »

G.M., Expecting Rapid Change, Invests $500 Million in Lyft

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

Description: The founders of Lyft, the ride-hailing service, have long imagined that the future of transportation would involve fewer cars on the road. Now General Motors is helping the start-up reach that goal. Source: NYTimes.com Date: Jan 04, 2016 Link: http://www.nytimes.com/2016/01/05/technology/gm-invests-in-lyft.html?ref=business Questions for Discussions: Summarize the strategic thinking of GM management. How might investors react… Read more »