Description: The U.S. shale oil boom lured tons of prospectors in recent years. Source: CNNMoney.com – video report Date: Nov 6, 2015 Link: http://money.cnn.com/2015/11/06/investing/oil-companies-debt-gundlach/index.html?iid=Lead Questions for Discussions: Summarize the arguments presented in this report. Do you agree with the predictions?
Posts Categorized: Industry Analysis
Wal-Mart stock nosedives as the retailer tries to compete with Amazon
Description: Investors are worried about the company’s long-term investments paying off. Source: Fortune.com – video report Date: Oct 15, 2015 Link: http://for.tn/1Qxd5tf Questions for Discussions: Has the longtime perceived value of “bricks and mortar” become a liability for retailers like Wal-Mart? How should Wal-Mart’s balance sheet be “re-set” to reflect the financial challenges of building… Read more »
SABMiller may have rejected a merger offer worth 12 figures
Description: Anheuser-Busch InBev’s $100 billion takeover offer wasn’t good enough for SABMiller, insiders say. Source: Fortune.com – video report Date: Oct 06, 2015 Link: http://for.tn/1VBOdqR Questions for Discussions: Summarize the financial issues related to proposed merger that were presented in this report. Do you think a deal will eventually be made and if so, at… Read more »
Why Investors Should Be Bullish on Biotech
Description: Fundstrat Global Advisors research head Tom Lee discusses why investors should buy biotech with Bloomberg’s Joe Weisenthal and Alix Steel on “What’d You Miss?” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Oct 02, 2015 Link: http://bloom.bg/1iS5JWb Questions for Discussions: What are the arguments presented by Tom Lee in this report favoring Biotech stocks?… Read more »
Why America’s Oil Output Refuses to Collapse
Description: Somewhere amid the maze of wells that Murphy Oil Corp. has scattered across Texas’s sprawling Eagle Ford shale formation, Brett Pennington is carrying out a little experiment. Source: Bloomberg.com – video report Date: Oct 01, 2015 Link: http://www.bloomberg.com/news/articles/2015-09-30/america-s-oil-output-refuses-to-collapse-here-s-one-reason-why-#r=read Questions for Discussions: How have oil companies reacted to collapsing oil and sand prices? How does… Read more »
What’s next for oil prices?
Description: Blackstone CEO Stephen A. Schwarzman talks with Fortune’s Susie Gharib about his predictions for oil prices. Source: Fortune.com – video report Date: Sep 24, 2015 Link: http://for.tn/1VbQrgC Questions for Discussions: What advice does Stephen A. Schwarzman provide to the investors? Do you agree with his analysis and recommendations?
Opinion: Forget VW — GM and Ford stocks are ‘dirt cheap’
Description: With dividend yields above 4% and low P/E valuations, the two major U.S. car companies should be long-term winners Source: MarketWatch.com Date: Sep 25, 2015 Link: http://www.marketwatch.com/story/forget-vw-gm-and-ford-stocks-are-dirt-cheap-2015-09-25?dist=countdown Questions for discussion: Explain the reasoning behind the recommendations in this report. Do you agree?
Oil keeps plunging. Here’s why.
Description: Iran is now pumping more oil, adding to concerns about a global supply glut. But volatility in China is leading to fears about oil demand. Copper, corn and other commodities are tumbling too. Source: CNNMoney.com – video report Date: Aug 12, 2015 Link: http://money.cnn.com/video/investing/2015/08/12/oil-copper-wheat-corn-commodities-china-iran-buzz.cnnmoney/ Questions for Discussions: Why are commodity prices falling, according to… Read more »
200 million reasons Vox Media, Buzzfeed are having a great week
Description: NBCUniversal is looking to boost its digital reach with new investment in two big names in new media. Source: Fortune.com – video report Date: August 13, 2015 Link: http://for.tn/1L99HWI Questions for discussion: What are the reasons for this deal, according to the report? Do you believe the deal is good for the company? How… Read more »
Why America’s $2.9 Trillion Medical Industry Still Runs on Paper Payments
Description: Paying medical bills is as inefficient as it was 15 years ago, and the cost is high Source: Bloomberg.com Date: June 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-06-10/why-america-s-2-9-trillion-medical-industry-still-runs-on-paper-payments Questions for Discussions: Why is management of the medical industry slow to adopt electronic payment technologies? How can this problem be solved by way of incentives or penalties?
