Description: Streaming giant will survive the sexual harassment scandal as long as it remains an isolated incident, analyst says Source: MarketWatch.com Date: Dec 02, 2017 Link: https://www.marketwatch.com/story/netflix-can-shake-off-kevin-spacey-scandal-and-stranger-things-will-help-2017-12-01 Questions for discussion: What does the report say about how the recent scandal has impacted Netflix profitability? Do you think the risk to investors has substantially changed? How… Read more »
Posts Categorized: Management Issues
Description: The cofounder and CEO of semiconductor and software maker Nvidia saw the future of computing more than a decade ago, and began developing products that could power the artificial intelligence era. Source: Fortune.com Date: Nov 10, 2017 Link: http://fortune.com/2017/11/16/nvidia-ceo-jensen-huang/ Questions for discussion: Summarize the financial performance of Nvidia? How has Nvidia performed in comparison to other… Read more »
Description: J.C. Penney (JCP, +13.82%) gave investors a rare good surprise on Friday when it reported better than expected third-quarter sales, sending shares up 14% in pre-market trading. Source: Fortune.com – video report Date: Nov 10, 2017 Link: http://fortune.com/2017/11/10/jcpenney-results-2/ Questions for discussion: Summarize the financial changes at J.C. Penney? What explains these results? Do you think the firm… Read more »
Description: TransCanada Corp. gave its strongest signal yet that it has enough demand from producers to fill the long-delayed Keystone XL pipeline with oil. Now the ball is in Nebraska’s court. Source: Bloomberg.com Date: Nov 10, 2017 Link: https://www.bloomberg.com/news/articles/2017-11-09/transcanada-profit-meets-estimates-as-keystone-xl-decision-looms Questions for discussion: What should investors consider in order to fairly evaluate the firm’s stock and future… Read more »
Description: The fate of the Netflix hit show “House of Cards” is up in the air following the sexual abuse accusations lodged against Kevin Spacey, who stars as the manipulative Frank Underwood. Source: CNNMoney.com – video report Date: Nov 01, 2017 Link: http://money.cnn.com/2017/11/01/investing/netflix-stock-house-of-cards-kevin-spacey/index.html Questions for discussion: What is the financial condition at Netflix at the… Read more »
Description: Horizons Active AI Global Equity ETF debuts in Toronto Source: Bloomberg.com – video report Date: Nov 01, 2017 Link: https://www.bloomberg.com/news/articles/2017-11-01/world-s-first-ai-run-global-etf-makes-its-own-managers-nervous Questions for discussion: How does this decision-making technology work? Who do you think will buy this ETF? Do you think this is a real concern for managers and employment in the investment field?
Description: Comcast is earning its peacock feathers. The $170 billion media firm was early and careful in expanding beyond cable. Source: NYTimes.com Date: Oct 26, 2017 Link: https://www.nytimes.com/2017/10/26/business/dealbook/comcasts-careful-steps-to-grow-past-cable-yield-results.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=sectionfront Questions for discussion: Explain Comcast’s success? What other acquisitions do you think management should consider?
Description: Toronto-Dominion Bank’s new U.S. head isn’t being critical when he describes the lender as “sub-scale” in small business and corporate lending, and “underweight” in wealth management. He just thinks there’s market share to be had. Source: Bloomberg.com – video report Date: Oct 23, 2017 Link: https://www.bloomberg.com/news/articles/2017-10-23/td-has-quickly-become-a-top-10-u-s-bank-and-it-s-not-done-yet Questions for discussion: How has TD Bank grown… Read more »
Description: Shares of women’s apparel retailer J.Jill (JILL)plunged 50% Thursday after the company warned that sales would flag. The company said stores open at least a year may fall between 3% and 5% in the third quarter, and earnings would miss forecasts. Source: CNNMoney.com – video report Date: Oct 13, 2017 Link: http://money.cnn.com/2017/10/12/investing/jjill-retail-sales-plunge/index.html Questions for discussion: What… Read more »
Description: Drugstore chains and pharmacy-benefit managers are likely at risk, Wall Street analysts say Source: MarketWatch.com Date: Oct 14, 2017 Link: http://www.marketwatch.com/story/is-amazon-getting-into-the-pharmacy-business-this-is-what-you-need-to-know-2017-10-09?siteid=nwtwk Questions for discussion: Do you think this move would be good for the firm? What are the pros and cons from an investor’s point of view?