Description: Famous investors do it, but the average investor has too much to lose. The financial media love when big-time professional investors, such as Bill Ackman or David Einhorn, say they have shorted a stock, because it means there could be open warfare between the investors and the companies. Source: MarketWatch.com Date: Nov 20, 2015… Read more »
Posts Categorized: Market Analysis
Bill Ackman’s Defense Of Valeant Pharmaceuticals Takes Long View On Drugmaker’s Woes
Description: Pershing Square’s Bill Ackman wasn’t able to convince Wall Street once and for all whether embattled drugmaker Valeant Pharmaceuticals can recover from its woes or will continue heading south. Source: Forbes.com Date: Oct 30, 2015 Link: http://www.forbes.com/sites/antoinegara/2015/10/30/bill-ackmans-defense-of-valeant-pharmaceuticals-takes-long-view-on-drugmakers-woes/ Questions for discussion: What does the article say about Bill Ackman’s strategic thinking? Do you agree?
Opinion: The best six months for stocks is about to begin
Description: Halloween likely to bring investors treats this year Source: MarketWatch.com Date: Oct 23, 2015 Link: http://www.marketwatch.com/story/the-best-six-months-for-stocks-is-about-to-begin-2015-10-23 Questions for Discussions: What is the basis for this prediction? Do you agree with the analysis and assessment presented?
Where $98 billion in VC funding is going
Description: Amid talk of a bubble, the private market continues to thrive. Source: CNNMoney.com Date: Oct 14, 2015 Link: http://money.cnn.com/2015/10/14/technology/cb-insights-venture-capital/index.html Questions for discussion: What does the article say about VC funding? What does this mean for stock market investors?
Opinion: How fast we forget what drives stock prices
Description: Volatility doesn’t make you money; paying a fair price for future earnings does Source: MarketWatch.com Date: Oct 16, 2015 Link: http://www.marketwatch.com/story/how-fast-we-forget-what-drives-stock-prices-2015-10-16?link=MW_popular Questions for discussion: What does the article say about investors’ thinking? Do you agree with this assessment?
Here’s what you need to know about the TPP
Description: The Trans-Pacific Partnership is a trade agreement that’s been in the works for years. Critics say it will ship more jobs overseas, while its supporters say the deal will be good for American workers. Source: CNNMoney.com – video report Date: Oct 05, 2015 Link: http://money.cnn.com/video/news/2015/10/05/trans-pacific-partnership-tpp-trade-deal.cnnmoney/ Questions for Discussions: What are the reasons for supporting… Read more »
Why October Is the Worst Month for Investors
Description: Here’s some advice for investors hoping for some calm after the recent stock market volatility: “Expect the unexpected, and get yourself used to bigger swings,” says Julian Emanuel, executive director of U.S. equity and derivatives strategy at UBS. “Even though the market has a positive bias and we’re looking for a fourth-quarter rally, it’s… Read more »
Can the Dow avoid its worst year since the financial crisis?
Description: Goldman Sachs predicts markets will end 2015 down 3%. Source: Fortune.com – video report Date: Oct 02, 2015 Link: http://for.tn/1VsXbGM Questions for Discussions: What do these commentators have to say about the stock market at this time? Do you agree with their assessments and advice?
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 »
Fears of a Chinese ‘hard landing’ trigger mass exodus from emerging markets
Description: Investors are pulling their money out of emerging markets in the biggest net outflow of capital since 1988 Source: TheTelegraph.co.uk Date: Sep 25, 2015 Link: http://www.telegraph.co.uk/finance/economics/11904423/Fears-of-a-Chinese-hard-landing-trigger-mass-exodus-from-emerging-markets.html Questions for discussion: Explain the impact of a flight of capital on emerging market economies and on others in the world. How should investors respond to current conditions?
