Toshiba’s Thin Ice

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

Description: How the mighty have fallen. Toshiba Corp., a company that was worth more than Apple Inc. as recently as 2004, could soon be effectively worthless. Source: Bloomberg.com Date: Feb 14, 2017 Link: https://www.bloomberg.com/gadfly/articles/2017-02-14/toshiba-s-thin-ice Questions for discussion: Summarize the financial story of Toshiba’s decline. Can the firm recover, in your opinion? How should investors deal… Read more »

Apple’s stock surges to all-time intraday high

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

Description: Shares of Apple Inc. AAPL, +1.16% rallied 1.2% in afternoon trade Tuesday to reach an all-time intraday record, extending the run of gains following strong quarterly results and amid growing optimism over new iPhone releases. Source: MarketWatch.com Date: Feb 14, 2017 Link: http://www.marketwatch.com/story/apples-stock-surges-to-all-time-intraday-high-2017-02-14 Questions for discussion: What explains Apple’s recent stock performance? Do you… Read more »

Five Charts That Say All Is Not Well in Markets

Posted by & filed under Growth & Valuation, Market Analysis, Personal Finance.

Description: A former TV star as U.S. president doesn’t seem to have injected markets with much of a ‘‘fear factor.’’ But digging beneath the surface of an eight-year bull run exposes subtle signs that hint at an uneasy optimism. Source: Bloomberg.com – video report Date: Feb 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-02-06/five-charts-that-say-all-is-not-well-in-markets Questions for Discussions: What do… Read more »

A Quiet Giant of Investing Weighs In on Trump

Posted by & filed under Economic Analysis, Growth & Valuation, Personal Finance.

Description: He is the most successful and influential investor you have probably never heard of. Source: NYTimes.com Date: Feb 06, 2017 Link: https://www.nytimes.com/2017/02/06/business/dealbook/sorkin-seth-klarman-trump-investors.html?hp&action=click&pgtype=Homepage&clickSource=story-heading&module=second-column-region&region=top-news&WT.nav=top-news&_r=0 Questions for Discussions: Summarize the opinions presented and the explanations provided. Do you agree with these sentiments?

GOLDMAN SACHS: Here’s how Trump will escalate a trade war with China

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: LONDON — The risk of an escalating trade war between China and the US is rising fast. Source: BusinessInsider.com Date: Feb 07, 2017 Link: http://www.businessinsider.com/goldman-sachs-how-donald-trump-will-escalate-a-trade-war-with-china-2017-2 Questions for discussion: Summarize the arguments presented in this opinion piece. Do you agree with this line of thinking? How should investors deal with this risk?

OpenText has been on a US$3 billion buying spree, and its CEO says it’s not done yet

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Personal Finance.

Description: Canada’s largest software company expects to get even bigger. Source: FinancialPost.ca Date: Feb 09, 2017 Link: http://business.financialpost.com/fp-tech-desk/opentext-has-been-on-a-us3-billion-buying-spree-and-its-ceo-says-its-not-done-yet?__lsa=e4f5-f69a Questions for discussion: What is OpenText’s strategy for growth? Have investors done well with this stock? What advice would you give investors today?

Ralph Lauren CEO Stepping Down

Posted by & filed under Company Analysis, Growth & Valuation, Personal Finance.

Description: Stefan Larsson had strong disagreements with Ralph Lauren and decided to step down Source: Fortune.com – video report Date: Feb 02, 2017 Link: http://for.tn/2jHEsWG Questions for Discussions: How should investors regard the change in leadership and the reasons given? Do you think a change in leadership can reinvigorate this iconic brand?

Who’s Going to Be a Billionaire? The Biggest Winners of Snap’s I.P.O.

Posted by & filed under Company Analysis, Growth & Valuation, Personal Finance.

Description: One of the more reliable paths to becoming a billionaire over the past 20 years has been to build a dominant technology company and then to take it public. Source: NYTimes.com Date: Feb 02, 2017 Link: https://www.nytimes.com/2017/02/02/business/dealbook/snapchat-ipo-billionaire.html?ref=business Questions for Discussions: What information stands out in the descriptions of who benefits from this IPO? According… Read more »