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?
Posts Categorized: Personal Finance
Description: Shares in China’s biggest internet companies are on a tear this year, but some investors think things have gone too far. Source: CNNMoney.com – video report Date: Oct 05, 2017 Link: http://money.cnn.com/2017/10/05/investing/china-tech-bubble/index.html Questions for discussion: What is the basis for concern with current stock valuations? Do you share this concern? Do you agree with… Read more »
Description: Wells Fargo is still struggling to shake off a bad reputation it earned through numerous recent scandals. Senator Elizabeth Warren told CEO Tim Sloan at a hearing on Capitol Hill Tuesday that he should be fired. Source: CNNMoney.com – video report Date: Oct 04, 2017 Link: http://money.cnn.com/2017/10/04/investing/banks-earnings-wells-fargo-jpmorgan-chase/index.html Questions for discussion: What are the concerns… Read more »
Description: Companies don’t have to avoid U.S. markets to steer clear of U.S. taxes. Source: Bloomberg.com Date: Oct 05, 2017 Link: https://www.bloomberg.com/news/articles/2017-10-05/a-lot-of-apple-s-overseas-cash-is-already-in-the-u-s Questions for discussion: Where is Apple’s “foreign” cash held? Do you think this cash would be diverted to more productive assests if the tax issues were resolved?
Description: Dow has registered 44 record closes—its most all-time high finishes in a single year since 2013 Source: MarketWatch.com Date: Oct 05, 2017 Link: http://www.marketwatch.com/story/the-stock-markets-velocity-has-the-dow-flirting-with-230000-2017-10-05 Questions for discussion: What are the reasons for optimism in the market? Do you believe the market will continue on its way to break new highs in the next year?
Description: Jeffrey Katzenberg is trying to raise $2 billion for his new television start-up that will provide short-form content of premium quality for mobile devices. Source: NYTimes.com Date: Oct 02, 2017 Link: https://www.nytimes.com/2017/10/02/business/dealbook/katzenberg-television-mobile.html?rref=collection%2Ftimestopic%2FVenture%20Capital&action=click&contentCollection=timestopics®ion=stream&module=stream_unit&version=latest&contentPlacement=1&pgtype=collection Questions for discussion: What are the risks to investors, compared to traditional media platforms that exist today? Do you think this thinking… Read more »
Description: In 2016, the NFL made around $13 billion in revenue. Source: Fortune.com – video report Date: Sep 27, 2017 Link: http://for.tn/2xG9nwQ Questions for discussion: What are the revenue streams for the NFL? How vulnerable are they to changes in the marketplace? How would you advise managment of individual teams and the NFL as a… Read more »
Description: BlackBerry lives! The company reported a profit (yes, a profit) that topped Wall Street’s forecasts. The news sent the stock soaring. Source: CNNMoney.com – video report Date: Sep 27, 2017 Link: http://money.cnn.com/2017/09/28/investing/blackberry-earnings/index.html Questions for discussion: Why did BlackBerry stock soar? Do you think the firm represents a good investment opportunity at this time? How… Read more »
Description: He will be replaced by the CEO of Nature’s Bounty. Source: Fortune.com – video report Date: Sep 27, 2017 Link: http://for.tn/2fUaJeh Questions for discussion: Why are there so many turnovers of CEOs in this industry? Do you think the solution to industry-level problems can be solved by changing CEOs? How should investors respond to… Read more »
Description: ‘We are long overdue for a correction’ Source: MarketWatch.com – video report Date: Sep 28, 2017 Link: http://www.marketwatch.com/story/yale-fellow-former-morgan-stanley-chief-economist-a-correction-looms-2017-09-28 Questions for discussion: What is the basis for this assessment? Do you agree with the analysis?