Is Amazon getting into the pharmacy business? This is what you need to know

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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?

China’s tech stocks are partying like it’s 1999

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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 »

Banks not named Wells Fargo are doing great

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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 »

A Lot of Apple’s Overseas Cash Is Already in the U.S.

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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?

Dow industrials flirtation with 23,000 is a sign of the stock market’s velocity

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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?

Katzenberg’s Big Ask: $2 Billion for Short-Form Video Project

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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&region=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 »

Is BlackBerry making a comeback?

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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 »

Kellogg CEO John Bryant Out as the Big Food Mass CEO Exodus Continues

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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 »

Yale fellow, former Morgan Stanley chief economist: A correction looms

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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?