Description: If there’s anything that can be said of Apple, it’s that it knows how to make money—even if things don’t appear to be going well. Source: Fortune.com – video report Date: Feb 02, 2018 Link: http://fortune.com/2018/02/03/apple-iphone-x-record/ Questions for discussion: Summarize the results at Apple. Would you be a buyer today? What are the risks going… Read more »
Posts Categorized: Personal Finance
Dow rallies nearly 200 points higher as Boeing’s stock soars on earnings
Description: U.S. stock benchmarks traded firmly higher on Wednesday, putting the Dow on track to recover some of its roughly 540 points lost over the past two days. Source: MarketWatch.com Date: Jan 31, 2018 Link: https://www.marketwatch.com/story/dow-set-to-stabilize-after-shedding-540-points-in-2-days-2018-01-31 Questions for discussion: According to the report, what explains the market’s recent behavior? Do you agree with this analysis?… Read more »
How GE Went From American Icon to Astonishing Mess
Description: Famous for great management, General Electric is staring down a plunging share price, a federal investigation, and possible breakup. Source: Bloomberg.com Date: Feb 1, 2018 Link: https://www.bloomberg.com/news/features/2018-02-01/how-ge-went-from-american-icon-to-astonishing-mess Questions for discussion: What does the article say about the reasons for GE’s rise and fall? Is blame entirely the fault of poor management? Can GE rise… Read more »
Netflix Touts Stock Success to Woo Debt Buyers
Description: Federated Investors Equities CIO Stephen Auth and Eaton Vance Management Portfolio Manager Henry Peabody discuss Netflix’s earnings and plans to issue more debt on “Bloomberg Markets: The Open.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Jan 23, 2018 Link: https://www.bloomberg.com/news/videos/2018-01-23/netflix-touts-stock-success-to-woo-debt-buyers-video Questions for discussion: What are the explanations presented for Netflix valuation? Why are… Read more »
The easy money has already been made in this market, says Howard Marks
Description: It’s back down to earth, so to speak, with our call of the day, from Oaktree Capital’s Howard Marks. He says “the easy money has been made” in this market, so “considerable caution” is advised. Source: MarketWatch.com Date: Jan 24, 2018 Link: https://www.marketwatch.com/story/the-easy-money-has-already-been-made-in-this-market-says-howard-marks-2018-01-24 Questions for discussion: What does the report say about the market at… Read more »
Qualcomm Is Fined $1.2 Billion by E.U. Antitrust Officials
Description: European antitrust officials hammered Qualcomm with a $1.2 billion fine on Wednesday, saying the American chip maker, whose technology underpins much of the world’s mobile phone industry, had abused its dominant market position to squeeze out competitors. Source: NYTimes.com Date: Jan 23, 2018 Link: https://www.nytimes.com/2018/01/24/business/eu-qualcomm-fine-antitrust.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What is the basis for the… Read more »
Bond yields at a critical level means more than meets the eye
Description: Matt Maley of Miller Tabak says investors might want to consider shortening up the maturities in their bond portfolios. Bond yields at a critical level means more than meets the eye from CNBC. Source: CNBC.com – video report Date: Jan 18, 2018 Link: https://www.cnbc.com/video/2018/01/19/bond-yields-at-a-critical-level-means-more-than-meets-the-eye.html Questions for discussion: What does the report have to say… Read more »
Boeing is the market’s darling
Description: Boeing is one of the hottest stocks on Wall Street. Source: CNNMoney.com – video report Date: Jan 18, 2018 Link: http://money.cnn.com/2018/01/18/investing/boeing-stock/index.html Questions for discussion: Explain Boeing’s stock performance? Do you think current valuations are justified?
Here’s What Apple Could Buy With All Its Cash
Description: Apple has typically not made large acquisitions. Its largest-ever deal, buying headphone maker Beats for $3 billion in 2014, pales in comparison to Google (GOOGL, +0.67%) paying $12.5 billion for Motorola or Microsoft’s (MSFT, -0.11%) $26 billion LinkedIn purchase (though there were unconfirmed reports Apple wanted to buy Time Warner in 2016). Source: MarketWatch.com – video report Date: Jan 18, 2018 Link: http://fortune.com/2018/01/18/apple-cash-acquire-netflix-tesla/ Questions… Read more »
Apple didn’t say it was hiring 20,000 new workers, nor bringing back its overseas cash
Description: At Apple, ‘creating’ jobs isn’t the same as hiring, and paying repatriation taxes doesn’t mean the money is coming home Source: MarketWatch.com Date: Jan 18, 2018 Link: https://www.marketwatch.com/story/apple-didnt-say-it-was-hiring-20000-new-workers-nor-bringing-back-its-overseas-cash-2018-01-17 Questions for discussion: What is the point made in the report about Apple management and intensions? Do you think the argument is fair?
