BMI Distributes More Than $1 Billion in Music Royalties

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

Description: In 2015, the music licensing agency BMI reached $1 billion in revenue for the first time, and Michael O’Neill, the company’s chief executive, predicted that it would take another three years before the agency could, after expenses, pay $1 billion in royalties to its songwriters and music publishers. BMI reached its goal one year early. Source:… Read more »

Bond Manager With $6.6 Billion Just Saw the Scariest Chart Ever

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

Description: Morten Steinsland, head of fixed income at Alfred Berg in Oslo, has been in the fixed income markets for three decades but the other day he saw the scariest chart he’s ever seen. Source: Bloomberg.com Date: Sep 07, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-07/bond-manager-with-6-6-billion-just-saw-the-scariest-chart-ever Questions for discussion: What does the chart say and why is it scary?… Read more »

The Death of Stocks Has Been Exaggerated

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

Description: Stock markets are shrinking and increasingly they’re a sideshow. Private equity nabs all the really juicy returns, long before the general public gets a sniff. Besides, why bother raising equity when debt is so cheap? Source: Bloomberg.com Date: Sep 01, 2017 Link: https://www.bloomberg.com/news/articles/2017-09-01/the-death-of-stocks-is-exaggerated-just-look-at-melrose Questions for discussion: Summarize the key arguments presented in this report. What do… Read more »

Why every investor should print out these charts and hang them on their wall

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

Description: Think your investments can’t go to zero? Then this is the chart for you… Source: MarketWatch.com Date: Sep 02, 2017 Link: http://www.marketwatch.com/story/these-charts-could-blow-up-every-bit-of-advice-youve-ever-gotten-about-investing-2017-08-30 Questions for discussion: What do you think about the advice presented in this report? Which item do you consider most worthwhile to investors?

Two Big Tests For Bitcoin

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

Description: Bitcoin, the digital currency that has turned into the new “gold” among investors and traders around the world, is in for two big tests. Source: Fortune.com Date: Sep 02, 2017 Link: https://www.forbes.com/sites/panosmourdoukoutas/2017/09/02/two-big-tests-for-bitcoin/#704769884473 Questions for discussion: What are the tests meant to show? Do you think Bitcoin will pass them?

ETF Investing Lessons from Warren Buffett

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

Description: Billionaire investor Warren Buffett tuned 87 on Wednesday. And on the occasion, he shared a many investment tips in interviews. Source: Finance.Yahoo.com Date: Aug 31, 2017 Link: https://finance.yahoo.com/news/etf-investing-lessons-warren-buffett-183306500.html Questions for discussion: What does the report suggest about Warren Buffett’s thinking these days? Do you agree with his suggestions?

Sears Will Close Another 28 Kmart Stores

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

Description: As the retailer’s same-store sales fell 11.5% in Q2 2017 Source: Fortune.com – video report Date: Aug 24, 2017 Link: http://for.tn/2wJ2oTT Questions for discussion: Summarize the key financial reasons pushing management to close more stores. Do you think this strategy is the way to go, from a financial management point of view?

Opinion: The bad news on Amazon’s stock price is only beginning

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

Description: Analyst downward revisions tend to beget even more such revisions Source: MarketWatch.com Date: Aug 26, 2017 Link: http://www.marketwatch.com/story/the-bad-news-on-amazons-stock-price-is-only-beginning-2017-08-25 Questions for discussion: What is the basis for negativity on Amazon stock price? How do you think the market will respond?