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

Description: Warren Buffett often jokes that he gets a quarter of his daily caloric intake from Coca-Cola. But an investment firm is suggesting that Kraft Heinz, which Buffett’s Berkshire Hathaway owns a nearly 27 percent stake in, may want to buy Coke rival Pepsi.

Source: CNNMoney.com – video report

Date: Nov 22, 2017

Link: http://money.cnn.com/2017/11/22/investing/kraft-heinz-pepsi-warren-buffett/index.html

Questions for discussion:

  • Why would Buffett want to include Pepsi in his collection of businesses?
  • Do you think a merger has any chance of happening?

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

Description: U.S. tractor maker Deere & Co (DE.N 4.12%) forecast strong earnings on Wednesday for the coming fiscal year as it reported fourth-quarter results that exceeded analyst expectations amid improving demand for farm machinery. Shares of the Moline, Illinois company known for its trademark green tractors rose five per cent in premarket trading and were on track to open at a record high.

Source: BNN.ca – video report

Date: Nov 22, 2017

Link: http://www.bnn.ca/deere-beats-estimates-on-improving-demand-forecasts-strong-earnings-in-2018-1.922765

Questions for discussion:

  • What was explanation for the bump up in the company’s share price?
  • Do you think the stock price will continue to increase over the next year or two?
  • How should investors treat the stock going forward?

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

Description: Bitcoin climbed as much as 10 percent on Zimbabwe’s Golix exchange on Wednesday after the country’s armed forces seized power. The price of the cryptocurrency in the Southern African nation jumped as high as $13,499, almost double the rate at which it trades in international markets, according to prices cited on Golix’s website. It traded at $13,010 by 3:34 p.m. in Harare, the Zimbabwean capital.

Source: Bloomberg.com

Date: Nov 15, 2017

Link: https://www.bloomberg.com/news/articles/2017-11-15/bitcoin-surges-in-zimbabwe-after-military-moves-to-seize-power

Questions for discussion:

  • What role did Bitcoin play in Zimbabwe during the crisis?
  • Why did Bitcoin value surge during this time in the country but not as much internationally?
  • What future do you see for Bitcoin and other cryptocurrencies?

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

Description: How much of a rise in yields would it take to upend the bull market in stocks? Maybe not as much as investors think. Strategists at Société Générale say if longer-term yields begin to recover, asset valuations could look particularly steep once the risk-free rate, usually the 10-year Treasury yield TMUBMUSD10Y, -1.58% rose.

Source: MarketWatch.com

Date: Nov 22, 2017

Link: https://www.marketwatch.com/story/stock-market-could-tumble-15-if-10-year-treasury-yield-crosses-this-line-2017-11-22

Questions for discussion:

  • What is the basis of the prediction and warning of a correction?
  • What do you think of this model and thinking?

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

Description: The Trump administration’s lawsuit to block AT&T’s takeover of Time Warner not only threatens an enormous corporate deal. It also has ignited a guessing game on Wall Street about whether the booming market for mergers and acquisitions is about to be derailed.

Source: NYTimes.com

Date: Nov 21, 2017

Link: https://www.nytimes.com/2017/11/21/business/dealbook/justice-department-deal-making.html?rref=collection%2Fsectioncollection%2Fbusiness-dealbook&action=click&contentCollection=dealbook&region=stream&module=stream_unit&version=latest&contentPlacement=3&pgtype=sectionfront

Questions for discussion:

  • Do you think the lawsuit to block AT&T’s takeover of Time Warner  is based on good economic thinking?
  • Do you think the level of merger activity will cool because of the current situation?

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

Description: Coca-Cola needs to show consumers (and investors) that the company is more than just a maker of sugary sodas. Could food and booze soon be part of the Coke brand family

Source: CNNMoney.com – video report

Date: Nov 15, 2017

Link: http://money.cnn.com/2017/11/15/investing/coca-cola-investor-day/index.html

Questions for discussion:

  • Why should the firm be looking at acquisitions rather than developing new products?
  • Specifically, which companies do you think would be a good fit for Coca-Cola in a merger? Why?

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

Description: Many retailers are in a world of pain because of Amazon. Walmart is not one of them. It beat Wall Street forecasts for sales and profit on Thursday and improved its forecast for holiday shopping. The stock rose nearly 9% to an all-time high.

Source: CNNMoney.com – video report

Date: Nov 16, 2017

Link: http://money.cnn.com/2017/11/16/investing/walmart-earnings-digital-jet/index.html

Questions for discussion:

  • What does the report say about how Walmart is succeeding against other retailers?
  • Given the results in this report, what other strategies would you suggest to Walmart management?

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

Description: GUANGZHOU, China — In the United States, politicians were to vote on Thursday on a proposal that included repeal of a $7,500 tax credit for buyers of electric cars. In China, auto executives from around the world were gathering to talk about ambitious plans to sell more of those vehicleshere.

Source: NYTimes.com

Date: Nov 16, 2017

Link: https://www.nytimes.com/2017/11/16/business/energy-environment/electric-cars-china.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront

Questions for discussion:

  • How important do you think government policies are to the financial success of electric car sales in the U.S. and internationally?
  • How should investors deal with the information presented in this article?

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

Description: Lower tax rate would provide ‘big boost,’ fuel heavy rotation

Source: MarketWatch.com

Date: Nov 16, 2017

Link: https://www.marketwatch.com/story/stock-market-not-even-close-to-pricing-in-tax-cuts-says-ubs-2017-11-15

Questions for discussion:

  • What does the article say about the impact tax cuts will have on markets?
  • What are the risks that investors need to be wary of, according to the report?

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Management Issues, Personal Finance.

Description: The cofounder and CEO of semiconductor and software maker Nvidia saw the future of computing more than a decade ago, and began developing products that could power the artificial intelligence era.

Source: Fortune.com

Date: Nov 10, 2017

Link: http://fortune.com/2017/11/16/nvidia-ceo-jensen-huang/

Questions for discussion:

  • Summarize the financial performance of Nvidia?
  • How has Nvidia performed in comparison to other semiconductor firms?
  • Why has this happened?