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

Description: The nine-year bull market might be on its last legs. Fifty-eight percent of global money managers surveyed by Bank of America Merrill Lynch think the stock market has already peaked or will later this year. Despite the market mayhem of recent months, the S&P 500 has quadrupled since its financial-crisis lowpoint in early 2009.

Source: CNNMoney.com – video report

Date: Apr 19, 2018

Link: http://money.cnn.com/2018/04/18/investing/stock-market-peak-dow-jones/index.html

Questions for discussion:

  • Summarize the key arguments presented in this report.
  • What is your view and advice to investors?

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

Description: Wall Street weighed in on Netflix’s blockbuster earnings and subscriber numbers. They were largely bullish, pushing the stock even higher in premarket trading Tuesday.

Source: CNBC.com – video report

Date: Apr 17, 2018

Link: https://www.cnbc.com/2018/04/17/heres-what-wall-street-analysts-think-of-netflixs-earnings.html

Questions for discussion:

  • What do the analysts say about Netflix that should be key to investor decision-making today?
  • Would you be a buyer?

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

Description: WASHINGTON — Time Warner’s chief executive, Jeffrey Bewkes, vigorously defended his company’s $85.4 billion merger with AT&T on Wednesday, saying the deal was necessary to confront “tectonic changes” in entertainment caused by internet competitors like Netflix and Amazon.

Source: NYTimes.com

Date: Apr 19, 2018

Link: https://www.nytimes.com/2018/04/18/business/time-warner-att-merger.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=6&pgtype=sectionfront

Questions for discussion:

  • What are the arguments in this situation?
  • Which side do you agree with? Why?

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

Description: Apple Inc. plans to integrate recently acquired magazine app Texture into Apple News and debut its own premium subscription offering, according to people familiar with the matter. The move is part of a broader push by the iPhone maker to generate more revenue from online content and services.

Source: Bloomberg.com

Date: Apr 17, 2018

Link: https://www.bloomberg.com/news/articles/2018-04-17/apple-is-said-to-plan-apple-music-like-news-subscription-service

Questions for discussion:

  • Do you think this service will generate new growth at Apple?
  • How can Apple improve chances for success?

Posted by & filed under Industry Analysis, Management Issues, Personal Finance.

Description: In an incident recently reported by Vox, a one-year-old named Margot managed to tie a hair around her toe, causing it to swell and bleed. Her parents Bradley and Becky Sroka became concerned when Band-aids didn’t suffice, so they sought help. Since it was a Saturday, their pediatrician’s office was closed and Bradley’s doctor’s office said it wasn’t equipped to treat the child, so they went to the hospital.

Source: CNBC.com

Date: Apr 17, 2018

Link: https://www.cnbc.com/2018/04/16/most-americans-cant-afford-a-937-bill-for-a-childs-toe-ointment.html

Questions for discussion:

  • According to the article, why are medical costs higher in the U.S. than in many other developed countries?
  • How can the industry mitigate unfair costs to patients without inviting government involvement?

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

Description: Can Mark Zuckerberg assure investors — and Congress — that Facebook is going to make some big changes? Wall Street has punished Facebook’s stock since the Cambridge Analytica data scandal. Facebook (FB) is down nearly 10% this year.

Source: CNNMoney.com – video report

Date: Apr 09, 2018

Link: http://money.cnn.com/2018/04/09/investing/facebook-stock-mark-zuckerberg-cambridge-analytica/index.html

Questions for discussion:

  • Do you agree with the sentiment in this report about the future problems facing Facebook and its investors?
  • Is this an opporunity to buy FB shares at discount prices?

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

Description: Washington’s increased scrutiny of technology giants could spell trouble for their stocks, if history is any guide.

Source: CNBC.com – video report

Date: Apr 09, 2018

Link: https://www.cnbc.com/2018/04/09/bank-of-americas-hartnett-warns-tech-may-end-up-like-tobacco-banks.html

Questions for discussion:

  • What do the charts say about the effect of increased government regulations on stocks?
  • What risk is there for tech stocks, in your opinion?

Posted by & filed under Market Analysis, Personal Finance.

Description: Are we in a bear market for bonds? Bond luminary Bill Gross thinks so. Earlier this year, he suggested that the more than 35-year-old bull market that started in 1981, when the 10-year Treasury bond topped out at 15.6 percent, ended in 2016, when rates bottomed at 1.45 percent.

Source: CNBC.com

Date: Apr 09, 2018

Link: https://www.cnbc.com/2018/04/09/where-the-bonds-are-the-outlook-for-fixed-income.html

Questions for discussion:

  • What are the arguments suggesting bonds are entering a bear market?
  • Do you agree with the analysis?
  • What should investors do?

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

Description: In his new book Unscaled, Hemant Taneja says the era of regulation-free growth is coming to an end, and entrepreneurs need to adapt.

Source: FastCompany.com

Date: Apr 07, 2018

Link: https://www.fastcompany.com/40554409/its-time-to-regulate-big-tech-says-vc-who-helped-create-it?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=4&partner=newsletter&campaign_date=04092018

Questions for discussion:

  • Summarize the issues presented in this report that investors should be concerned with.
  • What does this mean for growth projections of compamnies like Facebook and Google?
  • Do you agree that “scale has run its course”?

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

Description: Over the last 50 years, the New York Stock Exchange has outperformed all of its constituent companies. To beat this performance, companies will have to build internal markets for resource allocation.

Source: GaryHamel.com

Date: Apr 08, 2018

Link: http://www.garyhamel.com/video/why-investor-smarter-your-ceo

Questions for discussion:

  • What are the lessons for management and organizations to consider, as argued by Gary Hamel?
  • Do you think organization are likely to change allocations of resources and decision-making structures?
  • How can individual managers encourage change?