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

Description: There are a thousand fights to be had over tax reform. One of the big ones is how much should tax reform directly help businesses vs. the middle class?

Source: CNNMoney.com – video report

Date: May 19, 2017

Link: http://money.cnn.com/2017/05/19/news/economy/tax-reform-businesses-middle-class/index.html?iid=hp-stack-dom

Questions for discussion:

  • Why is tax reform so challenging, according to the report?
  • In broad terms, explain what would you do with the tax code and why?

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

Description: BNN commentator Andrew McCreath speaks with Johannes Benigni of JBC Energy, who explains why he thinks there’s still too much oil on the market.

Source: BNN.ca – video report

Date: May 10, 2017

Link: http://www.bnn.ca/video/too-much-oil-supply-in-the-markets-part-one~1129206

Questions for discussion:

Summarize the highlights presented in this report.

Do you agree with the assessments?

What would you advise investors?

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

Description: Amazon needs to enact a large stock split and start paying a dividend to get the Dow keepers’ attention

Source: MarketWatch.com

Date: May 15, 2017

Link: http://www.marketwatch.com/story/this-could-stop-amazons-stock-rally-in-its-tracks-2017-04-21?siteid=nwtwk

Questions for discussion:

  • What is the concern about Amazon’s stock price as described in this article?
  • What do you think about this argument?

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

Description: The ur-Brooklyn online craft marketplace is under pressure to start acting more like a conventional, shareholder-focused company.

Source: Bloomberg.com

Date: May 15, 2017

Link: https://www.bloomberg.com/news/features/2017-05-18/the-barbarians-are-at-etsy-s-hand-hewn-responsibly-sourced-gates

Questions for discussion:

  • What does this article say about the company and its management?
  • What do you think of the future financial possibilities are for this company?

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

Description: Forbes’ third annual tally of America’s 60 most successful self-made women has a new number one, two new billionaires, a transgender woman who climbed back into the ranks after a one year absence and five newcomers. It’s a diverse group of entrepreneurs, executives and entertainers who made their fortunes in everything from makeup and music to fashion, food and finance and range in age from 27 to 90.

Source: Forbes.com

Date: May 17, 2017

Link: https://www.forbes.com/sites/luisakroll/2017/05/17/from-meg-whitman-to-taylor-swift-meet-the-60-richest-most-successful-self-made-women-in-america/#692c4d0c1139

Questions for discussion:

  • What does the article say about how wealth was generated by these people
  • Are you surprised by any of these routes taken to riches?

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

Description: It didn’t hit analysts’ expectations.

Source: Fortune.com – video report

Date: May 10, 2017

Link: http://for.tn/2r19CMH

Questions for discussion:

  • What are the key financial numbers investors are using to evaluate the stock value?
  • Do you think this company’s financial performance will improve as did Facebook?

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

Description: Sales at its brick-and-mortar stores disappointed.

Source: Fortune.com – video report

Date: May 05, 2017

Link: http://for.tn/2r7SkOm

Questions for discussion:

  • What does the report say about profits and retailing trends in general?
  • How should investors evaluate the stock?

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

Description: Troubled drug company refinanced debt, extended maturities and adjusted terms last quarter

Source: MarketWatch.com

Date: May 12, 2017

Link: http://www.marketwatch.com/story/valeant-shares-rocket-23-as-investors-cheer-moves-to-reduce-debt-2017-05-09?siteid=nwtwk

Questions for discussion:

  • Why did the stock price jump?
  • Do you think the current value is fair, with respect to the level of debt and revenue projections?

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

Description: SAN FRANCISCO — Apple is seeding the next generation of American-made glass for its iPhones and iPads, and its investments may have the side benefit of helping the company win favor in Washington.

Source: NYTimes.com

Date: May 12, 2017

Link: https://www.nytimes.com/2017/05/12/technology/apple-corning-phone-glass.html?ref=dealbook

Questions for discussion:

  • What does the article say about the relationship between the two companies?
  • Why is this announcement so significant?

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

Description: PrivateBancorp Inc. investors approved a $4.9 billion takeover by Canadian Imperial Bank of Commerce after the Toronto-based lender sweetened its deal twice to win over shareholders.

Source: Bloomberg.com

Date: May 12, 2017

Link: https://www.bloomberg.com/news/articles/2017-05-12/privatebancorp-holders-approve-4-9-billion-cibc-takeover-offer

Questions for discussion:

  • Why is this a good deal for both parties?
  • What are the risks going forward?