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

Description: SAN FRANCISCO — Mark Zuckerberg, Facebook’s chief executive, plans to integrate the social network’s messaging services — WhatsApp, Instagram and Facebook Messenger — asserting his control over the company’s sprawling divisions at a time when its business has been battered by scandal.

Source: NYTimes.com

Date: Jan 26, 2019

Link: https://www.nytimes.com/2019/01/25/technology/facebook-instagram-whatsapp-messenger.html

Questions for discussion:

  • What is driving the decision?
  • Do you think it will mitigate the concerns investors have about privavcy policies and the company’s recent stock price drop?
  • Should investors reconsider the future value of the firm?

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

Description: Why Airbus and Boeing are the only two companies to dominate 99% of the large plane market

Source: CNBC.com – video report

Date: Jan 25, 2019

Link: https://www.cnbc.com/video/2019/01/26/why-airbus-and-boeing-dominate-99-percent-of-the-large-plane-market.html

Questions for discussion:

  • What does the report say about the industry, and these two companies in particular, that investors should take away?
  • Is Boeing a good investment at this time, in your opinion?

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

Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster.

Source: Bloomberg.com

Date: Jan 25, 2019

Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2

Questions for discussion:

  • Summarize the approach being developed to reduce and control expenses?
  • Why do you suppose it is only now being considered by these drug companies?
  • Should investors consider this as a factor when choosing any particular firm?

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

Description: Apple’s coming earnings report could be the first chapter in an increasingly boring story.

Source: MarketWatch.com

Date: Jan 26, 2019

Link: https://www.marketwatch.com/story/apple-earnings-where-does-apple-go-from-here-2019-01-25

Questions for discussion:

  • Summarize the financial expectations for Apple.
  • Would you be a buyer today?

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

Description: As Microsoft’s chief technology officer, Kevin Scott has the challenging job of keeping his company atop all of the tech trends.

Source: Fortune.com – video report

Date: Jan 25, 2019

Link: http://fortune.com/2019/01/25/microsoft-cto-artificial-intelligence-mixed-reality/

Questions for discussion:

  • What does the article suggest to investors about the future of Microsoft product development?
  • Do you see the firm standing out from competitors like Apple and Google because of this approach?

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

Description: Much has been made about the performance of stocks so far in 2019.

Source: MarketWatch.com

Date: Jan 17, 2019

Link: https://www.marketwatch.com/story/small-cap-stocks-are-off-to-the-best-start-to-a-year-since-1987-uh-oh-2019-01-17

Questions for discussion:

  • What are the concerns expressed in this report?
  • Do you agree with the sentiment?

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

Description: Stocks rose on Wednesday as investors cheered strong quarterly earnings from major banks like Goldman Sachs and Bank of America.

Source: CNBC.com – video report

Date: Jan 16, 2019

Link: https://www.cnbc.com/2019/01/16/stock-market-futures-higher-after-brexit-vote-bank-earnigns-in-focus.html

Questions for discussion:

  • Why are bank stock performances so important to overall market expectations?
  • Why do you think there might be concern going forward?

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

Description: Critics say patients are often misled by ads that advocate high-priced drugs, unapproved stem cell treatments or genetic tests.

Source: NBC.com

Date: Jan 08, 2019

Link: https://www.nbcnews.com/health/health-news/health-care-industry-spends-30-billion-year-marketing-n956251

Questions for discussion:

  • Summarize the criticisms directed at the health care industry in this report?
  • Do you agree with the assessments?
  • How should the industry, governments, investors, and the consumer deal with the issues raised?

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

Description: Snap shares plummeted 13.8 percent Wednesday afternoon following the company’s announcement Tuesday that its chief financial officer is resigning after less than a year on the job.

Source: CNBC.com

Date: Jan 16, 2019

Link: https://www.cnbc.com/2019/01/16/snap-nosedives-after-cfo-resigns-less-than-one-year-on-the-job.html

Questions for discussion:

  • Explain the drop in stock price in terms of managerial conditions.
  • Do you think the stock is oversold under the circumstances?
  • Would you be a buyer at this time?

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

Description: Roku, the David to the connected-TV-device Goliaths (Apple, Amazon and Google), is differentiating itself by expanding its advertising business.

Source: emarketer.com

Date: Jan 16, 2019

Link: https://www.emarketer.com/content/10-ways-roku-is-growing-its-ads-business?ecid=NL1001

Questions for discussion:

  • What does the article suggest to investors about the future financial performance of the firm?
  • Would you be a buyer at this time?