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

Description: Barron’s senior editor Jack Hough and WSJ’s Geoffrey Rogow preview the upcoming issue of Barron’s. Topics include a look ahead as Amazon stock’s 20th anniversary approaches. Also, a look at ETFs that deliver income. Plus, can work name tags predict economic performance?

Source: WSJ.com – video report

Date: May 05, 2017

Link: http://www.barrons.com/video/barrons-buzz-amazon-stock-at-20-now-what/33A50DB3-A5DC-4DB0-B061-E2DF8B661069.html

Questions for discussion:

  • What does the report say about Amazon, profits, and valuation?
  • Do you agree with their assessment on the chances for a surge in stock growth?

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

Description: It all goes back to 1917. Congress passed a law that year making Puerto Ricans United States citizens. That same law, still on the books today, empowered the island to raise money by issuing tax-exempt bonds.

Source: NYTimes.com

Date: May 05, 2017

Link: https://www.nytimes.com/2017/05/05/business/dealbook/puerto-rico-debt.html?ref=dealbook

Questions for discussion:

  • Summarize the reasons for the current financial crisis.
  • How should the crisis be handle?
  • How can it be prevented in the future?

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

Description: Younger people have decades to build wealth, and they shouldn’t squander precious time

Source: MarketWatch.com

Date: May 05, 2017

Link: http://www.marketwatch.com/story/millennials-ought-to-be-100-invested-in-stocks-says-top-ranking-newsletter-editor-2017-05-03?siteid=nwtwk

Questions for discussion:

  • Summarize the advice presented in this article.
  • What are the risks to young investors who take this advice?

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

Description: Warren Buffett’s career is filled with splashy takeovers that cost billions — as in $10 billion or $20 billion or $30 billion. But $100 billion? Even for Buffett, that’d be an awful lot of money. Yet, that is now the buzz among some investors, analysts and Buffett fans.

Source: Bloomberg.com

Date: May 01, 2017

Link: https://www.bloomberg.com/news/articles/2017-05-01/buffett-s-86-billion-cash-pile-has-some-dreaming-of-a-huge-deal

Questions for discussion:

  • What would you advise Buffett?
  • What would you advise investors?

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

Description: President Trump and Senator Bernie Sanders finally found a consensus yesterday, although an unlikely one for a businessman and a Socialist: breaking up those big banks.

Source: Forbes.com

Date: May 02, 2017

Link: https://www.forbes.com/sites/corinnejurney/2017/05/02/americas-top-public-companies-in-2017/#20a7f1834ad2

Questions for discussion:

  • Summarize the highlights in this report.
  • What do you think of the assessments?

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

Description: The media mogul says most of his fortune will go to his foundation – viewing personal philanthropy not as a threat to democracy, but a way to get things done. Steve Kroft reports.

Source: CBS.com – video report

Date: April 21, 2017

Link: http://www.cbsnews.com/videos/bloomberg/

Questions for discussion:

  • What information presented in this report helps explain the managerial success of Michael Bloomberg?
  • Why was the company he started so successful?
  • Why does it remain successful today, given the state of IT today?

 

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

Description: In his first 100 days as president, Donald J. Trump may have found much of his agenda stymied, like a health care overhaul and a hotly contested immigration order.

Source: NYTimes.com

Date: April 28, 2017

Link: https://www.nytimes.com/2017/04/28/business/dealbook/trump-stocks-100-days-markets.html?ref=business&_r=0

Questions for discussion:

  • What is the significance of stock market behavior during the first 100 days?
  • What is the explanation presented for the market performance?
  • How should investors treat this report, in your opinion?

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

Description: Martin Feldstein’s inconvenient truths about the U.S. trade deficit

Source: MoneyWatch.com

Date: April 28, 2017

Link: http://www.marketwatch.com/story/the-real-reason-for-the-trade-deficit-us-2017-04-26?siteid=nwtwk

Questions for discussion:

  • Summarize the reasons for the current trade deficit?
  • Is it a bad thing?
  • What has to happen for it to be reduced?
  • What do you think will happen over the next year or so?
  • How should investors treat this item?

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

Description: ESPN, which laid off 100 people this week, has a multitude of problems, but the basic one is this: It pays too much for content and costs too much for consumers.

Source: Bloomberg.com

Date: April 28, 2017

Link: https://www.bloomberg.com/view/articles/2017-04-28/espn-can-t-afford-to-go-on-like-this

Questions for discussion:

  • Why is ESPN in trouble?
  • What should management do to fix the financial problems?
  • What should investors do with this stock?

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

Description: As Home Capital Group Inc. was having its worst week ever, at least one person in the investment world was smiling. Marc Cohodes, a short seller who has been described as a “scourge of Wall Street” has for more than three years bet on the implosion of the Toronto-based alternative mortgage lender.

Source: FinancialPost.com – video report

Date: April 28, 2017

Link: http://business.financialpost.com/news/fp-street/home-capital-bleeds-another-291-million-in-withdrawals-in-just-one-day

Questions for discussion:

  • Explain the reasons for the collapse in stock value.
  • Who do you believe is at fault?
  • What was the critical indication to Marc Cohodes to short the stock?
  • Do you think this stock can recover?