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

Description: A new breed of high-tech real estate flippers is using algorithms (and a healthy dose of Silicon Valley venture capital) to buy at massive scale.

Source: Bloomberg.com

Date: Feb 14, 2019

Link: https://www.bloomberg.com/news/features/2019-02-14/zillow-wants-to-flip-your-house?srnd=businessweek-v2

Questions for discussion:

  • What does the article say about the new business model?
  • Do you think it can disrupt the industry?

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

Description: Levi Strauss & Co. outlines a number of strengths ahead of its IPO, but also faces challenges like climate change

Source: MarketWatch.com

Date: Feb 16, 2019

Link: https://www.marketwatch.com/story/5-things-to-know-about-levi-strauss-co-before-it-goes-public-2019-02-15

Questions for discussion:

  • What does the article say about the IPO?
  • Do you think it represents a good investment?

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

Description:  Amazon’s (AMZN) abandonment of its proposed HQ2 location in New York City is a cautionary tale for tech companies looking to open offices in new cities, several members of the tech community told Yahoo Finance.

Source: Finnance.Yahoo.com – video report

Date: Feb 06, 2019

Link: https://finance.yahoo.com/news/amazon-long-island-city-lessons-163016646.html

Questions for discussion:

  • Summarize what the article says about management’s strategic thinking?
  • Do you believe this has cost the company value from an investor’s point of view?

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

Description: On Friday shares of Mattel continued to soar after a strong earnings beat on Thursday, while shares of rival Hasbro sank, the result of a poor earnings showing before the bell. But there is more going on than these stock moves show.

Source: CNBC.com

Date: Feb 08, 2019

Link: https://www.cnbc.com/2019/02/08/a-tale-of-two-toy-makers-mattel-soars-hasbro-sinks.html

Questions for discussion:

  • Why did Mattel stock price recover so dramatically?
  • What are the differences between these toy companies that investors should be paying close attention to?

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

Description: New York (CNN Business)Wall Street traders may love to gossip about merger rumors and other corporate dramas. But the private life of Amazon CEO Jeff Bezos is apparently of no concern to investors.

Source: CNNMoney.com – video report

Date: Feb 08, 2019

Link: https://www.cnn.com/2019/02/08/investing/amazon-stock/index.html

Questions for discussion:

  • What does the article say about investor reaction to the personal story about Jeff Bezos?
  • Why do you suppose this is so?

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

Description: The Dow Jones Industrial Average is headed for its first negative week of 2019 and there a few key reasons why the stock market’s recent rally has slowed.

Source: CNBC.com – video report

Date: Feb 08, 2019

Link: https://www.cnbc.com/2019/02/08/the-stock-market-comeback-is-on-hold-after-rising-for-6-straight-weeks.html

Questions for discussion:

  • What explanations are presented?
  • Can you suggest any others?
  • What do you think the next market move will be?

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

Description: Fed’s recent moves have echoes of Greenspan in ‘95 and ‘98, says analyst

Source: MarketWatch.com

Date: Feb 08, 2019

Link: https://www.marketwatch.com/story/how-the-powell-put-could-unleash-one-last-stock-market-meltup-2019-02-08

Questions for discussion:

  • What are the historical similarities guiding the predictions presented in this article?
  • What do you think will happen?

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

Description: Hasbro’s fourth-quarter earnings missed estimates by a wide margin, but investors shrugged off the news after the company outlined a promising slate of new toys for 2019.

Source: CNBC.com

Date: Feb 08, 2019

Link: https://www.cnbc.com/2019/02/08/hasbro-reports-2018-q4-results.html?forYou=true

Questions for discussion:

  • Financially speaking, what is happeneing at Hasbro?
  • What should investors expect in the future?

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

Description:  A huge tax break was supposed to create a manufacturing paradise, but interviews with 49 people familiar with the project depict a chaotic operation unlikely to ever employ 13,000 workers.

Source: Bloomberg.com

Date: Feb 06, 2019

Link: https://www.bloomberg.com/news/features/2019-02-06/inside-wisconsin-s-disastrous-4-5-billion-deal-with-foxconn?srnd=businessweek-v2

Questions for discussion:

  • Summarize what the article says about the deal.
  • Do you think the criticism is fair?
  • Do you think management has behaved unethically?
  • How should governments attract investment?

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

Description: Two banks announced the industry’s biggest merger in a decade on Thursday, signaling bank executives’ growing confidence that the regulatory constraints imposed after the 2008 financial crisis have begun to loosen.

Source: NYTimes.com

Date: Feb 08, 2019

Link: https://www.nytimes.com/2019/02/07/business/dealbook/bbt-suntrust-bank-mergers.html

Questions for discussion:

  • What does the article say about the regulatory environment and this merger?
  • How should investors interpret this merger?