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

Description: Apple’s market value on Friday briefly topped $900 billion for the first time.

Source: CNNMoney.com – video report

Date: Nov 03, 2017

Link: http://money.cnn.com/2017/11/03/investing/apple-market-value-900-billion/index.html

Questions for discussion:

  • Explain Apple’s financial success?
  • Why do investors like the stock?
  • Do you see any reason for concern over the current stock valuation?

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

Description: J.C. Penney (JCP, +13.82%) gave investors a rare good surprise on Friday when it reported better than expected third-quarter sales, sending shares up 14% in pre-market trading.

Source: Fortune.com – video report

Date: Nov 10, 2017

Link: http://fortune.com/2017/11/10/jcpenney-results-2/

Questions for discussion:

  • Summarize the financial changes at J.C. Penney?
  • What explains these results?
  • Do you think the firm has found a long-term strategy for improving financial results?

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

Description: Tesla Inc. first-ever pure corporate bonds are trading under water, boding ill for the Silicon Valley car maker’s next attempt to tap capital markets.

Source: MarketWatch.com

Date: Nov 11, 2017

Link: https://www.marketwatch.com/story/teslas-junk-bonds-are-trading-under-water-and-it-could-spell-trouble-for-elon-musk-2017-11-10?siteid=nwtwk

Questions for discussion:

  • What are the financial concerns for Tesla and investors?
  • What strategy would you recommend to bond and stock holders at this time?

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

Description: SHANGHAI — The only Chinese social-media company to build a major network outside China will be taken over by a fast-growing Chinese upstart.

Source: NYTimes.com

Date: Nov 10, 2017

Link: https://www.nytimes.com/2017/11/10/business/dealbook/musically-sold-app-video.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=8&pgtype=sectionfront

Questions for discussion:

  • What might explain the valuation of this deal?
  • What does this deal say about valuations for other social media firms?

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

Description: TransCanada Corp. gave its strongest signal yet that it has enough demand from producers to fill the long-delayed Keystone XL pipeline with oil. Now the ball is in Nebraska’s court.

Source: Bloomberg.com

Date: Nov 10, 2017

Link: https://www.bloomberg.com/news/articles/2017-11-09/transcanada-profit-meets-estimates-as-keystone-xl-decision-looms

Questions for discussion:

  • What should investors consider in order to fairly evaluate the firm’s stock and future performance?
  • Do you think the firm represents a good investment at this time?

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

Description: Bill Strazzullo, Bell Curve Trading chief market strategist, takes a technical look at the markets to explain where the rally will be by year’s end.

Source: CNBC.com – video report

Date: Oct 26, 2017

Link: https://www.cnbc.com/video/2017/10/31/heres-what-the-market-charts-are-saying-for-the-rest-of-the-year-strategist.html

Questions for discussion:

  • What does Bill Strazzullo say about the reasons for current market valuations and where they are headed?
  • Do you agree with his assessments and advice to investors?

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

Description: On Wall Street, it’s sometimes possible to see a rainbow — and maybe even find a pot of gold — without having to suffer through a downpour first.

Source: CNBC.com

Date: Oct 31, 2017

Link: https://www.cnbc.com/2017/10/31/stock-market-busts-through-sell-in-may-period.html

Questions for discussion:

  • What does the data say about the strength of the current bull market?
  • What would you advise long term investors at this time?

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

Description: The fate of the Netflix hit show “House of Cards” is up in the air following the sexual abuse accusations lodged against Kevin Spacey, who stars as the manipulative Frank Underwood.

Source: CNNMoney.com – video report

Date: Nov 01, 2017

Link: http://money.cnn.com/2017/11/01/investing/netflix-stock-house-of-cards-kevin-spacey/index.html

Questions for discussion:

  • What is the financial condition at Netflix at the moment?
  • Do you think the firm or stock value will in any way be harmed or helped by this scandal?
  • What would you advise management at this time?

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

Description: Things are starting to look up in the Land of the Rising Sun

Source: FinancialPost.com

Date: Nov 02, 2017

Link: http://business.financialpost.com/investing/david-rosenberg-fifteen-reasons-why-investors-should-love-japan

Questions for discussion:

  • Of the reasons listed, which three do you think have the most merit?
  • Do you agree with his assessment and thinking?

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

Description: Horizons Active AI Global Equity ETF debuts in Toronto

Source: Bloomberg.com – video report

Date: Nov 01, 2017

Link: https://www.bloomberg.com/news/articles/2017-11-01/world-s-first-ai-run-global-etf-makes-its-own-managers-nervous

Questions for discussion:

  • How does this decision-making technology work?
  • Who do you think will buy this ETF?
  • Do you think this is a real concern for managers and employment in the investment field?