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

Description: The S&P 500 Index closed the week at an all-time high, capping what by some measurements say is the longest bull market since World War II. And with a growing economy and rising earnings at many corporations, the mood in the stock market is bright enough to keep stock prices rising further.

Source: Fortune.com – video report

Date: Aug 26, 2018

Link: http://fortune.com/2018/08/24/stock-market-record-bull-run-end/

Questions for discussion:

  • Summarize the key points in the scenario presented in this report?
  • What do you think the chances are of it unfolding as described?

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

Description: Why Is MoviePass Losing So Much Money?

Source: NYTimes.com – video report

Date: Aug 25, 2018

Link: https://www.nytimes.com/video/business/media/100000006044646/why-is-moviepass-losing-so-much-money.html

Questions for discussion:

  • Describe the business model and why investors would think it could succeed financially?
  • Why is the model failing to produce the desired results?
  • How should investors deal with the stock, in your opinion?

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

Description: When Elon Musk declared this month that he wanted to take Tesla private, his board was caught off guard. Barely three weeks later, the chief executive told the board he had changed his mind. Tesla would be staying public, after all.

Source: NYTimes.com

Date: Aug 25, 2018

Link: https://www.nytimes.com/2018/08/25/business/elon-musk-tesla-private.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • Why did Elon Musk back down from his announced intention to take Tesla private, according to the article?
  • What were the consequences of his announcement and the reversal?
  • Do you think this episode will influence investor’s attitude toward the firm and Elon Musk as head of the firm?

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

Description: It’s a $21.7 billion proposal to return the world’s largest privately held technology company to public markets. The deal features a who’s who of big names — Michael Dell, Goldman Sachs Group Inc., Silver Lake — alongside one that’s not so well known: Discern Analytics Inc.

Source: Bloomberg.com

Date: Aug 24, 2018

Link: https://www.bloomberg.com/news/articles/2018-08-24/big-name-21-7-billion-dell-deal-tapped-small-firm-for-scrutiny

Questions for discussion:

  • What does the article say about the opportunities available to smaller firms in this area of finance?
  • What are the competitive advantages enjoyed by larger firms?

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

Description: However, the divergence between U.S. stock performance—up $1.9 trillion in 2018—and foreign markets may make investors uneasy

Source: MarketWatch.com

Date: Aug 26, 2018

Link: https://www.marketwatch.com/story/the-divergence-between-us-stock-performanceup-19-trillion-in-2018and-foreign-markets-may-make-investors-uneasy-2018-08-25

Questions for discussion:

  • Explain the reason for concern, as argued in this report.
  • Do you agree with this risk assessment?

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

Description: Jeffrey Sherman, DoubleLine Capital deputy chief investment officer, discusses how contagion from Turkey’s financial crisis and trade tensions are impacting commodities.

‘Dr. Copper’ signalling ailments in global economy, says pro from CNBC.

Source: CNBC.com – video report

Date: Aug 15, 2018

Link: https://www.cnbc.com/video/2018/08/16/copper-ailments-global-economy-pro.html

Questions for discussion:

  • Why would copper and other commodities signal global economic conditions?
  • Do you believe the signals suggest trouble ahead?

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

Description: President Trump tweeted on Friday that switching to a six-month reporting system could help U.S. businesses.

Source: INC.com

Date: Aug 16, 2018

Link: https://www.inc.com/guadalupe-gonzalez/donald-trump-asks-sec-study-quarterly-earnings-reports-every-six-months.html?cid=hmside1

Questions for discussion:

  • What are the pros and cons related to this decision?
  • How would this change affect investors, companies and the markets, in your opinion?

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

Description: Elon Musk was at home in Los Angeles, struggling to maintain his composure. “This past year has been the most difficult and painful year of my career,” he said. “It was excruciating.”

Source: NYTimes.com

Date: Aug 16, 2018

Link: https://www.nytimes.com/2018/08/16/business/elon-musk-interview-tesla.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • Summarize the issues facing the firm and its management.
  • What do you think is going on?
  • How should the board of directors deal with Elon Musk, in your opinion?

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

Description: The length of the run really doesn’t matter very much.

Source: Bloomberg.com

Date: Aug 17, 2018

Link: https://www.bloomberg.com/view/articles/2018-08-17/old-age-isn-t-what-ends-a-bull-stock-market

Questions for discussion:

  • What does the article say to investors about understanding the age of a bull market?
  • Do you agree with the assessments and advice?

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

Description: The new product should help protect against shortages and offer a lower-cost option, the FDA said

Source: MarketWatch.com

Date: Aug 16, 2018

Link: https://www.marketwatch.com/story/tevas-generic-epipen-approved-in-the-us-with-perfect-timing-2018-08-16

Questions for discussion:

  • Explain the rise in stock price of Teva and fall of Mylan, given no pricing or sales estimates have been released yet for the new product?
  • Do you think competition will actually lower the generic price of the product or will Tevla likely match the current generic price offer to consumers?
  • What would you advise management at both firms?