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

Description: Shares of General Electric (GE) keep falling after the company reported lousy earnings last week. GE is down more than 30% this year, easily the worst performer of the 30 companies in the venerable stock average.

Source: CNNMoney.com – video report

Date: Oct 25, 2017

Link: http://money.cnn.com/2017/10/25/investing/ge-stock-dow-exit/index.html

Questions for discussion:

  • Why is GE at risk of delisting from the Dow?
  • Do you think delisting would impact the current understanding of what the Dow represents?

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

Description: Comcast is earning its peacock feathers. The $170 billion media firm was early and careful in expanding beyond cable.

Source: NYTimes.com

Date: Oct 26, 2017

Link: https://www.nytimes.com/2017/10/26/business/dealbook/comcasts-careful-steps-to-grow-past-cable-yield-results.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=sectionfront

Questions for discussion:

  • Explain Comcast’s success?
  • What other acquisitions do you think management should consider?

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

Description: There is no official measurement of a market bubble, but one could be the speed and force of the rise, a technique borrowed from the physical realm. Dot-com stocks rose 680 percent from the beginning of 1996 to the end of March 2000. Bitcoin has risen nearly 825 percent in the past year alone, to about $5,700.

Source: Bloomberg.com

Date: Oct 24, 2017

Link: https://www.bloomberg.com/gadfly/articles/2017-10-24/bitcoin-hits-100-billion-four-times-faster-than-apple-gadfly

Questions for discussion:

  • What is a bubble, according to the report?
  • How would you characterize Bitcoin’s valuation?

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

Description: This Bud’s not for you? Anheuser-Busch InBev, the owner of Budweiser, Bud Light and Stella Artois, said that beer sales in the U.S. fell 5.6% in the third quarter.

Source: CNNMoney.com – video report

Date: Oct 26, 2017

Link: http://money.cnn.com/2017/10/26/investing/anheuser-busch-inbev-budweiser-beer-sales/index.html

Questions for discussion:

  • What might explain poor sales?
  • What does the report suggest about the financial risk associated with large scale production facilities?

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

Description: Toronto-Dominion Bank’s new U.S. head isn’t being critical when he describes the lender as “sub-scale” in small business and corporate lending, and “underweight” in wealth management. He just thinks there’s market share to be had.

Source: Bloomberg.com – video report

Date: Oct 23, 2017

Link: https://www.bloomberg.com/news/articles/2017-10-23/td-has-quickly-become-a-top-10-u-s-bank-and-it-s-not-done-yet

Questions for discussion:

  • How has TD Bank grown in the US retail marketplace?
  • Which growth strategies are management planning to employ in the future.

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

Description: The Dow has rocketed through yet another milestone — 23,000.

Source: CNNMoney.com – video report

Date: Oct 17, 2017

Link: http://money.cnn.com/2017/10/17/investing/dow-23000-stocks-trump/index.html?iid=EL

Questions for discussion:

  • Why have some Dow listed stocks declined as the index grew?
  • How much further do you think investors will push the Dow before there is a general correction?

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

Description: Facebook acquires app aimed at teens, ‘tbh

Source: CNNMoney.com – video report

Date: Oct 20, 2017

Link: http://money.cnn.com/2017/10/19/investing/facebook-stock/index.html

Questions for discussion:

  • Explain the stock valuation and appreciation of Facebook?
  • How can Facebook generate more cash flow and profit?

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

Description: The 2017 rally isn’t a rerun of the 1987 pre-crash runup

Source: MarketWatch.com

Date: Oct 19, 2017

Link: http://www.marketwatch.com/story/heres-how-the-stock-market-stacks-up-on-30th-anniversary-of-1987-crash-2017-10-19?siteid=nwtwk

Questions for discussion:

  • What does the article say about the comparison?
  • What do you think investors will do about the attention paid to this very public discussion?

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

Description: Spending on paid media worldwide will increase 7.0% in 2017 to $584.14 billion

Source: eMarker.com

Date: Oct 16, 2017

Link: https://www.emarketer.com/Article/eMarketer-Releases-New-Worldwide-Ad-Spending-Estimates/1016621?ecid=NL1009

Questions for discussion:

  • What do these figures tell investors?
  • Which stocks do you think will partake in this predicted spending growth?

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

Description: Analysts are bullish about McDonald’s thanks to value pricing, menu mix, technology initiatives and more

Source: MarketWatch.com

Date: Oct 20, 2017

Link: http://www.marketwatch.com/story/mcdonalds-earnings-1-drinks-premium-sandwiches-and-digital-will-drive-growth-2017-10-19?siteid=nwtwk

Questions for discussion:

  • Why are analysts bullish on McDonald’s?
  • Do you agree with this assessment?