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

Description: Hedge fund magnate Ray Dalio warned investors on Thursday the next bear market could be very painful since most are not prepared for it.

Source: CNBC.com – video report

Date: Nov 15, 2018

Link: https://www.cnbc.com/2018/11/15/hedge-fund-king-ray-dalio-says-the-world-is-long-stocks-and-that-will-mean-trouble-in-a-bear-market.html

Questions for discussion:

  • Explain the concerns expressed by Ray Dalio in the interview.
  • Do you think he is overly concerned about rising interest rates or the amount of leverage in the market?
  • What should investors do now in your opinion to prepare for a bear market?

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

Description: The banking industry is telling the Federal Reserve that a flattening yield curve could squeeze their businesses.

Source: Yahoo.Finance.com

Date: Nov 13, 2018

Link: https://finance.yahoo.com/news/banks-ready-tighten-lending-yield-curve-inverts-210834687.html

Questions for discussion:

  • What are the banks’ concerns in terms of the spread?
  • What should investors do, given this situation?

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

Description: Everyone is concerned about an overvalued stock market. And they should be. You don’t reach a full decade of a bull run without asking the reasonable question about stock values. A simple explanation that Warren Buffett once gave for knowing when the market is overvalued doesn’t present a full-throated endorsement of market bargains being plentiful right now.

Source: CNBC.com – video report

Date: Nov 014, 2018

Link: https://www.cnbc.com/2018/11/15/buffetts-big-bank-bet-explained-using-a-basic-measure-of-market-value.html

Questions for discussion:

  • What are the criteria Buffett advocates for valuation?
  • What stratregy is he taking at this time?
  • Do you agree with his thinking and actions?

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

Description:  Walmart reported 43% e-commerce growth and U.S. same-store sales growth of 3.4% in the third quarter

Source: MarketWatch.com

Date: Nov 15, 2018

Link: https://www.marketwatch.com/story/walmarts-focus-on-lower-prices-e-commerce-pays-off-as-costs-rise-and-tariffs-loom-2018-11-15

Questions for discussion:

  • Summarize and interpret the reported financial results at Walmart.
  • What explains these results?
  • How should investors treat this information?

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

Description: Dell agreed on Thursday to improve a takeover offer for owners of a special class of shares to about $23.9 billion, hoping to quell a shareholder rebellion against a deal meant to return the computer maker to the public markets.

Source: NYTimes.com

Date: Nov 15, 2018

Link: https://www.nytimes.com/2018/11/15/business/dealbook/dell-takeover-deal.html

Questions for discussion:

  • Summarize the highlights in this report.
  • What does the report say about the relationship between different owners of the firm?

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

Description: Stocks soared as the results of the US midterm elections panned out as anticipated, with Democrats winning back control of the House of Representatives and Republicans retaining the Senate.

Source: Yahoo.Finance.com – video report

Date: Nov 07, 2018

Link: https://finance.yahoo.com/news/stocks-jump-election-results-meet-expectations-143701038.html

Questions for discussion:

  • Explain the dramatic jump in stocks after the elections.
  • Do you expect prices to continue to rise over the next three months?

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

Description: Staying focused on the longer-term prize has worked well for Anthony Wood since he founded Roku in 2002.

Source: Yahoo.Finance.com – video report

Date: Nov 07, 2018

Link: https://finance.yahoo.com/news/rokus-founder-isnt-fazed-1-billion-market-value-wiped-145936189.html

Questions for discussion:

  • Summarize the positive and negative reported news about Roku.
  • Do you think the sell-off is over-done?
  • Does this present a buying opportunity to investors, in your opinion?

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

Description: CEO Rich Williams is seeing momentum with card-linked offers that move beyond traditional coupons

Source: MarketWatch.com

Date: Nov 07, 2018

Link: https://www.marketwatch.com/story/groupon-ceo-talks-life-after-vouchers-as-stock-heads-for-worst-day-in-18-months-2018-11-07?siteid=yhoof2&yptr=yahoo

Questions for discussion:

  • Is there a future for this firm?
  • How should investors deal with this stock?

Posted by & filed under Management Issues.

Description:  Lauren Simmons is both the youngest and only female stock broker currently working on the floor of the New York Stock Exchange.

This 23-year-old is the only full-time female trader at the New York Stock Exchange from CNBC.

Source: CNBC.com – video report

Date: Nov 01, 2018

Link: https://www.cnbc.com/video/2018/06/13/lauren-simmons-is-the-only-full-time-female-trader-at-the-nyse.html

Questions for discussion:

  • Why do you think Lauren Simmons is the only female stock broker on the floor of New York Stock Exchange?
  • How can this imbalance be corrected?

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

Description: So much for the midterms. Now the markets can start obsessing about gridlock, impeachment and the 2020 election. And they can resume worrying about bread-and-butter issues like corporate earnings, interest rates and the threat of rising tariffs and recession.

Source: NYTimes.com

Date: Nov 09, 2018

Link: https://www.nytimes.com/2018/11/09/business/stock-market-midterms-congress.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=9&pgtype=sectionfront

Questions for discussion:

  • Summarize the concerns investors should have going forward, according to the report.
  • Do you share these concerens?
  • Do you have others?