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

Description: Stocks had their best January gains in more than 30 years, and that should mean 2019 will be a pretty good year for the market.

Source: CNBC.com

Date: Feb 01, 2019

Link: https://www.cnbc.com/2019/02/01/as-goes-january-so-goes-the-year-old-wall-street-indicator-puts-odds-of-2019-gain-at-more-than-80percent.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the various explanations and predictions presented.
  • What do you think has happened in the market over the past year or so and what do you think will happen this year?

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

Description: Facebook skyrocketed 10.8 percent Thursday after beating analyst expectations on revenue and earnings for its fourth quarter of 2018. Its market value jumped about $47 billion.

Source: CNBC.com – video report

Date: Jan 31, 2019

Link: https://www.cnbc.com/2019/01/31/facebook-stock-rises-on-strong-q4-2018-earnings.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the financial results reported in the article and why they were a surprise?
  • What happened, in your opinion and what does this mean for the firm going forward?

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

Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom.

Source: Bloomberg.com

Date: Feb 01, 2019

Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2

Questions for discussion:

  • Summarize the analysis presented.
  • Do you agree with the assessment?
  • What would you advise investors?

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

Description: In Fed aftermath, ‘we’re all data-dependent’ now, say stock-market investors

Source: MarketWatch.com

Date: Feb 01, 2019

Link: https://www.marketwatch.com/story/dovish-pivot-means-stock-market-investors-will-pay-more-attention-to-data-less-to-fed-talk-2019-01-31

Questions for discussion:

  • What is the Fed’s thinking today, according to the report.
  • What should investors do with this information?

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

Description: A member of the Sackler family that owns OxyContin’s maker directed the company to put a premium on selling high dosages of its potentially addicting painkillers, according to new disclosures in a lawsuit.

Source: NYTimes.com

Date: Jan 31, 2019

Link: https://www.nytimes.com/2019/01/31/health/opioids-purdue-pharma-sackler.html

Questions for discussion:

  • What does the article say to investors about risk?
  • Is there any way to deal with this sort of risk?

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

Description: SAN FRANCISCO — Mark Zuckerberg, Facebook’s chief executive, plans to integrate the social network’s messaging services — WhatsApp, Instagram and Facebook Messenger — asserting his control over the company’s sprawling divisions at a time when its business has been battered by scandal.

Source: NYTimes.com

Date: Jan 26, 2019

Link: https://www.nytimes.com/2019/01/25/technology/facebook-instagram-whatsapp-messenger.html

Questions for discussion:

  • What is driving the decision?
  • Do you think it will mitigate the concerns investors have about privavcy policies and the company’s recent stock price drop?
  • Should investors reconsider the future value of the firm?

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

Description: Why Airbus and Boeing are the only two companies to dominate 99% of the large plane market

Source: CNBC.com – video report

Date: Jan 25, 2019

Link: https://www.cnbc.com/video/2019/01/26/why-airbus-and-boeing-dominate-99-percent-of-the-large-plane-market.html

Questions for discussion:

  • What does the report say about the industry, and these two companies in particular, that investors should take away?
  • Is Boeing a good investment at this time, in your opinion?

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

Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster.

Source: Bloomberg.com

Date: Jan 25, 2019

Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2

Questions for discussion:

  • Summarize the approach being developed to reduce and control expenses?
  • Why do you suppose it is only now being considered by these drug companies?
  • Should investors consider this as a factor when choosing any particular firm?

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

Description: Apple’s coming earnings report could be the first chapter in an increasingly boring story.

Source: MarketWatch.com

Date: Jan 26, 2019

Link: https://www.marketwatch.com/story/apple-earnings-where-does-apple-go-from-here-2019-01-25

Questions for discussion:

  • Summarize the financial expectations for Apple.
  • Would you be a buyer today?

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

Description: As Microsoft’s chief technology officer, Kevin Scott has the challenging job of keeping his company atop all of the tech trends.

Source: Fortune.com – video report

Date: Jan 25, 2019

Link: http://fortune.com/2019/01/25/microsoft-cto-artificial-intelligence-mixed-reality/

Questions for discussion:

  • What does the article suggest to investors about the future of Microsoft product development?
  • Do you see the firm standing out from competitors like Apple and Google because of this approach?