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

Description: Toni Sacconaghi, senior analyst at Bernstein, discusses the impact that the securities fraud charges against Tesla CEO Elon Musk can have on the company.

Tesla stock could fall more than 20 percent if Elon Musk ousted following securities fraud charges, analyst says from CNBC.

Source: CNBC.com – video report

Date: Sep 28, 2018

Link: https://www.cnbc.com/video/2018/09/28/tesla-stock-could-fall-more-than-20-percent-if-elon-musk-ousted-following-securities-fraud-charges-analyst-says.html

Questions for discussion:

  • Summarize the risks and concerns presented in this report.
  • How should investors respond to recent activity?

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

Description: Shares of Tesla (TSLA) tumbled Friday, extending losses after Thursday’s news that the Securities and Exchange Commission (SEC) filed a lawsuit accusing Tesla CEO Elon Musk of defrauding investors when he tweeted last month that he was considering taking the company private.

Source: YahooFinance.com – video report

Date: Sep 21, 2018

Link: https://finance.yahoo.com/news/tesla-shares-plummeting-following-sec-lawsuit-122749623.html

Questions for discussion:

Why have Tesla shares fallen?

  • What are the management issues facing the firm and investors?
  • How should management and investors respond to events?

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

Description: Big options move behind an energy stock.

The energy behind a key options move from CNBC.

Source: CNBC.com – video report

Date: Sep 28, 2018

Link: https://www.cnbc.com/video/2018/09/28/the-energy-behind-a-key-options-move.html

Questions for discussion:

  • Explain the strategies presented in this report.
  • Do you think they make sense?

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

Description:  Shares of India Globalization Capital Inc. rocketed Friday to a more-than seven year high, to pace broad gains in the marijuana sector, investors rushed to take part in the CBD-infused drinks market.

Source: MarketWatch.com

Date: Sep 28, 2018

Link: https://www.marketwatch.com/story/igc-stock-rockets-to-lead-cannabis-sector-rally-amid-cbd-beverage-boom-2018-09-28

Questions for discussion:

  • Explain the price changes taking place in the stocks mentioned in this article?
  • How should investors approach this group, in your opinion?

 

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

Description: Big gains have padded accounts, but the downside risk is larger than ever.

Source: Bloomberg.com

Date: Sep 28, 2018

Link: https://www.bloomberg.com/news/articles/2018-09-28/the-bull-market-could-ruin-your-retirement

Questions for discussion:

  • Summarize the concerns presented in this article.
  • Do you agree with the assessment and risk perceptions?
  • What would you advise investors?

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

Description: Bank of America’s Michael Harnett writes that slowing growth, rising interest rates and too much debt killed the rally. The market that takes its place will feature lower returns in assets that suffered during the recovery. That means shifting focus to pharmaceutical companies and tech disruptors.

The ‘great bull’ market is dead, says BofA analyst from CNBC.

Source: CNBC.com – video report

Date: Sep 18, 2018

Link: https://www.cnbc.com/video/2018/09/19/great-bull-market-dead-bofa-analyst.html

Questions for discussion:

  • Summarize the key points suggesting the end of the bull market.
  • Do you agree with this assessment?

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

Description: CNBC’s Leslie Picker discusses some of the morning’s most provocative headlines.

Risk factors involving pot stock IPOs from CNBC.

Source: CNBC.com – video report

Date: Sep 21, 2018

Link: https://www.cnbc.com/video/2018/09/21/risk-factors-involving-pot-stock-ipos.html

Questions for discussion:

  • Summarize the key points presented in this report.
  • What would you advise investors?

Posted by & filed under Governments & Regulators, Management Issues.

Description: As the opioid epidemic continues to rage across the country, with a record 72,000 drug overdose deaths estimated in 2017, the fallout is increasingly manifesting itself at construction sites, factories, warehouses, offices and other workplaces. A stunning 70 percent of employers reported that their businesses had been affected by prescription drug abuse, including absenteeism, positive drug tests, injuries, accidents and overdoses, according to a 2017 survey by the National Safety Council, a research and advocacy organization.

Source: NYTimes.com

Date: Sep 20, 2018

Link: https://www.nytimes.com/2018/09/21/business/economy/opioid-overdose-workplace.html

Questions for discussion:

  • Summarize the scope of this problem from an insurance and management point of view.
  • How should management deal with it?

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

Description:  There are rumors that Coca-Cola may buy Denver’s New Age Beverages

Source: MarketWatch.com

Date: Sep 21, 2018

Link: https://www.marketwatch.com/story/the-new-tilray-stock-is-here-this-is-how-to-set-up-the-trade-2018-09-21

Questions for discussion:

  • What does this report suggest to investors interested in investing in this sector?
  • How significant would a favorable decision by Coca-Cola  be to the stocks involved?

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

Description: Kleiner Perkins is in crisis with star partner Mary Meeker leaving.

Source: Bloomberg.com

Date: Sep 20, 2018

Link: https://www.bloomberg.com/news/articles/2018-09-20/a-silicon-valley-vc-pioneer-ponders-a-smaller-is-better-future?srnd=businessweek-v2

Questions for discussion:

  • What did you learn about the synergy between partners in VC firms?
  • How would you describe the investing strategy of Mary Meeker in comparison to the management of the firm she is leaving?