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

Description: Blackberry CEO Chen on Big Tech, Innovation and Jaguar

Source: Bloomberg.com – video report

Date: Mar 22, 2018

Link: https://www.bloomberg.com/news/videos/2018-03-22/blackberry-ceo-chen-on-big-tech-innovation-and-jaguar-video

Questions for discussion:

  • Why is John Chen confident that Blackberry can reach $30 per share in the short run?
  • Is Blackberry presenting itself as the IT answer to data security?
  • Do you think the IT industry is dividing itself between those firms that monetize data sharing and those that don’t?

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

Description: The stock market plunged Thursday in a broad selloff that analysts pinned largely on President Donald Trump’s announcement that he would impose tariffs on billions of dollars of Chinese imports.

Source: MarketWatch.com

Date: Mar 22, 2018

Link: https://www.marketwatch.com/story/heres-why-the-stock-market-took-the-china-tariffs-so-hard-2018-03-22

Questions for discussion:

  • Summarize the key points in this article.
  • How do you see markets moving over the next few weeks?

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

Description: Dropbox priced its IPO above expectations at $21 per share on Thursday night, setting the stage for the software company’s stock to hit the public market on Friday.

Source: CNBC.com – video report

Date: Mar 23, 2018

Link: https://www.cnbc.com/2018/03/22/dropbox-will-price-ipo-at-21-per-share-source-says.html

Questions for discussion:

  • Summarize the financial details in this IPO.
  • Do you think it is a good investment at this time?

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

Description: For years, American companies have complained that the Chinese government finds ways to get them to hand over their most valuable trade secrets. Those companies — which usually complain anonymously, fearing Chinese retribution — have found a sympathetic ear in the Trump administration.

Source: NYTimes.com

Date: Mar 22, 2018

Link: https://www.nytimes.com/2018/03/22/business/china-trump-trade-intellectual-property.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • What does the report say about the motivation for tarriffs against China?
  • Do you think this move is justified?
  • How do you think this strategy will play out?
  • How should investors deal with the current uncertainty?

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

Description: President says the days of unfair Chinese trade rules ‘are over’

Source: MarketWatch.com

Date: Mar 22, 2018

Link: https://www.marketwatch.com/story/trumps-china-tariffs-a-fight-for-control-over-robots-wireless-other-future-technologies-2018-03-22

Questions for discussion:

  • What does the article say about the trade tariff strategy?
  • Do you think it is valid?
  • How do you think this strategy will play out?
  • What should investors do in the meanwhile?

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

Description: Trump’s possible new top economic adviser hates tariffs

Source: CNNMoney.com – video report

Date: Mar 13, 2018

Link: http://money.cnn.com/2018/03/13/investing/larry-kudlow-trump-national-economic-council/index.html

Questions for discussion:

  • Summarize what does Larry Kudlow says about trade, taxes, stocks and recessions.
  • What do you think will happen to these items in the near future?
  • What should investors do?

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

Description: The investor known for running the world’s largest technology fund during the dotcom boom is refreshing his call for investors to keep their portfolios light on the tech sector.

Source: CNBC.com – video report

Date: Mar 10, 2018

Link: https://www.cnbc.com/2018/03/10/investor-paul-meeks-warns-a-tech-correction-could-happen-at-any-time.html

Questions for discussion:

  • What does Paul Meeks have to say about conditions in tech stocks?
  • Do you agree with this assessment?

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

Description: SAN FRANCISCO — President Trump appeared to bail out Qualcomm on Monday by blocking Broadcom’s hostile takeover attempt of the chip maker, citing national security fears about China.

Source: NYTimes.com

Date: Mar 13, 2018

Link: https://www.nytimes.com/2018/03/13/technology/takeover-qualcomm-blocked-troubles.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • What does the report say about the situation at Qualcomm?
  • What do you think will happen?
  • What should investors do?

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

Description: Election results end uncertainty and could spark a rally

Source: MarketWatch.com

Date: Mar 13, 2018

Link: https://www.marketwatch.com/story/heres-hard-proof-for-why-the-stock-market-could-be-lower-in-november-2018-03-13

Questions for discussion:

  • Explain the arguments presented.
  • Do you agree with this assessment?
  • What do you think will happen?

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

Description: Almost 10 years to the day Bear Stearns’ near collapse accelerated the worst financial crisis in generations, Congress is pushing to relax rules that were designed to prevent one from happening again.

Source: CNBC.com

Date: Mar 12, 2018

Link: https://www.cnbc.com/2018/03/12/on-10th-anniversary-of-bear-stearns-near-collapse-senate-pushes-to-rewrite-financial-regulation.html

Questions for discussion:

  • What is the legislation about?
  • Why do you suppose this legislation is being presented at this time?
  • Should it be a concern to investors?