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

Description: Health insurance company Cigna Corp. CI, +0.06% said Thursday it will purchase Express Scripts Holding Co. ESRX, +17.13% in a cash-and-stock deal worth $67 billion.

Source: CNBC.com

Date: Mar 08, 2018

Link: https://www.cnbc.com/2018/03/07/health-insurer-cigna-is-close-to-buying-express-scripts.html

Questions for discussion:

  • How does the financial structure of this merger/acqusition compare to other deals on this scale?
  • Do you think it is a good deal for all investors?
  • What does this deal signify, if anything, about the industry at this time?
  • What other deals might be on the horizon, in your opinion?

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

Description: Inflation scares. Trade wars. Rising interest rates. Suddenly, it is a scary time to be an investor — but a great time to be a trader.

Source: NYTimes.com

Date: Mar 08, 2018

Link: https://www.nytimes.com/2018/03/08/business/stock-market-traders.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=6&pgtype=sectionfront

Questions for discussion:

  • What does the article say about conditions and investor behavior at this time?
  • Do you agree with this assessment?

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

Description: The world’s largest money manager is breaking its silence on the nation’s current gun debate.

Source: CNBC.com

Date: Mar 02, 2018

Link: https://www.cnbc.com/2018/03/02/blackrock-says-its-time-to-take-action-on-guns-may-use-voting-power-to-influence.html

Questions for discussion:

  • What is the significance of this decision by BlackRock?
  • How do you think it will impact investor’s decisions?

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

Description: From buying his first stock at age 11 to having his face on Cherry Coke cans in China, these Warren Buffett facts might surprise you.

Source: Entrepreneur.com

Date: Mar 05, 2018

Link: https://www.entrepreneur.com/article/290381?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • Summarize what the report has to say about Warren Buffett that relates to investment thinking?
  • Are you surprised by any of the descriptions?
  • Do you think the firm will continue to appeal to the same investors after he leaves?

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

Description: Following the resignation of Gary Cohn, the chief economic advisor to President Trump, on Tuesday, the Dow Jones industrial average fell 189 points after opening more than 300 points down. Both the S&P 500 and the Nasdaq declined as well, though the Nasdaq rebounded. Experts continue to fret that a trade war might be imminent.

Source: CNBC.com

Date: Mar 08, 2018

Link: https://www.cnbc.com/2018/03/07/warren-buffett-and-ray-dalio-agree-on-what-to-do-in-a-volatile-market.html

Questions for discussion:

  • What advice do Buffett and Dalio have for average investors dealing with volatility in the markets?
  • Do you agree?

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

Description: The “Fast Money” traders discuss the sudden drop in the Dow and what’s contributing to the post-close loss.

Dow suddenly drops nearly 400 points from CNBC.

Source: CNBC.com – video report

Date: Mar 01, 2018

Link: https://www.cnbc.com/video/2018/02/28/dow-suddenly-drops-nearly-400-points.html

Questions for discussion:

  • Why did the Dow drop?
  • Why is there so much volatility?
  • What do you think will happen in the near term?
  • What would you advise investors today?

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

Description: WASHINGTON — A manufacturing start-up recently announced plans to move into a shuttered aluminum factory in upstate New York, taking advantage of abundant cheap electricity from the St. Lawrence River.

Source: NYTimes.com

Date: Feb 28, 2018

Link: https://www.nytimes.com/2018/02/28/business/economy/bitcoin-electricity-productivity.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront

Questions for discussion:

  • Summarize the discussion points in this report.
  • What is your view on the effort to create alternative currencies?
  • Should any investors be concerns?

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

Description: Technology, this year’s best-performing sector, hasn’t been this big in more than 17 years.

Source: CNBC.com

Date: Feb 28, 2018

Link: https://www.cnbc.com/2018/02/28/technology-now-makes-up-a-quarter-of-the-stock-market.html

Questions for discussion:

  • What does the growth of technology stock value mean for investors?
  • Why is there concern over its size and growth at this time?

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

Description: Bill Ackman had vowed to take his short bet against Herbalife to the ‘end of the Earth’

Source: MarketWatch.com

Date: Feb 28, 2018

Link: https://www.marketwatch.com/story/all-the-times-ackmans-1-billion-bet-against-herbalife-should-have-been-unwound-2018-02-28

Questions for discussion:

  • What are the lessons short sellers should take away from this report?
  • What is your opinion of Bill Ackman’s stratregic thinking?

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

Description: Wells Fargo & Co. Chief Executive Officer Tim Sloan has said it to customers, shareholders, and employees. The bank ran television commercials to make sure nobody missed it. In October he flew to Washington to say it to Congress: He’s sorry for how the bank abused consumers.

Source: Bloomberg.com

Date: Mar 01, 2018

Link: https://www.bloomberg.com/news/articles/2018-03-01/does-wells-fargo-have-a-plan

Questions for discussion:

  • Summarize what the report has to say about management’s actions at the bank?
  • Do you think the problems have been solved sufficiently to satisfy investors and customers?
  • What would you advise management do next?
  • What would you advise investors?