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

Description:  How China’s Economic Slowdown Is Rippling Around the Region

Source: MarketWatch.com and WSJ.com – video report

Date: Feb 2, 2019

Link: https://www.marketwatch.com/video/how-chinas-economic-slowdown-is-rippling-around-the-region/89AF83D6-4A39-4FD7-982F-534892258A73.html

Questions for discussion:

  • Summarize what the report says about the impact China’s economic slowdown is having and the reasons given.
  • What is the suggested impact of a return to normal growth?
  • What should investors be watching for?

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

Description: The ‘mega-impairment’ was non-routine and event driven according to research firm Audit Analytics

Source: MarketWatch.com

Date: Feb 22, 2019

Link: https://www.marketwatch.com/story/why-the-154-billion-kraft-heinz-brand-write-down-was-unusual-2019-02-22

Questions for discussion:

  • What does the article say about the reporting issues at the firm?
  • Do you think investors will be affected?

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

Description: Warren Buffett has warned investors to stay in their circle of competence when it comes to bets. But now, more than 30 years after Buffett started plowing money into Coca-Cola Co., the rules of the consumer-product game have changed.

Source: Bloomberg.com – video report

Date: Feb 22, 2019

Link: https://www.bloomberg.com/news/articles/2019-02-22/buffett-s-consumer-bets-bite-as-kraft-coca-cola-face-pressure?srnd=premium

Questions for discussion:

  • Why did the stock value drop?
  • Do you think it can recover?

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

Description: Despite a sour year in which Berkshire Hathaway posted a loss and was forced to write down $3 billion on its investments, Warren Buffett told shareholders that he wants to make a big acquisition.

Source: CNBC.com

Date: Feb 23, 2019

Link: https://www.cnbc.com/2019/02/23/warren-buffett-wants-to-make-an-elephant-sized-purchase-but-says-prices-are-sky-high.html

Questions for discussion:

  • What does this report say about the strategy Buffett employs for growth?
  • Do you think acquisitions at current prices are wise?

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

Description: The one thing Kraft Heinz had going for it was its profit margins. Now, it doesn’t even have that.

Source: CNBC.com – video report

Date: Feb 22, 2019

Link: https://www.cnbc.com/2019/02/22/kraft-heinz-lost-what-distinguished-it-from-general-mills-mondelez.html

Questions for discussion:

  • What does the article say about changes taking place in the food industry?
  • How should investors deal with the challenges?

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

Description: A new breed of high-tech real estate flippers is using algorithms (and a healthy dose of Silicon Valley venture capital) to buy at massive scale.

Source: Bloomberg.com

Date: Feb 14, 2019

Link: https://www.bloomberg.com/news/features/2019-02-14/zillow-wants-to-flip-your-house?srnd=businessweek-v2

Questions for discussion:

  • What does the article say about the new business model?
  • Do you think it can disrupt the industry?

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

Description: Levi Strauss & Co. outlines a number of strengths ahead of its IPO, but also faces challenges like climate change

Source: MarketWatch.com

Date: Feb 16, 2019

Link: https://www.marketwatch.com/story/5-things-to-know-about-levi-strauss-co-before-it-goes-public-2019-02-15

Questions for discussion:

  • What does the article say about the IPO?
  • Do you think it represents a good investment?

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

Description:  Amazon’s (AMZN) abandonment of its proposed HQ2 location in New York City is a cautionary tale for tech companies looking to open offices in new cities, several members of the tech community told Yahoo Finance.

Source: Finnance.Yahoo.com – video report

Date: Feb 06, 2019

Link: https://finance.yahoo.com/news/amazon-long-island-city-lessons-163016646.html

Questions for discussion:

  • Summarize what the article says about management’s strategic thinking?
  • Do you believe this has cost the company value from an investor’s point of view?

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

Description: On Friday shares of Mattel continued to soar after a strong earnings beat on Thursday, while shares of rival Hasbro sank, the result of a poor earnings showing before the bell. But there is more going on than these stock moves show.

Source: CNBC.com

Date: Feb 08, 2019

Link: https://www.cnbc.com/2019/02/08/a-tale-of-two-toy-makers-mattel-soars-hasbro-sinks.html

Questions for discussion:

  • Why did Mattel stock price recover so dramatically?
  • What are the differences between these toy companies that investors should be paying close attention to?

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

Description: New York (CNN Business)Wall Street traders may love to gossip about merger rumors and other corporate dramas. But the private life of Amazon CEO Jeff Bezos is apparently of no concern to investors.

Source: CNNMoney.com – video report

Date: Feb 08, 2019

Link: https://www.cnn.com/2019/02/08/investing/amazon-stock/index.html

Questions for discussion:

  • What does the article say about investor reaction to the personal story about Jeff Bezos?
  • Why do you suppose this is so?