Posted by & filed under Financial analysis, Market Analysis.

Description: Warren Buffett made a $1 million bet in 2007: that hedge funds would not outperform index funds over the next 10 years. WSJ’s Nicole Friedman checks the numbers and handicaps Buffett’s chances of winning the bet on Lunch Break with Tanya Rivero. Photo: Bloomberg

Source: WSJ.com – video report

Date: Feb 24, 2017

Link: http://on.wsj.com/2lzTvUY

Questions for Discussions:

  • Explain the “bet”.
  • Why did things work out as they did?

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

Description: Popeyes’s stock jumped 19% with the announcement.

Source: Fortune.com – video report

Date: Feb 21, 2017

Link: http://for.tn/2m8wGHU

Questions for Discussions:

  • Explain the jump in Popeyes’ stock value.
  • Do you think this acquisition makes sense financially and otherwise?

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

Description: Treasury yields are falling, but the VIX has remained steady

Source: MarketWatch.com

Date: Feb 24, 2017

Link: http://www.marketwatch.com/story/stocks-and-bonds-tell-investors-two-different-stories-2017-02-24

Questions for discussion:

  • Explain the analysis presented in this report.
  • What do you think these indicators are suggesting?

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

Description: Like any good private-equity investor, Carlyle has demonstrated a knack for buying when others are selling, and vice versa.

Source: NYTimes.com

Date: Feb 24, 2017

Link: https://www.nytimes.com/2017/02/24/business/dealbook/carlyle-distressed-assets.html?ref=dealbook&_r=0

Questions for discussion:

  • Summarize the arguments presented in this article.
  • Do you agree with this line of thinking?

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

Description: They don’t call him the Oracle of Omaha for nothing. Warren Buffett’s $5 billion bet on then-struggling Bank of America in 2011 has resulted in around $13.5 billion in gains for Berkshire Hathaway, the investment company he heads.

Source: Fortune.com

Date: Feb 24, 2017

Link: http://fortune.com/2017/02/24/warren-buffett-bank-of-america/?iid=leftrail

Questions for Discussions:

  • What was Buffett’s bet?
  • Do you think he should take profits at this time?
  • Should investors be buying this stock now?

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

Description: It’s now valued at billions of dollars less.

Source: Fortune.com – video report

Date: Feb 17, 2017

Link: http://for.tn/2lPuMiB

Questions for Discussions:

  • Do you think Snap Inc.’s IPO price reduction makes sense?
  • How do you think IPO investors will respond to the reduction?

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

Description: FRANKFURT — General Motors floated the possibility on Tuesday that it could exit the large but troubled European market by selling its chronically unprofitable Opel unit to the French maker of Peugeot and Citroën cars.

Source: NYTimes.com

Date: Feb 14, 2017

Link: https://www.nytimes.com/2017/02/14/business/dealbook/general-motors-peugeot-opel.html?ref=business

Questions for Discussions:

  • Summarize the reasons for GM’s thinking.
  • Do you think the firm should follow through on this idea?
  • What would the consequences be for the firm?

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

Description: How the mighty have fallen. Toshiba Corp., a company that was worth more than Apple Inc. as recently as 2004, could soon be effectively worthless.

Source: Bloomberg.com

Date: Feb 14, 2017

Link: https://www.bloomberg.com/gadfly/articles/2017-02-14/toshiba-s-thin-ice

Questions for discussion:

  • Summarize the financial story of Toshiba’s decline.
  • Can the firm recover, in your opinion?
  • How should investors deal with this report?

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

Description: Shares of Apple Inc. AAPL, +1.16% rallied 1.2% in afternoon trade Tuesday to reach an all-time intraday record, extending the run of gains following strong quarterly results and amid growing optimism over new iPhone releases.

Source: MarketWatch.com

Date: Feb 14, 2017

Link: http://www.marketwatch.com/story/apples-stock-surges-to-all-time-intraday-high-2017-02-14

Questions for discussion:

  • What explains Apple’s recent stock performance?
  • Do you think investors should take some profit?