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

Description: The lost art of dividend investing

Source: CNBC.com – video report

Date: Mar 01, 2019

Link: https://www.cnbc.com/video/2019/02/28/the-lost-art-of-dividend-investing.html

Questions for discussion:

  • What is the history of dividend payouts as a means to share business wealth creation with investors?
  • How has it changed?
  • Does dividend investing offer less risk to investors?

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

Description: Gap’s split up is a “sobering reminder” that companies cannot “repurchase” their way to greatness,” CNBC’s Jim Cramer said Friday.

Source: CNBC.com – video report

Date: Mar 01, 2019

Link: https://www.cnbc.com/2019/03/01/cramer-its-about-time-that-gap-decided-to-split-its-businesses.html

Questions for discussion:

  • What does Cramer mean by saying “In short, buybacks don’t mean squat without a compelling growth story.”
  • Do you think the restructuring and store closures can result in greater stock values?

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

Description: Barring a catastrophic event before the weekend, the S&P 500’s current bull market will turn 10 years old on Saturday, March 9. Since 2009, the S&P 500 (^GSPC) has returned an annualized 17.68% total return and gained $17.5 trillion on a stock basis, according to data from Howard Silverblatt at S&P Dow Jones Indices.

Source: YahooFinance.com – video report

Date: Mar 07, 2019

Link: https://finance.yahoo.com/news/bull-market-sp-500-10-year-anniversary-141145530.html

Questions for discussion:

  • Summarize the highlights presented in this report.
  • What do you think will happen going forward?

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

Description: A survey commissioned by a conservative group shows most tech workers identify as moderate, but the findings leave plenty of room for the right or left to argue about bias.

Source: FastCompany.com

Date: Mar 02, 2019

Link: https://www.fastcompany.com/90313045/politics-are-tearing-tech-companies-apart-says-new-survey?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=5&partner=newsletter&campaign_date=03022019

Questions for discussion:

  • What does the research say about the influence of politics on company performance?
  • How should management deal with this issue in order to mitigate financial loss?
  • Should investors be concerned with the way management handles the political orientation of employees?

Posted by & filed under Personal Finance.

Description: Although many students may sulk at requiring additional classes, a finance class will create beneficial knowledge for the next generation of career-oriented adults.

Source: KSUSentinel.com

Date: Mar 04, 2019

Link: http://ksusentinel.com/2019/03/04/opinion-finance-course-should-be-required/

Questions for discussion:

  • What are the primary arguments for making a course mandatory?
  • Do you think it would help solve personal financial problems such as the burden of debt?
  • What content would you recommend for an undergraduate course in personal finance?

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

Description: Upstart direct-to-consumer brands—think Warby Parker eyeglasses or Allbirds shoes—should give a sustained boost to companies such as Facebook (ticker: FB) and Alphabet ’s (GOOGL) Google that benefit from their marketing efforts.

Source: Barrons.com

Date: Feb 25, 2019

Link: https://www.barrons.com/articles/facebook-alphabet-stock-could-see-boosts-from-direct-to-consumer-brands-51551111477

Questions for discussion:

  • Summarize what the report says about changes taking place online.
  • What does this mean for investors?

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

Description: There’s been some fist-bumping among the Netflix faithful this week, as the video streamer’s “Roma” walked away with multiple honors at Hollywood’s Oscars.

Source: MarkWatch.com

Date: Feb 26, 2019

Link: https://www.marketwatch.com/story/netflix-the-1-reason-to-snap-up-one-of-the-sps-hottest-stocks-2019-02-26

Questions for discussion:

  • What does the article say about Netflix, pricing and its stock appreciation potential?
  • Do you agree with this assessment?

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

Description: Is it more similar to the top 1 percent or the working class?

Source: NYTimes.com

Date: Feb 24, 2019

Link: https://www.nytimes.com/2019/02/24/opinion/income-inequality-upper-middle-class.html?fbclid=IwAR2FSM1zNTrM5USXVZCPKjRW5w4RVA1kI5nOlNE43OrLfLkUmAV74SxxEdM

Questions for discussion:

  • What does the research data say about the distribution of wealth since 1980?
  • How much do you think real estate and the stock market have contributed to this phenomenon?
  • Should wealth distribution be shifted through other means, say taxation policies, in your opinion?
  • How would any changes affect the real estate and stock markets?

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

Description: Danaher will buy the biopharmaceutical business of General Electricin a $21.4 billion deal, the companies announced Monday.

Source: CNBC.com – video report

Date: Feb 25, 2019

Link: https://www.cnbc.com/2019/02/25/danaher-to-buy-the-general-electrics-bio-pharma-business-life-sciences-for-21point4-billion.html

Questions for discussion:

  • What motivated the deal for each firm?
  • Explain the rise in stock values?
  • Is this deal good for GE investors in the long run?

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

Description: Kraft Heinz, the ailing food giant, has tapped investment bank Credit Suisse to review options for its Maxwell House coffee business, which could include a potential sale, people familiar with the matter tell CNBC.

Source: CNBC.com – video report

Date: Feb 24, 2019

Link: https://www.cnbc.com/2019/02/24/kraft-heinz-reviews-options-for-maxwell-house-coffee-including-sale.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What does the article say about how management is dealing with high debt levels?
  • What are the consequences of these sales?
  • How should investors understand these decisions?