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

Description: And its shares are soaring.

Source: Fortune.com – video report

Date: Feb 10, 2017

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

Questions for Discussions:

  • Why has Sears’ stock price jumped?
  • Do you think this change reflects expected future profitability or just a halt to losses?
  • What would you advise investors?

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

Description: A former TV star as U.S. president doesn’t seem to have injected markets with much of a ‘‘fear factor.’’ But digging beneath the surface of an eight-year bull run exposes subtle signs that hint at an uneasy optimism.

Source: Bloomberg.com – video report

Date: Feb 07, 2017

Link: https://www.bloomberg.com/news/articles/2017-02-06/five-charts-that-say-all-is-not-well-in-markets

Questions for Discussions:

  • What do the charts say?
  • Do you agree with the interpretation presented?

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

Description: He is the most successful and influential investor you have probably never heard of.

Source: NYTimes.com

Date: Feb 06, 2017

Link: https://www.nytimes.com/2017/02/06/business/dealbook/sorkin-seth-klarman-trump-investors.html?hp&action=click&pgtype=Homepage&clickSource=story-heading&module=second-column-region&region=top-news&WT.nav=top-news&_r=0

Questions for Discussions:

  • Summarize the opinions presented and the explanations provided.
  • Do you agree with these sentiments?

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

Description: LONDON — The risk of an escalating trade war between China and the US is rising fast.

Source: BusinessInsider.com

Date: Feb 07, 2017

Link: http://www.businessinsider.com/goldman-sachs-how-donald-trump-will-escalate-a-trade-war-with-china-2017-2

Questions for discussion:

  • Summarize the arguments presented in this opinion piece.
  • Do you agree with this line of thinking?
  • How should investors deal with this risk?

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

Description: Canada’s largest software company expects to get even bigger.

Source: FinancialPost.ca

Date: Feb 09, 2017

Link: http://business.financialpost.com/fp-tech-desk/opentext-has-been-on-a-us3-billion-buying-spree-and-its-ceo-says-its-not-done-yet?__lsa=e4f5-f69a

Questions for discussion:

  • What is OpenText’s strategy for growth?
  • Have investors done well with this stock?
  • What advice would you give investors today?

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

Description: Stefan Larsson had strong disagreements with Ralph Lauren and decided to step down

Source: Fortune.com – video report

Date: Feb 02, 2017

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

Questions for Discussions:

  • How should investors regard the change in leadership and the reasons given?
  • Do you think a change in leadership can reinvigorate this iconic brand?

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

Description: Google takes the seat

Source: Fortune.com – video report

Date: Feb 03, 2017

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

Questions for Discussions:

  • How should a brand be evaluated, from an investor’s point of view?
  • Do you think investors are overpaying for the brands listed in this report?

Posted by & filed under Governments & Regulators, Industry Analysis.

Description: White House sees banks burdened by rules

Source: MarketWatch.com

Date: Feb 03, 2017

Link: http://www.marketwatch.com/story/trump-administration-plans-to-scale-back-dodd-frank-law-2017-02-03

Questions for discussion:

  • Do you think this line of thinking is a good idea?
  • Do you think it will change the way investors behave?

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

Description: One of the more reliable paths to becoming a billionaire over the past 20 years has been to build a dominant technology company and then to take it public.

Source: NYTimes.com

Date: Feb 02, 2017

Link: https://www.nytimes.com/2017/02/02/business/dealbook/snapchat-ipo-billionaire.html?ref=business

Questions for Discussions:

  • What information stands out in the descriptions of who benefits from this IPO?
  • According to the article, what is the recipe for exceptional financial success today?
  • What do you think makes Snapchap worth so much money?

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

Description: Snap Inc. has gone to great lengths to distance itself from comparisons to Twitter Inc., the last big social media public offering.

Source: Bloomberg.com

Date: Feb 03, 2017

Link: https://www.bloomberg.com/news/articles/2017-02-03/snap-s-ipo-to-be-haunted-by-twitter-and-gopro

Questions for discussion:

  • What are the similarities between Snap’s IPO and those of other social media?
  • Would you be a buyer?