Posted by & filed under Company Analysis, Financial Planning, Growth & Valuation.

Description: How Brooklinen Went From Kickstarter to $20M in Sales

Source: Bloomberg.com – video report

Date: May 23, 2017

Link: https://www.bloomberg.com/news/videos/2017-05-23/brooklinen-s-rise-from-kickstarter-to-20m-in-sales-video

Questions for discussion:

  • Describe the financing strategies used by management from start-up to the current level of sales.
  • Do you think the company made any errors in judgement or should consider other methods to finance growth?
  • How would you evaluate the sale of this company for acquisition?

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

Description: Matthew Norris, senior vice president at Ivy Investment Management Company, joins BNN to discuss his value investing strategy, which includes retail and hospital stocks.

Source: BNN.ca – video report

Date: May 25, 2017

Link: http://www.bnn.ca/video/pick-the-supplier-not-the-seller-in-retail-ivy-managment~1133491

Questions for discussion:

  • What does Matthew Norris say about picking retail stocks and the businesses that supply them?
  • Do you agree with his assessment of Hanesbrands?

 

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

Description: 6 ways to fight back against emotional impulses that hurt your investments

Source: MarketWatch.com

Date: May 23, 2017

Link: http://www.marketwatch.com/story/how-to-stop-being-your-own-worst-enemy-in-the-stock-market-2017-05-23?siteid=nwtwk

Questions for discussion:

  • What do you think about the behavioral research presented?
  • Have you ever responded as these models suggest?
  • How should investors use this information?

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

Description: One of the economy’s biggest mysteries is this: The labor market is the strongest it has been in a decade, yet wages are rising barely faster than inflation.

Source: NYTimes.com

Date: May 26, 2017

Link: https://www.nytimes.com/2017/05/26/upshot/the-question-isnt-why-wage-growth-is-so-low-its-why-its-so-high.html?ref=dealbook&_r=0

Questions for discussion:

  • What does this article say about how and why wages rise?
  • What might the current wage situation mean for consumer spending and corporate profits?

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

Description: Kinder Morgan Canada Ltd. is expected to raise C$1.75 billion ($1.3 billion) in its initial public offering after setting the price of its shares at C$17 each, below the previous range, according to terms of the deal.

Source: Bloomberg.com

Date: May 17, 2017

Link: https://www.bloomberg.com/news/articles/2017-05-24/kinder-morgan-canada-said-to-price-ipo-at-c-17-in-canadian-debut

Questions for discussion:

  • How should investors evaluate this IPO?
  • Would you be an investor?

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

Description: There are a thousand fights to be had over tax reform. One of the big ones is how much should tax reform directly help businesses vs. the middle class?

Source: CNNMoney.com – video report

Date: May 19, 2017

Link: http://money.cnn.com/2017/05/19/news/economy/tax-reform-businesses-middle-class/index.html?iid=hp-stack-dom

Questions for discussion:

  • Why is tax reform so challenging, according to the report?
  • In broad terms, explain what would you do with the tax code and why?

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

Description: BNN commentator Andrew McCreath speaks with Johannes Benigni of JBC Energy, who explains why he thinks there’s still too much oil on the market.

Source: BNN.ca – video report

Date: May 10, 2017

Link: http://www.bnn.ca/video/too-much-oil-supply-in-the-markets-part-one~1129206

Questions for discussion:

Summarize the highlights presented in this report.

Do you agree with the assessments?

What would you advise investors?

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

Description: Amazon needs to enact a large stock split and start paying a dividend to get the Dow keepers’ attention

Source: MarketWatch.com

Date: May 15, 2017

Link: http://www.marketwatch.com/story/this-could-stop-amazons-stock-rally-in-its-tracks-2017-04-21?siteid=nwtwk

Questions for discussion:

  • What is the concern about Amazon’s stock price as described in this article?
  • What do you think about this argument?

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

Description: The ur-Brooklyn online craft marketplace is under pressure to start acting more like a conventional, shareholder-focused company.

Source: Bloomberg.com

Date: May 15, 2017

Link: https://www.bloomberg.com/news/features/2017-05-18/the-barbarians-are-at-etsy-s-hand-hewn-responsibly-sourced-gates

Questions for discussion:

  • What does this article say about the company and its management?
  • What do you think of the future financial possibilities are for this company?

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

Description: Forbes’ third annual tally of America’s 60 most successful self-made women has a new number one, two new billionaires, a transgender woman who climbed back into the ranks after a one year absence and five newcomers. It’s a diverse group of entrepreneurs, executives and entertainers who made their fortunes in everything from makeup and music to fashion, food and finance and range in age from 27 to 90.

Source: Forbes.com

Date: May 17, 2017

Link: https://www.forbes.com/sites/luisakroll/2017/05/17/from-meg-whitman-to-taylor-swift-meet-the-60-richest-most-successful-self-made-women-in-america/#692c4d0c1139

Questions for discussion:

  • What does the article say about how wealth was generated by these people
  • Are you surprised by any of these routes taken to riches?