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

Description: Jeffrey Sherman, DoubleLine Capital deputy chief investment officer, discusses how contagion from Turkey’s financial crisis and trade tensions are impacting commodities.

‘Dr. Copper’ signalling ailments in global economy, says pro from CNBC.

Source: CNBC.com – video report

Date: Aug 15, 2018

Link: https://www.cnbc.com/video/2018/08/16/copper-ailments-global-economy-pro.html

Questions for discussion:

  • Why would copper and other commodities signal global economic conditions?
  • Do you believe the signals suggest trouble ahead?

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

Description: President Trump tweeted on Friday that switching to a six-month reporting system could help U.S. businesses.

Source: INC.com

Date: Aug 16, 2018

Link: https://www.inc.com/guadalupe-gonzalez/donald-trump-asks-sec-study-quarterly-earnings-reports-every-six-months.html?cid=hmside1

Questions for discussion:

  • What are the pros and cons related to this decision?
  • How would this change affect investors, companies and the markets, in your opinion?

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

Description: Elon Musk was at home in Los Angeles, struggling to maintain his composure. “This past year has been the most difficult and painful year of my career,” he said. “It was excruciating.”

Source: NYTimes.com

Date: Aug 16, 2018

Link: https://www.nytimes.com/2018/08/16/business/elon-musk-interview-tesla.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • Summarize the issues facing the firm and its management.
  • What do you think is going on?
  • How should the board of directors deal with Elon Musk, in your opinion?

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

Description: The length of the run really doesn’t matter very much.

Source: Bloomberg.com

Date: Aug 17, 2018

Link: https://www.bloomberg.com/view/articles/2018-08-17/old-age-isn-t-what-ends-a-bull-stock-market

Questions for discussion:

  • What does the article say to investors about understanding the age of a bull market?
  • Do you agree with the assessments and advice?

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

Description: The new product should help protect against shortages and offer a lower-cost option, the FDA said

Source: MarketWatch.com

Date: Aug 16, 2018

Link: https://www.marketwatch.com/story/tevas-generic-epipen-approved-in-the-us-with-perfect-timing-2018-08-16

Questions for discussion:

  • Explain the rise in stock price of Teva and fall of Mylan, given no pricing or sales estimates have been released yet for the new product?
  • Do you think competition will actually lower the generic price of the product or will Tevla likely match the current generic price offer to consumers?
  • What would you advise management at both firms?

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

Description: CNBC’s Arjun Kharpal speaks about Tesla Chief Executive Elon Musk’s recent lashing out at analysts.

Tesla’s shares drop as Musk gives bizarre earnings call from CNBC.

Source: CNBC.com – video report

Date: May 03, 2018

Link: https://www.cnbc.com/video/2018/05/03/teslas-shares-drop-as-musk-gives-bizarre-earnings-call.html

Questions for discussion:

  • Summarize the issues faced by CEOs at public meetings with analysts?
  • Do you think Elon Musk’s performance contributed to the change in stock value?
  • How valid is his comment about focusing on the longterm and not current financials?
  • How should investors regard the recent drop in share price, in your opinion?

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

Description: Kevin O’Leary, O’Shares ETFs chairman, reacts to the latest news on stocks like Tesla’s interesting earnings call and his picks for the CNBC Stock Draft.

Kevin O’Leary on Tesla, buybacks and more from CNBC.

Source: CNBC.com – video report

Date: May 03, 2018

Link: https://www.cnbc.com/video/2018/05/03/kevin-oleary-on-tesla-buybacks-and-more.html

Questions for discussion:

  • What is the basis for criticism of Elon Musk, according to Kevin O’Leary?
  • As CEO of a public corporation how should Musk have handled the situation?
  • Do you think Apple shareholders are happy with the buyback plan?

Posted by & filed under Company Analysis, Governments & Regulators, Personal Finance.

Description: To get their merger past regulators, they have to show that consumers would be better off with three big carriers rather than four.

Source: Bloomberg.com

Date: May 03, 2018

Link: https://www.bloomberg.com/news/articles/2018-05-03/sprint-and-t-mobile-have-a-27-billion-problem-to-solve

Questions for discussion:

  • What are the issues that complicate this merger?
  • What are the pros and cons?
  • Do you think it will be benficial overall?

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

Description: Weddings are both a joyous family affair and a tangle of moving parts — perhaps it’s the stress of making sure one Trump-voting aunt won’t be seated next to a Democratic in-law, or rerouting those flowers from the wrong location on the big day — that make the event notoriously stressful for both brides and grooms.

Source: Fortune.com

Date: May 03, 2018

Link: http://fortune.com/2018/05/03/zola-goldman-sachs-nbc-comcast-100-million/

Questions for discussion:

  • Do you think this investment is sensible?
  • Why might some argue that the business model is problematic?
  • Is this another example where a fragmented industry is better served by a software giant?

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

Description: SAN FRANCISCO — Most big banks have tried to stay far away from the scandal-tainted virtual currency Bitcoin. But Goldman Sachs, perhaps the most storied name in finance, is bucking the risks and moving ahead with plans to set up what appears to be the first Bitcoin trading operation at a Wall Street bank.

Source: NYTimes.com

Date: May 02, 2018

Link: https://www.nytimes.com/2018/05/02/technology/bitcoin-goldman-sachs.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=stream&module=stream_unit&version=latest&contentPlacement=10&pgtype=sectionfront

Questions for discussion:

  • Why do you think Goldman is doing this?
  • How do you think it will affect this industry?
  • Should investors change their thinking about currencies?