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

Description: Third-quarter earnings season is just about over, and corporate results haven’t been this strong in eight years. With 97% of the S&P 500 having reported results through the end of last week, the blended earnings growth rate for the S&P 500 is25.9%, according to data from FactSet.

Source: Finance.Yahoo.com – video report

Date: Dec 04, 2018

Link: https://finance.yahoo.com/news/earnings-still-great-thats-matters-stocks-225640951.html

Questions for discussion:

  • What do the earnings analysis suggest?
  • How have markets been reacting lately?
  • Explain the disconnect.

 

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

Description:  I often read articles, along with the comments, to gauge the stock market’s sentiment from an anecdotal perspective. I recently noticed a quote by investor Sir John Templeton: “For 100 years optimists have carried the day in U.S. stocks. Even in the dark ’70s, many professional money managers, and many individual investors too, made money in stocks, especially those of smaller companies.

Source: MarketWatch.com

Date: Dec 03, 2018

Link: https://www.marketwatch.com/story/elliott-wave-theory-suggests-an-unsettling-event-will-occur-in-the-stock-market-2018-12-03

Questions for discussion:

  • Summarize the analysis presented.
  • What can investors learn from this article?

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

Description: Bitcoin is now entering a death spiral

Source: MarketWatch.com

Date: Dec 03, 2018

Link: https://www.marketwatch.com/story/bitcoin-is-close-to-becoming-worthless-2018-12-03

Questions for discussion:

  • What does the report say about the future valuations for Bitcoin?
  • Do you agree with this assessment?

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

Description: No more dinners with female colleagues. Don’t sit next to them on flights. Book hotel rooms on different floors. Avoid one-on-one meetings. In fact, as a wealth adviser put it, just hiring a woman these days is “an unknown risk.” What if she took something he said the wrong way? Across Wall Street, men are adopting controversial strategies for the #MeToo era and, in the process, making life even harder for women.

Source: Bloomberg.com – video report

Date: Dec 04, 2018

Link: https://www.bloomberg.com/news/articles/2018-12-03/a-wall-street-rule-for-the-metoo-era-avoid-women-at-all-cost

Questions for discussion:

  • What does article say about the direction of working relationships between men and women?
  • How should management deal with this issue?

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

Description: How an obscure legal document turned New York’s court system into a debt-collection machine that’s chewing up small businesses across America.

Source: Bloomberg.com

Date: Nov 20, 2018

Link: https://www.bloomberg.com/graphics/2018-confessions-of-judgment/?srnd=businessweek-v2

Questions for discussion:

  • Why are small business people typically the target?
  • How can they protect themselves from this risk?
  • Is there a role for government here?

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

Description:  Discovery CEO David Zaslav told CNBC that Apple’s video streaming service “could explode” when it launches next year, because CEO Tim Cook and video head Eddy Cue have the connections they need: subscribers.

Source: CNBC.com – video report

Date: Nov 23, 2018

Link: https://www.cnbc.com/2018/11/28/tim-cooks-plans-for-apple-video-could-explode-discovery-ceo.html

Questions for discussion:

  • What distinguishes the Discovery business model from scripted television?
  • Do you think this model will succeed?
  • What sort of programming would you watch via this non-scripted streaming model?
  • Why does Apple have a competitive advantage?

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

Description: Bitcoin had a rough weekend. Coming off a week of heavy losses, bitcoin fell as much as 10 percent and set a fresh low at $3,447.58 on Sunday, according to data from CoinDesk. That was the cryptocurrency’s lowest level since September 2017. It later recovered to roughly $3,945 as of 6 p.m. ET.

Source: CNBC.com – video report

Date: Nov 25, 2018

Link: https://www.cnbc.com/2018/11/25/bitcoin-extends-losses-slides-to-lowest-since-september-2017.html?__source=sharebar%7Cemail&par=sharebar

Questions for discussion:

  • Explain the fall in Bitcoin.
  • What do you see as its future?

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

Description: A volatile year of trading could be coming to a head this weekend.

Source: MarketWatch.com

Date: Nov 23, 2018

Link: https://www.marketwatch.com/story/watch-out-for-december-risk-liquidation-if-trumpxi-meeting-disappoints-2018-11-30

Questions for discussion:

  • What are the reasons given for investor concern?
  • Do you agree with this assessment?
  • What would reduce volatility in the market?
  • What should investors do, in your opinion?

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

Description:  The ‘Shark Tank’ investor also shares his top productivity and focus tips.

Source: Entrepreneur.com

Date: Nov 28, 2018

Link: https://www.entrepreneur.com/article/323976?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • What can investors learn from this interview with Mark Cuban that could help them be better investors?
  • How would you explain Mark Cuban’s business success?

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

Description: In one industry after another, big companies have become more dominant over the past 15 years, new data show.

Source: NYTimes.com

Date: Nov 25, 2018

Link: https://www.nytimes.com/2018/11/25/opinion/monopolies-in-the-us.html

Questions for discussion:

  • What does the report say about mergers and their effect on the economy?
  • Do you agree with this assessment?