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

Description: A bond selloff that sent benchmark U.S. Treasury yields to the highest since 2011 spread into Asia and Europe on Thursday, spurring more gains for the dollar and triggering widespread declines in equities.

Source: Bloomberg.com – video report

Date: Oct 03, 2018

Link: https://www.bloomberg.com/news/articles/2018-10-03/treasuries-slide-asia-stocks-set-to-nudge-higher-markets-wrap

Questions for discussion:

  • Summarize and explain the movements in markets.
  • What would you advise investors do in the short term?

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

Description:  Investors are still grappling with some whiplash caused by a bond sell off Wednesday, which saw the biggest one-day climb in two years for the 30-year U.S. Treasury yield.

Source: MarketWatch.com

Date: Oct 04, 2018

Link: https://www.marketwatch.com/story/bill-gross-this-is-why-bonds-are-selling-off-2018-10-04

Questions for discussion:

  • What does Bill Gross have to say about the cause of the bond sell off?
  • Should stock market investors be concerned, according to the report?
  • What do you think is happening?

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

Description: Amazon, the second largest private employer in the U.S., is raising the minimum wage for its full-time and temporary workers to $15 per hour.

Source: Finance.Yahoo.com – video report

Date: Sep 26, 2018

Link: https://finance.yahoo.com/news/real-reason-amazon-raising-minimum-wage-170807455.html

Questions for discussion:

  • What are the possible reasons for Amazon’s pay raise, according to the report?
  • What do you think is motivating management?
  • How has this affected the stock price?
  • Why do you think investors responded as they did?

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

Description: Amazon.com recently announced that it would be raising its entry wage to $15 an hour and would lobby for a higher minimum wage at federal, state and municipal governments. Other companies have announced similar moves in recent months, including Walmart, which bumped its starting wages to $10 an hour. These are interesting developments that merit a bit of discussion.

Source: MarketWatch.com

Date: Oct 04, 2018

Link: https://www.marketwatch.com/story/two-ways-to-view-amazons-15-wage-a-cynical-move-or-as-a-surprising-way-to-cut-costs-2018-10-04

Questions for discussion:

  • What does this editorial say about the motivation to raise wages at Amazon?
  • Do you agree with the assessment?

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

Description: CNBC’s ‘Squawk on the Street’ team discusses Apple’s new partnership with Salesforce to start developing technology such as voicing software together.

Apple Salesforce deal is so big, you should have to pay more for both stocks, says Jim Cramer from CNBC.

Source: CNBC.com – video report

Date: Sep 23, 2018

Link: https://www.cnbc.com/video/2018/09/24/jim-cramer-apple-is-integral-to-salesforce-package-and-vice-versa.html

Questions for discussion:

  • Why is Jim Cramer excited about an Apple and Saleforce partnership?
  • How can enterprise technology applications increase between the two firms and others?
  • How much do you think this developing partnership could affect stock prices for each firm?

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

Description: Toni Sacconaghi, senior analyst at Bernstein, discusses the impact that the securities fraud charges against Tesla CEO Elon Musk can have on the company.

Tesla stock could fall more than 20 percent if Elon Musk ousted following securities fraud charges, analyst says from CNBC.

Source: CNBC.com – video report

Date: Sep 28, 2018

Link: https://www.cnbc.com/video/2018/09/28/tesla-stock-could-fall-more-than-20-percent-if-elon-musk-ousted-following-securities-fraud-charges-analyst-says.html

Questions for discussion:

  • Summarize the risks and concerns presented in this report.
  • How should investors respond to recent activity?

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

Description: Shares of Tesla (TSLA) tumbled Friday, extending losses after Thursday’s news that the Securities and Exchange Commission (SEC) filed a lawsuit accusing Tesla CEO Elon Musk of defrauding investors when he tweeted last month that he was considering taking the company private.

Source: YahooFinance.com – video report

Date: Sep 21, 2018

Link: https://finance.yahoo.com/news/tesla-shares-plummeting-following-sec-lawsuit-122749623.html

Questions for discussion:

Why have Tesla shares fallen?

  • What are the management issues facing the firm and investors?
  • How should management and investors respond to events?

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

Description: Big options move behind an energy stock.

The energy behind a key options move from CNBC.

Source: CNBC.com – video report

Date: Sep 28, 2018

Link: https://www.cnbc.com/video/2018/09/28/the-energy-behind-a-key-options-move.html

Questions for discussion:

  • Explain the strategies presented in this report.
  • Do you think they make sense?

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

Description:  Shares of India Globalization Capital Inc. rocketed Friday to a more-than seven year high, to pace broad gains in the marijuana sector, investors rushed to take part in the CBD-infused drinks market.

Source: MarketWatch.com

Date: Sep 28, 2018

Link: https://www.marketwatch.com/story/igc-stock-rockets-to-lead-cannabis-sector-rally-amid-cbd-beverage-boom-2018-09-28

Questions for discussion:

  • Explain the price changes taking place in the stocks mentioned in this article?
  • How should investors approach this group, in your opinion?

 

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

Description: Big gains have padded accounts, but the downside risk is larger than ever.

Source: Bloomberg.com

Date: Sep 28, 2018

Link: https://www.bloomberg.com/news/articles/2018-09-28/the-bull-market-could-ruin-your-retirement

Questions for discussion:

  • Summarize the concerns presented in this article.
  • Do you agree with the assessment and risk perceptions?
  • What would you advise investors?