Here’s How We Can Keep Drug Prices Affordable for All

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

Description: They’re up 10% overall from last year

Source: Fortune.com – video report

Date: Oct 28, 2016

Link: http://for.tn/2fiedV4

Questions for Discussions:

  • What do the panelists have to say about market forces deciding prices in this industry?
  • Are prices free to move according to the laws of supply and demand, in your view?
  • Should prices be regulated for the “greater good”?
  • How should investors deal with this debate?

Here’s How GlaxoSmithKline Is Able to Turn a Profit

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

Description: CEO Sir Andrew Witty explains

Source: Fortune.com – video report

Date: Oct 28, 2016

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

Questions for Discussions:

  • How does the firm plan development of a new vaccine, according to Sir Andrew Witty?
  • What does his explanation say about the attitude the firm has towards financial planning?

The NFL Was a Sure Thing for TV Networks. Until Now

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

Description: Why are football ratings down? Cord cutters. And smartphones. And the election, concussions, Kaepernick, global warming ..

Source: Bloomberg.com – video report

Date: Nov 03, 2016

Link: http://www.bloomberg.com/news/articles/2016-11-03/nfl-was-a-sure-thing-for-tv-networks-until-now

Questions for Discussions:

  • What are the problems facing the NFL and pro-sports in general?
  • How would you suggest the industry deal with declining revenues?

The Money Management Gospel of Yale’s Endowment Guru

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

Description: As he has done for decades, once a week David F. Swensen convenes his staff — including his cadre of apprentices — for a morning-long meeting among the Gothic revival flourishes and crenelations of the Yale University campus to debate investment ideas.

Source: NYTimes.com

Date: Nov 05, 2016

Link: http://www.nytimes.com/2016/11/06/business/the-money-management-gospel-of-yales-endowment-guru.html?ref=business

Questions for discussion:

  • What does the article say about David Swensen’s management style and investing philosophy?
  • Do you think he imparts good thinking that applies to investing in general?

The restaurant recession has arrived

Posted by & filed under Economic Analysis, Industry Analysis, Personal Finance.

Description: Moody’s slashes its profit growth outlook as consumers struggle to pay bills and restaurants grapple with weak traffic

Source: MarketWatch.com

Date: Nov 03, 2016

Link: http://www.marketwatch.com/story/analysts-who-warned-this-summer-of-a-restaurant-recession-are-looking-smart-now-2016-11-01?siteid=nwtwk

Questions for Discussions:

  • What does the article say about the restaurant business and consumer spending?
  • What does the analysis suggest to investors?

El-Erian’s Cash-Stash Strategy Catches on as Bond Rout Deepens

Posted by & filed under Economic Analysis, Industry Analysis.

Description: Mohamed El-Erian said he’s favoring cash when managing his own money. The idea is catching on in the bond market as benchmark 10-year U.S. yields rise to the highest level since May.

Source: Bloomberg.com – video report

Date: Oct 28, 2016

Link: http://bloom.bg/2e3JFIV

Questions for Discussions:

  • What is happening in the global bond markets?
  • What are the explanations presented for this situation?
  • How are some bonds investors reacting?

Six Reasons Tesla Wants to Take Over Your House

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

Description: Elon Musk is about to unveil a home solar system that could transform electricity.

Source: Bloomberg.com – video report

Date: Oct 28, 2016

Link: http://bloom.bg/2dLWLHq

Questions for Discussions:

  • What are the concerns about the merger, as expressed in the video clip?
  • Do you think this deal is good for shareholders?

Get Ready for the Rooftop Solar Stall

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

Description: This was supposed to be solar’s moment. Residential panel installations in the U.S. grew 71 percent in 2015 as the falling cost of panels made the power they generate more competitive.

Source: Bloomberg.com

Date: Oct 20, 2016

Link: http://www.bloomberg.com/news/articles/2016-10-20/get-ready-for-the-rooftop-solar-stall

Questions for discussion:

  • Why has growth stalled in this industry?
  • Summarize the business model changes taking place.
  • What could governments and companies do that would help advance the industry?

TD Ameritrade, Scottrade deal is the sign of an industry in the midst of major change

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

Description: TD Ameritrade’s US$4 billion deal to acquire Scottrade Financial Services Inc. will not only give the company greater scale, but also highlights the ongoing push of discount brokerages into the wealth management sphere amid growing competition in the financial services market.

Source: FinancialPost.com

Date: Oct 25, 2016

Link: http://business.financialpost.com/investing/td-ameritrade-scottrade-deal-marks-an-industry-in-the-midst-of-major-change?__lsa=64cb-7420

Questions for discussion:

  • What does the article say about the direction this industry is heading?
  • Do you think the deal is good for shareholders?

Opinion: Here’s proof that investors are wising up to Wall Street’s earnings game

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

Description: When a company’s earnings have beaten expectations this season, the stock has barely risen

Source: MarketWatch.com

Date: Oct 28, 2016

Link: http://www.marketwatch.com/story/heres-proof-that-investors-are-wising-up-to-wall-streets-earnings-game-2016-10-28

Questions for Discussions:

  • What does the article say about the “game” going on?
  • What do you think of this analysis?