Description: The “Fast Money” traders discuss the sudden drop in the Dow and what’s contributing to the post-close loss. Dow suddenly drops nearly 400 points from CNBC. Source: CNBC.com – video report Date: Mar 01, 2018 Link: https://www.cnbc.com/video/2018/02/28/dow-suddenly-drops-nearly-400-points.html Questions for discussion: Why did the Dow drop? Why is there so much volatility? What do you… Read more »
Posts Tagged: Debt
Description: Rebecca Patterson, chief investment officer at Bessemer Trust, discusses the broader market and rising interest rates with Brian Sullivan. Rising inflation not enough to rattle stocks, says Bessemer’s Rebecca Patterson from CNBC. Source: CNBC.com – video report Date: Feb 15, 2018 Link: https://www.cnbc.com/video/2018/02/14/rising-inflation-not-enough-to-rattle-stocks-says-bessemers-rebecca-patterson.html Questions for discussion: What is Rebecca Patterson saying about inflation concerns… Read more »
Description: Jeffrey Katzenberg is trying to raise $2 billion for his new television start-up that will provide short-form content of premium quality for mobile devices. Source: NYTimes.com Date: Oct 02, 2017 Link: https://www.nytimes.com/2017/10/02/business/dealbook/katzenberg-television-mobile.html?rref=collection%2Ftimestopic%2FVenture%20Capital&action=click&contentCollection=timestopics®ion=stream&module=stream_unit&version=latest&contentPlacement=1&pgtype=collection Questions for discussion: What are the risks to investors, compared to traditional media platforms that exist today? Do you think this thinking… Read more »
Description: How about this setup for a joke: What does Toys “R” Us Inc. have in common with business software companies? Source: Bloomberg.com Date: Sep 21, 2017 Link: https://www.bloomberg.com/gadfly/articles/2017-09-21/toys-r-us-is-a-cautionary-tale-for-technology-firms Questions for discussion: What does article say about the use of debt and the consequences? What should investors and financial managers take away from this report?
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?
Description: Troubled drug company refinanced debt, extended maturities and adjusted terms last quarter Source: MarketWatch.com Date: May 12, 2017 Link: http://www.marketwatch.com/story/valeant-shares-rocket-23-as-investors-cheer-moves-to-reduce-debt-2017-05-09?siteid=nwtwk Questions for discussion: Why did the stock price jump? Do you think the current value is fair, with respect to the level of debt and revenue projections?
Description: It all goes back to 1917. Congress passed a law that year making Puerto Ricans United States citizens. That same law, still on the books today, empowered the island to raise money by issuing tax-exempt bonds. Source: NYTimes.com Date: May 05, 2017 Link: https://www.nytimes.com/2017/05/05/business/dealbook/puerto-rico-debt.html?ref=dealbook Questions for discussion: Summarize the reasons for the current financial… Read more »
Description: John O’Connell, chairman and CEO at Davis Rea, discusses BlackBerry. Source: BNN.ca – video report Date: April 11, 2017 Link: http://www.bnn.ca/video/john-o-connell-discusses-blackberry~1099714 Questions for discussion: Summarize the the analysis and advice. Do you agree?
Description: As more fans cut the cord and go mobile, the network is busy protecting its cable-TV money machine. Source: Bloomberg.com Date: Mar 30, 2017 Link: https://www.bloomberg.com/news/features/2017-03-30/espn-has-seen-the-future-of-tv-and-they-re-not-really-into-it Questions for discussion: How has the business model changed at ESPN? What can the company do to deal with these changes to operations?
Description: Vadim Perelman was a young hedge fund hot shot not so long ago, overseeing a portfolio in the hundreds of millions at the age of 31, hopping on corporate boards, and issuing lengthy slide presentations about his favorite stock picks. Source: Forbes.com Date: Mar 16, 2017 Link: https://www.forbes.com/sites/nathanvardi/2017/03/16/the-34-year-old-hedge-fund-manager-who-bet-everything-on-a-stock-that-tanked/#5585be5c16fb Questions for discussion: Summarize the strategic… Read more »