Opinion: The new ‘Tilray’ marijuana stock is here — this is how to set up the trade

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

Description:  There are rumors that Coca-Cola may buy Denver’s New Age Beverages Source: MarketWatch.com Date: Sep 21, 2018 Link: https://www.marketwatch.com/story/the-new-tilray-stock-is-here-this-is-how-to-set-up-the-trade-2018-09-21 Questions for discussion: What does this report suggest to investors interested in investing in this sector? How significant would a favorable decision by Coca-Cola  be to the stocks involved?

A Silicon Valley VC Pioneer Ponders a Smaller-Is-Better Future

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

Description: Kleiner Perkins is in crisis with star partner Mary Meeker leaving. Source: Bloomberg.com Date: Sep 20, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-20/a-silicon-valley-vc-pioneer-ponders-a-smaller-is-better-future?srnd=businessweek-v2 Questions for discussion: What did you learn about the synergy between partners in VC firms? How would you describe the investing strategy of Mary Meeker in comparison to the management of the firm she is… Read more »

Dodd-Frank is a disaster and won’t protect us from the next crisis, says…

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

Description: Dan Gallagher, former SEC commissioner and now Mylan N.V. chief legal officer, discusses his views on banking regulations in the wake of the financial crisis. Dodd-Frank is a disaster and won’t protect us from the next crisis, says former SEC commissioner from CNBC. Source: CNBC.com – video report Date: Sep 04, 2018 Link: https://www.cnbc.com/video/2018/09/11/dodd-frank-is-a-disaster-and-wont-protect-us-from-the-next-crisis-says-former-sec-commissioner.html… Read more »

The Day Lehman Collapsed

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Description: Lehman Brothers filed for bankruptcy on Sept. 15, 2008, jolting the firm’s 28,000 employees. A decade later, former employees remember the collapse and reflect on what it meant for them. Source: MarketWatch.com – video report Date: Sep 13, 2018 Link: http://www.marketwatch.com/video/the-day-lehman-collapsed/64E50022-BC37-4E27-BAEF-FBBDD7786EBC.html Questions for discussion: Summarize the key points presented in this report. Are you… Read more »

Exclusive: Campbell Soup steps up CEO search, COO a contender – sources

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

Description: (Reuters) – Campbell Soup Co’s board is drawing up a list of CEO candidates, with Chief Operating Officer Luca Mignini emerging as the top internal contender, as the company seeks to fend off a proxy challenge from Daniel Loeb’s hedge fund, Third Point LLC, people familiar with the matter said. Source: Yahoo.com – Reuters… Read more »

We’re Living in What May Be the Most Boring Bull Market Ever

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

Description:  In an age of index funds and private companies, even a boom can feel blah. Source: Bloomberg.com Date: Sep 13, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-13/we-re-living-in-what-may-be-the-most-boring-bull-market-ever?srnd=businessweek-v2 Questions for discussion: What is the basis for calling this market “boring”? Do you agree with this assessment?

Opinion: Sell Tesla and buy GM — seriously

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

Description: Tesla often fails to deliver on its promises, and there’s no momentum in the stock Source: MarketWatch.com Date: Sep 13, 2018 Link: https://www.marketwatch.com/story/sell-tesla-and-buy-gm-seriously-2018-09-12 Questions for discussion: What is the analysis and basis for this recommendation? Do you agree with this assessment?

One of Wall Street’s biggest bulls sees raging market in 2019

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

Description: Credit Suisse’s Jonathan Golub breaks from the street and issues the first major S&P 500 forecast for 2019. One of Wall Street’s biggest bulls sees raging market in 2019 from CNBC. Source: CNBC.com – video report Date: Sep 04, 2018 Link: https://www.cnbc.com/video/2018/09/05/one-of-wall-streets-biggest-bulls-sees-raging-market-in-2019.html Questions for discussion: Summarize the key points presented in this report suggesting… Read more »

Elon Musk’s high and Tesla’s low: Stock and bonds tumble on CEO’s latest shenanigans

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

Description: Musk caused a stir by appearing to smoke a joint during an interview, while company’s accounting head has quit after a month Source: MarketWatch.com – video report Date: Sep 07, 2018 Link: https://www.marketwatch.com/story/elon-musks-high-and-teslas-low-stock-and-bonds-tumble-on-ceos-latest-shenanigans-2018-09-07 Questions for discussion: Do you think Elon Musk is losing managerial control of Tesla? How do you think  stockholders would react… Read more »

Harvard’s Foreign Farmland Investment Mess

Posted by & filed under Management Issues, Personal Finance.

Description: The university’s holdings in developing markets have proved to be more trouble than they’re worth. Source: Bloomberg.com Date: Sep 06, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-06/harvard-s-foreign-farmland-investment-mess?srnd=businessweek-v2 Questions for discussion: What risks are discussed in this report? Do you think this report presents a case of poor management and decision making?