‘Dr. Copper’ signalling ailments in global economy, says pro

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

Description: Jeffrey Sherman, DoubleLine Capital deputy chief investment officer, discusses how contagion from Turkey’s financial crisis and trade tensions are impacting commodities. ‘Dr. Copper’ signalling ailments in global economy, says pro from CNBC. Source: CNBC.com – video report Date: Aug 15, 2018 Link: https://www.cnbc.com/video/2018/08/16/copper-ailments-global-economy-pro.html Questions for discussion: Why would copper and other commodities signal global… Read more »

Trump Asks the SEC to Consider Ending Quarterly Earnings Reports

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Description: President Trump tweeted on Friday that switching to a six-month reporting system could help U.S. businesses. Source: INC.com Date: Aug 16, 2018 Link: https://www.inc.com/guadalupe-gonzalez/donald-trump-asks-sec-study-quarterly-earnings-reports-every-six-months.html?cid=hmside1 Questions for discussion: What are the pros and cons related to this decision? How would this change affect investors, companies and the markets, in your opinion?

Elon Musk Details ‘Excruciating’ Personal Toll of Tesla Turmoil

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Description: Elon Musk was at home in Los Angeles, struggling to maintain his composure. “This past year has been the most difficult and painful year of my career,” he said. “It was excruciating.” Source: NYTimes.com Date: Aug 16, 2018 Link: https://www.nytimes.com/2018/08/16/business/elon-musk-interview-tesla.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the issues facing the firm and its management. What do… Read more »

Old Age Isn’t What Ends a Bull Stock Market

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

Description: The length of the run really doesn’t matter very much. Source: Bloomberg.com Date: Aug 17, 2018 Link: https://www.bloomberg.com/view/articles/2018-08-17/old-age-isn-t-what-ends-a-bull-stock-market Questions for discussion: What does the article say to investors about understanding the age of a bull market? Do you agree with the assessments and advice?

Teva’s generic EpiPen approved in the U.S., with perfect timing

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

Description: The new product should help protect against shortages and offer a lower-cost option, the FDA said Source: MarketWatch.com Date: Aug 16, 2018 Link: https://www.marketwatch.com/story/tevas-generic-epipen-approved-in-the-us-with-perfect-timing-2018-08-16 Questions for discussion: Explain the rise in stock price of Teva and fall of Mylan, given no pricing or sales estimates have been released yet for the new product? Do… Read more »

Tesla’s shares drop as Musk gives bizarre earnings call

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Description: CNBC’s Arjun Kharpal speaks about Tesla Chief Executive Elon Musk’s recent lashing out at analysts. Tesla’s shares drop as Musk gives bizarre earnings call from CNBC. Source: CNBC.com – video report Date: May 03, 2018 Link: https://www.cnbc.com/video/2018/05/03/teslas-shares-drop-as-musk-gives-bizarre-earnings-call.html Questions for discussion: Summarize the issues faced by CEOs at public meetings with analysts? Do you think… Read more »

Kevin O’Leary on Tesla, buybacks and more Why an Investor Is Predicting Bitcoin Could Hit $700,000

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Description: Kevin O’Leary, O’Shares ETFs chairman, reacts to the latest news on stocks like Tesla’s interesting earnings call and his picks for the CNBC Stock Draft. Kevin O’Leary on Tesla, buybacks and more from CNBC. Source: CNBC.com – video report Date: May 03, 2018 Link: https://www.cnbc.com/video/2018/05/03/kevin-oleary-on-tesla-buybacks-and-more.html Questions for discussion: What is the basis for criticism… Read more »

Sprint and T-Mobile Have a $27 Billion Problem to Solve

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

Description: To get their merger past regulators, they have to show that consumers would be better off with three big carriers rather than four. Source: Bloomberg.com Date: May 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-05-03/sprint-and-t-mobile-have-a-27-billion-problem-to-solve Questions for discussion: What are the issues that complicate this merger? What are the pros and cons? Do you think it will be… Read more »

Why Comcast and Goldman Sachs Just Put $100 Million Into Cleaning Up Wedding Planning

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

Description: Weddings are both a joyous family affair and a tangle of moving parts — perhaps it’s the stress of making sure one Trump-voting aunt won’t be seated next to a Democratic in-law, or rerouting those flowers from the wrong location on the big day — that make the event notoriously stressful for both brides… Read more »