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

Description: BlackRock Inc. BLK, +3.25%  Chief Exeuctive Larry Fink says that with stocks knocking on the door of records, a surge to the upside appears more likely than a market collapse. That is because so many investors still have lots of cash to put to work, the head of the world’s largest asset manager told CNBC in a Tuesday interview.

Source: MarketWatch.com

Date: Apr 16, 2019

Link: https://www.marketwatch.com/story/blackrocks-fink-says-stock-market-at-risk-of-a-melt-up-not-a-meltdown-2019-04-16?mod=mw_theo_homepage

Questions for discussion:

  • What is a “melt-up”?
  • What is the basis of the prediction?
  • Do you think this is likely?

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

Description: First Cobalt Corp., the $50-million company, is inching closer to becoming the first producer of battery-grade cobalt to feed the nascent North American electric vehicle market, but there are still plenty of roadblocks in its way.

Source: FinancialPost.com

Date: April 11, 2019

Link: https://business.financialpost.com/commodities/north-americas-first-cobalt-refinery-inches-closer-to-production-but-obstacles-remain

Questions for discussion:

  • What are the positive and negative factors affecting this company that investors should consider?
  • How would you evaluate this company from an investor’s point of view?
  • Would you be a buyer today?

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

Description: Economic growth won’t last as the U.S. labors under the burden of growing entitlement programs and weakness around the world, former Federal Reserve Chairman Alan Greenspan told CNBC.

Source: CNBC.com – video report

Date: Apr 12, 2019

Link: https://www.cnbc.com/2019/04/12/alan-greenspan-says-economy-will-start-to-fade-out-because-of-growing-us-entitlement-burden.html

Questions for discussion:

  • What does Alan Greenspan say about the economy that should concern investors?
  • Do you agree with his assessment of problems facing the economy?

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

Description: For Disney, the price is the story. Disney announced pricing for its new streaming service on Thursday, and it’s surprisingly low: $6.99 per month and $69.99 annually (or $5.83 per month). The service won’t include any advertisements.

Source: CNBC.com – video report

Date: Apr 12, 2019

Link: https://www.cnbc.com/2019/04/12/disneys-6point99-per-month-price-immediately-makes-it-a-value-winner.html

Questions for discussion:

  • Why is pricing so critical in this highly competitive environment?
  • How would you expect Netflix and other competitors to respond?
  • How should investors treat this area of the entertainment industry?

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

Description: Dig a little into Apple’s business and you’ll find plenty of problems

Source: MarketWatch.com

Date: Apr 12, 2019

Link: https://www.marketwatch.com/story/as-apples-stock-rides-high-7-reasons-investors-should-worry-2019-04-12?mod=mw_theo_homepage

Questions for discussion:

  • What are the concerns expressed in this article?
  • Do you think they are valid?
  • What would you do as an investor at this time?

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

Description: A deal with Commerzbank could be a solution, but it could also make things a lot messier.

Source: Bloomberg.com

Date: Apr 12, 2019

Link: https://www.bloomberg.com/news/features/2019-04-12/what-a-deutsche-bank-merger-could-mean-for-germany?srnd=businessweek-v2

Questions for discussion:

  • What is driving the merger?
  • Do you think it is the solution?

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

Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year.

Source: NYTimes.com

Date: Apr 11, 2019

Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html

Questions for discussion:

  • What do the charts say to you, as an investor?
  • Looking forward, which firm presents the better opportunity for growth?

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

Description: Low rates set off a borrowing boom. But will it all end badly?

Source: Bloomberg.com

Date: Mar 26, 2019

Link: https://www.bloomberg.com/news/articles/2019-03-26/canadians-are-feeling-the-debt-burn?srnd=premium-canada

Questions for discussion:

  • What is the situation as described in the report?
  • Why is this a concern for businesses, investors, governments, and consumers?

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

Description: Mohamed El-Erian, chief economic adviser of Allianz, said the Federal Reserve made a “massive U-turn” to become more dovish in recent months. Other global central banks have followed suit. For that reason, El-Erian thinks that the current bull market could go on for another one or two more years.

Source: CNNMoney.com – video report

Date: Apr 03, 2019

Link: https://www.cnn.com/business/live-news/stock-market-news-today-040319/h_55b9e1b318701874cb8d13874631ad0c

Questions for discussion:

  • What is the basis of Mohamed El-Erian’ s analysis and market predictions for the next two years?
  • Do you agree with his assessments?

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

Description: “We’re back to the levels as if the December decline never happened and I think what’s interesting is what’s pushing that is the Fed has decided to not hike for the rest of 2019 and only once in 2020. Now that is a double-edged sword, that’s a canary in the coal mine,” Sanchez said Monday on CNBC’s “Trading Nation” segment.

Source: CNBC.com – video report

Date: Apr 03, 2019

Link: https://www.cnbc.com/2019/04/02/the-fed-is-canary-in-the-coal-mine-for-stocks-market-watcher-warns.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Summarize the analysis presented.
  • What do you think will happen over the next 12 months?