Thursday, March 29, 2018

A Mellienial Job Interview

An enjoyable way to learn what not to do in a job interview or just laugh at the gap between generations.

Beware: Boomers in positions of authority have longer job longevity that millennials  would think just.

Sexy is scary I

Butterwood argues in the Economist that the U.S. stock market is overvalued.  At 32.8, the Cyclically adjusted price earnings ratio (CAPE) is certainly pricey.  Perhaps that is one reason investors have backed off some of their love affair with FAANG stocks.

Buttonwood cites research by Research Affiliates, a fund-management group.
You can hear the authors of the research (
"Cape Fear: Why CAPE Naysayers Are Wrong"), Rob Arnott Vitali Kalesnik Jim Masturzo, explain their thesis in in this video.

Monday, November 13, 2017

GE Cuts Its Dividend and Its Stock Price Drops 7 1/2 %

GE has been much in the news.  It announced that it would cut its dividend in half.  While that would seem to have been much anticipated, the stock nevertheless dropped seven and a half percent.  Thomas Gryta reports in the Wall Street Journal:

"General Electric Cuts Dividend by Half and Slashes Profit Goals
Industrial giant to revamp board as new CEO pursues restructuring"

New SEC rules will make GE look worse still according to Tomi Kilgore on Market Watch,
"GE’s stock suffers worst day in 8 1/2-years after transformation plan unveiled," Nov 13, 2017

Thursday, October 19, 2017

What Happens to Tesla, If It Can Not Produce a Half Million Electric Cars Next Year?

In the Wall Street Journal (10/6/2017), we fin that "Tesla Needs to Pick Up the Pace of Production:" 7:00AM

Tesla's super automated car factory had to finish its cars by hand.  It produced 70% less than target. Elon Musk's electric-car company fell short of its third-quarter production goals. Is it too ambitious?

Monday, October 09, 2017

Is Amazon Vulnerable?

Amazon is the FENG Powerhouse. To avoid a regulatory crackdown, NYU's Scott Galloway says the e-commerce giant must take this defensive measure.

What is The Millennials' Biggest Investment Mistake?

Liz Ann Sonders of Charles Schwab speaks to Barrons about "The Biggest Mistake Millennial Investors Make." Gunshy from two grand bear markets, they fail to see that a market crash is not their only risk. Here's how to protect against other risks as well:

Tuesday, October 03, 2017

Sam Sdams Makes a Comeback

Barrons: "A New Twist for Boston Beer," 10/2/2017 8:11AM. After a 30-month slide, Boston Beer shares have staged a surprising turnaround.

Amazon Doesn't Want to Make Money

In Barrons: "What Amazon Will Destroy Next?"9/30/2017,NYU's Scott Galloway talks with Barron's about the future of Prime shopping, and why Netflix should be worried. Also, hope for Wal-Mart.  

There is a certain insanity about a firm that has a market capitalization of $460 billion and does its best not to make money.  What are investors valuing?