No single theme jumped out at this morning when putting together this screencast. So we are going to take this opportunity to follow-up on some previous screencasts. Those topics include: why quality stocks, like Coca-Cola (KO) seem cheap, the surge in corporate debt issuance, the relationship between debt/GDP and economic growth and the question of whether Netflix (NFLX) is paying too much for the right to stream movies to its subscribers.
*No position in KO or NFLX.
Posts mentioned in the above screencast:
The puzzle behind blue chip valuations. (FT)
Coca-Cola price and dividends. (YCharts)
Investors can’t get enough corporate bonds. (BondSquawk, MarketBeat)
Reinhardt and Rogoff, don’t dismiss the issue of debt levels on growth. (voxEU)
Are high content costs going to be the undoing of Netflix (NFLX)? (NewTeeVee)
Netflix price chart. (Finviz)