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)
Reinhardt and Rogoff, don’t dismiss the issue of debt levels on growth. (voxEU)
Netflix price chart. (Finviz)