Valeant tumbles on news of an SEC investigation. Ambarella reports a big drop in profits. Kate Spade rises. And HP Enterprise surprises. Our analysts discuss those stories and delve into the latest employment numbers. And Motley Fool Asset Management Portfolio Manager Bill Mann talks China, Japan, and the big business of Hello Kitty. To check out a highlight reel from our recent investing conference in San Diego, go to digitalpass.fool.com .