Are new rules making banks safer?

Description: Years after the financial crisis, regulators announced that the big banks will have to hold more capital to protect against losses. Will it make the financial system safer?

Source: CNNMoney.com – video report

Date: April 11, 2014

Link: http://money.cnn.com/video/investing/2014/04/11/investing-new-capital-rules-big-banks-safer.cnnmoney/index.html

Questions for Discussions:

  • What has changed at the banks?
  • Do you think these changes will affect their potential for success or failure?


Jeremy Siegel: The Bull Run Is Not Over

Description: Wharton School Professor of Finance Jeremy Siegel and Josh Rosner, managing director at Graham Fisher, discuss where the U.S. markets go from here with Trish Regan on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Apr 11, 2014

Link: http://www.bloomberg.com/video/siegel-says-stock-decline-not-end-of-bull-run-ONp_QCmISD6YTdHOIPjBmw.html

Questions for Discussions:

  • Summarize the economic and market debate presented in this report.
  • What do you think will happen over the coming year?


Why Facebook bought Oculus

Description: Oculus CEO Brendan Iribe tells CNNMoney’s Laurie Segall why Facebook became interested in buying his company.

Source: CNNMoney.com – video report

Date: Apr 11, 2014

Link: http://money.cnn.com/video/technology/2014/04/11/t-oculus-facebook-brendan-iribe.cnnmoney/index.html

Questions for Discussions:

  • Why did Facebook buy Oculus, according to this report?
  • How necessary was the financial input of Facebook money for Oculus to move forward?
  • How important will Facebook management and marketing be for Oculus?


Tinder isn’t worth $5 billion, but it’s valuable, investors say

Description: Tinder may not be worth $5 billion, but investors say the dating app remains an extremely valuable product.

Source: Fortune.com

Date: Apr 11, 2014

Link: http://tech.fortune.cnn.com/2014/04/11/tinder-isnt-worth-5-billion-but-its-valuable-investors-say/?iid=SF_F_River

Questions for discussion:

  • What is the business model for this app?
  • Do you think it can generate the cash flow needed to support the valuation currently presented?
  • Would you be a buyer?


Pimco’s Bill Gross Picks Up the Pieces

Description: There is no one who talks quite like Bill Gross, the co-founder of Pimco. He is perhaps the most influential financial manager of the past two decades, yet his stories involve an equal mix of whimsy and sheepishness, with fragments of Joni Mitchell songs, Howdy Doody vignettes, and references to classic American diner food offered in the singsong voice of a Dr. Seuss character.

Source: Businessweek.com

Date: Apr 10, 2014

Link: http://www.businessweek.com/articles/2014-04-10/pimcos-bill-gross-recovers-after-mohamed-el-erians-departure

Questions for Discussions:

  • Summarize the highlights presented in this report about Pimco and Bill Gross.
  • Who is Bill Gross according to the report?
  • Do you agree with this assessment?


Is the U.S. stock market rigged?

Description: Steve Kroft reports on a new book from Michael Lewis that reveals how some high-speed traders work the stock market to their advantage

Source: CBSNews.com – video report

Date: Mar 30, 2014

Link: http://www.cbsnews.com/videos/is-the-us-stock-market-rigged

Questions for Discussions:

  • Explain how high-speed traders were able to exploit the trading environments.
  • How was the problem solved?
  • How should government regulators have handled the problem?


Do Boards Genuinely Welcome Activist Investors

April 7, 2014 Edited by  
Filed under Management Issues

Description: Blair Effron, co-founder & partner at Centerview Partners, discusses how corporate boards view activist investing and the impact it has on how boards make decisions are made on Bloomberg Television’s “Market Makers.”

Source: Bloomberg.com – video report

Date: Apr 03, 2014

Link: http://www.bloomberg.com/video/do-boards-genuinely-welcome-activist-investors-khKJnMc~SYm6HYg1_f6VLg.html

Questions for Discussions:

  • What does Blair Effron say about activist investors and their influence on management?
  • Do you agree with his assessment of board structure and balance?


Teen Retailers: Who’s Worth Buying?

Description: Should you invest in what your kid’s like to wear? We put the three A’s under the spotlight: Aeropostale, American Eagle, and Ambercrombie & Fitch.

Source: BNN.com – video report

Date: Apr 04, 2014

Link: http://watch.bnn.ca/#clip1078271

Questions for Discussions:

  • Summarize the financial highlights presented in this report and the reasons for the decline at these retailers.
  • Would you consider them buying opportunities today?


El-Erian: Cautious optimism about Greece’s return to capital markets

Description: Renewed access to financing must not divert the debt-troubled nation from implementing critical economic reforms.

Source: Fortune.com

Date: Apr 03, 2014

Link: http://finance.fortune.cnn.com/2014/04/03/el-erian-caution-optimism-about-greeces-return-to-capital-markets/?iid=SF_F_River

Questions for discussion:

  • Summarize El-Erian’s assessment of investing in Greek debt and how the Greek government is managing that debt.
  • How would you categorize the risk associated with Greek debt today?


Liberty Media’s smaller stake in Barnes & Noble may actually be a good thing: analysts

Description: Barnes & Noble Inc.’s shares fell as much as 16% on Thursday after John Malone’s Liberty Media said it’s slashing its holdings in Barnes & Noble to about 1.7% from the 17% stake it held in 2011.

Source: Marketwatch.com

Date: Apr 03, 2014

Link: http://blogs.marketwatch.com/behindthestorefront/2014/04/03/liberty-medias-smaller-stake-in-barnes-noble-may-actually-be-a-good-thing-analysts/

Questions for discussion:

  • Why did the stock price fall dramatically upon the announcement?
  • Why is this announcement considered “good” from some points of view?
  • What is your assessment of the situation?