Was it really a record-breaking summer for stocks?

Description: Bloomberg’s Mike Regan discusses the summer’s market movements with Matt Miller on “Street Smart.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: Aug 29, 2014

Link: http://www.bloomberg.com/video/was-it-really-a-record-breaking-summer-for-stocks-Y0wgnB9_QzO2faMmLfjC6g.html

Questions for Discussions:

  • Summarize the commentary and analysis presented in this report on the markets.
  • Do you agree with this view?
  • Where do you see things heading?

The Coolest Kickstarter ever raises over $13 million

Description: It’s the most successful Kickstarter campaign ever. The Coolest Cooler (yes, a cooler) raised $13.3 million in its 52-day run. The previous record holder, the Pebble smartwatch raised $10.2 million in 2012.

Source: CNNMoney.com – video report

Date: August 29, 2014

Link: http://money.cnn.com/2014/08/29/smallbusiness/coolest-cooler-kickstarter-campaign-ends/index.html?iid=Lead

Questions for discussion:

  • How is Kickstarter helping finance entrepreneurs?
  • Do you think it can ever grow past the current record level of fundraising?

O’Leary on Tim Hortons

Description: O’Leary’s take on the Tims-Burger King merger.

Source: BNN.ca – video report

Date: Aug 28, 2014

Link: http://www.bnn.ca/Video/player.aspx?vid=427238

Questions for Discussions:

  • Summarize the opinions presented by Kevin O’Leary about the reasons for the deal and why he sold his shares.
  • Do you think the deal will result in increased cash flow for either company?

S&P 500 Tops 2,000. Don’t Do Anything

Description: On Monday the Standard & Poor’s 500-stock index traded above 2,000 for the first time, getting to just under 2,002 before retreating below the 2K mark in early afternoon. Should you cheer? Or panic?

Source: Businessweek.com

Date: Aug 25, 2014

Link: http://www.businessweek.com/articles/2014-08-25/s-and-p-500-hits-2-000-dot-should-investors-buy-sell-or-hold#r=hpf-s

Questions for Discussions:

  • What is the message to investors in this article?
  • What is it based upon?
  • Do you agree with the analysis?

Allergan’s attempts to elude Ackman’s bid fuel bearish bets

Description: Should Bill Ackman and Valeant Pharmaceuticals International Inc. fail in their bid to take over Allergan Inc., options traders will be hedged.

Source: Bloomberg.com

Date: Aug 28, 2014

Link: http://www.bloomberg.com/news/2014-08-28/allergan-attempts-to-elude-ackman-bid-fuel-bearish-bets.html

Questions for Discussions:

  • What does this report say about the various strategies in play?
  • What would you advise investors to do at this time?

Bank of America in record payout

Description: Bank of America to pay a $16.65 billion settlement to the federal government and six states for mortgage securities fraud that lead to the financial crisis.

Source: CNNMoney.com – video report

Date: Aug 21, 2014

Link: http://money.cnn.com/video/news/2014/08/21/bank-of-america-settlement-17-billion-mortgage-securities-fraud-doj-holder.cnnmoney/index.html

Questions for Discussions:

  • Evaluate the settlement agreed to in this case.
  • Do you think jail time for individuals should be pursued?
  • How might that effort affect future management behavior?

Is it smooth sailing for Wall Street’s bulls?

Description: Stifel Nicolaus Portfolio Manger Chad Morganlander and JPMorgan Chief U.S. Economist Michael Feroli discuss markets, the economy and Fed rate policy. They speak on “Street Smart.” (Source: Bloomberg)

Source: Bloomberg .com – video report

Date: August 21, 2014

Link: http://www.bloomberg.com/video/is-it-smooth-sailing-for-wall-street-s-bulls-KQPMTzQeQLCO7VQfYY0VHw.html

Questions for discussion:

  • What do the people interviewed in this report say that favors continued bull market activity?
  • Do you agree with the analysis and predictions?

Why Samsung Is Hoarding Its Cash

Description: Now that it’s selling Nooks to consumers, Samsung Electronics has a new way to compete with Apple and Amazon.com. The Korean company on Wednesday unveiled its new Samsung Galaxy Tab Nook, a 7-inch tablet that uses software for the Barnes & Noble electronic reader.

Source: Businessweek.com

Date: August 22, 2014

Link: http://www.businessweek.com/articles/2014-08-22/why-samsung-is-hoarding-its-cash#r=hp-ls

Questions for Discussions:

  • What does this article say about financial planning needs at Samsung?
  • How should management approach the challenges facing the firm?

Too Much Corn With Nowhere to Go as U.S. Sees Record Crop

August 25, 2014 Edited by  
Filed under Economic Analysis, Industry Analysis

Description: The ripening corn and soybean fields stretch for miles in every direction from Dennis Wentworth’s farm in Downs, Illinois. As he marveled at his best-yielding crops ever, he wondered aloud where the heck he’ll put it all.

Source: Bloomberg.com

Date: Aug 22, 2014

Link: http://www.bloomberg.com/news/2014-08-22/too-much-corn-with-nowhere-to-go-as-u-s-sees-record-crop.html

Questions for Discussions:

  • How does this article illustrate the forces of supply and demand in the marketplace?
  • How would you expect the marketplace to deal with the excess supply “problem”?
  • How should investors deal with the opportunities here?

Why Target will pull out all the stops to save face in Canada

Description: It only took 15 months after Target Corp. made a wildly hyped venture into Canada before someone sounded a death knell for the mass merchant.

Source: FinancialPost.com

Date: Aug 22, 2014

Link: http://business.financialpost.com/2014/08/22/why-target-will-pull-out-all-the-stops-to-save-face-in-canada/

Questions for discussion:

  • What is the financial damage to Target due to its poor performance?
  • How would you deal with the current financial problems?