Gold pays off for miners, ETFs

Posted by & filed under Economic Analysis.

Description: Investors run to the precious metal as jitters about the recovery and currency market volatility increase. Source:  CNNMoney.com – video report    Date: 09/23/2010 Link: http://money.cnn.com/video/markets/2010/09/23/mkts_gold_highs.cnnmoney/ Questions for discussion: Summarize the analysis presented about gold and gold related investments. Do you agree with this analysis? What is your prediction for gold over the next… Read more »

Housing market rebounds — sort of

Posted by & filed under Economic Analysis, Industry Analysis.

Description:  Although construction company shares and new home starts are up, Buzz readers are skeptical about a recovery in the housing sector Source:  CNNMoney.com – video report   Date: 09/22/2010 Link: http://money.cnn.com/video/news/2010/09/22/n_bz_housing.cnnmoney/ Questions for discussion: Summarize the range of commentary made about the housing market. Do you agree with any of the analysis presented? How… Read more »

Facebook Sells Your Friends

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis.

Description:  How Facebook plans to leverage its 550 million users into the greatest advertising juggernaut since … O.K., only since Google. That’s still huge. Source:  Businessweek.com   Date: 09/22/2010 Link: http://www.businessweek.com/magazine/content/10_40/b4197064860826.htm Questions for discussion:  Summarize the financial evaluations made in the article for Facebook? As an investor, how would you play Facebook? What would your… Read more »

U.S. REITs Use Stock Sales to Grow After `Balance-Sheet Repair’

Posted by & filed under Economic Analysis, Industry Analysis.

Description: U.S. real estate investment trusts are selling shares to fund property acquisitions after using record cash from equity offerings last year to reduce debt and cover dividends. Source:  Bloomberg.com Date: 09/24/2010 Link:  http://www.bloomberg.com/news/2010-09-24/u-s-reits-balance-sheet-repair-gives-way-to-deals-as-stock-sales-advance.html   Questions for discussion: How are these firms restructuring their finances? What is driving this behavior? Do you believe it is… Read more »

Obama Stimulus Made Economic Crisis Worse, `Black Swan’ Author Taleb Says

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: U.S. President Barack Obama and his administration weakened the country’s economy by seeking to foster growth instead of paying down the federal debt, said Nassim Nicholas Taleb, author of “The Black Swan.” Source: Bloomberg.com   Date: 09/25/2010 Link: http://www.bloomberg.com/news/2010-09-25/-black-swan-author-taleb-says-obama-s-stimulus-made-economic-crisis-worse.html Questions for discussion: What is the basis of Taleb’s criticism of government handling of the… Read more »

BullHorn: ORCL, RIMM, China, Solar

Posted by & filed under Market Analysis.

Description:  Oracle and Research In Motion are by no means dead. China stocks are hot, perhaps too hot. And investors are warming up to solar. Source:  CNNMoney.com – video report   Date: 09/17/2010 Link: http://money.cnn.com/video/markets/2010/09/17/mkts_bh_orcl_rimm_china.cnnmoney/ Questions for discussion: Summarize the commentary made on each stock? Do you agree with the analysis presented? Look at the… Read more »

Revolution Investing: Apple Going to $1,000

Posted by & filed under Company Analysis.

Description: With $40 billion in cash on its balance sheet, Apple can grow earnings 30% to 40% and reach a $1,000 stock price by 2015, according to MarketWatch newsletter writer Cody Willard, who points to the company’s power in apps. Veronica Dagher reports. Source:  Marketwatch – video report    Date: 09/13/2010 Link: http://www.marketwatch.com/video/asset/revolution-investing-apple-going-to-1000/DC68E619-2969-41D8-BF81-DE00375729AE Questions for… Read more »

How the Best-Known Brand in Golf is Navigating the Global Economy

Posted by & filed under Company Analysis, Growth & Valuation, Industry Analysis.

Description:  Like a weekend duffer playing through a summer squall, the golf industry has weathered brutal conditions in recent years. Callaway, the Carlsbad, California-based golf equipment maker, has hardly been immune to the ill winds. After banner years in 2007 and 2008, the company encountered the economic storm that struck the entire industry in 2009,… Read more »

As Market Pessimism Grows, Should You Buy Stocks?

Posted by & filed under Economic Analysis.

Description: Investors are disenchanted with the market. To contrarians, that constitutes signs of a rally. Source:  Businessweek.com Date: 09/16/2010 Link:  http://www.businessweek.com/magazine/content/10_39/b4196047923232.htm   Questions for discussion: Summarize the views presented in this article. Do you agree with the arguments presented for stock improvements? What would your investment advice be at this time?

Bernanke Shadow of Easing Limits BOJ Success With Yen Weakness

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: Bank of Japan Governor Masaaki Shirakawa’s success in weakening the yen may hinge on Ben S. Bernanke. Japan said two days ago it sold yen for the first time since 2004 because the currency’s surge to a 15-year high versus the dollar imperiled the nation’s export-led recovery. Meantime, pressure is growing on U.S. Federal… Read more »