Sachs: How Reaganomics toppled the U.S.

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description:  Economist Jeffrey Sachs says the policies of the Reagan administration led to the destruction of the American middle class. Source: CNNMoney.com – video report Date: 12/23/2011 Link:  http://money.cnn.com/video/news/2011/12/22/n_opinion_jeff_sachs.cnnmoney/ Questions for discussion: Summarize the arguments presented by Jeffrey Sachs favoring greater government involvement in the economy. What are the items you agree with and those… Read more »

Oracle Sales, Profit Miss Estimates

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis, Management Issues.

Description:  Oracle Corp. (ORCL) dropped the most in more than nine years, dragging down other software makers, after it reported quarterly sales and profit that missed analysts’estimates in a sign companies are spending less on programs that help them manage operations. Source:  Bloomberg.com Date: 12/21/2011 Link:  http://www.bloomberg.com/news/2011-12-20/oracle-misses-estimates-as-clients-throttle-tech-spending-shares-decline.html Questions for discussion: Summarize the highlights in this… Read more »

The super rich just don’t get it

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description:  Wealthy financiers are trying to turn the Occupy movement into a rich vs. poor debate. What they still don’t understand is that Americans don’t hate the rich. They hate the rich in finance. Source: Fortune.com Date: 12/23/2011 Link:  http://finance.fortune.cnn.com/2011/12/22/jamie-dimon-rich/?iid=SF_F_River Questions for discussion: Summarize the opinions and ethical issues expressed in this report? What is… Read more »

What would make Caterpillar add jobs

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues.

Description:  Caterpillar CEO Doug Oberhelman explains what the company needs to hire in the near and long-term. Source: CNNMoney.com – video report Date: 12/13/2011 Link:  http://money.cnn.com/video/news/2011/12/13/n_cat_ceo_adding_jobs.cnnmoney/ Questions for discussion: What are the challenges facing the firm? How do these issues relate to your understanding of the state of the economy? What should companies, governments and… Read more »

Whole Foods shareholder’s big payday

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

Description:  When things looked bleak for Whole Foods in 2008, private-equity retail specialist Leonard Green & Partners gave the natural foods retailer a $425 million cash injection, gobbling up preferred stock that was later converted to nearly 30 million shares. Source: Marketwatch.com Date: 12/13/2011 Link:  http://www.marketwatch.com/story/whole-foods-shareholders-big-payday-2011-12-13?dist=afterbell Questions for discussion: Summarize the financial analysis presented in… Read more »

Investing after the Arab Spring: Unfinished business

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

Description:  The ongoing revolutions across the Middle East would seem to be good news for markets. But so far they’ve scared most foreign investors away. Source: Fortune.com Date: 12/13/2011 Link:  http://finance.fortune.cnn.com/2011/12/13/investing-middle-east-north-africa/?iid=SF_F_Lead Questions for discussion: Summarize the opinions expressed in this report? What would your advice be to investors at this time?

Put a put income strategy to work for you

Posted by & filed under Financial analysis.

Description:  Most investors own some mix of stocks, mutual funds and exchange traded funds. In building an equity asset allocation for their portfolio, without knowing it, or simply accepting it, they are taking about 100% of the risk of the equity markets. There is however a safer option for building the equity portion of your… Read more »

All the world’s a game

Posted by & filed under Company Analysis, Financial analysis, Industry Analysis, Management Issues.

Description: Video games will be the fastest-growing and most exciting form of mass media over the coming decade, says Tim Cross Source: TheEconomist.com Date: 12/10/2011 Link: http://www.economist.com/node/21541164 Questions for discussion: Summarize the highlights in this report. What does this report suggest about investing strategies related to the growth of the industry?