Description: MarketWatch columnist Mark Hulbert joins Mean Street and makes the argument that the market’s long-awaited correction is at hand. Photo: Reuters. Source: CNNMoney.com – video report Date: 03/23/2012 Link: http://www.marketwatch.com/video/asset/hulbert-were-at-a-market-correction/5DB75335-75E3-4F8B-A393-79D0B462979D Questions for discussion: Explain the logic of this analysis? Do you agree with this assessment? Where do you see the market headed over the… Read more »
Monthly Archives: March 2012
Hunger Games tip odds in Lionsgate’s favor
Description: t’s complete ‘Panemonium’ for investors and fans alike as moviegoers queue up for The Hunger Games and shares of Lionsgate soar. Source: CNNMoney.com – video report Date: 03/23/2012 Link: http://money.cnn.com/video/markets/2012/03/23/mkts-bz-hunger-games.cnnmoney/ Questions for discussion: Explain how you would evaluate the affect a blockbuster film would have on a company like Lionsgate. How would you estimate… Read more »
The end of the bond bubble?
Description: With the yields on 10-year Treasuries — considered a risk-free asset by the market — moving sharply higher since the beginning of the year, many investors are beginning to ask: Is this the end of what has been a 30-year bull run for bonds? The improving U.S. economy and an easing debt crisis in… Read more »
Apple becomes a portfolio must-have stock
Description:Â Now that it will start paying a regular dividend, Apple Inc. has become a must-have for portfolio managers with blue-chip stocks in their investment funds. Source: Marketwatch.com Date: 03/20/2012 Link:Â http://www.marketwatch.com/story/apple-becomes-a-portfolio-must-have-stock-2012-03-20?siteid=nwtwk Questions for discussion: Summarize the reasons given for such positive endorsement of Apple. Do you agree with the assessments? What are risks associated… Read more »
The Wall Street multibillion scandal no one is talking about
Description:Â Â The LIBOR trading scandal could turn out to be far worse for Wall Street than its mortgage troubles. Source:Â Fortune.com Date: 03/23/2012 Link:Â http://finance.fortune.cnn.com/2012/03/23/the-wall-street-multibillion-scandal-no-one-is-talking-about/?iid=SF_F_LN Questions for discussion: What is the basis of the scandal, according to the report? What is your opinion of the report? What do believe will happen next?
US Airways Said to Brief AMR Creditors on Takeover Plan
Description:Â Â US Airways Group Inc. (LCC), seeking support for a possible American Airlines (AAMRQ)merger, is discussing a takeover plan with some creditors of the bankrupt carrier and their advisers, people with knowledge of the talks said. Source:Â Bloomberg.com Date: 03/23/2012 Link:Â http://www.bloomberg.com/news/2012-03-23/us-airways-said-to-brief-amr-creditors-on-takeover-plan.html Questions for discussion: Summarize the thinking presented in the article related to the… Read more »
Cisco makes $5 billion bet on video
Description: Despite calls from some investors to backtrack from the consumer business, Cisco has bought NDS Ltd., a software maker for set top boxes. Source: CNNMoney.com – video report Date: 03/15/2012 Link: http://money.cnn.com/video/markets/2012/03/15/mkts-bz-cisco-nds.cnnmoney/ Questions for discussion: Do you think this is a good move by Cisco? Do you think investors will be happy with the… Read more »
Traders react to Goldman quitter
Description: Greg Smith’s Op-Ed in the New York Times slamming Goldman Sachs has caused a media fallout but traders say they aren’t surprised. Source: Fortune.com – video report Date: 03/14/2012 Link: http://money.cnn.com/video/news/2012/03/14/n-traders-goldman-oped.cnnmoney/ Questions for discussion: Summarize the opinions reported. Do you agree with these views?
Goodbye to Goldman: Will Blankfein Be Next?
Description: Some day, when they write the definitive history ofGoldman Sachs (GS), Wall Street’s 143-year-old warehouser of brass rings, the date March 14, 2012, will stand in infamy. If you haven’t already heard, that’s when Greg Smith, an executive with the bank in London, resigned with guns a-blazing, in a corporate revenge fantasy worthy of… Read more »
Stocks’ correction coming? Not that again
Description:Â Â Investors are beginning to wonder if this Energizer Bunny of a rally can just keep going without taking a break or a fall. Source:Â Reuters.com Date: 03/16/2012 Link:Â http://www.reuters.com/article/2012/03/16/us-usa-stocks-weekahead-idUSBRE82F1AF20120316 Questions for discussion: What is the basis for concern in the market and Apple in particular? What is your opinion?
