Description: Shares of Nike surge after the athletic apparel retailer reported better-than-expected earnings, despite worries about weak sales in China. Source: CNNMoney.com – video report Date: Mar 22, 2013 Link: http://money.cnn.com/video/investing/2013/03/22/investing-the-buzz-nike.cnnmoney/ Questions for Discussions: Why was Nike expected to perform poorly in the last quarter? What is the explanation for its success? What do these… Read more »
Monthly Archives: March 2013
How to Play Lululemon
Description: Option Pit Mentoring COO Mark Sebastian discusses his Lululemon trade. He speaks on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 22, 2013 Link: http://bloom.bg/11sB7QT#ooid=JoZDhlYTrKI2yBsgQJNQoRU7RdG3LP_n Questions for discussion: Explain the play in Lululemon presented in the report and the reasons for this thinking? Do you agree with this strategy?… Read more »
New Critical Warning as 2013 shocker looms
Description: (MarketWatch) — Yes, another dark “shocker” before the end of the year, an unexpected “black swan.” And sadly for Fed Chairman Ben Bernanke — who hopes his “I saved America from economic collapse” illusion stays intact till he leaves office — he’s not going to get a dream ending to his Fed career. Source: … Read more »
When David Einhorn Talks, Markets Listen—Usually
Description: It was shaping up as an especially good episode of The David Einhorn Show. The founder of the $8.8 billion hedge fund Greenlight Capital was speaking in May 2012 at his favorite venue, the Ira W. Sohn Investment Research Conference, held that year at New York’s Lincoln Center, to a packed audience of money… Read more »
Fear Index Says This Stock Market Reminiscent of October 2007
Description: The euphoria among stock advisors and investors alike seems to be increasing as key stock indices proceed to move into uncharted territories. I see it all as a bearish indicator. Just look at the chart below of the Chicago Board Options Exchange (CBOE) Volatility Index (VIX), often referred to as the “fear index:” Source: … Read more »
Jim Rogers: Soaring Dow a poor indicator
Description: Famed investor Jim Rogers says recent gains in international markets is a poor indicator of global economic health. Source: CNNMoney.com – video report Date: Mar 15, 2013 Link: http://money.cnn.com/video/news/2013/03/15/news-jim-rogers-currency-inflation.cnnmoney/ Questions for Discussions: What is the reason Jim Rogers believes the current run up in the Dow is not a good predictor of a better… Read more »
Dividend not in CGI Group’s plans: CEO
Description: Paying a dividend to shareholders is not the right use of its money, CGI Group (CGI-T 16.44 -0.05 -0.3%) chief executive Michael Roach tells BNN, as the company, which was recently crowned Canada’s biggest technology firm, builds up funds for potential acquisitions. CGI shareholders, along with the stockholders of most publicly-traded companies, have… Read more »
Spinoff of Time Inc. Rattles Employees
Description: It was an elite reception at a glittery Manhattan setting: prominent media figures like Gayle King and Lesley Stahl gathered on the 10th floor of the Time Warner Center on Monday night to toast Sheryl Sandberg, the Facebook executive who recently released a book about her life. Source: NYTimes.com Date: Mar 13, 2013 Link:… Read more »
How Big Losses Distorted JPMorgan’s Sense of Reality
Description: Time-tested wisdom on Wall Street is that when a trade you made is losing money, you should swallow hard and get out of the position before things get even worse. Cut your losses. But when JPMorgan Chase (JPM) started losing big on its London Whale trade last year, traders and executives all the way… Read more »
Apple shares up despite Galaxy S4 threat
Description: Analysts on new Samsung handset: ‘Evolutionary, not revolutionary’ Source: Marketwatch.com Date: Mar 15, 2013 Link: http://www.marketwatch.com/story/apple-shares-up-despite-galaxy-s4-threat-2013-03-15 Questions for Discussions: Given Apple’s stock recent rebound and the reception given Samsung’s Galaxy s4, do you think Apple stock is poised for a major “bounce” back in price? What do you think investors shorting Apple are likely… Read more »
