Why Cisco parks $43 billion overseas
January 30, 2012 by Brahm Canzer
Filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues
Description: Cisco’s John Chambers says the 33% tax rate on foreign profits prevents companies from repatriating the money and creating jobs.
Source: CNNMoney.com – video report
Date: 01/26/2012
Link: http://money.cnn.com/video/news/2012/01/26/n_davos_chambers_investment.cnnmoney/
Questions for discussion:
- Where are Cisco’s profits invested in today’s global economy?
- How is this issue a business, economic, and political issue?
- Is there a way to mitigate the drain on lost profits to the U.S. economy?
How Nike keeps running up profits
January 23, 2012 by Brahm Canzer
Filed under Company Analysis, Economic Analysis, Growth & Valuation, Management Issues
Description: With the stock up 120% in the last three years, Nike pushes more retail in emerging markets.
Source: CNNMoney.com – video report
Date: 01/20/2012
Link: http://money.cnn.com/video/news/2012/01/20/n_nike_china_oil.cnnmoney/
Questions for discussion:
- Why are inventories a concern for a company like Nike?
- Do you think the growth prospects are good for the company?
- What level of growth do you believe is realistic? Explain your thinking.
- How do oil prices affect the company?
Investing in a bi-polar world
January 9, 2012 by Brahm Canzer
Filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues
Description: Blackrock’s Chief Equity Strategist Bob Doll discusses the Europe debt crisis, U.S. corporate earnings and the social unrest.
Source: CNNMoney.com – video report
Date: 01/06/2012
Link: http://money.cnn.com/video/markets/2012/01/05/mkts_ss_blackrock_doll_2012.cnnmoney/
Questions for discussion:
- Summarize the arguments presented by Bob Doll concerning the global economy.
- Do you agree that with his assessments?
- How would you approach investing today?
Investors flee gold and hedge funds
January 2, 2012 by Brahm Canzer
Filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues
Description: TrimTabs CEO Charles Biderman says money flowed out of gold and hedge funds and into bonds and bank savings accounts in 2011.
Source: CNNMoney.com – video report
Date: 12/29/2011
Link: http://money.cnn.com/video/news/2011/12/28/n_trimtabs_ceo.cnnmoney/
Questions for discussion:
- Summarize the arguments presented by Charles Biderman concerning investor behavior and the economy.
- Do you agree with his assessments?
- How would you approach investing in the early part of the new year?
Is the Global Economy Doomed?
December 12, 2011 by Brahm Canzer
Filed under Economic Analysis, Growth & Valuation, Market Analysis
Description: Economist and author Peter Schiff stops by Mean Street to discuss events in Europe and the global economy. (Photo: Reuters)
Source: Marketwatch.com – video report
Date: 12/08/2011
Questions for discussion:
- Summarize the analysis presented in this report.
- Do you agree with the opinions presented?
- What would you advise investors do today?
Canadian dollar’s drop may outpace Aussie, krone
October 10, 2011 by Brahm Canzer
Filed under Economic Analysis
Description: Commodity currencies under pressure along with global growth
Source: Marketwatch.com
Date: 10/07/2011
Questions for discussion:
- Why have so-called commodity currencies fallen?
- Do you agree with the forecasts presented in this report?
- How can company financial managers and investors mitigate their risk in these times?
Dow Moves Lower
September 12, 2011 by Brahm Canzer
Filed under Economic Analysis, Market Analysis
Description: Markets fall as worry over the sovereign debt issue continue to roil Europe and reaction after Obama;s speech indicate consumers expectations in politicians ability to fix problems is waning. Paul Vigna discusses the market movers of the day with Paul Vigna and Jonathan Cheng.
Source: Marketwatch.com – video report
Date: 09/09/2011
Link: http://www.marketwatch.com/video/asset/dow-moves-lower/622C21B5-33B4-41FA-ABE6-89764A3F4632
Questions for discussion:
- Summarize the key points presented in this report that explain recent movements in the market?
- Do you believe the bull run is about to end?
Inside the hottest gold market in town
August 15, 2011 by Brahm Canzer
Filed under Economic Analysis, Governments & Regulators, Market Analysis
Description: NNi’s Felicia Taylor spends the day with gold traders in the NYMEX, during the markets’ roller-coaster week.
Source: CNNMoney.com – video report
Date: 08/12/2011
Link: http://money.cnn.com/video/news/2011/08/12/n_nymex_taylor.cnnmoney/
Questions for discussion:
- Describe the mechanics of gold trading.
- What is the reason for the sudden increase in demand?
- When will this trend stop?
- How can investors play this trend?
News Hub: Dow Steamrolled by Caterpillar
July 25, 2011 by Brahm Canzer
Filed under Company Analysis, Economic Analysis, Market Analysis
Description: Blue chips slipped, but finished with a strong weekly advance, as investors weighed Caterpillar’s disappointing results against a new agreement on a Greek financing plan. Laura Mandaro has details.
Source: Marketwatch.com – video report
Date: 07/22/2011
Questions for discussion:
- Summarize the significance of Caterpillar’s results and stock movement.
- What does the continuing rise of gold suggest about the direction of economy, the US dollar, interest rates, and inflation?
- As an investor, do you see value in the companies in the Dow today?
Demystifying the Euro bank test
July 18, 2011 by Brahm Canzer
Filed under Economic Analysis
Description: CNN’s Jim Boulden blasts through the jargon of the European bank stress tests.
Source: CNNMoney.com – video report
Date: 07/15/2011
Link: http://money.cnn.com/video/news/2011/07/15/n_euro_bank_stress.cnnmoney/
Questions for discussion:
- Summarize what the “tests” are supposed to show.
- Are there any weaknesses to the test?
- How would you advise investors to deal with the current conditions?
